Uranium Insider

Latest positions

• UIUranium InsiderStrongly bullish on uranium Uranium demand is rising, with Russia's state producer contracting for more supply, a bullish signal for uranium. “Everyone ignoring the fact that Russia — the world’s #3 uranium producer — just contracted in size for uranium from $KAP.” Open the post Everyone ignoring the fact that Russia — the wor… · 31 Aug
• UIUranium InsiderStrongly bullish on uranium Western buyers are running out of time to lock in 2030s uranium supply, implying tightening supply. “The west is running out of time to secure 2030’s uranium supply.” Open the post The nuclear industry’s “I’ll believe it when I s… · 31 Aug
• UIUranium InsiderBullish on nuclear tech Sees the trend as gaining steam and a perfect use for nuclear tech, with any demand from this segment being pure upside since he models zero. “Perfect use for nuclear tech. Not sure how "soon" this happens, but to be clear, we're modeling for zero demand from this segment…so all "right tail."” Open the post This has been in the works for years but does ap… · 29 Aug
• UIUranium InsiderStrongly bullish on uranium Uranium Insider expects spot uranium to reach triple digits soon, driven sustainably by traders, utilities and producers rather than a temporary financials-driven spike. “Triple digit spot will be here soon...this time not pushed into a temporary financials-driven backwardated spike...but driven sustainably” Open the post Spot #uranium ask is at $90/lb. for front-month … · 24 Aug
• UIUranium InsiderStrongly bullish on natural uranium The window for cheap uncommitted natural uranium is closing, implying prices are set to rise. “The window for cheap uncommitted material is closing.” Open the post A reactor that can run more than 60 years requir… · 20 Aug
• UIUranium InsiderStrongly bullish on uranium Demand is stacking while supply responds insufficiently, so uranium is set to run higher. “Demand is stacking, supply is responding but insufficiently so.” Open the post Reactors coming back online, life extensions app… · 19 Aug
• UIUranium InsiderStrongly bullish on SMRs SMRs are likely to snowball after the first-of-a-kind build. “SMRs likely to “snowball” after FOAK” Open the post Reactors coming back online, life extensions app… · 19 Aug
• UIUranium InsiderStrongly bullish on new builds New builds are advancing, adding to the stacking demand picture. “new builds advancing” Open the post Reactors coming back online, life extensions app… · 19 Aug
• UIUranium InsiderStrongly bullish on Natrium SMR The host expects the Natrium SMR design to be one of the winners in the SMR space. “The Natrium SMR design will be one of the "winners" for sure.” Open the post The Natrium SMR design will be one of the "winne… · 19 Aug
• UIUranium InsiderStrongly bullish on uranium The current uranium move is sustainable and long-term uranium still has room to rise toward an inflation-adjusted all-time high. “This cycle’s move is actually sustainable.” Open the post While LT uranium is at an ATH of $95.50/lb., it’… · 18 Aug
• UIUranium InsiderStrongly bullish on uranium Contract ceilings far above spot and long-term prices imply uranium prices will keep climbing. “With uranium market-referenced contract ceilings 80% higher than current spot and 65% higher than current LT, you can guess what a continuation of this chart will look like…” Open the post With uranium market-referenced contract ceilings… · 16 Aug
• UIUranium InsiderRisk rising sharply on U.S. utilities U.S. utilities' forward coverage is only at the mean, leaving them unprepared for what is coming in the uranium market. “They are not prepared for what's coming.” Open the post Solid work from @oceanwall2 in their latest "Hoo… · 12 Aug