Mittelstandspresse
18.06.2026
Trends in Uranium Production
Vulnerable supply chains meet price levels that create incentives for investment
Herisau, 18.06.2026 (PresseBox) - Advertisement - This article is distributed on behalf of Uranium Energy Corp. and Uranium Royalty Corp., with which SRC swiss resource capital AG maintains paid IR advisory agreements. Publisher: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: June 17, 2026, 5:50 p.m. Zurich/Berlin
In the first quarter of 2026, uranium production fell by seven percent to approximately 42 million pounds due to seasonal factors. This is 15 percent higher than in the first quarter of 2025. This refers to primary uranium production, which accounts for approximately 90 percent of global supply. Production volumes are growing and are expected to continue doing so in the coming years. This growth is driven by expansions and greenfield projects, fueled by the strong fundamentals of the uranium market. However, greenfield projects always carry risks regarding timelines and implementation.
Supply shortages occurred due to disruptions at the McArthur River/Key Lake mill site in Saskatchewan. While these disruptions at one of the largest and highest-grade uranium mines are temporary in nature, they are creating a tight market situation. A key bridge on the main supply route collapsed following flooding. An alternative route is only partially accessible, forcing Cameco to halt mill operations. If Cameco’s production proves insufficient, the company may need to purchase additional supplies to fulfill supply contracts . In the undersupplied uranium market, this could drive up the spot price for uranium.
Thus, supply chains in the uranium sector are also vulnerable. The supply base is highly concentrated, and logistics chains are often complex and lengthy. Energy security has become a major issue as energy demand rises, for example due to data centers and artificial intelligence, including in the U.S. U.S. nuclear power plants generate around 20 percent of the country’s electricity. To ensure energy security by 2050, an estimated additional 100 to 300 GW of nuclear power capacity would be necessary. Currently, the U.S. produces around 97 GW. Huge investments are needed.
Uranium Energy - https://www.commodity-tv.com/ondemand/companies/profil/uranium-energy-corp/ - owns diversified uranium reserves as well as ISR uranium projects in the U.S., with additional projects in Canada. Uranium mining, processing, refining, and conversion are part of the business. The company is debt-free and has substantial liquidity. With the start of production at the Burke Hollow property, the company now operates two of its three ISR production platforms in the U.S. Expansion of additional capacity continues at the Christensen Ranch uranium project. Uranium Energy also holds strategic uranium inventories and owns a titanium and vanadium project in Paraguay.
Uranium Royalty - https://www.commodity-tv.com/ondemand/companies/profil/uranium-royalty-corp/ - is unique for investors seeking diversification, as it is the only royalty company in the uranium industry. Uranium Royalty focuses on strategic investments in uranium interests - including royalties, streaming rights, debt and equity in uranium companies, and physical uranium transactions. The company will acquire Sweetwater Royalties under the umbrella of a newly established parent company, also named Uranium Royalty. This will significantly expand and diversify Uranium Royalty’s portfolio.
Current company information and press releases from Uranium Energy (- https://www.resource-capital.ch/de/unternehmen/uranium-energy-corp/ -) and Uranium Royalty (- https://www.resource-capital.ch/de/unternehmen/uranium-royalty-corp/ -).
Further information is also available in our new Uranium Metal Report at the following link: https://www.resource-capital.ch/de/reports/ansicht/uran-report-2026-03/.
Sources: Uranium Energy, Uranium Royalty,
https://de.search.yahoo.com/search?fr=mcafee&type=E210DE91082G0&p=McArthur+River;
https://www.resource-capital.ch/de/reports/ansicht/uran-report-2026-03/.
Pursuant to Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of the Market Abuse Regulation (MAR) (EU) 2016/958, we hereby note that authors, employees, and affiliated companies of Swiss Resource Capital AG (SRC) may hold positions (long/short) in the issuers discussed. Compensation/Relationship: IR contracts/advertorials: Author’s own positions: none; SRC net position: less than 0.5%; Issuer’s stake ≥ 5% in SRC: no. Update Policy: no obligation to update. No guarantee regarding the German translation. Only the English version of this news release is authoritative.
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Trends in Uranium Production
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