Advertisement/Advertising – This article is distributed on behalf of Premier American Uranium Corp. and Uranium Royalty Corp., with which SRC swiss resource capital AG has paid IR consulting agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: January 15, 2026; 11:15 a.m. Zurich/Berlin
At the end of 2025, spot prices for uranium in the US were around US$82 per pound, according to Canadian uranium producer Cameco. This was around 12% higher than a year earlier. Long-term price contracts are currently approaching the $100 mark. Uranium consumption exceeds production, resulting in a growing structural deficit. Small modular reactors are increasingly being planned and built. Data centers and artificial intelligence are booming and consuming more and more electricity.
Uranium mine production has reached historic lows, especially in the US. Even if it grows again, it is estimated to amount to approximately one million pounds, while US consumption accounts for more than 50 million pounds of uranium. The gap in US uranium supply has been offset in recent years by imports and inventories. Incidentally, imports from Russia will be further restricted from 2028 onwards. The EU also wants to ban uranium imports from Russia. As a result, the price of uranium is expected to rise in 2026.
Another factor contributing to the supply imbalance for uranium is increasing purchases by investors. In any case, new nuclear reactors will begin operating in the US, China, India, and Turkey in 2026. Measures taken by the US government to revive nuclear energy production favor US uranium companies.
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.
Uranium Royalty - https://www.commodity-tv.com/ondemand/companies/profil/uranium-royalty-corp/ - is unique for investors seeking diversification, as 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.
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/de/reports/ansicht/uran-report-2025-11-update/.
Sources:
https://www.reuters.com/markets/commodities/is-us-uranium-market-about-go-nuclear-2026-2026-01-14/;
https://www.ad-hoc-news.de/boerse/news/ueberblick/eu-sanktionen-rosatom-erstmals-im-visier-mit-uran-importverbot/68442805#google_vignette;
https://www.resource-capital.ch/de/reports/ansicht/uran-report-2025-11-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.
At the end of 2025, spot prices for uranium in the US were around US$82 per pound, according to Canadian uranium producer Cameco. This was around 12% higher than a year earlier. Long-term price contracts are currently approaching the $100 mark. Uranium consumption exceeds production, resulting in a growing structural deficit. Small modular reactors are increasingly being planned and built. Data centers and artificial intelligence are booming and consuming more and more electricity.
Uranium mine production has reached historic lows, especially in the US. Even if it grows again, it is estimated to amount to approximately one million pounds, while US consumption accounts for more than 50 million pounds of uranium. The gap in US uranium supply has been offset in recent years by imports and inventories. Incidentally, imports from Russia will be further restricted from 2028 onwards. The EU also wants to ban uranium imports from Russia. As a result, the price of uranium is expected to rise in 2026.
Another factor contributing to the supply imbalance for uranium is increasing purchases by investors. In any case, new nuclear reactors will begin operating in the US, China, India, and Turkey in 2026. Measures taken by the US government to revive nuclear energy production favor US uranium companies.
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.
Uranium Royalty - https://www.commodity-tv.com/ondemand/companies/profil/uranium-royalty-corp/ - is unique for investors seeking diversification, as 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.
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/de/reports/ansicht/uran-report-2025-11-update/.
Sources:
https://www.reuters.com/markets/commodities/is-us-uranium-market-about-go-nuclear-2026-2026-01-14/;
https://www.ad-hoc-news.de/boerse/news/ueberblick/eu-sanktionen-rosatom-erstmals-im-visier-mit-uran-importverbot/68442805#google_vignette;
https://www.resource-capital.ch/de/reports/ansicht/uran-report-2025-11-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.
