The Uranium Tipping Point

Ahead of the Herd

US uranium futures just reclaimed the $90 a pound mark, driven by incredibly bullish market fundamentals. Long-term prices, which reflect what power companies are willing to pay under multi-year contracts, are now at their highest level in at least 18 years. This video breaks down the massive structural deficit forming in the uranium market and why analysts at Citi believe prices could jump to $140 a pound by late 2027.