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Fuel the Future
The Rise of Tokenized Uranium and the Digital Commodities Revolution
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A new era for clean energy, digital finance, and global commodities has begun.
This landmark report unveils the convergence of three megatrends reshaping capital markets: the clean energy transition, the tokenization of real-world assets (RWAs), and a global reappraisal of nuclear power. Fuel the Future is the first research study of its kind, built on exclusive survey data from over 600 institutional and retail investors across the US, UK, EU, and APAC, offering a data-rich, forward-looking analysis of one of the most misunderstood and undervalued commodities on Earth: uranium.
Inside this report:
Proprietary investor sentiment data from over 600 participants
Deep dives into uranium’s ESG rebrand, geopolitical positioning, and energy security role
Regional analysis of regulatory outlooks and institutional adoption trends
The case for tokenized uranium as the next breakout digital commodity
Actionable insights for asset managers, VCs, family offices, and fintechs entering the RWA space
Why Uranium, Why Now?
Unprecedented demand
AI, data centers, and the global push toward electrification are triggering exponential energy needs—and uranium is the only scalable, zero-carbon baseload solution.
Capital locked out
For decades, investors have faced steep barriers to uranium access from opaque OTC markets to illiquid funds. That era is ending.
Tokenization unlocks the market
Through blockchain-enabled infrastructure, uranium is now tradable 24/7 with fractional ownership, institutional‑grade custody, and transparent pricing.
Key Findings and Commentaries
97%
of institutional investors would consider investing in uranium if access were simplified
“It’s not that I don’t believe in uranium. I just don’t know how to get near it without a hedge fund or an ETF I don’t fully trust.”
75%
of institutional investors identify tokenization as the solution for accessing uranium markets
“We see uranium as viable – but only through the lens of clean energy transformation, and only if the structure adheres to MiCA.”
81%
believe that the energy demand from AI and data centers is accelerating the case for uranium
“I’d buy into a clean energy token basket tomorrow – especially if uranium’s part of the mix. That’s a future play I understand.”
Packed with proprietary survey data, market intelligence, and forward-thinking commentary
This report is a must-read for those seeking to understand the future of commodities in a tokenized world.
