Uranium: The Second Major Leg Of The Bull Market May Already Have Begun
2026-05-22
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via All Articles on Seeking Alpha
Summary
- Strong investor demand, combined with the reemergence of utility buying, pushed uranium prices back through the psychologically important $100-per-pound level for the first time since January 2024.
- Kazatomprom confirmed that 2026 uranium production is expected to range between 71.5 and 75.4 million pounds, up from 67.1 million pounds produced last year.
- Kazatomprom has now pivoted decisively toward what management described as a "value-over-volume" strategy.
- NexGen Energy received final federal approval from the Canadian Nuclear Safety Commission to proceed with construction of its flagship Rook I uranium project.
- During the quarter alone, the Sprott Physical Uranium Trust acquired an additional 5.8 million pounds, pushing total holdings above 80 million pounds.
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