The investment thesis and the soil for expected higher uranium prices is based on a growing supply and demand imbalance. This is what I already wrote about. An underinvested, not growing supply base is facing higher, maybe even way higher demand from existing as well as new nuclear reactors that are under construction. Today, I am discussing the biggest uranium project under development.
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A few weeks ago, I wrote about the overall investment environment of uranium. I concluded from a top-level perspective, that due to a stressed supply-demand situation, higher prices likely are more a question of “when”, not “if”. After publication, one of my readers and Premium Members wrote to me about a certain company that could benefit from the plan to not only build more, but also smaller, next generation nuclear reactors. I have put this idea under the microscope.
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One of the most frequently asked questions among commodity investors is about uranium. This controversial commodity seems to finally have entered a new bull market after a decade and a half of pure disappointments. What followed the euphoria of 2007/2008 was a long stretch torture. What are the prospects now and will the uranium price shoot up again sustainably? Or is it just hyped and ready to fall into dust?
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