The uranium market has entered a new phase, but there’s still plenty of time left in the current cycle. “I do feel as though we’re in year three of this cycle,” said John Ciampaglia, CEO of Sprott Asset Management. “It’s impossible to know how long it will last, but we still think it has quite...
Tag: supply chain
Uranium Catalysts Building, All Systems Look Like Go
John Cash, CEO of Ur-Energy (TSX:URE,NYSEAMERICAN:URG), spoke to the Investing News Network about uranium’s recent price rise and where the commodity could go in the future as demand rises and supply stays tight. In his view, it was the recent coup in Niger that woke market participants up to that growing imbalance. However, there are...
Uranium at Inflection Point, Will Get “Completely Out of Hand”
The uranium bull market is just getting started, but it could get “completely out of hand” before it’s over. From a demand perspective, utilities are captive buyers that need to get their hands on the fuel, said Adam Rozencwajg, managing partner at Goehring & Rozencwajg. Meanwhile, supply is expected to remain tight for the foreseeable...
Uranium at Inflection Point, Will Get “Completely Out of Hand”
The uranium bull market is just getting started, but it could get “completely out of hand” before it’s over. From a demand perspective, utilities are captive buyers that need to get their hands on the fuel, said Adam Rozencwajg, managing partner at Goehring & Rozencwajg. Meanwhile, supply is expected to remain tight for the foreseeable...
Uranium at Inflection Point, Will Get “Completely Out of Hand”
The uranium bull market is just getting started, but it could get “completely out of hand” before it’s over. From a demand perspective, utilities are captive buyers that need to get their hands on the fuel, said Adam Rozencwajg, managing partner at Goehring & Rozencwajg. Meanwhile, supply is expected to remain tight for the foreseeable...
Uranium Game Has Begun, Will Prices Go Parabolic?
Uranium prices continue to gain momentum, but exactly how high can they go? Mart Wolbert, founder of Contrarian Codex, shared his thoughts on where the uranium market is at right now, and where it could go in the future. He told the Investing News Network that a parabolic spike is looking increasingly likely. “I’m taking...
Uranium Facing “Supply Black Hole,” Price Spike Likely
With aboveground mobile inventory now snapped up by the likes of the Sprott Physical Uranium Trust (TSX:U.U), Justin Huhn, founder and publisher at Uranium Insider, believes the uranium market has reached an inflection point. “The only inventory that exists right now in the world is strategic — this is held by nuclear utilities, and their...
Top 10 Natural Gas Producers by Country (Updated 2023)
Natural gas is an important energy fuel, even as the world transitions to a carbon-free economy. When investing in this industry, it’s key to know the ins and outs of natural gas production by country. Global natural gas production remained fairly stable in 2022 at 4.09 trillion cubic meters, according to data from Statista. However,...
An Emerging Hotbed for Critical Minerals
When most people think about Québec, they don’t think of tundra, taigas and Arctic wildlife. Yet that’s exactly what characterizes Nunavik, an area that is situated in the northernmost part of the Nord-du-Québec administrative region and comprises a full third of the province. Much of Nunavik remains unsettled — as of 2021, its roughly half...
Rare Earths Market Update: H1 2023 in Review
Rare earths are key elements for reaching the energy transition targets set by governments around the world, with demand expected to be strong in coming decades. The group of critical metals has increasingly become a trade war pawn between China and the US, as the former dominates the market. Rare earths are used in everything...