The Uranium Unleashed Podcast

Uranium Unleashed Issue #7 (May 30, 2026) reports that while the uranium spot price saw a slight pullback to $84.50 per pound, the long-term fundamentals remain exceptionally strong. The market is driven by major catalysts, including NexGen Energy preparing for summer construction, Cameco securing a massive long-term contract with India, and Goldman Sachs forecasting a 2.3 billion pound cumulative supply deficit by 2045. While the overall sector earns a "B+ Accumulate" grade, investors are cautioned to monitor severe supply disruption risks in Niger, which institutions are pricing in more heavily than retail investors.This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit uraniumunleashed.substack.com/subscribe