Uranium & Fuel

Uranium Entering Multi-Year Bull Market With Demand Outstripping Supply, Says Report

By David Dalton
3 February 2026

Analysts warn of slow pace of mine development following years of underinvestment

Uranium Entering Multi-Year Bull Market With Demand Outstripping Supply, Says Report
The report says Kazakhstan’s state uranium company Kazatomprom holds a ‘uniquely strong position’ in the global supply chain. Courtesy Kazatomprom.
The global uranium market is entering a “tipping point” where sustained demand for the energy fuel and supply constraints could lead to a significant rally in prices in the coming years, according to a report by Teniz Capital.

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