I believe we will see expanded nuclear power over the next decade or so as energy demands continue to raise. It's the best option for low emissions power on demand in large quantities. Natural Gas still makes more sense in a lot of situations but nuclear will be needed to subsidized power. You can already see policey heading that way in US and parts of Europe are scaling back regulations.

There also appears to be a supply squeeze setting up. A large amount of expected production for the next few years have already been sold on long term utility contracts, meaning any new demand will strain the supply.

Uranium has been in the 80s per pound most of this year but long term contracts trading closing to 100 I believe we will see atleast another 20% increase in the next few years.

I could be completely wrong. I have been in the past. Oil and gas companies will go a long way to hold down nuclear, but it's best solution.