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Uranium Term Prices Hit A Record... So Why Is Nuclear Getting Nuked?

Uranium Term Prices Hit A Record... So Why Is Nuclear Getting Nuked? If you only looked at the price of the fuel, you'd think the nuclear trade has never been better. Long-term uranium prices are sitting at $96/lb, an all-time record and up ~12% YTD, taking out the $95/lb high set in mid-2007 at the peak of the last uranium mania (per UxC data compiled by TD Cowen). Spot has followed along to roughly $90/lb, up ~11% YTD. If, however, you looked at anything with a ticker attached to it, you'd...
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Sep 8, 2026 / Tyler Durden
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May 13, 2026 / Tyler Durden
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