Uranium Quietly Recaptures Bullish Momentum

Benzinga_recent_news

Feb 11

While the market was losing its mind over silver's parabolic move and a subsequent crash, uranium has quietly crossed over $100 per pound. The key nuclear fuel ingredient hit its highest price in over...

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The key nuclear fuel ingredient hit its highest price in over...</p>\n\n<a href=\"https://www.benzinga.com/markets/commodities/26/02/50537928/uranium-quietly-recaptures-bullish-momentum\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Uranium Quietly Recaptures Bullish Momentum</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUranium Quietly Recaptures Bullish Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-11 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/commodities/26/02/50537928/uranium-quietly-recaptures-bullish-momentum><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the market was losing its mind over silver's parabolic move and a subsequent crash, uranium has quietly crossed over $100 per pound. The key nuclear fuel ingredient hit its highest price in over...</p>\n\n<a href=\"https://www.benzinga.com/markets/commodities/26/02/50537928/uranium-quietly-recaptures-bullish-momentum\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4135","symbol_name":"资产管理与托管银行","start_time":0,"source_url":"https://www.benzinga.com/markets/commodities/26/02/50537928/uranium-quietly-recaptures-bullish-momentum","article_id":"2610377749","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/02/11/Uranium--A-Chemical-Element-With-A-U-Sym.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/commodities/26/02/50537928/uranium-quietly-recaptures-bullish-momentum","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2610377749","pubTimestamp":1770814380,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Uranium market surpasses $100 per pound as demand rises due to tightening fundamentals, improved policy clarity, and growing supply risks.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4135":"资产管理与托管银行","BK4606":"AI电力股","SII":"Sprott Inc","URA":"Global X Uranium ETF","BK4588":"碎股","BK4112":"金融交易所和数据","URNM":"Sprott Uranium Miners ETF","BK4585":"ETF&股票定投概念","BLSX":"Tradr 2X Long BLSH Daily ETF","BLSG":"2倍做多BLSH ETF-Leverage Shares"},"translate_title":"铀悄然重拾看涨势头","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BLSG":0.6,"SII":1.91,"URNM":1.87,"BLSX":0.6,"URA":0.84},"content_text":"While the market was losing its mind over silver's parabolic move and a subsequent crash, uranium has quietly crossed over $100 per pound. The key nuclear fuel ingredient hit its highest price in over 2 years before pulling back.\nSprott Inc. (NYSE:SII) report shows the key drivers behind the rally. These include tightening fundamentals, improving policy clarity, and a growing recognition of supply risks across the global market.\nSection 232 allows the U.S. government to pursue trade adjustments, pricing mechanisms, or other measures designed to secure supply, including potential price floors or offtake agreements. By effectively elevating uranium to strategic-asset status, the likelihood of direct policy support across the fuel cycle became considerable.\n\"We are seeing these types of transactions in other critical materials, so why not uranium?\" the report questions.\nU.S. policy targets call for a fourfold increase in nuclear capacity by 2050 and at least 10 new large reactors under construction by 2030. Such expansion would require a substantial increase in uranium supply, creating durable demand visibility for the industry.\nAt the same time, growing electricity needs from electrification, energy security concerns, and the rise of AI-driven data centers are strengthening the case for reliable, baseload nuclear power.\nSupply-side constraints are becoming more pronounced. Kazakhstan, which provides about 40% of the global supply, has tightened its exploration and development controls. The state-owned producer, Kazatomprom, noted that current prices aren't sufficient to justify higher production levels. Owing to underinvestment, concentration risks, and slow development, this stance further squeezes prices.\nAt the same time, utilities are entering 2026 with significant coverage gaps. Nuclear fuel contracts typically run years in advance. Yet, annual contracting volumes have fallen below replacement needs for more than a decade.\nThe shortfall has created deferred demand that is now building into the early 2030s. As utilities return to the market to secure supply, they may face fewer available options and higher prices, potentially accelerating the contracting cycle.\nThe renewed strength in uranium prices has translated into strong equity performance. Sprott clarified that physical uranium and uranium-focused equities have meaningfully outperformed both global stocks and broad commodities over the past five years.\nThe combination of strategic demand, constrained production, and utility catch-up buying suggests that the sector's momentum may extend well beyond the early-year rally.\nPrice Watch: Sprott Uranium Miners ETF (NYSE:URNM) is up 29.13% year-to-date.\nPhoto by RHJPhtotos via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}