Top Tweets for #uraniumdemand
Dr. Nathan Chutas, CEO of @SkeletonCoastU outlines how the global #uraniummarket is experiencing a structural deficit as rising demand from #nuclearpower expansion outpaces primary #mine supply.
#Uraniumdemand is projected to reach ~182 Mil lbs in 2026, against ~176 Mil lbs supply, with long-term forecasts predicting a 118% increase in demand by 2040.
Demand for the fuel used to power #nuclearreactors is expected to more than double by 2040 (@WorldNuclearAssociation, Sept 2025).
And, over the coming decades, global #uranium demand is expected to undergo an industry-defining shift.
Factors driving demand growth include changes in government #nuclearenergypolicies based on the potential for #nuclearenergy to provide low-cost, low-carbon #baseloadelectricity and countries seeking to secure domestic supply in the face of increased #geopolitical volatility (@OECD Nuclear Energy Agency, 2026).
Looking forward, the uranium market continues to exhibit long-term demand and supply imbalances. Uranium supply is constrained by under-investment, concentration in a few jurisdictions and #geopoliticalrisk – making stable, rules-based producers like #Namibia increasingly attractive to #utilities, #financiers and strategic #investors.
In April 2026, the U.S. Department of State and the U.S. Trade and Development Agency (@USTDA) expressed interest in working with Namibia to secure #uraniumsupplychains and the infrastructure needed to expand #uraniumproduction in the country. Uranium is Namibia’s largest #commodity export with approximately 80% of 2024 mined production exported to #China and less than 10% to the United States.
For more information on the #uraniummarket and #SkeletonCoastUraniuim $SKEL $GLIIF $KDM0, one of the largest #uraniumexploration licence holders in the #ErongoRegion of #Namibia, a Tier-1 uranium jurisdiction and recognized supplier to #globalutilities, check out our website at: https://t.co/7cEjduCyDq
The structural #uranium supply-demand #deficit is forecast to widen, with visible new #uraniumsupply insufficient to meet growing #uraniumdemand.
Based on data from @WorldNuclear World #Nuclear Fuel Report 2025, and @UxC_Nuclear Uranium Market Outlook for Q1 2026, we look at uncovered uranium requirements at global utilities and new supply required annually to meet demand through to 2040.
Global #nuclearutilities face a cumulative uncovered uranium requirement of over 1.9 billion pounds heading into 2040. This shortfall is driven by expanding #nuclearreactor lifespans, new builds (including #AI-driven #datacenter demand), and ongoing Western import bans on #Russian supplies.
Global primary mine production currently falls well short of expanding #nuclearreactor requirements. The #uraniummarket is suffering from an ongoing structural deficit exacerbated by long project lead times and a decade of underinvestment.
Check out Skeleton Coast Uranium $SKEL - with 5 EPLs covering 610 km2, we are one of the largest licence holders in the Erongo Region of #Namibia, the world’s 3rd largest uranium producer and a recognised tier-one supplier to global utilities. #invest #energytransition #tsxv #baseloadpower https://t.co/7cEjduCyDq

Justin Huhn: 'Unbelievable Opportunity' in Uranium & The Case for $100+ Term Markets
https://t.co/E2uKICIXdm
@UraniumInsider #Uranium #NuclearEnergy #UraniumSupply #UraniumDemand #Commodities #Investing #Equities #StockMarket #Geopolitics #EnergyTransition #CleanEnergy #Mining #Exploration #Macroeconomics

Justin Huhn: 'Unbelievable Opportunity' in Uranium & The Case for $100+ Term Markets
@UraniumInsider #Uranium #NuclearEnergy #UraniumSupply #UraniumDemand #Commodities #Investing #Equities #StockMarket #Geopolitics #EnergyTransition #CleanEnergy #Mining #Exploration #Macroeconomics
Justin Huhn: 'Unbelievable Opportunity' in Uranium & The Case for $100+ Term Markets
@UraniumInsider #Uranium #NuclearEnergy #UraniumSupply #UraniumDemand #Commodities #Investing #Equities #StockMarket #Geopolitics #EnergyTransition #CleanEnergy #Mining #Exploration #Macroeconomics
Per Jander of #WMC shares his thoughts on #uranium, touching on supply, demand and prices. #UraniumSupply #UraniumPrice #UraniumDemand #UraniumStocks #UraiumForecast #UraniumInvesting https://t.co/iWeCkIPWk8
Is the military demand for uranium set to rise? 💥
👉 Watch the Full Episode: https://t.co/ixNhxt2MjT
👉 Learn More About Uranium: https://t.co/Hth17ReyFm
#UraniumDemand #NuclearDefense #EnergySecurity #MilitaryStrategy #UraniumBoom
@MyriadUranium's insights into this dynamic #uranium market are invaluable. 💯👏
#uranium #MyriadUranium #NuclearPower #NuclearEnergy #uraniumdemand
Uranium Supply and Demand – According to @WorldNuclear and @UxC_Nuclear
Global #uraniumdemand is forecast to exceed mined production. #Geopoliticalrisk has weighed heavily on the uranium market over the last few years. Here we look at forecast global #uraniumdemand,#uraniumproduction and #uraniumdeficit for 2024. And, 2024-2040 Cumulative Uranium Supply Deficit, under two possible scenarios.
The U.S. is racing to secure domestic #uraniumsupply due to continued and rapidly evolving #geopolitical risks. U.S. #nuclearpower plants are heavily reliant on imported #uranium. In 2022, 95% of uranium used in #US #nuclearplants was foreign-sourced with 33% of foreign #uraniumenrichment services required by U.S. #nuclear plants purchased from #Russia.
Consider investing in #MyriadUranium and its #CopperMountainUraniumProject.
$M $M.CN $MYRUF
Check out the latest interviews with @tdlamb #CEO of @Myriaduranium - https://t.co/3qOZnklVyl

Uranium Supply and Demand – According to @WorldNuclear and @UxC_Nuclear
Global #uraniumdemand is forecast to exceed mined production. #Geopoliticalrisk has weighed heavily on the uranium market over the last few years. Here we look at forecast global #uraniumdemand,#uraniumproduction and #uraniumdeficit for 2024. And, 2024-2040 Cumulative Uranium Supply Deficit, under two possible scenarios.
The U.S. is racing to secure domestic #uraniumsupply due to continued and rapidly evolving #geopolitical risks. U.S. #nuclearpower plants are heavily reliant on imported #uranium. In 2022, 95% of uranium used in #US #nuclearplants was foreign-sourced with 33% of foreign #uraniumenrichment services required by U.S. #nuclear plants purchased from #Russia.
Consider investing in #MyriadUranium and its #CopperMountainUraniumProject.
$M $M.CN $MYRUF
Check out the latest interviews with @tdlamb #CEO of @Myriaduranium - https://t.co/3qOZnklVyl

Global #uraniumdemand is expected to undergo an industry-defining shift over the coming decades. Factors driving this growth in demand include changes in government #nuclearenergypolicies based on the potential for nuclear energy to provide low-cost, #lowcarbon #baseloadelectricity and nations seeking to secure #domesticsupply in the face of geopolitical volatility ( @OECDNuclearEnergyAgency 2023).
Under renewed global demand for #nuclearenergy, the #NuclearEnergyAgency forecasts a high demand case whereby #nuclearcapacity could reach 677 GW in 2040, a 70% increase over January 2021 nuclear capacity. This would require annual world #nuclearreactor #uranium requirements to increase from 60,100 tU annually in 2021, to 108,200 tU/y.
Can uranium supply meet future demand? Spending on #uraniumexploration reached an all-time high in 2008, with budgets topping US$1.16 billion. Exploration spending was supported by record uranium prices of US$138/lb in 2007. A sharp 2008 increase in uranium exploration drove a series of important #uranium discoveries, most notably in Canada's #AthabascaBasin and #Wyoming, which host some of the largest high-grade #uraniumdeposits in #NorthAmerica. But then the Fukushima accident in 2011 and a steep fall in uranium prices halted meaningful exploration and development of uranium projects for a decade.
In 2021, a 10-year decline in uranium exploration expenditures was finally reversed, with 2022 uranium exploration budgets forecast to have reached US$216.2 Mil ( S&PGlobalMarketIntelligence 2022). With an uptick in #uraniumprices and a global shift in national #nuclear #energypolicies, uranium #exploration and development projects are expected to attract the #capital required to meet future demand.
Commenting on the #uraniumindustry , Tim Gitzel, President and CEO, @CamecoCorporation, recently stated: “Demand for nuclear power is driving the best fundamentals we have ever seen for the nuclear fuel market”.
Entering 2024, the U.S., the world’s largest uranium consumer, has had among the world’s lowest average uranium exploration budgets for 16 years (avg. $2.23 million per year). #investment in U.S. uranium exploration is set to boom with a significant percentage of capital targeted to the State of Wyoming, which leads the U.S. in #mineduranium production.
$M $M.CN $MYRUF $C3Q
#CopperMountainUraniumProject #investment #invest #cleanenergy #climatechange #energytransition #juniormining #decarbonization #Geopolitics #nuclearpower
@StateDept @GovNuclear @US_NIC @ENERGY @EIAgov @WyGeoSurvey @JoeMazumdar @duediligenceguy @SloCan68 @U_Ag_ @capnek123 @Swedish_uranium @UrTokenCorgi @CruxInvestor @RedCloudSec @BTVCeoClips @CSE_News @sprott
Check out the latest interviews with @tdlamb #CEO of #MyriadUranium here: https://t.co/3qOZnklVyl

🍁 Happy Canada Day from Kraken Energy! 🍁
CSE: $UUSA | OTCQB: $UUSAF | FSE: F2C
#CanadaDay #CleanEnergy #KrakenEnergy #Uranium #UraniumExploration #UtahUranium #NevadaUranium #U308 #NuclearEnergy #EnergySecurity #CleanEnergy #Investing #Investinginthefuture #UraniumDemand
Justin Huhn: The Unstoppable Momentum of the Uranium Market
https://t.co/BPJjeJaTpE
@uraniuminsider #JustinHuhn #Uranium #Nuclear #Energy #UraniumSupply #Russia #China #KazAtomProm #UraniumDemand #PriceRisks #SPUT #Sprott #Production #LagEffects #Inventory #Contracts #Cameco

Justin Huhn: The Unstoppable Momentum of the Uranium Market
@uraniuminsider #JustinHuhn #Uranium #Nuclear #Energy #UraniumSupply #Russia #China #KazAtomProm #UraniumDemand #PriceRisks #SPUT #Sprott #Production #LagEffects #Inventory #Contracts #Cameco
Justin Huhn: The Unstoppable Momentum of the Uranium Market
@uraniuminsider #JustinHuhn #Uranium #Nuclear #Energy #UraniumSupply #Russia #China #KazAtomProm #UraniumDemand #PriceRisks #SPUT #Sprott #Production #LagEffects #Inventory #Contracts #Cameco
France secured a $1.7 billion uranium deal with Mongolia, aiming to meet 4% of global uranium demand.
$UAR #uranium #France #france2023 #uraniumdemand
@quakes99 @iaeaorg #Uraniumdemand just keeps growing every year. The supply/demand imbalance for #Uranium will continue to push the spot uranium price to new highs by the end of 2023. Get ready for #Uranium share prices to rocket also in the final quarter of 2023, IMO.
Rosatom keeps building reactors #uraniumdemand vs #uraniumsupply
https://t.co/RvTiqkr9mp
#uranium #bullmarket #nuclearfuel #asx #nyse
Currently, seven #nuclear power projects are being constructed in India with a combined capacity of 5300 MW
#uraniumdemand
https://t.co/s0HeiHY9V9
China Daily: 8 #nuclear reactors to be built this year #UraniumDemand $AAZ.V https://t.co/UqpvzwdSxB
How Will #India's Nuclear Growth Affect #Uranium Demand? http://t.co/xszT6Tq3B4 #Australia #Canada #uraniumdemand #uraniumstocks
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