May 6, 2025: The structural uranium supply shortfall isn't going away
Send us Fan Mail ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter Uranium carry trade returnsAustralia rejects nuclearGitzel: Supply risk outweighs demand riskJunior sta...
6 Touko 202511min
April 29, 2025: There is a structural supply deficit
Send us Fan Mail Uranium spot price first as utilities test the marketSaskatchewan's uranium surgeUranium supply crisis deepensAfrica's shifting uranium power dynamicsIsoEnergy expands Hurricane depos...
29 Huhti 202510min
April 22, 2025: We are seeing notable shift in behaviour from utilities
Send us Fan Mail Quiet week, strategic movesMounting supply risks beneath a quiet uranium marketPaladin's production woes ripple through a tight uranium market Sponsored by Purepoint Uranium Group In...
22 Huhti 20259min
April 15, 2025: While spot market may look quiet, strategic positioning is already underway
Send us Fan Mail Quiet week, subtle shiftRed Book 2024 undershoots the uranium supply crunchKazakhstan signals eastward shift in uranium strategy Russia tightens its grip on African uraniumSponsored b...
15 Huhti 202510min
April 8, 2025: Utilities remain confident about uranium availability but suppliers are more cautious
Send us Fan Mail Uranium market holds flat as equities falter and volumes thinMarket survey signals rising uranium price expectations amid supply concerns India clears the way for private nuclear inve...
8 Huhti 202511min
April 1, 2025: US-designed SMRs may have a broader global market than previously assumed
Send us Fan Mail Spot price slips, term price hold firm at $80India to buildUS-designed SMRs in nuclear breakthroughPaladin's setback adds to market uncertainty Homeland Uranium stakes big in Colorado...
1 Huhti 202510min
March 25, 2025: Uranium market continues to firm up underneath the surface
Send us Fan Mail Spot price rises $1 despite light tradingProduction setbacks tighten uranium market againWhy US uranium self-sufficient isn't economically realisticUranium volatility driven by headli...
25 Maalis 202511min
March 18, 2025: Forward demand fundamentals suggest a potential shift in buying momentum
Send us Fan Mail Uranium market activity remains sudbuedUS nuclear fuel crisis and geopolitical risksSprott on tariffs, Russian uranium and market opportunities Orano, ITOCHU and Navoiyuran expand ura...
18 Maalis 202510min
