Standard Uranium Ltd
Commented by Nico Popp on November 5th, 2026 | 05:29 CET
Standard Uranium, Uranium Energy and Cameco: Uranium price breaks records, but producers' shares fall
The global market for nuclear fuels is currently looking extremely robust. According to business magazine Forbes, the price for long-term supply contracts reached a record USD 96 per pound at the end of October, while the spot price stood at USD 89.95. According to industry analysts, this prolonged cycle is being fuelled by a chronic supply deficit of around 10,000 tonnes per year and sharply rising electricity demand driven by the expansion of data centres for artificial intelligence. In addition, primary supply is tightening because Kazatomprom, Kazakhstan's state-owned producer, is deliberately curtailing its production in 2026 by around 10% compared with approved volumes – according to the company, market conditions do not warrant operating at full capacity. Despite the positive backdrop for the uranium price, mining operators' shares are currently undergoing a deep correction.
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Commented by Tarik Dede on October 27th, 2026 | 05:35 CET
Uranium Stocks with Potential: Standard Uranium, Energy Fuels and Cameco in Focus
A total of 415 nuclear reactors are currently operating in 31 countries, with another 72 under construction, according to industry studies. Countries such as China, India, Russia and Türkiye are relying on nuclear power to meet their energy needs. In the US and Belgium, older reactors are also being brought back online. Demand for uranium should therefore continue to rise in the coming years and decades. While uranium prices have remained relatively firm on the spot market, although this is not a particularly reliable indicator, uranium stocks are currently falling sharply. The Global X Uranium ETF reached a new 52-week low just a few days ago. Accordingly, this sell-off offers bold, long-term investors an opportunity to build positions. Today, we take a closer look at Cameco, Standard Uranium and Energy Fuels.
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Commented by Armin Schulz on October 19th, 2026 | 05:23 CEST
E.ON, Standard Uranium, Energy Fuels: Uranium Stocks Caught Between Rising Electricity Demand and Fuel Shortages
The long-term uranium price stood at USD 96.50 per pound at the end of September, according to producer Cameco. Power plant operators secure their fuel supply years in advance, and that is precisely where the pressure comes from. Data centres are driving up electricity demand, distribution grids must deliver it to customers, and the fuel has to come from somewhere. New mines do not start producing overnight. Anyone who discovers deposits or extracts uranium from the ground today is playing right into the hands of energy suppliers. Today we take a closer look at E.ON with its distribution networks, Standard Uranium and Energy Fuels.
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Commented by André Will-Laudien on October 16th, 2026 | 05:30 CEST
Correction, Then the AI Chip Rally Continues! AMD, Micron Technology, Infineon and Standard Uranium in Focus
Even the NASDAQ needs to consolidate from time to time. This does not change the fact that the AI and semiconductor rally could resume as soon as the first signs of recovery emerge. The underlying megatrend remains intact despite short-term market turbulence. A key driver behind the scenes is the seemingly insatiable demand for energy and hardware from modern data centres. While chipmakers such as AMD supply advanced processors, Micron Technology provides the ultra-fast high-bandwidth memory needed to handle enormous data flows. To maintain this performance reliably, the focus is shifting to highly efficient power semiconductors from Infineon, which optimise electricity consumption directly at the source. However, the infrastructure's immense electricity requirements also call for reliable, low-carbon baseload power, bringing nuclear energy back into focus. This is where uranium explorer Standard Uranium comes in, potentially benefiting from the global race to secure supplies of this important raw material. Investors who use the current pullback to enter the market could reap the next harvest as early as the expected year-end rally.
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Commented by Tarik Dede on October 5th, 2026 | 07:10 CEST
Energy Shortages Caused by AI: Kinder Morgan, Standard Uranium and GE Vernova Could Benefit
The AI boom, and its impact on energy demand, has long since reached Germany. In Frankfurt, home to the DE-CIX hub, data centres now account for a significant share of the city's peak power demand. Elsewhere, however, the figures are even more extreme. Consequently, access to energy is currently the bottleneck in the expansion of AI data centres. In the United States, the epicentre of AI expansion, AI data centres already account for more than 4.5% of total US electricity consumption. This is putting the entire power grid to the test. And this share is expected to rise to over 8% by 2030. And who knows whether these estimates from the International Energy Agency (IEA) are not actually too low. After all, a single AI query consumes about ten times as much energy as a normal internet search. Consequently, energy prices, as well as energy providers and their supply chains, should benefit from this trend. That is why we are looking at the stocks of Kinder Morgan, Standard Uranium and GE Vernova today.
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Commented by Fabian Lorenz on September 29th, 2026 | 07:20 CEST
Problems at HelloFresh? Opportunities at D-Wave Quantum and Standard Uranium?
Could HelloFresh shares fall below EUR 2? Analysts are cutting their price targets following the profit warning. mwb considers EUR 1.80 fair value for the meal-kit delivery company's shares and points to a problem with its business model. At the beginning of the year, the stock was still trading at EUR 6. Uranium stocks have disappointed investors so far in 2026. Despite a continued positive long-term supply-and-demand situation, the sector has been in the red since the start of the year. However, that is precisely where John Bey sees opportunities. In an interview, the Standard Uranium CEO offers an optimistic outlook. D-Wave shares have yet to set the world alight. Now, the details of the partnership with the US government have been released.
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Commented by Lars Winter on September 25th, 2026 | 07:15 CEST
Standard Uranium, 2G Energy and Secunet: Three Stocks with Promising News Flow and Upside Potential
A single drill core can have a greater impact on a small-cap resource stock than a major order does on an established machinery manufacturer. What matters is how much a piece of news changes the picture. Standard Uranium is hoping for a major discovery in Canada, 2G Energy is supplying power plants for the AI boom, and Secunet is benefiting from the demand for digital security. We present three exciting stories with promising news, but different risks and outlooks.
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Commented by André Will-Laudien on September 17th, 2026 | 09:10 CEST
Energy Madness - Gas Prices at EUR 2.50! Shell, BP, Standard Uranium, and Siemens Energy in Focus
It has finally happened: the historic 5-DM petrol price target set by the Alliance 90/The Greens party at its federal party conference in Magdeburg in March 1998 has become a reality. A price of EUR 2.50 per litre, mathematically almost exactly equivalent to the 5 Deutsche Mark at the time, is exerting significant pressure on policymakers and capital markets. It is fuelling inflation, forcing central banks to adopt restrictive monetary policies and triggering major shifts in capital allocation. While fossil fuel giants Shell and BP are raking in dazzling record profits in the short term thanks to exorbitant crude oil prices, forward-looking value investors are already securing strategic positions in alternative sectors. Amid the ongoing price crisis, nuclear energy is once again taking centre stage as a reliable, low-carbon baseload option, benefiting exploration companies like Standard Uranium. At the same time, massive cost pressures are driving a global overhaul of grid infrastructure, filling the order books of energy technology group Siemens Energy to the brim. It is worth taking a closer look at the numbers.
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Commented by Lars Winter on September 11th, 2026 | 08:15 CEST
Standard Uranium, Volkswagen and Inditex: Three Stocks with Explosive Potential
A drill core can have a bigger impact on a small resource explorer than a billion in additional revenue for a global corporation. What matters is how much a piece of news shifts expectations. Uranium explorer Standard Uranium is searching for the big find in Canada, Volkswagen is embarking on a far-reaching corporate restructuring, and Zara's parent company Inditex is proving that fashion can be a lucrative business. Three very different stories - and ones investors should take a closer look at now.
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Commented by André Will-Laudien on September 1st, 2026 | 07:25 CEST
AI: The 180-Degree Turn for Performance Cars! VW, Porsche, BYD and Standard Uranium in Focus
It has finally happened – AI is permeating every aspect of life. This is creating many new conditions, including for stock market investors. One example is the automotive sector: for the traditional auto industry to survive, a fundamental U-turn is essential. Whilst long-established brands such as VW and Porsche have dominated for decades thanks to their mastery of classic mechanical engineering and driving dynamics, AI is now rapidly shifting the core of value creation to the software level. The modern vehicle is rapidly evolving from a mechanical means of transport into a rolling supercomputer. This is evident in the disruptive strategy of Chinese tech giants such as BYD. Not only does the company control around 75% of its vertical supply chain, including its own AI chips, but its integrated AI architecture is also completely breaking down the traditional barriers between the powertrain, the cockpit and the driver-assistance systems. This transformation is putting German premium manufacturers under enormous pressure in terms of time and margins, as the iterative addition of individual control units appears too sluggish and inflexible compared to BYD's centralized AI 'brain'. For investors, this creates a highly dynamic environment. It is worth taking a closer look.
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