Ukraine

[ArtM72]

In the wake of the Ukraine crisis, a debate has ensued about whether the U.S. can use natural gas to counter Russia's global ambitions. However, some experts say the real front in the global energy battle lies not in oil and gas, but in the arena of nuclear technology. Moscow has quietly taken the lead in the $500 billion market for nuclear exports, building the lion's share of new facilities—and by extension earning influence and good will in key regions around the globe—as the U.S. sits on the sidelines.

Nuclear power in the new Cold War

The conclusion this year of the long standing "megatons for megawatts" program makes Cameco (CCJ) a promising long term play, especially with (finally) the opening of its new Cigar Lake mine.