About this episode

Tim Gitzel discusses the resurgence of the nuclear market and Cameco's strategic transformation in the energy sector.

The nuclear story has completely flipped — and according to Cameco CEO Tim Gitzel, this is now the strongest market he’s seen in over 40 years. In this conversation on In the Money with Amber Kanwar , Gitzel explains why uranium and nuclear energy have gone from a post-Fukushima downturn to a full-scale global comeback. He walks through the turning points — from the shutdown of Japan’s reactors and a decade-long bear market, to today’s surge driven by climate goals, energy security concerns, and rising geopolitical tensions. As countries rethink their dependence on foreign energy and fragile supply chains, nuclear power is moving back to the center of the global energy mix. The discussion also dives into Cameco’s transformation from a uranium producer into a more vertically integrated nuclear player, including its major stake in Westinghouse alongside Brookfield Asset Management. Gitzel explains how that deal positions the company to benefit from a massive global buildout of reactors — including a landmark $80 billion commitment from the U.S. to expand nuclear capacity. Finally, Gitzel breaks down the next wave of demand: AI and data centers. With electricity needs set to surge…

People in this episode

Host: Amber Kanwar

Guest: Tim Gitzel

Topics covered

• nuclear energy
• uranium market
• energy security
• geopolitical tensions
• climate goals

Keywords

• nuclear power
• uranium
• energy mix
• reactors
• AI
• data centers
• energy security
• geopolitics

Mentioned in this episode

Organizations: Cameco, Brookfield Asset Management, Westinghouse

Places: Japan

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