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…
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…
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…
Mart Wolbert: Uranium Bull Thesis is Intact, “Half-time Break” Ending Soon
Mart Wolbert of Contrarian Codex shares his latest thoughts on the uranium market, including where we are in the cycle, what’s next for prices and factors to watch for supply and demand. He also discusses takeaways from the World Nuclear…
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…
Energy Fuels: Uranium’s Moment Has Arrived, Now it’s Time to Capitalize
Curtis Moore of Energy Fuels weighs in on current uranium market dynamics, from supply and demand to prices. He also discusses how Energy Fuels is navigating the sector given today’s much-improved dynamics. “These are great (price) levels for us as…
Justin Huhn: Uranium Price, Supply and Stocks in 2024 — Plus Cameco Analysis
Justin Huhn of @UraniumInsider shares his latest thoughts on the uranium market, breaking down recent news from Cameco and Kazatomprom, and sharing where he sees momentum building among the equities. This interview was filmed on February 14, 2024. #Investing #Nuclear…
Gwen Preston: Gold Gearing Up for Next Move, Safest Bets in Uranium
Gwen Preston of @TheResourceMaven shares her thoughts on gold and uranium in 2024, noting that gold should work from the middle of the year onward, while strong supply/demand fundamentals look set to spur more growth in the uranium sector. This…
John Ciampaglia: Uranium Cycle Now in New Phase, What Comes Next?
The uranium market has entered a new phase, but there’s still plenty of time left in the current cycle. “I do feel as though we’re in year three of this cycle,” said John Ciampaglia of Sprott Asset Management. “It’s impossible…
