Uranium Hits All-Time Record 6/lb While Nuclear Stocks Retreat in Unusual Commodity-Equity Divergence
Long-term uranium prices hit 6/lb record, up 12% YTD, surpassing 2007 peak, but nuclear stocks are declining in an unusual commodity-equity divergence.
Key points
- Uranium long-term prices hit all-time record 6/lb, up 12% YTD, surpassing 2007 peak.
- Nuclear stocks diverge from record uranium prices amid construction timeline and cost concerns.
- AI data center electricity demand is emerging as structural driver underpinning uranium demand thesis.
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