Ben Finegold: Uranium in 2025 — Price Outlook, Plus Stocks, Supply and Demand
Ocean Wall’s Ben Finegold shares his 2025 outlook for uranium, saying that for him it remains the most compelling commodity story. In addition to uranium’s strong supply/demand fundamentals, he discusses where both spot and term prices may go this coming…
Lobo Tiggre: Copper is My Highest-Confidence Trade for 2025 — Here’s Why
Lobo Tiggre of @TheIndependentSpeculator shares his updated thought on the US economy, as well as his outlook for gold, silver and uranium in 2025. However, his highest-confidence trade for next year is copper. “I think that it’s easier to see…
Leigh Goehring: Gold’s “Massive Bull Market” Just Starting; Uranium and Copper Outlook
Leigh Goehring of Goehring & Rozencwajg discusses his outlook for gold, outlining calculations that show the yellow metal potentially rising to the US$15,000 to US$25,000 per ounce range during this cycle. He believes price dips should be bought, and said…
John Ciampaglia: Uranium Facing Tight Supply, Pent-up Demand — Plus AI, Election Impact
John Ciampaglia of Sprott Asset Management discusses the latest uranium supply, demand and price developments, honing in on major tech companies’ recent nuclear power deals and the potential impact of the quickly approaching US election. “I think it’s inevitable that…
Justin Huhn: Uranium Supply, Demand and “Hugely Important” Price Tell
Justin Huhn of @UraniumInsider discusses uranium market sentiment, supply and demand after this summer’s slowdown, saying fundamentals in the sector remain as strong as ever. “Demand’s coming back, the price is going higher, there’s not enough supply, especially for the…
Three Mile Island is Back: Microsoft’s Bold Nuclear Energy Deal Shakes the Industry – Mark Nelson
Jeremy Szafron, Anchor at Kitco News, interviews Mark Nelson, Founder and Managing Director of Radiant Energy Group, about the future of nuclear power. They cover significant developments, including the resurgence of nuclear energy, the role of existing nuclear infrastructure, and…
Watson, Crayfourd: “Highly Constructive” on Uranium Price, Stocks We’re Focusing on Now
Keith Watson and Rob Crayfourd of the Geiger Counter Fund share their outlook on uranium supply, demand and prices, plus which companies they think have the most potential moving forward. “We think that those projects, particularly Canadian assets that are…
Editor’s Picks: Gold Above US$2,500 as Powell Signals Rate Cuts, Kazatomprom Lowers Guidance
The gold price spent most of last week above US$2,500 per ounce, supported by ever-strengthening expectations that the US will start cutting interest rates in September. Meanwhile, uranium miner Kazatomprom reduced its production guidance for 2025, while Lucara Diamond announced…
Ben Finegold: Uranium’s New Paradigm — Market Dynamics and How to Invest
Ben Finegold of Ocean Wall shares his latest thoughts on uranium supply, demand and prices. In his view, the market has still only reached its third inning, meaning the story is nowhere near over. While investors will need to be…
Scott Melbye: Uranium Still in Early Innings, Historic Bull Market Coming
Scott Melbye discusses the uranium market, as well as plans for Uranium Energy (UEC) and Uranium Royalty as prices for the energy commodity heat up. In his view, the uranium story is nothing like that of lithium, whose price has…
