The uranium supply-demand model shows supply is expected to respond and balance in 2029 primarily from Rook One (2.8-2.9 million pounds annually for 5 years, then declining), Phoenix, Dosa, Kazakhstan expansion, and USEC expansion, but even with all these projects coming online in best-case scenarios, supply will only briefly match demand before deficits resume.
factualpending
Speaker
Justin HuneaultEvidence Quote
“Rook one you know it's got that high according to their feasibility study 2829 million pounds a year that's only for five years then it starts to diminish relatively quickly Phoenix is also relatively short-lived mine in terms of the larger amount produced on an annual basis”
Created: 8/12/2026, 6:05:51 PM
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