Why Uranium Could Still Have 70% to Run | Jason Barnard
The Deep Dive Mar 9, 2026
Summary
Jason Barnard analyzes uranium's bullish setup with potential 70% upside from current price levels based on supply-demand fundamentals.
Discusses nuclear energy's expanding role in global decarbonization efforts driving long-term uranium demand growth.
Examines uranium market dynamics including utility contracting, producer positioning, and investment timing considerations.