ASX Readying for a Boom Facilitated by Green Energy, Critical Minerals & Uranium Stocks

The following ASX stocks are worth watching as growth in renewable infrastructure, battery minerals and uranium production signals that Australia may be entering a clean energy boom.

Paladin Energy Limited (ASX: PDN)

operates the Langer Heinrich mine in Namibia and is also working on the Patterson Lake South project in Canada as part of its long-term development plans.

For the September 2025 quarter, Paladin recorded its highest quarterly uranium output of 1,066,496 pounds and quarterly sales reached 533,789 pounds at an average realised price of US$67.4 per pound while the cost of production came in at US$41.6 per pound.

Paladin holds 14 long-term agreements with major nuclear utilities and the company has secured 24.5 million pounds of contracted uranium through to 2030.

Around 85% of remaining reserves remain uncontracted or exposed to market-linked pricing which gives Paladin meaningful upside if uranium prices continue to rise and paladin has cash and investments worth US$269.4 million.

Origin Energy Limited (ASX: ORG)

is one of Australia’s major integrated clean-energy transition players as it supplies electricity and gas while steadily increasing its investments in renewable systems.

Electricity sales volumes stayed stable at 9.2 TWh which was helped by retail customer growth as the company added around 560,000 new accounts globally during the quarter.

During the quarter, around $75 million of capex was directed towards the Eraring and Mortlake battery systems and these systems will help stabilise renewable generation by storing excess wind and solar output when supply is high and releasing it back into the market during peak demand periods.

Origin Energy continues to reinforce its role as a core transition utility as it expands renewable infrastructure and upgrades its customer offerings through electrification and digital-first energy solutions.

Australian Critical Minerals Limited (ASX: ACM)

made a key step forward in the September 2025 quarter by finalising the acquisition of Circuit Resources which expanded its portfolio with six new projects.

Exploration momentum picked up after the transaction as teams were deployed across multiple sites.

Progress also continued at the Riqueza Copper-Silver Project as ACM moved through community approval processes with local Andean groups while early planning for lithium sampling at Liro and Kamika set the groundwork for fieldwork scheduled in 2026.

The company ended the quarter with a cash balance of $1.23 million and plans to advance mapping, sampling and strategic funding to support a larger exploration program in 2026.

Boss Energy Limited (ASX: BOE)

reported its strongest operational quarter to date with record uranium output of 385,910 pounds at Honeymoon which represents an 11% increase from the previous quarter.

The company continued construction of the East Kalkaroo trunkline which is scheduled for completion in the March 2026 quarter.

Cost efficiency improved as lower reagent usage, better water control and processing chemical optimisation helped support operating margins.

Financial performance remained strong with $57.1 million in revenue from uranium sales at an average realised price of $114.3 per pound and the company currently has a cash and liquid asset base of $212.4 million.

(Source: Company Reports)