2025 URANIUM
"Demand’s coming back, the price is going higher — there’s not enough supply, especially for the next two to three years. I think we’re going to see a bidding war for the remaining supply."
JUSTIN HUHN
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OUTLOOK REPORT
2025 Uranium
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2025 Uranium
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Key factors driving uranium prices
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Uranium production is covering only less than 20% of global demand, and supply gap is tightening just as AI data centers, nuclear buildouts, and US policy targets amplify demand.
Analysts warn utilities’ delay is heightening the “pressure cooker” effect, which could trigger a price breakout when contracting returns.
Uranium production is covering only less than 20% of global demand, and supply gap is tightening just as AI data centers, nuclear buildouts, and US policy targets amplify demand.
Analysts warn utilities’ delay is heightening the “pressure cooker” effect, which could trigger a price breakout when contracting returns.
WORLD EDITION