Uranium Blog & Guides
Plain-English analysis of the uranium market, nuclear energy and uranium investing
Uranium in 2025: Year in Review and What It Meant for 2026
Spot fell to $64 in March 2025 before recovering above $80, while the long-term price kept climbing. What drove it, and how 2026 has played out so far.
Uranium Supply and Demand: Mine Production vs Reactor Requirements
Mines supplied about 90% of reactor needs in 2024. Who produces the world's uranium, where the gap is filled from, and what it means for prices.
The Nuclear Renaissance: How New Reactors and SMRs Affect Uranium Demand
81 reactors are under construction worldwide, life extensions are keeping old plants running and SMRs are moving to construction. What it means for uranium.
Kazakhstan Uranium Mining: The World's Largest Producer and Its Market Impact
Kazakhstan mines about 39% of the world's uranium using in-situ recovery. How Kazatomprom works and why its production decisions move the price.
Guide to Uranium ETFs and Physical Uranium Funds
URA, URNM, URNJ, NLR, SPUT and Yellow Cake compared: what each fund owns, how closely it follows the uranium price, and the risks.
Uranium Mining Stocks: From Major Producers to Junior Explorers
Producers, developers and explorers carry very different risks. How to read a uranium miner: jurisdiction, mining method, contract book and permitting.