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Is the uranium market facing another supply deficit in 2026?
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0:00Uranium· ticker
Uranium production vs consumption — 2026 shortfall
- Primary demand nuclear reactors 200 million pounds
- Primary supply 175 million pounds
- Primary shortfall 20-30 million pounds
- Secondary demand physical trust funds 10 million pounds
- Secondary demand Sput 7 million pounds
2:03Uranium· ticker
Uranium supply-demand model for 2026
- Total demand 215 million pounds
- Primary supply 175 million pounds
- Brownfield supply few million pounds
- Secondary supply 22 million pounds
- Shortfall 15-20 million pounds
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