The head of the International Energy Agency, Fatih Birol, recently described the war in Iran as the “greatest global energy security threat in history.” He expects it will trigger a wave of policy changes comparable to those that followed the twin oil shocks of 1973 and 1979. For followers of the nuclear sector, this is worth paying attention to. As Birol pointed out, more than 40% of the nuclear capacity operating in the world today was built in response to these two earlier crises.
Through our physical holding of uranium oxide concentrate (U3O8) and uranium-related commercial activities, we create an opportunity to realise value from long-term exposure to the uranium spot price in a low-risk, low-cost, liquid and publicly quoted vehicle.
Learn more
Our strategy is to buy and hold physical U308,
providing investors with liquid exposure to the resurgent investment price.
Provides investors with exposure to the uranium spot price without the operating risks associated with exploration, development, mining or processing.
Positioned to benefit from ongoing supply-side constraints and increasing nuclear energy demand.
A strong board and management committed to good governance and high ethical standards.
Yellow Cake creates liquidity for investors in a traditionally illiquid commodity.
