Uranium at Inflection Point, Will Get Completely Out of Hand

By Goehring & Rozencwajg

The uranium bull market is just getting started, but it could get “completely out of hand” before it’s over.

“From a demand perspective, utilities are captive buyers that need to get their hands on the fuel,” said Adam Rozencwajg. Meanwhile, supply is expected to remain tight for the foreseeable future.