Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Uranium Is Quietly Outperforming Every Commodity in 2026
Episode 21 examines uranium's 37% rally year-to-date, driven by a structural supply deficit and the U.S. nuclear revival. Lucas and Luna break down the three specific catalysts: Kazatomprom's production shortfall, the advanced reactor pipeline, and how utility contracting has shifted from spot to term. They also answer whether this rally is different from the 2007 bubble, and why uranium mining equities are lagging the physical price. No ads—just a focused look at the commodity you're not hearing about.
#Uranium #NuclearEnergy #Commodities #Kazatomprom #SprottPhysicalUranium…
The skinny
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