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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
In the last robust period of over-contracting (restocking) in 2005-07, the uranium spot price hit ~US138/lb., which adjusted for inflation is ~$211/lb. And, 2005-07 was long before financial buyers like Yellow Cake Plc & the Sprott Physical Uranium Trust had … Continued
I have no doubt the bullish uranium narrative espoused far & wide will prove to be unprecedented — lasting into the late-2020s — underpinned by more than the 1 or 2 catalysts that defined prior cycles. Of the nearly 180 … Continued
Will 2023 be remembered as the year of URANIUM ?!? Given that it’s up +54% through October, it sure seems that way. Despite this impressive gain, there’s no obvious fundamental reason for it to stop climbing. Yesterday, Cameco, the world’s … Continued
The uranium spot price has soared to US$71.00/lb. from $49.75/lb. six months ago, up +43% to a 12.5-year high. While reports of panic buying by utilities are probably exaggerated, demand is outpacing readily available supply. Previous bull markets have shown … Continued