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Critical Minerals and Energy Intelligence

Can uranium hit $150/lb in 2026?
Can uranium hit $150/lb in 2026?
demand is compounding: Uranium demand forecast to rise 28% by 2030 and more than double by 2040 as nuclear capacity expands and lifetimes extend, led...

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Industry reports

Report: The Great Uranium Disconnect
The Oregon Group predicts the longer the disconnect between prices and demand, the greater the pressure for price growth beyond the levels we saw in 2024.
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report: Artificial Intelligence and the next critical mineral supercycle
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Latest Investment Insights

Can uranium hit 150lb in 2026 - The Oregon Group - Critical Minerals and Energy Intelligence

Can uranium hit $150/lb in 2026?

Uranium is now strategic infrastructure: With explicit US policy support and funding, the market has shifted from commodity pricing dynamics toward policy-anchored strategic asset behavior

Read More »
February 12, 2026
Feb 12, 2026
Can uranium hit $150/lb in 2026?
Feb 12, 2026
Why Founders Can’t Ignore Commodity Tokenization Anymore
Feb 11, 2026
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026

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