Uranium and nuclear

1 day

−1.35%

1 month

+5.59%

1 year

+9.87%

52-week range 37.52 – 61.81 · last close 2026-09-09

This is a listed fund that tracks the sector, not a price for the material itself. It moves with equity markets as well as with the underlying commodity.

Our analysis of uranium and nuclear

Written by Wingzman, with the reporting each piece draws on cited in full.

• AI Restarted a Nuclear Plant. Uranium Repriced Around a Customer That Did Not Exist.

  Microsoft contracted Three Mile Island’s restart to power AI; Meta and Amazon followed. Demand is projected to rise 28 per cent by 2030. Nuclear and batteries are not rivals — they are two halves of the same data-centre problem.

  11 September 2026 · 5 min read · 3 sources

Elsewhere in the press

Reporting from the trade and financial press. Links go to the publisher; we did not write these.

• Uranium prices up: Could demand more than double?

  ANS Nuclear Newswire

• Uranium’s Tale of Two Markets

  Sprott

• Uranium Outlook 2026

  Sprott ETFs

Headlines reviewed 2026-09-11.