This week, macro analyst Martin Holmquist provides us with an analysis of the market for uranium. The analysis feature a breakdown of the growth prospects for the industry as well as in-depth analysis of the current risks. Furthermore, recommendations and relevant investment opportunities are highlighted.

Case summary:

  • Depleting stockpiles
  • Increasing energy demand
  • Contract negotiation will push up prices
  • Increasing investment in nuclear powerplants in Asia

Read the full report

Uranium - Macro Analysis kopia