🎙️ podcast Analysis • January 29, 2026 • Macro Voices

Uranium Market: Physical Supply Tightening Triggers Producer Pricing Power

Uranium Mining
Tickers
1 Pick
Conviction HIGH
Risk Profile 1.4/10 (LOW RISK)
Horizon 6-18 months
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Signal Snapshot Core Theme: Commodities

Uranium miners overbought after parabolic January advance

Utility buyers capitulating to producer pricing power demands

SPUT Cash Deployment; Kazakhstan Tax Implementation

Executive Summary

Uranium spot prices surged to $91 in January 2026 as the physical market entered a supply squeeze reminiscent of Q3 2023. SPUT Physical Uranium Trust accumulated over $200 million in cash after renegotiating its annual purchase limitations with the Ontario Securities Commission, positioning for aggressive spot market buying. Critically, utility fuel buyers are abandoning their decades-long reliance on spot market carry trades and secondary inventories, which UXC warned were exhausted as of Augus...

Key Investment Opportunity

Cameco Options Exposure

Express uranium bull thesis through liquid options on the sector's institutional proxy while limiting parabolic retracement risk

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