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Stock impact report

Cameco: The Uranium Powerhouse I'd Buy on Every Dip and Hold Through Any Energy Shock [Globe and Mail, The (Toronto, Canada)]

Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC) 
The company should benefit as the U.S. decouples from Russian uranium and nuclear energy demand ramps up. Its 49% ownership stake in Westinghouse Electric gives it exposure across the nuclear value chain. Investors are zeroing in on energy, and for good reason. Coming into this year, the surge in energy demand, particularly from data centers, shows no signs of slowing. Meanwhile, escalating geopolitical tensions remind us of the fragility of our global energy supply chains. The recent conflict in Iran has proven this, with disruptions in the Strait of Hormuz impacting up to 9.1 million barrels of oil per day, leading the International Energy Agency (IEA) to call it "the largest disruption in history." Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Energy prices continue to swing rapidly amid uncertainty Show less Read more
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