Analyst views are more bullish on U308 as structural supply shortages, growing nuclear demand and surging AI-driven electricity needs drive expectations for higher long-term U308 prices

Middle East supply challenges took another victim last week with Paladin Energy reporting an unexpected 3Q26 loss as costs rose

Short interest in Australian U308 stocks surged post disappointing updates, while Cameco and Kazatomprom delivered mixed quarterly results

Two Australian U308 producers remind the market just how challenging producing uranium can be with Middle East travails not helping

Looking past the near term market volatility and uncertainty around rising costs and reagent supply shortages, analysts maintain the longer term outlook for U308 continues to improve

Uranium markets and equities were scooped up in the global risk-on rally out of cash into assets with Sprott raising cash and deploying it

Amidst the ongoing geopolitical and energy uncertainty, U308 buyers are focused on the term market for securing price and supply certainty

Deep Yellow shares have found support at a key Fibonacci retracement level. Bullish RSI and MACD signals are fueling expectations of a move to new highs over the coming months

The U308 spot price managed a slight rise over last week, with buyers and sellers selectively trading small, discrete material volumes on Middle East concerns

A general retreat in global risk appetite frustrated uranium sellers into lower prices last week