***Sponsored by LFG Equities Corp and Disseminated on Behalf of Uranium Royalty Corp
AI has hit a power wall that only nuclear can break through
UROY has 25 interests in 22 uranium projects at various stages including large producers such a McArthur River and Cigar Lake and they already own 2.4 Million pounds of Uranium — Some of the Most Well Known Producing Mines in the World
The Pure Play on Uranium Royalties — Without the Risks of Mining
Back in May President Trump signed Executive Orders that include a policy objective to quadruple United States Nuclear Energy by 2050.
View the Investor Presentation HERE
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Hello Everyone,
There is no doubt that 2025 has been very good to the mining sector, especially here in America with the new administrations focus on tackling the energy crisis and putting the other concerns to the side.
You might not be familiar because we are usually talking Gold, Silver, Oil, Copper etc. But what about Uranium, the precious Element that sits in the background while powering a large portion of what we need to move forward as a society.
The U.S. government designated Uranium a critical mineral, recognizing its importance to energy independence and limited secure supply sources. It is more than that though….. It is a strategic energy mineral due to its role in national energy, security and defense. It powers our nuclear reactors.This next one is the only listed pure-play uranium royalty company and they are generating millions in revenue right now.
Artificial intelligence is evolving at lightning speed, but all that intelligence comes with an enormous appetite for energy. Every new model, every powerful data center, and every smart application requires vast amounts of electricity to run. As AI becomes the backbone of modern innovation, we’re facing a simple truth: the future of AI depends on the future of energy.
That’s where nuclear power comes in. Unlike traditional energy sources, nuclear delivers clean, consistent, and carbon-free electricity 24/7. It doesn’t depend on sunshine or wind, making it the perfect match for data centers that can’t afford downtime. With new modular reactors on the horizon, nuclear power can scale alongside the rapid growth of AI — powering everything from model training to advanced robotics without adding pressure to our already strained grids.
For forward-thinking investors and innovators, this convergence of AI and nuclear energy represents one of the most exciting frontiers of the 21st century. It’s not just about keeping the lights on — it’s about building the resilient, sustainable infrastructure that will drive the next wave of technological progress. The companies that harness this synergy today will define the digital economy of tomorrow.
Since 2022, the global uranium market has entered a new phase — one defined by geopolitical tension, supply disruption, and renewed strategic importance.
Russia’s invasion of Ukraine reshaped the world’s nuclear fuel supply chain. With Rosatom, Russia’s State Atomic Energy Corporation, serving as a key supplier of nuclear fuel, Western nations are now facing mounting economic sanctions, transport barriers, and legislation restricting imports of Russian uranium.
Both the United States and European Union are accelerating efforts to reduce and ultimately eliminate dependence on Russian nuclear fuel, creating a structural shift in global uranium demand.
As utilities in the U.S. and Europe pivot toward secure, low-risk sources of supply, the stage is set for producers and royalty holders in stable jurisdictions — like Canada and the United States — to emerge as primary beneficiaries.
The U.S. Presidential Executive Order on “National Energy Dominance” further reinforces this momentum, emphasizing the goal to “reduce dependency on foreign imports” in the interest of “national security.” Within this policy framework, uranium has been explicitly recognized as a vital national asset — essential to America’s clean energy and defense future.
As the world races to secure nuclear fuel independence, UROY stands at the intersection of energy security and opportunity — a pure play on the transformation of the global uranium market.
The U.S. only has 94 operating nuclear reactors total. And a full one-third of them have already sold their power or are in talks with tech companies to provide them with power.
The beating heart of the AI revolution will be powered by Nuclear. By 2030, both maps will look like the one on the right.
But tech companies aren’t waiting for the bogged down utilities to catch up. They’re doing something unprecedented: installing reactors directly at their data centers.
These aren’t the massive, concrete monoliths of the past — they’re small modular reactors (SMRs), compact nuclear units that can be built and deployed in as little as three to five years. Think of them as the “Lego blocks” of energy: scalable, efficient, and perfectly matched to the relentless power demands of AI.
Each SMR can provide a steady, carbon-free power supply that runs 24/7 — exactly what AI infrastructure needs to stay online, train models, and deliver services without interruption. For data center operators, that means energy independence, predictable costs, and a smaller environmental footprint. For investors, it means being part of the next great leap in both energy and technology — a fusion of innovation that’s rewriting the rules of what’s possible.
- Concentrated: No transmission losses, no grid dependence
- Compact: Critical when data center land costs $2M/acre
- Constant: 24/7 uptime, no weather dependence
Every one of those SMRs — all 18 gigawatts currently in development, equal to roughly 20% of America’s entire nuclear fleet — depends on a single, irreplaceable input: uranium.
Here’s the problem: the U.S. produces only about 5% of the uranium it consumes. The rest — a staggering 95% — is imported, much of it from Russia, Kazakhstan, and other unstable suppliers who could turn off the tap at any moment.
Now picture what happens when Google, Microsoft, and Amazon realize their next-generation reactors — the very systems meant to secure their AI future — rely on uranium controlled by foreign powers.
The last time the world faced a uranium crunch, prices skyrocketed from $7 to $140 a pound. But that was before tech giants were building fleets of private reactors. This time, the demand shock could be unlike anything the energy market has ever seen.
Energy is so scarce that Meta recently signed a deal to fund 1.1 GW from an Illinois reactor………. But not to use the power, just to make sure the plant stays open until they need the power.
President Donald Trump recently unveiled Project Stargate, a massive $500 billion initiative designed to cement U.S. leadership in artificial intelligence. The project is a joint venture between OpenAI, Oracle, SoftBank, and other major technology and investment partners, with an initial $100 billion already committed. Its goal is to build a new generation of AI super-infrastructure across the United States — from advanced data centers and high-performance compute facilities to the energy systems required to power them.
OpenAI needs 10 gigawatts for just Stargate alone. That’s the equivalent of about 10 nuclear reactors. They put the cart before the horse and will exacerbate they already growing energy problem.
In 2025, the world will need 193 million pounds of uranium — but we’re only producing 165 million. That’s already a 28-million-pound shortfall.
And that’s before a single new AI data center switches on.
Now add Meta’s Manhattan-sized data campus, Amazon’s nuclear purchases, Microsoft’s reactor plans, and Google’s atomic ambitions. The deficit doesn’t just widen — it explodes.
Meta’s recent partnership with Constellation Energy includes a detail almost no one is talking about, a 20-yr PPA operating the Clinton plant that keeps output dedicated/contracted.
Yes — plants once shuttered, written off, and left for scrap are suddenly being revived. Why? Because a social media company needs more power to train language models.
The energy landscape isn’t just shifting — it’s being rewritten by AI’s insatiable demand for electricity. And uranium is rapidly becoming the most strategic resource in that story.
The Pure Play on Uranium Royalties — Without the Risks of Mining
Uranium Royalty Corp isn’t a miner. They don’t dig holes, manage crews, or worry about operating costs.
Instead, they own the toll booths of the uranium industry — collecting royalties whenever uranium moves from the ground to the reactor.
The Company has assembled a portfolio of royalty interests on uranium projects and physical uranium holdings.
While others shouldered the heavy lifting, UROY positioned itself to profit from the global nuclear energy revival — with none of the operational risk.
During the downturn, when sentiment around nuclear was at its lowest, Uranium Royalty Corp went on the offensive — acquiring physical uranium and royalty interests in some of the world’s most valuable uranium assets, including:
- McArthur River and Cigar Lake mines in Saskatchewan, Canada — two of the world’s largest and highest-grade uranium producers, and key suppliers of fuel for North American reactors.
Now, as demand for clean, reliable nuclear power accelerates, UROY stands to benefit directly from rising uranium prices and increasing production — without mining a single ton.
Their Net Profit Interest (NPI) royalty model — proven successful for decades in the gold and silver industries — gives Uranium Royalty Corp. a share of project profits after costs, creating scalable exposure to uranium upside with minimal downside.
UROY offers up a leveraged play on the global uranium cycle — backed by world-class assets, disciplined timing, and a proven royalty model.
The Company’s long-term strategy is to gain exposure to uranium prices by owning and managing a portfolio of geographically diversified uranium interests, including uranium royalties and streams, debt and equity investments in uranium companies and holding physical uranium from time to time. In executing this strategy, the Company seeks interests that provide it direct exposure to uranium prices, without the direct operating costs and concentrated risks that are associated with the exploration, development and mining of uranium projects.
In addition to its existing portfolio of royalties and its strategic partnership with Yellow Cake, the Company’s primary focus is to identify, evaluate and acquire the following:
- royalties in uranium projects, pursuant to which the Company would receive payments from operators of uranium mines based on production and/or sales of uranium products;
- uranium streams, pursuant to which the Company would make an upfront payment to a project owner or operator in exchange for long-term rights to purchase a fixed percentage of future uranium production
- off-take or other agreements, pursuant to which the Company would enter into long-term purchase agreements or options to acquire physical uranium products; and
- direct strategic equity or debt investments in companies engaged in the exploration, development and/or production of uranium.
UROY believes that the advantages of this business model include:
- Lower Volatility Through Diversification. By investing in diversified uranium interests across a spectrum of geographies, the Company reduces its dependency on any one asset, project, location or counterparty.
- Exposure to Uranium Price Optionality without Project Costs and Overhead. The Company believes that its model provides exposure to any future improvements in the uranium market, while at the same time minimizing fixed operating, exploration, development and sustaining costs associated with directly owning and operating uranium projects. Additionally, as the Company’s interests are non-operational, the Company is not required to satisfy cash calls in order to maintain its interests in such projects.
- Focus and Scalability. As the Company’s directors and officers do not handle operational decisions and tasks relating to uranium projects, they are free to focus their time and energy on carrying out the Company’s acquisition strategy and identifying and executing on growth opportunities. As such, URC’s business model allows it to acquire and manage more uranium interests than an operating company can effectively manage.
NEWS
Uranium Royalty Announces Voting Results
Oct 16, 2025
Uranium Royalty Announces Appointment of Chief Financial Officer
Aug 1, 2025
Forum Energy Metals Closes Sale of Royalty on Aberdeen Uranium Project to Uranium Royalty Corp.
Jun 5, 2025
Uranium Royalty Corp. Acquires Royalty on Forum Energy Metals Aberdeen Uranium Project in Canada
May 27, 2025
Uranium Royalty Corp. Acquires Royalty on Forum Energy Metals Aberdeen Uranium Project
May 27, 2025
Uranium Royalty Announces Appointment of New Director
Oct 29, 2024
Oct 28, 2024
Uranium Royalty Announces Voting Results and Appointment of Director
Oct 17, 2024
Uranium Energy Announces Succession of Chief Financial Officer
Aug 9, 2024
Aug 1, 2024
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