July 7, 2026: The supply side of the ledger just got tighter
About this episode
This episode discusses the tightening supply side of uranium and its implications for the nuclear energy sector.
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More episodes of Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
- July 21 2026: Utilities are quietly locking in supply well into the next decade
- July 14 2026: Term market is where the real demand signal lives
- June 30, 2026: Incentive price required to bring on new uranium production appears to be steadily moving higher
- June 23, 2026: Spot market remains well supported even during a seasonal slowdown
- June 16, 2026: The underlying supply-demand balance continues to tighten
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