铀展望-投机需求叠加供应受限推高铀价，“放射性” 重回市场_Uranium_Outlook_Radioactivity_returns_to_uranium_prices_as_speculative_demand_constrained_supply_tighten_market

Vi e w p o i n t | 03 Feb 2026 16:49:35 ET │ 10 pages Global Commodities Uranium Outlook: Radioactivity returns to uranium prices as speculative demand, constrained supply tighten market CITI'S TAKE Uranium prices have started the year strong, up 12% YTD and 30% y/y, as both speculative and utility demand returned to the market in the last 3-6 months. We update our supply/demand model and expect prices to reach $125/lb in 12 months. We expect prices continue to increase into 2027 to an average of $131/lb, p ...