Uranium and Geopolitics are Intertwined
Geopolitics is a key factor in the uranium market. In the US uranium inventories are low, and the new utility contracting cycle is coming at a time of heightened geopolitical tension. This is a headache for nuclear utilities, but a bonanza for uranium investors. US Dependence on Foreign Sources US has long been dependent on […]
Zero Tonnes: What Cameco’s Earnings Say About the Uranium Market
Cameco reported earnings this week, and their earnings calls are always an important vantage point from which to understand the uranium industry. This quarter we got a look into just how absurd the supply imbalance is becoming, along with details on production restarts. Additionally, Cameco’s comments, and their financial condition illustrate the survival advantages it […]
Why S&P Global is Bullish on Uranium
S&P Global is bullish on the Uranium market. In a recent article their analysts point out how Uranium has been the strongest performing commodity so far this year, and build a strong case that Covid-19 is going to drive uranium prices higher. The pandemic has not reduced demand for nuclear power, but it has cut […]
Restoring the US Uranium Industry
The market has not yet digested just how big a policy boost is coming for the uranium industry. Commentators were fatigued from the 232 disappointment, but they are missing the bigger picture. Although it must balance the competing needs of the nuclear utilities, US government is 100% behind the domestic uranium industry. As one Uranium […]
A National Security Blind Spot
Most uranium that the US nuclear power industry uses is sourced abroad in unstable regimes. With uranium prices so low, US uranium miners can’t stay in business. The same problem applies for rare earth metals, and other critical minerals. This is something that few people pay attention to, but it has major implications for the […]
Uranium Stocks Gaining Investor Interest
We monitor Google Trends in our research process. Google Trends provide insight into market sentiment, consumer and business trends, and other factors that ultimately drive market action. Various academic research supports this approach. For example, here is a paper from UCSD, and here is a presentation from Warwick Business School. Additionally, research from the […]