This narrow-moat, low-cost producer is well-positioned to benefit from a continued uranium turnaround.
We expect the narrow-moat firm to double cash flows by 2020.
Narrow-moat Albemarle should double cash flows over the next five years through a combination of higher lithium production and prices.
These companies are our favorite picks for investors looking to tap into the potential of electric vehicle adoption.
To meet the higher demand for lithium, specialty-chemical companies will have to turn to higher-cost sources.
The narrow-moat company stands to benefit from an increase in uranium demand and is trading at a 40% discount to our fair value estimate.
This undervalued miner stands to profit as more Japanese nuclear reactors restart and use more uranium.
The company plans to increase uranium production substantially over the next several years.
Temporary tightness should abate as demand falters and supply surges.
Investors are underestimating how much steel demand could decline, says Morningstar's David Wang.
We expect the combined company to keep a narrow economic moat.
We're cutting our iron ore and met coal price forecasts as the long-term demand outlook weakens.
The metal has one of the best growth profiles of the commodities that we cover.
The company is leveraged to housing market improvements through professional paint contractors.
As one of the world's largest and lowest-cost uranium producers, narrow-moat Cameco stands to benefit from a surge in demand for the metal.