Uranium entering multi-year structural bull market: report

The global uranium market is entering a “tipping point” where sustained demand for the energy fuel and supply constraints could lead to a significant rally in prices in the coming years, according to analysts at Teniz Capital.

In a research report published this week, the Abu Dhabi-based investment bank said the entire sector is undergoing what they call a “second nuclear renaissance” — where accelerating demand from tech giants for data centers and global energy policy are helping to form a multi-year demand cycle.