Mittelstandspresse
08.10.2026
Italy Returns to Nuclear Power—A Boost for Uranium Producers
After nearly 40 years, Italy has paved the way for a return to nuclear power. Globally, approximately $80 billion will be invested in nuclear power by 2026, while the uranium market is sliding into a deficit.
Herisau, 08.10.2026 (PresseBox) - Advertisement – This article is distributed on behalf of Uranium Energy Corp. and IsoEnergy Ltd. Paid Relationship: SRC swiss resource capital AG has a paid investor relations advisory agreement with each of these companies. · Author: SRC swiss resource capital AG · First published: October 8, 2026, 2:10 p.m. Berlin/Zurich ·
Dear Readers,
Italy is returning to nuclear power: At the end of September, the Senate finally approved the Meloni government’s bill. It does not yet authorize the construction of a reactor, but empowers the government to establish the rules for doing so within twelve months.
The focus is on small modular reactors (SMRs). According to industry plans by Nuward (EDF) in partnership with Edison, Ansaldo, and Maire, the first SMR in Italy— —could come online around 2035. Following the Chernobyl disaster, Italy decided to phase out nuclear power via a referendum in 1987 and shut down its four nuclear power plants by 1990.
Energy security drives demand for uranium
The blockade of the Strait of Hormuz during the Iran War demonstrated just how vulnerable the energy supply is. According to the IEA, approximately $80 billion is expected to flow into nuclear power worldwide in 2026.
On the supply side, things are getting tight: Industry analyses predict that the uranium market will already be in a slight deficit by 2026, with a shortfall of about 18 percent of demand expected for 2027. This is because developing new mines typically takes 15 to 20 years. In the U.S., the largest producer of nuclear power, reactors with a capacity of just under 100 gigawatts accounted for about 19 percent of electricity generation in 2024, according to the EIA.
Uranium Energy: Production Picks Up Significantly
Uranium Energy - https://www.commodity-tv.com/ondemand/companies/profil/uranium-energy-corp/ - is debt-free, according to the company, and has cash and cash equivalents of approximately $753 million and a uranium inventory of 1.256 million pounds of U₃O₈. Mining is conducted via in-situ leaching at two U.S. mines, Christensen Ranch and Burke Hollow.
In the fourth fiscal quarter (May through July 2026), production rose by 157 percent compared to the previous quarter to 82,744 pounds, while total costs per pound fell by 33 percent. Ludeman in Wyoming is the third mine currently under construction. Through a subsidiary, UEC is also establishing refining and conversion operations. Additional projects are located in Canada, and UEC owns a titanium project in Paraguay.
IsoEnergy: High-Grade Uranium in the Athabasca Basin
IsoEnergy - https://www.commodity-tv.com/ondemand/companies/profil/isoenergy-ltd/ - owns uranium projects in Canada, the U.S., and Australia. The centerpiece is the Larocque East project in the Athabasca Basin, which includes the Hurricane deposit: 48.6 million pounds of U₃O₈ with a grade of 34.5 percent U₃O₈ classified as “indicated”—according to the company, the highest-grade indicated uranium resource in the world. The McClean Lake processing plant is located about 40 kilometers away.
During the 2026 summer drilling campaign, the highest radioactivity levels to date were recorded along the Hurricane South Trend, with peak values of 43,160 cps over 0.5 meters. These are measurements taken with a handheld spectrometer, not chemical analyses. In August, IsoEnergy also partnered with DISA Technologies to establish the U.S. uranium platform DISA Uranium Corporation, into which it contributed its Utah mines; IsoEnergy holds approximately 33 percent.
Conclusion: Uranium Energy and IsoEnergy on the Verge of Milestones
Italy’s return to nuclear power underscores the global trend, while uranium supply can only grow slowly. Uranium Energy is expanding U.S. production and moving forward with its third mine, Ludeman. IsoEnergy must now confirm the high radioactivity readings with laboratory analyses. The uranium price, permits, and on-schedule implementation remain critical.
Good luck and warm regards from Switzerland,
Yours,
Marc Ollinger
Swiss Resource Capital AG
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Sources and Methodology
This report is based on company announcements and mandatory filings with the U.S. Securities and Exchange Commission (SEC), as well as publications from World Nuclear News, the IEA, the EIA, and other publicly available sources. Company sources are not considered independent sources. Last updated: October 7, 2026.
World Nuclear News, Italy's Senate Approves Return to Nuclear Power: https://www.world-nuclear-news.org/articles/italys-senate-approves-a-return-to-nuclear-power
BusinessDay/AP, Italy’s Parliament Paves the Way: https://www.businessday.co.za/world/2026-09-23-italys-parliament-paves-the-way-for-a-return-to-nuclear-energy/
NucNet, IEA World Energy Investment 2026: https://www.nucnet.org/news/nuclear-energy-making-strong-comeback-with-investment-holding-at-around-usd80-billion-in-2026-says-iea-5-4-2026
MINING.COM / The Northern Miner, Uranium Market: https://www.mining.com/charts-uranium-miners-race-to-catch-surging-nuclear-demand/
EIA, Nuclear Power Worldwide and in the U.S.: https://www.eia.gov/todayinEnergy/detail.php?id=65904
Uranium Energy, Fiscal Year 2026 Results (SEC): https://www.sec.gov/Archives/edgar/data/0001334933/000143774926031416/ex_1020503.htm
Uranium Energy, Paraguay Projects: https://www.uraniumenergy.com/projects/paraguay
IsoEnergy, Summer Drilling at Larocque East (September 8, 2026): https://finviz.com/news/389304/isoenergy-completes-summer-drilling-at-larocque-east-intersecting-widespread-and-strongest-radioactivity-to-date-along-the-hurricane-south-trend
IsoEnergy, Formation of DISA Uranium Corporation (August 19, 2026, SEC): https://www.sec.gov/Archives/edgar/data/0001997377/000127956926000812/ex991.htm
SRC, Uranium Energy company page: https://www.resource-capital.ch/de/unternehmen/uranium-energy-corp/
SRC, IsoEnergy company page: https://www.resource-capital.ch/de/unternehmen/iso-energy-ltd/
SRC, Uranium Report: https://www.resource-capital.ch/de/reports/ansicht/uran-report-2026-03/
Image Source: Uranium Energy (Christensen Ranch)
Advertisement/Promotion, Commission, and Compensation
Advertisement/Promotion – This article is a paid marketing and communications communication commissioned by and on behalf of Uranium Energy Corp. and IsoEnergy Ltd. SRC swiss resource capital AG has a paid IR advisory agreement with each of these companies; the compensation is not performance-based. The article was not provided to the companies for review or approval. This article is not an independent financial analysis, investment advice, individual investment recommendation, or a solicitation to buy, hold, or sell securities. No assessment is made of readers’ personal circumstances, investment objectives, knowledge, experience, or risk tolerance.
Creator, Author, and Responsible Party
The creator and publisher is SRC swiss resource capital AG. The author is Ingrid Heinritzi, a freelance journalist. The person responsible within the meaning of Section 18(2) of the German Media Services State Treaty (MStV) is Marc Ollinger, CEO of SRC swiss resource capital AG.
Conflicts of Interest and Positions
According to confirmed information as of the publication date, the author holds no positions in the issuers discussed. The net position of SRC swiss resource capital AG in each issuer is less than 0.5% of the issued capital. None of the issuers holds a 5% or greater stake in SRC swiss resource capital AG. The author, employees, and affiliated companies of SRC swiss resource capital AG may in the future establish or liquidate positions (long/short) in the issuers discussed. Aside from the aforementioned IR advisory agreements, there are no other business or financing relationships.
Sources, Technical Details, and Scope of the Review
This report is based on public company announcements, project websites, mandatory disclosures, and other publicly available original sources. SRC swiss resource capital AG has not conducted its own resource estimate, drill data review, metallurgical analysis, feasibility study, or independent company valuation. The stated resource for the Hurricane deposit is an “indicated” mineral resource and not a mineral reserve. The radioactivity values from the summer drilling are based on measurements taken with a handheld spectrometer on the drill core; they are not chemical analyses and may differ from subsequent laboratory analyses of uranium content. Production and cost figures provided by Uranium Energy are company estimates. Technical data may have been reviewed or approved by a Qualified Person as defined by NI 43-101, but has not been independently verified by SRC swiss resource capital AG.
Risks and Forward-Looking Statements
This article contains forward-looking statements, such as those regarding the construction of reactors in Italy, the development of the uranium market, the construction of the Ludeman Mine, and the establishment of refining and conversion capacities. These statements are based on assumptions and plans and do not constitute a guarantee of future performance; actual results may differ materially. Significant risks include, in particular, exploration results, geology and metallurgy, permits and environmental regulations, financing and dilution, construction and operational risks, partner and investment risks, uranium prices, exchange rates, as well as political and legal risks, including changes in energy policy. Shares in commodity companies are speculative; a total loss of the invested capital is possible.
Regulatory Transparency and Timeliness
Disclosures are based, where applicable, on Article 20 of Regulation (EU) No. 596/2014 (MAR), Delegated Regulation (EU) 2016/958, Section 85 of the German Securities Trading Act (WpHG), as well as Section 52(2) of the Securities Act (British Columbia) and BC Notice 51-703 of the British Columbia Securities Commission. This document was last revised on October 7, 2026, and was first published on October 9, 2026. There is no obligation to update this document after publication; statutory obligations to correct information remain unaffected. Subsequent changes in the company’s, project’s, market’s, or legal situation may render individual statements obsolete.
Use of AI-Supported Systems
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Italy Returns to Nuclear Power—A Boost for Uranium Producers
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