When could the price of uranium rise again?

Advertisement/Advertising - This article is distributed on behalf of Uranium Energy Corp. and IsoEnergy Ltd., with which SRC swiss resource capital AG has paid IR advisory agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: February 14, 2026, 1:45 p.m. Zurich/Berlin

Most analysts agree that demand for uranium will grow significantly. Global demand is even expected to double by 2040. This is because energy policy is being realigned. Electricity demand is growing, partly due to the rapid construction of data centers. There are currently not many new uranium projects close to production. This makes emerging companies with good uranium projects all the more important for the future of the nuclear industry, even if it takes years for new mines to be approved and go into production. There are also geopolitical uncertainties in the uranium market, causing energy suppliers to hesitate to sign long-term uranium contracts.

Last year, contracts for long-term deliveries of only 48 million pounds were signed, even though the replacement rate is around 150 million pounds of uranium. And in order for more uranium to be produced, some producers, such as Kazatomprom, argue that higher uranium prices are necessary first. Caution seems to be the order of the day in the uranium market. However, the demand for uranium is there, and so the market is structurally undersupplied. Due to the three well-known major reactor accidents, nuclear energy has long been socially unacceptable, and investments have therefore become rare.

Today, it is clear that without nuclear power, the world's growing appetite for energy cannot be satisfied, at least not for a long time to come. Renewable energies such as wind, solar, and hydro power are simply not enough. In times without wind or sun, the hunger for energy does not take a break. And for digitalization and artificial intelligence, a continuous and reliable power supply is essential. Added to this is the desired move away from fossil fuels. Investing in uranium and uranium companies could therefore be worthwhile for investors.

Uranium Energy - https://www.commodity-tv.com/ondemand/companies/profil/uranium-energy-corp/ - has diversified uranium holdings and ISR uranium projects in the US, with additional projects in Canada. Uranium mining, processing, refining, and conversion are part of the business. The company is debt-free and is now the only US supplier that can deliver uranium and uranium hexafluoride (used in uranium enrichment).

IsoEnergy - https://www.commodity-tv.com/ondemand/companies/profil/isoenergy-ltd/ - is considered a uranium producer that could go into production in the near future and has high-grade uranium properties in Saskatchewan. Other uranium projects are located in Australia, Argentina, and the US. The Larocque East project in the Athabasca Basin in Saskatchewan is particularly high-grade. There is also fresh cash in the coffers.

Current company information and press releases from IsoEnergy (- https://www.resource-capital.ch/en/companies/iso-energy-ltd/ -) and Uranium Energy (- https://www.resource-capital.ch/en/companies/uranium-energy-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://goldinvest.de/uran-vor-dem-preissprung-warum-analysten-jetzt-ein-strukturelles-defizit-und-einen-neuen-bullenmarkt-sehen/;

https://www.miningscout.de/blog/2025/12/19/uran-sprott-sieht-potenzial-fuer-aufholjagd-2026/;

https://www.resource-capital.ch/en/reports/view/uran-report-2022-11-update/

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