Energy shock puts nuclear power back on the investment agenda

GCL

The Iran war has forced governments in Asia and Africa to rethink energy security, and nuclear power is moving higher on the agenda.

Asia has been hit hard because much of its oil and gas comes from the Middle East. Africa is also facing higher energy prices and supply pressure. In response, countries with nuclear plants are trying to produce more power from them, while countries without nuclear plants are speeding up plans to build them.

New reactors take years, often decades, to develop. But once governments choose nuclear, they usually need major spending on construction, fuel supply, engineering, safety systems, grid upgrades and long-term maintenance.

Small modular reactors are a major focus. They are smaller than traditional plants and are being promoted as a better fit for countries with weaker grids or limited financing capacity. They are not instant solutions, but they could shape future power markets if governments follow through.

Geiger Counter Limited (LON:GCL) is a Jersey closed-end investment company, which invests in uranium exploration and production stocks.

Share on:
Find more news, interviews, share price & company profile here for:

Latest Company News

Can nuclear energy play a bigger role in the energy transition?

Nuclear power is being reassessed as countries seek reliable low-carbon electricity, with SMRs, financing, regulation and supply chains likely to determine how quickly new capacity can be deployed.

Nuclear power and AI demand strengthen uranium outlook

Rising AI electricity demand and renewed nuclear investment are strengthening the focus on uranium supply, reactor development and the infrastructure required to support future power consumption.

Geiger Counter posts 18.77% August NAV return

Geiger Counter Limited’s NAV increased 18.77% in August 2026, taking one-year NAV performance to 20.58% and five-year performance to 87.33%. The share price rose 19.54% during the month.

Uranium supply gap sharpens focus on new mine development

Rising nuclear capacity is increasing pressure on uranium supply as new mines face development timelines of up to two decades.

Nuclear fuel supply security moves higher on the global energy agenda

Nuclear fuel supply security is moving higher on the energy agenda as reactor construction, uranium demand and geopolitical considerations reshape long-term industry positioning.

Nuclear energy returns to the strategic energy conversation

Rising electricity demand, energy security concerns and decarbonisation goals are bringing nuclear power back into long-term energy planning, while cost, regulation and project execution remain central considerations.

Search