Uranium bull market. Macro Trends Support Uranium Bull Market.
Uranium bull market Sep 18, 2019 · Uranium stocks have experienced aggressive volatility in recent months, but overall uranium is in a bull market, according to Lobo Tiggre, CEO of Louis James. While the metal itself bottomed in late 2016, for miners and hopefuls the recovery has been a slow and painful one. Uranium Bull Market Continues (1968-2024) Click here to enlarge this chart. UROY secured its supply when uranium was just $25 per pound, and today it’s worth much more. Mar 18, 2024 · Uranium markets pulled back in February after a rapid rise—in our view, this is a healthy pause in the ongoing uranium bull market. This certainly would be good news for this ASX Aug 16, 2024 · Enriched uranium U-235 concentrations are critical fuel for nuclear power plants and reactors that power naval ships and submarines. Note: A “bull market” refers to a condition of financial markets where prices generally rise. Feb. Global support for nuclear energy is growing, with ambitious commitments to triple capacity and junior miners playing a key role in addressing supply deficits. Jan 5, 2025 – 8. Jun 20, 2024 · Over the long term, increased demand in the face of an uncertain uranium supply may likely continue supporting a sustained bull market (Figure 4). (NXE) Stock , NXE:CA Stock CCJ , CCO:CA , NXE , NXE:CA Feb 11, 2025 · Over the long term, increased demand in the face of an uncertain uranium supply may likely continue supporting a sustained bull market (Figure 5). Tight supply and rising demand has already significantly impacted prices with 15-year highs of more than $80/lb. The demand for uranium has been rising, and the price has been in a bull market since 2016. Nov 8, 2024 · Leigh Goehring: Gold's "Massive Bull Market" Just Starting; Uranium and Copper Outlook By Charlotte McLeod Nov 08, 2024 07:01AM . Note: A "bull market" refers to a condition of financial markets in which prices are generally rising. 7% above its opening levels. According to our latest industry report, The Start of the Uranium Bull Market and the Second Atomic Age, uranium prices are at the start of a 10-year bull Sep 16, 2024 · Uranium Investing Mart Wolbert: Uranium Bull Thesis Intact, "Half-time Break" Ending Soon Peter Krauth: Silver Market "Very Tight," Watch This Price Trigger By Charlotte McLeod Mar 05, 2025 Feb 5, 2025 · As highlighted in Guy Keller’s article on The Australian Financial Review, we are witnessing the alignment of essential factors that could herald a multi-year bull market for uranium. Like Fukushima in 2011, public and government opinion on the nuclear industry turned sour. "It ebbs and it flows — I think you had your consolidation for the past year, and I would say that 2025 will The U3O8 uranium spot price has risen significantly over the last five years, and continued supply-demand imbalances suggest that the bull market for uranium could have further room to grow. 45 per pound, a significant increase since Mar 26, 2024 · You can tell that by looking at popular uranium mining ETFs like Global X Uranium ETF (NYSEARCA:URA) where CCJ makes up over 21% of the fund. If the market is not flooded with material, the price should stay higher for longer. When the uranium price collapsed during the bear market following Japan’s Fukushima nuclear disaster in Jan 19, 2023 · The uranium market ended 2022 on a sour note. We’ve already enjoyed triple digit gains in the uranium space and some of the smartest people in the space think we’re only in the first third of this uranium bull market. Many power plants buy in bulk for years in advance, often utilizing contracts that can go for as long as 10 years. Figure 5. 96% increase, climbing from US$91. Urano Energy is a mineral exploration company focused on conventional uranium projects in the United States. Aug 27, 2024 · You may begin by looking at Figure 4. I thought I was smart by calling for it in 2020. Gayed Mar 26, 2024, 4:00 pm EDT September 19 Jan 18, 2022 · Sprott Physical Uranium Trust (SRUUF) is expected to file for listing in NYSE in Jan. Figure 6. Guy Keller. NexGen, along with Cameco ( CCJ ) and Denison ( DNN ), are the best uranium Sep 6, 2023 · Uranium may finally be entering into a sustained bull market. Jan. Wed, Jun 26, 2024, 3:16 PM 4 min read. Announcements from Kazatomprom and Cameco underscored the uranium markets' structural supply deficit, while global governments continued to champion the benefits of nuclear energy. This will constrain supply and drive prices higher, benefiting uranium producers outside of Kazakhstan. Spot prices for yellowcake uranium have soared to $92. Russia's invasion of Ukraine has bifurcated the uranium market, which has lead to a big jump in uranium demand. I've watched the uranium market rise tremendously Dec 11, 2024 · "I think we're going to be in a uranium bull market for many years to come," he said. The genuine bullish phase is anticipated to commence when these previous highs are surpassed. 1 This rise marks a crucial milestone, surpassing the psychological barrier of $100 per pound, a level not Oct 15, 2023 · The uranium bull market is still in its early stages with further gains in uranium prices required to incentivize new production. The nuclear energy sector is experiencing an unprecedented surge, with uranium prices driven by rising demand and tight supply. Dramatic Investing Potential The last uranium bull market brought patient investors returns of up to 10,000%! Aug 16, 2024 · Last month, Kazakhstan—which supplies over 40% of global uranium—announced that it tripled its uranium mining taxes from 6% to 18%. If supply fails to respond, the uranium price could go parabolic. Oct 31, 2024 · Bringing new uranium production online will require much higher prices and a long development runway, setting the stage for a sustained rise in uranium prices and mining company valuations in the years ahead. The good news for these investors is that a leading broker believes that one ASX uranium stock is a buy and could rise materially from current levels. A Pause Coming In Uranium Bull Market. I wrote about an impending uranium bull market back in 2016/17 in a Seeking Alpha article; the case has played out as expected, but the thesis is kind of out Dec 6, 2023 · Demand for uranium is expected to expand 28% by 2030 and nearly 200% by 2040. Many of the smartest minds in the space have called for a uranium bull market for the past four or five, six years. Uranium Bull Market Continues (1968-2025) Click here to enlarge this chart. 08 per pound. Big producer like cameco and kazatorprom report the opening of their mine. . But as has happened many times before, once junior mining companies prove out resources, things tend to move very quickly. ” The price of uranium, alongside uranium miners, therefore, is potentially positioned for strong appreciation, as demand continues to surge among a market facing severe supply constraints. October 27, 2022. Sep 4, 2019 · A Simpler Way To Play The Uranium Bull Market Sep. Jun 26, 2024 · Uranium to Rocket in a Bull Market? ETFs in Focus. The real fun really doesn’t start until halfway through, especially if you’re positioned early. All uranium Twitter speak that an uranium squeeze will happen in the next 12-24 months. 2024 Author: Uranium Bull Market Chart with Events Labels_1. But the bottom line is this… look, we know that uranium bull markets are extremely profitable. For those interested, back in September 2020 I posted an initial uranium bull market thesis in ASX_bets with an updated version re-posted in February along with ASX positions and target prices. Physical Uranium Supply Is Drying Up – There isn’t enough physical uranium available, even with $400 million in hand—it’s already locked in. Since I published my first article about the Uranium bull case in June of 2022, U3O8 spot prices, and the investment vehicles Yellow Cake Jan 11, 2024 · Uranium's "Third Bull Market" Set to Shine in 2024. Oct 9, 2021 · What a uranium bull market means for traders. Nov 16, 2023 · Market Conditions Are Supportive of Higher Uranium Prices Fueled by short- and long-term market conditions, physical uranium returned more than 55%, year-to-date, and is one of the best-performing Uranium is at the start of a 10-year bull market, according to our new report. Uranium Insights. Uranium Bull Market Chart with Events Labels_1. Feb 23, 2024 · To the world’s nuclear power plants uranium is completely price inelastic – they must have it. S. historic proprietary databases to acquire and advance previously explored conventional uranium projects. Sprott, as a dedicated entity for acquiring physical Feb 17, 2022 · At the same time, with exploration still in its beginning stages, Basin Uranium has yet to attract the same level of speculation we’ve seen with other stocks in the same market. September 17, 2022. 31 per pound in December, but did finish the year 14. Yet, they came down a bit more, as 2018 was the first year in 10 in which the consumption outstripped the supply (primary production) by a large amount – the consumption of uranium in 2018, including the financial buyers, was Jan 26, 2023 · Multiple tailwinds are driving the uranium bull market [9:10] Uranium supply isn’t keeping up with demand [13:10] Why Russian sanctions could impact the market for years [16:00] How UEC got a bargain on a world-class asset [20:50] Why uranium prices could double from here [36:20] Oct 15, 2021 · Three years ago, uranium was 'The bull market nobody was talking about', as I wrote in my earlier wire. Oct 13, 2023 · Uranium prices are reaching their highest level in more than a decade as a global supply shortage persists, with the bull market for uranium investments still in its 'earliest days. 13 Dec 10, 2024 · Boss’s cornerstone asset is the Honeymoon Uranium Project in South Australia, targeting 2. (DML:CA) Stock, DNN Stock DML:CA, DNN 30 Comments 12 Likes. TradingView. The bottom line: Several major tailwinds will drive the bull market in uranium over the long term… Find the latest Direxion Daily Uranium Bull 2X ETF (URAA) stock quote, history, news and other vital information to help you with your stock trading and investing. Ciampaglia is bullish on uranium because he doesn’t see enough supply coming soon. 04, 2019 12:01 PM ET Uranium Participation Corporation (URPTF) Stock , YLLXF Stock CCJ , DNN , KAP , UEC , URA , URPTF , YLLXF , CCO:CA , DML:CA Sep 1, 2023 · I believe that uranium and uranium related equities in the URA ETF have entered the next stage of the bull market. This indicator has the “pay attention to me” alarm bells that include both its psychological and analytical merits. May 5, 2021 · Even better is the sensitivity to uranium prices. 31. Figure 4. Mar 12, 2019 · Uranium inventories were less last year than they were pre-Fukushima and also at the peak of the last bull market. Note: A “bull market” refers to a condition of financial markets where prices are generally rising. 11, 2024 12:14 PM ET NexGen Energy Ltd. Nov. See link here for in-depth Uranium Market DD post and the summaries of the ASX key players. ' Nov 2, 2023 · Cameco Confirms The Uranium Bull Case. 22, 2024 12: Feb 11, 2025 · Over the long term, increased demand in the face of an uncertain uranium supply may likely continue supporting a sustained bull market (Figure 5). Dec 17, 2024 · Over the long term, increased demand in the face of an uncertain uranium supply may continue supporting a sustained bull market (Figure 6). 02, 2023 5:20 PM ET Cameco Corporation (CCJ) Stock, CCO:CA Stock CCJ, CCO:CA 15 the company spent a lot of time discussing the uranium market, which Feb 18, 2024 · The uranium bull market is set to continue as growth in demand outstrips uncertain supply of the metal with the spot price climbing 24. Feb 13, 2025 · Exclusive early access to our uranium bull market report. For the uranium ore, the bull market is base on an uranium deficit that could happen. Read why Sprott is the best way to play the uranium bull market. Performance as of January 31, 2025 Jan 19, 2023 · New report by Sprott says West’s renewed focus on energy security, doubling of conversion and enrichment prices and green energy transition provides structural support for a sustained bull run. Uranium is a very different market, and during the last bull market, there was a period of supply disruption that resulted in additional contracts being renewed. Peninsular Energy (PEN) Update May 3, 2022 · New Uranium Bull Market is Underway, Incentivising Miners and Investors Existing supply may not meet future demands, encouraging non-utility uranium buyers to enter the market. The company has a market capitalization of $18. Yashwardhan Jain . That was due to less demand and better supply with the production restart at Cigar Lake and the rapid ramp-up of new production from the National Atomic Company Kazatomprom JSC (KAP-GB). Let's talk 2021. 12%[2] in the year to October 31st. Stockhead recently trumpeted, “Uranium has started 2024 the same way it ended 2023—like a bull in a china shop. Uranium is also crucial for atomic weaponry. However, some new trends in the energy markets are building the potential for a new bull run in uranium. 2024 Keywords: Uranium Bull Market Chart with Events Labels_1. Learn why DNN stock is a Hold. Spot prices are now agonizingly close to US$100/lb for the first time since 2008, with term pricing not far behind. Dec 26, 2024 · Going nuclear: stars align for ‘multi-year’ uranium bull market. Feb 13, 2025 · Uranium Bull Market: Structural supply deficits, an increasing term price and record nuclear generation expectations for 2025 reinforce a bullish long-term outlook for uranium. 2022. The market is steadily growing, with new reactors coming online in over a dozen countries. So, why should uranium investors keep events like this in May 29, 2024 · However, the financial crisis halted the uranium bull market as prices fell to ~$40/lb. This project, the broker highlights, is one of only a few uranium projects globally ready to come on-stream in the early stages of the emerging uranium bull market. For me it's not clear when this will happen because country have strategic reserve. For this bull market I want high torque to the upside and Vimy has that. In 2020, the Athabasca Basin accounted for approximately 8. Mar 10, 2025 · Figure 3. The Oregon Group forecasts the uranium market will be positively impacted by a large net increase in global nuclear reactors, which require uranium as fuel. New Uranium Bull Market is Underway Potentially with Room to Run • Growing production/demand imbalance and future utility contracting are providing the primary To get access to Vince's research in 'Goldfix Premium' go to:https://vblgoldfix. Note: A “bull market” refers to a condition of financial markets in which prices are generally rising. Macro Trends Support Uranium Bull Market. In 2018, uranium assets were widely considered to be stranded assets. Today there is a developing structural supply deficit between what is being mined and consumed. Several major macro forces are converging to support a new uranium bull market. If you take them at their word, they have supply chain issues related to sulfuric acid. Utilities are expected to accelerate uranium purchases to ensure long-term security of price and supply. Dec. Jan 11, 2024 · Uranium's "Third Bull Market" Set to Shine in 2024 By ZeroHedge - Jan 11, 2024, 10:00 AM CST. Spot U3O8 price declined 2. The IRR is 37% at $60/lb and the NPV is 30% higher than for $55/lb (that Nov 22, 2024 · Taking advantage of the roaring uranium bull market, Energy Fuels has sold a total of US$144 million in non-core uranium assets to enCore Energy and Consolidated Uranium, which merged into Financial entities now have access to more information about this opaque market and also most importantly a well-managed and liquid vehicle to play this uranium bull market and from what I have heard from CEO John Ciampaglia, who I will speak with again in January, there is a lot (when I say a lot, I mean A LOT) of capital on the sidelines Mar 10, 2023 · Because uranium has been in a bear market since 2007, investors have had little reason to pay attention to Cameco and other uranium stocks for the past 15 or so years. true. Oil Price. This Its equity price has risen by around 375% since I last covered it in 2020, assuming its production issues would trigger a broader bull market. 2024 Subject: Uranium Bull Market Chart with Events Labels_1. 3% to $48. Sep 21, 2023 · The uranium bull market is in its first innings, so now is a good time to start building a position in uranium equities. Jan 30, 2025 · That study was compiled as the uranium market was coming off post-Fukushima lows of under US$30/lb and term prices derived from contract negotiations between miners and utilities are now sitting at decade long highs. 11, 2024, 04:00 AM The uranium market is only getting hotter, and continued tightness could push prices over $100, analysts Jan 19, 2024 · By targeting low-cost mining jurisdictions, adopting proven processing technologies and securing key infrastructure advantages, Deep Yellow has systematically built itself to deliver sustainable investor windfalls as the uranium bull market unfolds. Mar 10, 2023 · Uranium spot prices have been on the rise over the last few years. The current supply/demand backdrop and the changing public sentiment on nuclear energy make a new bull market in uranium a Feb 22, 2024 · Denison Mines' balance sheet has improved with the increase in the price of uranium and an equity raise. Citi suggests following share price weakness, the stock looks oversold. 24am. 2024 Created Date: 2/14/2024 10:17:27 AM Denison Mines Q3 Results: Riding High On The Uranium Bull Market Surge. A “bear market” refers to a condition of financial markets in which prices are generally falling. However, even at this higher price, development of any new greenfield uranium deposits is unlikely. The uranium market appears to be in the early innings of a major bull market driven by a growing structural supply deficit Uranium cycles is where resource speculators make the lion’s share of their wealth Over $2. com/Vince Lanci: 'The New Uranium Bull Market'In an environment with Mar 26, 2024 · The Uranium Bull Market Is Just Getting Started Uranium sure will be needed to power all those Nvidia chips over time September 19, 2024 By Michael A. Ignore the short sellers and buy up nuclear stocks as uranium prices are set to go on a tear. If that approach is applied to uranium exploration, it would lead investors to Fission 3. May 22, 2023 · Uranium's Bull Market Last 6 Years. 50 per pound already. 45mlb U3O8 in FY27. [FUU-TSXV], a company that is focused on finding the next high-grade deposit in Saskatchewan’s Athabasca Basin, the world’s richest uranium region. But in 2021, it's finally caught the attention of investors. ” Dec 11, 2024 · NexGen Energy's Offtake Agreement: A De-Risking Event, A Confirmation Of The Uranium Bull Market Dec. 0 Corp. This makes it one of the best-performing asset classes in 2022 data from HANetf’s Sprott Uranium Miners UCITS ETF (URNM) shows. A uranium bull market essentially means that cash inflows come into the sector and prices rise. Significant impediments to price discovery in the uranium market. Share. According to the issuer, URNM is the only ETF to provide pure-play exposure to uranium miners and physical uranium essential to nuclear power. Investors need to position early but be patient for projects to advance through financing and permitting hurdles. 0B in value created in the last 3 year Outsized gains in a bull market 14 INVESTMENT SUMMARY Proven management team Proven uranium asset Compelling valuation Investing ahead of the cycle Proven model and project CSE: CAKE Uranium bull market But instead of the above, the broker believes investors should be focusing on the potential for a multi-year uranium bull market. 4 days ago · #gold #silver #platinum #investing #stockmarket #commodities #twitter#uranium #oil #naturalgas BOOM BOOM PLATINUM Going HIGHER, $2,000,000 Enough for RETIREM Dec 5, 2024 · Uranium is at the start of a 10-year bull market, according to our new report. With many analysts tipping the uranium market as a great place to be in the coming years, investors may be looking for investment options in the space. 1% of the global primary uranium Mar 14, 2025 · Denison's Phoenix Uranium Project Races to Production: Key Milestones Secured for 2026 Launch - StockTitan March 14, 2025; Explorer Identifies Priority Uranium Targets in Saskatchewan - Streetwise Reports March 13, 2025; Standard Uranium updates three Eastern Athabasca Uranium Projects, Saskatchewan - Resource World Magazine March 13, 2025 Mar 7, 2024 · With uranium prices expected to continue rising faster than inflation due to growing structural supply deficits, Ur-Energy provides an appealing way to gain exposure to the improving uranium fundamentals. Feb 21, 2024 · Uranium Reaches Another Inflection Point in Bull Market The resurgence in uranium markets continued into January, with the U3O8 uranium spot price experiencing a significant 10. With demand soaring and supply tight, it’s a seller’s market. Following the 2011 Japanese earthquake and tsunami, utilities closed nearly one-third of all nuclear power reactors. China’s Economic Growth Will Prolong The Uranium Bull Market 114 Russia’s New Nuclear Alliance 119 The HEU Program Will End in 2013 121 How Fast Will the Middle East Convert to Nuclear Energy? 123 Will Iran be the First? 123 Saudi Arabia’s Gas & Water Problems Could Lead Them to Nuclear 125 Jul 28, 2024 · Within days, the uranium bull market was over. Uranium Bull Market is Still Intact on Long-Term Fundamentals (1968-2025) Click here to enlarge this chart. Sprott’s impact on the uranium market. substack. 03, 2023 11:22 AM ET Denison Mines Corp. With a preference for uranium projects in progressive jurisdictions, Urano leverages its access to large U. After 18 months of consolidation, a lot of the speculative money has been flushed Nov 9, 2021 · Ciampaglia notes that the bull market for uranium is still quite young. You can’t make money in dead stocks and uranium is a volatile beast. Charlotte McLeod. May 3, 2022 · New Uranium Bull Market is Underway, Incentivising Miners and Investors Existing supply may not meet future demands, encouraging non-utility uranium buyers to enter the market. Until recently. May 31, 2023 · Uranium Spot Price: The Stealth Uranium Bull Market A glance at this chart reveals that uranium has a considerable distance to cover before reaching the highs set in 2006. A longstanding primary supply deficit and renewed interest in nuclear energy highlight the real challenges to bring the market back into balance. One thing investors need to know before investing in Africa. Feb 28, 2024 · Mr. Dec 13, 2024 · The uranium market remains strong despite recent spot price declines, with tight supply, rising demand and long-term fundamentals driving a bullish outlook. Apr 23, 2024 · According to a base case scenario from the World Nuclear Association, global demand from reactors could hit almost 130,000 metric tons by 2040, up substantially from the estimated demand of Jan 9, 2024 · Investors continue to be bullish on uranium, according to a number of recent news reports. I was wrong. Dec 13, 2024 · Over the long term, increased demand in the face of an uncertain uranium supply may continue supporting a sustained bull market (Figure 6). The Uranium Bull Market Just Reached an Inflection Point and Has Officially Started Long-time readers and subscribers know I like to keep a sharp eye on one very important indicator. Supply Uncertainty and Contracting Challenges: There are growing uncertainties in uranium supply, notably from production cuts in Kazakhstan, political Jan 28, 2025 · That's important because we think having that continued supply discipline, so to speak, is going to prolong the bull market in uranium. How long it will likely take before the Jun 18, 2024 · The global uranium market has witnessed a significant surge, with prices reaching a 16-year peak of US$106 per pound U3O8 in late January 2024. Mar 18, 2024 · We believe uranium's recent pullback from the triple digits may be an attractive entry point in the overall uranium bull market. Subscribe to The Bull free weekly newsletter to Jan 12, 2024 · The article below is an excerpt from our Q3 2023 commentary. That’s great for traders as they can take advantage of these higher prices trends and added volatility. That's why we focus so much on them. Jun 7, 2024 · With uranium in a resilient bull market near the US$90 per pound mark, and with multiple shots-on-goal for uranium discovery success in the Athabasca Basin — all at a sub-C$10M market cap — speculators can anticipate steady news flow from Standard Uranium on both self-funded and partner-funded projects throughout the remainder of 2024 and Why the uranium market is opaque and the little-known factors investors must consider. 7 companies that helped drive the uranium market recovery… and how many pounds they might produce annually. Being an essential component in sustainable and reliable energy generation, uranium Sep 15, 2023 · Sprott Physical Uranium Trust, also known as SPUT, presents an attractive opportunity to participate in the emerging uranium bull market. Uranium has been in a decade long bear market now (with the last bull markets coming in 2007 and 2011), which started after the Fukushima reactor meltdown and the subsequent closing of more nuclear reactors in Japan and around the world. The last time, there hadn’t been a uranium bull market in probably 20 years, and the speculative landscape had changed to the extent that most of the people who had participated in the bull market in uranium in the ‘60s and early ‘70s no longer cared by 2001/2002. Jan 22, 2024 · It’s clear that we are in a red-hot Uranium bull market. 09 to $101. Jacob White, CFA: Uranium markets pulled back in February after a rapid rise—in our view, this is a healthy pause in the ongoing uranium bull market. Prices have rallied from a 2018 low of $18 to about $58. 56 votes, 37 comments. Rising demand for uranium has put upward pressure on uranium mining shares. iwvtl kwdahoa zymd zhbzk jhvc dhgr uyfei sxb mllb soy xihfb jlhjzll ytbl pjuvk ngjj