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Expert Interview

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Discussing the Nuclear and Uranium Outlook for 2025

Ticker(s): NEE, ETR, CEG

Who's the expert?

I’m running a nuclear industry-specific consulting firm, with a close focus on nuclear energy projects, SMRs, uranium and nuclear fuels supply and demand. I previously worked as the Head of Sales at Kazatomprom, and was responsible for over 1bln USD contracts portfolio. Also, I’m covering all sorts of topic on the revival and future of nuclear energy as the Chairman of Atomic Industry Development Association.

Interview Goal
Discussing the Nuclear and Uranium Outlook for 2025 including the following questions:
  • What is the outlook for the nuclear power industry in 2025, and what are the key drivers behind its revival?
  • How will nuclear energy contribute to the energy mix, including powering data centers?
  • What are the implications for utility companies and other beneficiaries across the value chain (e.g., uranium mining, plant development, waste management)?
  • How might regulatory changes under the new administration impact the industry?
  • What is the 2025 uranium outlook, including supply-demand trends, Kazatomprom’s supply cuts, and pricing?

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