Uranium Unleashed Podcast

Here’s a short bullet point summary of the upcoming week’s uranium industry news and developments for November 16–22, 2025: * Uranium spot price stable around $77.20 per pound U3O8 with futures maintaining strong contango through 2027, reflecting ongoing supply deficits and bullish long-term demand. discoveryalert+2 ​ * U.S. recent policy shift: uranium officially reinstated as a critical mineral,...

The uranium market is entering a period of fundamental tension. Spot prices hit $82.63/lb in 2025 before settling around $78/lb—signals of a market under structural stress. This isn’t a temporary squeeze. It’s the beginning of a supply-demand imbalance that will define energy geopolitics through 2030. The Bull Case: Unstoppable Demand Three forces are converging to create durable, accelerating ura...

Introduction This report provides a comprehensive and balanced analysis of the global uranium market, offering a strategic outlook for the 2026-2030 period. The analysis examines the structural drivers propelling demand, the significant constraints limiting supply, and the countervailing risks that could introduce volatility. Recent market dynamics, including spot prices hitting a 2025 high of $82...