Critical Minerals and Energy Intelligence
The Great Uranium Disconnect
New nuclear reactor builds, reactor life extensions and longer term fleet expansions, mean the path has been laid for robust growth of nuclear energy from now through the coming decades.
In the immediate term, we have seen a pullback in spot pricing and a modest decline in term pricing, including some uranium equities. Over the long term, the market cannot escape the fundamentals of supply and demand.
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.
The Oregon Group has decades worth of experience and connections with explorers, developers, and producers in the uranium mining sector.
Our report — “The Great Uranium Disconnect” — analyses how the sector fundamentals points to an inevitable resumption of price increases with a corresponding growth in equity values. So, if anything, this pause in growth offers a distinct value driven opportunity for investors to take or grow a position in uranium.
The report includes:
- Uranium explained
- The big trends
- Investing in uranium
- Spotlight companies
- Projections by The Oregon Group
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