The structural supply deficit for uranium is growing
The next phase of the uranium bull market could be imminent. Energy providers are seeing a surge in demand for uranium.
(PresseBox) - Advertisement - This article is distributed on behalf of Premier American Uranium Corp. and Uranium Royalty Corp., with which SRC swiss resource capital AG has paid IR consulting agreements. Producer: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: July 12, 2026, 7:45 p.m. Zurich/Berlin
Uranium stocks at nuclear power plants have fallen to low levels. Already last year, the volume of newly concluded contracts — for the 13th consecutive year — fell short of the amount of uranium consumed. This has resulted in a significant backlog of demand. If energy suppliers now return to the uranium market in greater numbers, this could drive up uranium prices and thus give uranium companies new momentum. This is because the signing of supply contracts by energy suppliers is a major driver of uranium prices.
Uranium and nuclear power can help countries ensure an affordable, reliable, and clean electricity supply. According to estimates, global electricity consumption is expected to rise by 157 percent by 2050. In the East, industrialization and urbanization have increased energy demand. In the West, electrification and the rise of artificial intelligence are the driving forces. The forecasts record electricity generation for 2026. In 2024, global uranium production did not even cover 80 percent of uranium demand. Inventories filled the gap.
If uranium prices rise—we are still far from peak prices—this will boost producers’ margins and the value of reserves. New growth opportunities may arise. Reactor life extensions, new construction, and the reactivation of decommissioned nuclear power plants are driving up demand for uranium. And the imbalance between supply and demand is expected to continue growing. Even though small modular reactors (SMRs) are still in the development phase, their advantages could contribute to the energy supply after 2030.
Premier American Uranium - https://www.commodity-tv.com/ondemand/companies/profil/premier-american-uranium-inc/ - has uranium projects in five prime regions across the U.S. With its extensive land holdings, the company is ideally positioned to strengthen energy security in the U.S. A private placement has injected fresh capital into the company’s coffers. An extensive work program is planned for 2026 at the flagship Cebolleta project in New Mexico, and work has already begun. At the Kaycee project in Wyoming, the 2026 exploration program has also begun. Initial results have confirmed the project’s exploration potential.
Uranium Royalty - https://www.commodity-tv.com/ondemand/companies/profil/uranium-royalty-corp/ - is the only royalty company in the uranium industry. Uranium Royalty focuses on strategic investments in uranium interests—including royalties, streaming rights, debt and equity in uranium companies, and physical uranium transactions. The company will acquire Sweetwater Royalties under the umbrella of a newly established parent company to be named New URC. This will significantly expand and diversify Uranium Royalty’s portfolio. This will create a larger, more diversified, and cash-flow-generating royalty platform with significant long-term growth potential.
Current company information and press releases from Uranium Royalty (- https://www.resource-capital.ch/de/unternehmen/uranium-royalty-corp/ -) and Premier American Uranium (- https://www.resource-capital.ch/de/unternehmen/premier-american-uranium-corp/ -).
You can also find further information in our new Uranium Metal Report at the following link: https://www.resource-capital.ch/de/reports/ansicht/uran-report-2026-03/.
Sources: Uranium Royalty, Premier American Uranium,
https://sprottetfs.com/urnm-sprott-uranium-miners-etf/;
https://sprott.com/media/iwnbuwui/reasons-to-invest-in-uranium.pd;
https://www.resource-capital.ch/de/reports/ansicht/uran-report-2026-03/.
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Unternehmensinformation / Kurzprofil:
Datum: 13.07.2026 - 08:14 Uhr
Sprache: Deutsch
News-ID 739086
Anzahl Zeichen: 6872
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