Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Uranium Is the Quiet Winner in the Commodity Rally
While oil, gold, and corn dominate the headlines, a quieter commodity has been rallying steadily through 2026: uranium. In this episode, Lucas and Luna dig into the specific forces behind uranium's climb — from the global reactor build-out in China and India to the supply squeeze caused by underinvestment in new mines. They break down why the spot price for uranium has jumped over 15 percent in the last five days, touching levels not seen since the 2007 bull market, and what that means for the nuclear power renaissance that's being driven by AI data centers' insatiable…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.