uranium

Latest news and analysis on uranium

Commodities

Strong uranium contract prices raise questions about sector sell-off

Cameco chief says spot market is ‘non-fundamental’; Broker likes Boss; Spartan takeover shows why brownfields exploration is back in vogue.
BOE
+7
Barry FitzGerald
Independent Journalist
Commodities

A new era for copper, uranium and gold?

We take a deep dive into three commodities— copper, uranium and gold – and examine where investors might find opportunities in 2025.
Justin Lin
Global X ETFs
Equities

Boss Energy or Paladin Energy? ASX uranium sector expert views

A major broker initiates coverage on ASX uranium – cautious on near-term prospects but sees longer-term potential – favouring BOE over PDN.
BOE
PDN
Carl Capolingua
Livewire Markets
Commodities

Tribeca Partners backs these silver and gold miners as prices surge to record highs

Tribeca's Todd Warren said the group has lifted its exposure to gold and silver stocks, as Trump's tariff wars boost metals prices.
Tom Richardson
Livewire Markets
Equities

What’s going on with the uranium market?

The fundamentals for uranium appear strong, growing demand from nuclear power and AI versus limited scope for production increases.
AEE
+17
Carl Capolingua
Livewire Markets
Reporting Season

CEO of ASX's newest uranium producer Boss Energy says: "It's time to repay the faith"

Boss Energy is profitable, sitting on strategic stockpiles of uranium and cash, and is debt-free – a most envious position among ASX miners.
BOE
Carl Capolingua
Livewire Markets
Equities

Boss stands out from uranium pack as production, costs cheer analysts

Stellar performance leads to swathe of glowing research notes. Plus, Pilbara chief cites ‘incredibly strong’ long-term outlook for lithium.
BOE
Barry FitzGerald
Independent Journalist
Equities

20 stocks that could benefit from Trump's Stargate AI project

US President Donald Trump has launched a new US$500 billion AI initiative in partnership with SoftBank, OpenAI and Oracle.
+13
Thomas Rice
Minotaur Capital
Outlook Series

Drill, baby, drill: 6 stocks to play oil, uranium and other key commodities

Tribeca's Todd Warren says these commodities have strong growth prospects despite China’s slowdown and trade war fears under Trump.
BOE
+4
James Marlay
Livewire Markets
Equities

Is Boss Energy or Paladin Energy the better ASX uranium stock? This broker says buy both

The uranium trade was a rocky one in 2024 and appears to be starting 2025 on an equally uncertain basis. Bell Potter says: Stay the course.
AEE
+8
Carl Capolingua
Livewire Markets
Outlook Series

10 industries and 17 stocks poised to break out in 2025

Find out where the experts see big growth opportunities and the ways they are investing.
ASB
+9
Buy Hold Sell
Livewire Markets
Commodities

2025 commodities outlook: iron ore, copper, uranium, lithium and more

The Australian Government's commodity forecaster is expecting further weakness in iron ore, strength in uranium and elevated gold prices.
Kerry Sun
Livewire Markets
Equities

7 Magnificent Miners: The outlook for copper, iron ore, lithium, coal, gold, nickel and uranium

Stay the course? Buy the dip? Or get out while you still can? These are the questions Australian mining investors want answers to in 2025.
BHP
BOE
+12
Carl Capolingua
Livewire Markets
Equities

Paladin Energy and Boss Energy still top ASX uranium picks, but few catalysts for uranium surge in 2025 —UBS

What’s in store for the uranium market in 2025 and which ASX uranium stocks are oversold at current levels.
AEE
+8
Carl Capolingua
Livewire Markets
Equities

Copper, nickel, iron ore, uranium, coal, rare earths, gold, silver…Where are prices headed in 2025?

2024 was tough for ASX commodity stock investors, but there were some bright spots if you knew where to look. Where does one look in 2025?
29M
BHP
+8
Carl Capolingua
Livewire Markets
Commodities

Boss sends bullish warning to growing army of uranium shorters

MD says Honeymoon project in South Australia is well on track to hit guidance; Plus, Argonaut’s latest list of best undeveloped projects.
AEE
BOE
DEG
+7
Barry FitzGerald
Independent Journalist
Equities

If the uranium price has bottomed, these are the major uranium stocks and ETFs to watch

Uranium is rallying on the US election result and Russia’s export ban. If the low is in, these are the global & ASX uranium stocks to watch.
AEE
+13
Carl Capolingua
Livewire Markets
Equities

Is the Russian ban on enriched uranium to the US the catalyst ASX uranium stocks need?

The uranium price is looking up after Trump’s big US election win, and following a new ban on Russian enriched uranium exports to the US.
BOE
DYL
+4
Carl Capolingua
Livewire Markets
Commodities

The nuclear renaissance is more than a Uranium trade

After taking a healthy breather over Q3 2024, the nuclear theme is rising once again as a top performer. This quarter, we continue to see an influx of news which...
+2
Justin Lin
Global X ETFs
Commodities

Resources stocks are at a "turning point" - and now is the time to invest

Janus Henderson’s Daniel Sullivan explains why uranium's renaissance is worth watching.
BHP
Sara Allen
Livewire Markets
1-20 of 164