Thorium – Part I
Oct 31, 2025
By Gaia Research Team
Reading time: 4 mins.
Thorium is not an expenditure; it is an insurance premium on a Nation’s capacity to define its own fissile future. In financial terms, it functions as a long-dated call option on technological autonomy: the premium paid today buys the right—though not the obligation—to exercise sovereign control over 21st-century nuclear standards
The Double Pareto Dilemma
Oct 8, 2025
By Gaia Research Team
Reading time: 9 mins.
Recent developments confirm that capital continues to flow into critical minerals despite a subdued price environment. The Trump Administration’s decision to acquire a 10% stake in Lithium Americas underscores the growing focus on national security and resource sovereignty. For long-term investors, this reinforces the strategic case for holding exposure to critical minerals, as geopolitical and nationalist drivers are set to outweigh short-term market weakness.
Miners are Starting to Move
May 29, 2025
By Laurent MAUREL
Reading time: 8 mins.
Despite a tense global environment — with persistent inflation, geopolitical tensions, and heightened interest rate uncertainty — the U.S. economy remains broadly resilient.
The uranium sector has emerged as one of the most sought-after plays in the market. The momentum was abruptly reignited by a series of executive orders signed by Donald Trump, aimed at revitalizing and reindustrializing the American nuclear industry. These measures — still in the process of being fully defined — form part of a broader strategy for energy security and reduced reliance on imports, particularly from Russia.
Uranium and the Quest for A Sustainable Energy Future
Oct 11, 2024
By Gaia Research Team
Reading time: 14 mins.
As the world grapples with climate change and the transition to cleaner energy sources, nuclear power is increasingly seen as a key solution. As the primary fuel for nuclear reactors, uranium’s market dynamics are crucial to the future of the energy industry.
Sustainable Mining – Dialogue with Elevate Uranium Ltd
May 24, 2024
By Gaia Research Team
Reading time: 5 mins.
Reinforce the end of the ‘E’ pillar in ESG through conversations with Elevate Uranium executives, challenging traditional mindsets on the benefit of board independence.
Small Modular Reactors
Oct 5, 2022
By François Pommier Suarez
Reading time: 8 mins.
Based on current trends and projected capacity additions, renewable energies (PV, Wind) should not be sufficient to achieve the net-zero 2050 targets set by the IEA. Not to mention their intermittent aspects.
The question of reviving nuclear power arises.