There is a 5+ year gap between current supply coming online and the next wave of uranium projects, because the projects currently in the pipeline are not yet permitted—they cannot break ground even if fully funded; this supply gap, combined with escalating demand (China building 150 reactors by 2035), supports sustained high uranium prices over years.
causalpending
Speaker
Lobo TiradoEvidence Quote
“between what's happening now and the next wave of Supply I think we're looking at 5 years plus there's this huge gap of you know the next ones in line in the pipeline they're they're they're not even started”
Created: 8/12/2026, 6:34:24 PM
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