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25.08.26 - 12:27
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Uranium Awakens From Five-Month Slumber As UBS Warns Market Is "Tightening Structurally" (ZeroHedge)
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Uranium Awakens From Five-Month Slumber As UBS Warns Market Is "Tightening Structurally"
Bloomberg's continuous front-month uranium futures contract (UXA1 Comdty) briefly surged above $100 a pound in late January, driven by tightening supplies, renewed government support for nuclear power, and rising electricity demand from the AI infrastructure boom.
Uranium futures then retreated and remained range-bound between $84 and $87 for five months. But momentum has returned in August, with prices approaching $89 a pound, the highest level since early February.
The ongoing theme is that years of underinvestment have limited mine supply growth despite rising reactor demand. New uranium projects can take a decade to develop, leaving producers unable to respond quickly to higher prices. Output is also concentrated among a handful of miners, such as Cameco.
Goldman analysts have routinely pointed back to these charts, which show that the uranium market has entered a deficit and that the ga...
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25.08.26 - 07:24
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Tsingshan May Triple Output at its Zimbabwe Steel Plant (Bloomberg)
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Tsingshan Holding Group Co. is considering as much as tripling output at a Zimbabwe steel plant it started in 2024, an expansion that could add to pressure on South Africa's struggling steel industry as much of its production is exported to that country....
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