The contract cycle of energy suppliers has an impact on the price of uranium, as do low market liquidity and the dominance of a small number of producers.
Advertisement/Advertising - This article is distributed on behalf of Uranium Royalty Corp. and Premier American Uranium Corp., with which SRC swiss resource capital AG has paid IR advisory agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: February 12, 2026, 4:00 p.m. Zurich/Berlin
Capacity reductions or outages can therefore have a major impact on the uranium market and lead to volatile prices. Uranium production in Kazakhstan is currently expected to decline. For many decades, the country supplied around 40 percent of the world's uranium. However, the two largest mines have now reached maximum production and a significant decline in production is expected over the next two years. Incidentally, it takes almost 20 years from the discovery of uranium to production. And there is still little investment in the uranium sector, mining is very expensive, and approval procedures are lengthy.
Today, nuclear energy is undergoing a revival and demand for uranium is rising. If the supply of uranium becomes scarce, this is likely to have an impact on uranium prices. A look at the history of uranium prices shows that from 2000 to 2007, the spot price for uranium was below ten US dollars per pound. Then supply bottlenecks occurred (floods and cyclones), inventories fell, and in 2007, a pound of uranium cost more than $120. In the financial crisis that followed, uranium stocks were liquidated and auctioned off, and the price fell to around $40.
This was followed by the accident in Fukushima, and prices fell to around US$20 per pound of uranium. Supply cuts and production stoppages due to the pandemic had the next impact. Since 2023, uranium has become more expensive. This is because inventories have fallen and nuclear power plants are being built and planned again, and operating lives are being extended. A pound of uranium now costs around US$90 per pound, much to the delight of uranium companies.
Uranium Royalty - https://www.commodity-tv.com/ondemand/companies/profil/uranium-royalty-corp/ - is special for investors looking for diversification because it is the only royalty company in the uranium industry. The company recently added a royalty on two uranium projects in Saskatchewan to its portfolio.
Premier American Uranium - https://www.commodity-tv.com/ondemand/companies/profil/premier-american-uranium-inc/ - has uranium projects in five excellent regions in the US. With its extensive land holdings, the company is ideally positioned to strengthen energy security in the US. A private placement is currently bringing fresh money into the coffers.
Current company information and press releases from Premier American Uranium (- https://www.resource-capital.ch/en/companies/premier-american-uranium-corp/ -) and Uranium Royalty (- https://www.resource-capital.ch/en/companies/uranium-royalty-corp/ -).
Further information is also available in our new uranium report at the following link: https://www.resource-capital.ch/en/reports/view/uran-report-2022-11-update/
Sources:
https://www.benzinga.com/markets/commodities/26/02/50491840/the-worlds-biggest-uranium-mine-is-peaking-thats-bullish-for-cameco-energy-fuels?utm_source=finanzen.net&utm_campaign=partner_feed&utm_medium=referral
https://www.resource-capital.ch/en/reports/view/uran-report-2022-11-update/
In accordance with Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of Regulation (EU) 2016/958 (MAR), we hereby disclose that authors/employees/affiliated companies of SRC swiss resource capital AG may hold positions (long/short) in issuers discussed. Remuneration/relationship: IR contracts/advertorial: Own positions (author): none; SRC net position: less than 0.5%; issuer's stake in SRC ≥ 5%: no. Update policy: no obligation to update. No guarantee for the translation into German. Only the English version of this news release is authoritative.
Disclaimer: The information provided does not constitute any form of recommendation or advice. We expressly draw attention to the risks involved in securities trading. No liability can be accepted for any damage arising from the use of this blog. We would like to point out that shares and, in particular, warrant investments are generally associated with risk. The total loss of the capital invested cannot be ruled out. All information and sources are carefully researched. However, no guarantee is given for the accuracy of all content. Despite the utmost care, I expressly reserve the right to errors, particularly with regard to figures and prices. The information contained herein comes from sources that are considered reliable, but does not claim to be accurate or complete. Due to court rulings, the content of linked external sites is also our responsibility (e.g., Hamburg Regional Court, in its ruling of May 12, 1998 - 312 O 85/98), as long as we do not expressly distance ourselves from them. Despite careful content control, I assume no liability for the content of linked external sites. The respective operators are solely responsible for their content. The disclaimer of SRC swiss resource capital AG, which is available at https://www.resource-capital.ch/de/disclaimer-agb/, applies additionally.
Advertisement/Advertising - This article is distributed on behalf of Uranium Royalty Corp. and Premier American Uranium Corp., with which SRC swiss resource capital AG has paid IR advisory agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: February 12, 2026, 4:00 p.m. Zurich/Berlin
Capacity reductions or outages can therefore have a major impact on the uranium market and lead to volatile prices. Uranium production in Kazakhstan is currently expected to decline. For many decades, the country supplied around 40 percent of the world's uranium. However, the two largest mines have now reached maximum production and a significant decline in production is expected over the next two years. Incidentally, it takes almost 20 years from the discovery of uranium to production. And there is still little investment in the uranium sector, mining is very expensive, and approval procedures are lengthy.
Today, nuclear energy is undergoing a revival and demand for uranium is rising. If the supply of uranium becomes scarce, this is likely to have an impact on uranium prices. A look at the history of uranium prices shows that from 2000 to 2007, the spot price for uranium was below ten US dollars per pound. Then supply bottlenecks occurred (floods and cyclones), inventories fell, and in 2007, a pound of uranium cost more than $120. In the financial crisis that followed, uranium stocks were liquidated and auctioned off, and the price fell to around $40.
This was followed by the accident in Fukushima, and prices fell to around US$20 per pound of uranium. Supply cuts and production stoppages due to the pandemic had the next impact. Since 2023, uranium has become more expensive. This is because inventories have fallen and nuclear power plants are being built and planned again, and operating lives are being extended. A pound of uranium now costs around US$90 per pound, much to the delight of uranium companies.
Uranium Royalty - https://www.commodity-tv.com/ondemand/companies/profil/uranium-royalty-corp/ - is special for investors looking for diversification because it is the only royalty company in the uranium industry. The company recently added a royalty on two uranium projects in Saskatchewan to its portfolio.
Premier American Uranium - https://www.commodity-tv.com/ondemand/companies/profil/premier-american-uranium-inc/ - has uranium projects in five excellent regions in the US. With its extensive land holdings, the company is ideally positioned to strengthen energy security in the US. A private placement is currently bringing fresh money into the coffers.
Current company information and press releases from Premier American Uranium (- https://www.resource-capital.ch/en/companies/premier-american-uranium-corp/ -) and Uranium Royalty (- https://www.resource-capital.ch/en/companies/uranium-royalty-corp/ -).
Further information is also available in our new uranium report at the following link: https://www.resource-capital.ch/en/reports/view/uran-report-2022-11-update/
Sources:
https://www.benzinga.com/markets/commodities/26/02/50491840/the-worlds-biggest-uranium-mine-is-peaking-thats-bullish-for-cameco-energy-fuels?utm_source=finanzen.net&utm_campaign=partner_feed&utm_medium=referral
https://www.resource-capital.ch/en/reports/view/uran-report-2022-11-update/
In accordance with Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of Regulation (EU) 2016/958 (MAR), we hereby disclose that authors/employees/affiliated companies of SRC swiss resource capital AG may hold positions (long/short) in issuers discussed. Remuneration/relationship: IR contracts/advertorial: Own positions (author): none; SRC net position: less than 0.5%; issuer's stake in SRC ≥ 5%: no. Update policy: no obligation to update. No guarantee for the translation into German. Only the English version of this news release is authoritative.
Disclaimer: The information provided does not constitute any form of recommendation or advice. We expressly draw attention to the risks involved in securities trading. No liability can be accepted for any damage arising from the use of this blog. We would like to point out that shares and, in particular, warrant investments are generally associated with risk. The total loss of the capital invested cannot be ruled out. All information and sources are carefully researched. However, no guarantee is given for the accuracy of all content. Despite the utmost care, I expressly reserve the right to errors, particularly with regard to figures and prices. The information contained herein comes from sources that are considered reliable, but does not claim to be accurate or complete. Due to court rulings, the content of linked external sites is also our responsibility (e.g., Hamburg Regional Court, in its ruling of May 12, 1998 - 312 O 85/98), as long as we do not expressly distance ourselves from them. Despite careful content control, I assume no liability for the content of linked external sites. The respective operators are solely responsible for their content. The disclaimer of SRC swiss resource capital AG, which is available at https://www.resource-capital.ch/de/disclaimer-agb/, applies additionally.
