Uranium Supply and Price Dynamics

Nuclear & Uranium

Structural deficit of 22M lb; spot ~$86/lb, term ~$90/lb. Major supply developments: NexGen Rook I construction (14M kg/yr), Denison Phoenix ISR FID (mid-2028), Kazatomprom production, Cameco India deal. Utilities contracting into 2040s.

Sources (3)

Updated Jul 31, 2026

Nuclear & Uranium

Uranium Market Outlook 2026: Widening Supply Gap and Long-Term Contracting Dynamics

Uranium Energy Is Down Sharply in 2026. Here's What the Next 10 Years Could Realistically Look Like.

Denison Mines DNN Jumps As Phoenix Construction Ramps Up