In June, the spot price of uranium rose by almost ten percent. Uranium stocks also rose sharply in many cases. There are no substitution risks for uranium, and as contract activity remains relatively low, experts are positive about the second half of 2025. The fact is that utilities have secured less than a third of what they need to meet demand in the current year. This is probably due primarily to political uncertainties. There should therefore be pent-up demand here. And summer is usually a quiet period for uranium contracts, which can also be interpreted as seasonality. There are not that many countries that produce large quantities of uranium. Kazakhstan is known to be the largest producer in the world, and Russia is also significant, with Rosatom being a major player. Uranium also comes from China, Canada, and Australia (third in production but with the largest uranium reserves). Namibia and Niger are important in Africa. The Nigerian government is currently making headlines because it wants to nationalize a uranium mine that has one of the largest uranium deposits in the country. Industry experts are pretty much in agreement that uranium consumption will increase. This is due to the energy transition and growing energy demand, for example in data centers. This can also be seen in the various agreements that Google, for example, has entered into with partners to secure energy supplies.
Investors can invest in uranium through IsoEnergy - https://www.commodity-tv.com/ondemand/companies/profil/isoenergy-ltd/ , for example. The company owns high-grade uranium deposits in Saskatchewan, Australia, Argentina, and the US.
Investors can bet on Uranium Royalty - https://www.commodity-tv.com/ondemand/companies/profil/uranium-royalty-corp/ -, the only royalty company on the uranium market, and thus on diversification.
Current company information and press releases from Uranium Royalty (https://www.resource-capital.ch/en/companies/uranium-royalty-corp/ ) and IsoEnergy (https://www.resource-capital.ch/en/companies/iso-energy-ltd/ ).
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