A super-cycle in uranium is likely to be driven by demand from AI data centers and decarbonization requirements, with no commensurate supply response currently emerging due to lack of investment over the past 15+ years.
forecastpending
Speaker
Brandon MonroeEvidence Quote
“we're at the front end of what's likely to be a super cycle in uranium, driven by demand. And no doubt we'll come on to supply response, which has quite frankly been MIA owing to all of the lack of investment over the last 15 years and beyond.”
Created: 8/12/2026, 1:47:04 AM
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