The term price (firm utility-negotiated contracts) has remained flat or increased for 26-27 consecutive months despite spot price volatility between $70-90/lb, indicating that utilities are willing to lock in higher prices due to perceived supply scarcity and inventory risk.

factualpending

Speaker

Ben Levine

Evidence Quote

I think it's 26 or 27 months now where the spot prices where the turn prices stayed flat or increased

Source

A Uranium Expert, a Royalty Company, and the Largest Rutile Deposit in the WorldResource Talks
Created: 8/13/2026, 4:52:01 AM

My Notes

Loading notes...