Although uranium futures in the U.S. fell in March due to the war in the Middle East, they have now stabilized at around $84 per pound of uranium.
Advertisement/Advertising – This article is distributed on behalf of Uranium Energy Corp. and Uranium Royalty Corp., with which SRC swiss resource capital AG has paid IR advisory agreements. Publisher: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: April 15, 2026, 3:55 p.m. Zurich/Berlin
It is the expected long-term use of nuclear energy that ensures stable prices. The power-hungry data centers springing up everywhere will generate a massive demand for energy. Consequently, regulations governing the licensing and construction of uranium converters and enrichers have already been relaxed in the U.S. Less uranium is coming from Russia, and this needs to be offset. Geopolitical disputes and years of underinvestment in the uranium market are causing a shortage in supply.
31 states have committed to tripling their nuclear power capacity by 2050. New reactors are being planned and built, and the operating lifespans of existing plants are frequently being extended. More and more investors are also discovering uranium as a commodity. As a result, activity in uranium ETFs and physical funds is increasing, and uranium companies are also attracting growing attention. Overall, the uranium sector is considered undervalued.
Electricity supply and end-user electrification already account for half of today’s global energy investments. Whatever calculations are made, it is clear that global electricity demand is growing. Electricity prices are now a key issue for both consumers and policymakers. The importance of a secure, clean, and affordable energy supply should not be underestimated. After all, power outages cause costs and problems, as was seen on the Iberian Peninsula in 2025.
