"Once we see the big utilities step up and sign these large contracts at the prices producers want, then it’s game on"
JUSTIN HUHN
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Uranium Insider
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2026 Uranium Investing Outlook Report
2026 Uranium Investing Outlook Report
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Key factors driving uranium prices
Expert analysis and predictions to guide your investment decisions
Top performing uranium stocks and sectors to keep on your radar
While the uranium spot price spent much of 2025 trading at rangebound levels, the narrative has evolved.
Uranium is no longer just a resource play; it is also a technology play. Between the massive baseload power needed for AI data centers, and production hurdles at aging tier-one assets like Cigar Lake, sector tightness is building.
While the uranium spot price spent much of 2025 trading at rangebound levels, the narrative has evolved.
Uranium is no longer just a resource play; it is also a technology play. Between the massive baseload power needed for AI data centers, and production hurdles at aging tier-one assets like Cigar Lake, sector tightness is building.