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Uranium finally facing supply deficit

Investors are well versed in the uranium bull story – an increase in the nuclear fleet, mainly in Asia, will require more yellowcake and, therefore, more U3O8 – but it has, so far, been ignored by the markets.

Daniel Gleeson
Cameco is turning off production from its McArthur River and Key Lake (pictured) operations for 10 months this year

Cameco is turning off production from its McArthur River and Key Lake (pictured) operations for 10 months this year

For all of the promise, spot and contract prices for uranium have lingered around 14-year lows for a good few years as excess inventories more than cover demand. In such an environment, exploration...

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