I was curious to see Uranium reserves around the world. I wasn’t aware that Australia was number one, China and former USSR countries have a hefty amount, but US and allies seem to be on top.
As societies become more complex, the amount of energy require to maintain it (think not only transportation with supply chains, but computational power) the need for cheap energy will be a necessity in order to avoid a collapse. Despite the cries for “green energy” I don’t believe this idealistic desire will be sustained for very long if you have different independent countries competing with each other (the international agreements for it aren’t sticking), so it’s most likely a good long-term investment.
You’re also most likely going to get the first world competing for access to the uranium of the third world, especially Europe. While they do have some supplies, I’m not sure how it’s relative to the demand today or the future. Perhaps it’s enough to sustain itself and anything else is overkill.