Why Paladin Energy (ASX:PDN) Is Up 12.6% After US Reactor Plans Spotlight Uranium Demand Potential – And What's Next

Simply Wall St.01-08

In early January 2026, investor interest in Paladin Energy increased after global nuclear power expansion efforts, including US plans for new reactors and Duke Energy’s application for a new reactor ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2601352423?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/2052001-choice1-main-header/1585186931882","is_english":true,"pubTime":"2026-01-08 14:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2601352423","market":"nz","top_or_hot":-1,"title":"Why Paladin Energy (ASX:PDN) Is Up 12.6% After US Reactor Plans Spotlight Uranium Demand Potential – And What's Next","media":"Simply Wall St.","content":"<div>\n<p>In early January 2026, investor interest in Paladin Energy increased after global nuclear power expansion efforts, including US plans for new reactors and Duke Energy’s application for a new reactor ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/energy/asx-pdn/paladin-energy-shares/news/why-paladin-energy-asxpdn-is-up-126-after-us-reactor-plans-s\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Paladin Energy (ASX:PDN) Is Up 12.6% After US Reactor Plans Spotlight Uranium Demand Potential – And What's Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Paladin Energy (ASX:PDN) Is Up 12.6% After US Reactor Plans Spotlight Uranium Demand Potential – And What's Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 14:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/energy/asx-pdn/paladin-energy-shares/news/why-paladin-energy-asxpdn-is-up-126-after-us-reactor-plans-s><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In early January 2026, investor interest in Paladin Energy increased after global nuclear power expansion efforts, including US plans for new reactors and Duke Energy’s application for a new reactor ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/energy/asx-pdn/paladin-energy-shares/news/why-paladin-energy-asxpdn-is-up-126-after-us-reactor-plans-s\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"UEC","symbol_name":"Uranium Energy Corp","start_time":0,"source_url":"https://simplywall.st/stocks/au/energy/asx-pdn/paladin-energy-shares/news/why-paladin-energy-asxpdn-is-up-126-after-us-reactor-plans-s","article_id":"2601352423","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2052001-choice1-main-header/1585186931882"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/energy/asx-pdn/paladin-energy-shares/news/why-paladin-energy-asxpdn-is-up-126-after-us-reactor-plans-s","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2601352423","pubTimestamp":1767853610,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"In early January 2026, investor interest in Paladin Energy increased after global nuclear power expansion efforts, including US plans for new reactors and Duke Energy’s application for a new reactor site permit in North Carolina, highlighted potential future uranium demand.\nThis renewed focus on nuclear build-out underscores how policy and utility decisions abroad can influence sentiment toward uranium miners like Paladin Energy in Australia.\nWe’ll now examine how expanding nuclear reactor...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"UEC":"Uranium Energy Corp","BK4606":"AI电力股","PLS.AU":"PLS Group Ltd","BK7083":"煤与消费用燃料","PDN.AU":"PALADIN ENERGY LTD","BK7509":"中概股","BK7504":"锂钴概念","BK4156":"煤与消费用燃料","PDN":"Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF","BK7507":"资源股","BK7095":"多种金属与采矿"},"translate_title":"为什么Paladin Energy(ASX：PDN)在美国反应堆计划凸显铀需求潜力后上涨12.6%-以及下一步是什么","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PDN.AU":1.5,"UEC":1.5,"PDN":1.5,"PLS.AU":1},"content_text":"In early January 2026, investor interest in Paladin Energy increased after global nuclear power expansion efforts, including US plans for new reactors and Duke Energy’s application for a new reactor site permit in North Carolina, highlighted potential future uranium demand. This renewed focus on nuclear build-out underscores how policy and utility decisions abroad can influence sentiment toward uranium miners like Paladin Energy in Australia. We’ll now examine how expanding nuclear reactor plans, particularly in the US, may influence Paladin Energy’s existing investment narrative and outlook. AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.AdvertisementPaladin Energy Investment Narrative RecapTo own Paladin Energy, you need to believe in sustained demand for Western uranium supply and the company’s ability to turn its project pipeline into reliable production and cash flow. The recent optimism around new US reactors supports the demand side of that story, but it does not materially change Paladin’s key near term catalyst, which remains the successful ramp up of the Langer Heinrich mine, nor its biggest risk around project execution delays and cost pressures. Among recent announcements, the August 2025 update on the Patterson Lake South (PLS) project stands out, confirming a sizeable pre production capital cost of US$1,226 million and a first production target of 2031. This reinforces how dependent Paladin’s longer term growth case is on securing funding and delivering PLS on time and on budget, even as current market enthusiasm for nuclear expansion increases interest in its nearer term assets. However, investors should also be aware that if capital costs at PLS keep rising while uranium prices fail to... Read the full narrative on Paladin Energy (it's free!)Paladin Energy's narrative projects $519.5 million revenue and $175.2 million earnings by 2028. This requires 43.0% yearly revenue growth and an earnings increase of about $220 million from -$44.6 million today.Uncover how Paladin Energy's forecasts yield a A$9.38 fair value, a 13% downside to its current price.Exploring Other PerspectivesASX:PDN 1-Year Stock Price Chart Sixteen fair value estimates from the Simply Wall St Community range from about A$0.52 to A$12.40, showing how far apart individual views can be. When you set those against Paladin’s long dated PLS timetable and the risk of regulatory or cost setbacks, it underlines why you should compare several perspectives before forming your own view on the company’s prospects.Explore 16 other fair value estimates on Paladin Energy - why the stock might be worth as much as 15% more than the current price!Build Your Own Paladin Energy NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Paladin Energy research is our analysis highlighting 1 key reward that could impact your investment decision.Our free Paladin Energy research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Paladin Energy's overall financial health at a glance.Ready To Venture Into Other Investment Styles?Our top stock finds are flying under the radar-for now. Get in early:The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.Explore 29 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.Find companies with promising cash flow potential yet trading below their fair value.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601352423","isCrawlerRequest":true}