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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.