Critical Minerals and Energy Intelligence

Uranium prices to beat all-time highs?

EPISODE 16: Anthony Milewski and Christian Purefoy chat to Phil Williams, CEO and Director of ISOEnergy, a globally diversified uranium company with substantial current and historical mineral resources in top uranium mining jurisdictions of Canada, the US and Australia.

Phil Williams is “live” from the World Nuclear Symposium 2026 in London.

Uranium is trading near a six‑month high of around $90 per pound as supply risks collide with accelerating nuclear demand. Delays at Kazatomprom’s new sulphuric acid plant are constraining future output from the world’s largest producer, just as governments and utilities ramp up reactor life extensions, new‑build plans and fuel contracting to meet electrification and AI data‑centre‑driven power needs. At the same time, long‑term contracts are tightening uncovered utility requirements into the 2030s, reinforcing the sense that the market is shifting from a one‑off price spike to a structurally tighter “second nuclear age.”

“There is a healthy level of panic setting in on the buyer side, Where are we going to get the uranium supply from?” — Phil Williams, CEO and Director, ISO Energy

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