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Uranium Spot Prices Surge Past $98 on AI Power Demand, Supply Constraints
['Jp Alegre']
the deep dive
The spot price has jumped nearly 20% over the past month and trades 39% higher than a year ago, according to Trading Economics data tracking uranium futures.
Industry consultant TradeTech reported the weekly spot price reached $88 per pound on January 23, reflecting accelerating momentum in the nuclear fuel market.
HOLY #$&@!๐๐๐คฏ #Nuclear fuel brokers @UraniumMarkets are reporting an over $6 spike in their opening Spot #Uranium price to $97.50/lb #U3O8 ๐ฒโซโ๏ธโ๏ธ๐ with sellers now demanding $100!
!๐ง๐ญ Buckle up, space travellers!๐บ๐งโ๐๐ฅ๐๐๐ชโจ๐๐ค ๐ #UraniumSqueeze ๐๏ธ๐ฅ๐๐ pic.twitter.com/mncyULvjSV โ John Quakes (@quakes99) January 28, 2026The rally follows multiple catalysts reshaping uranium supply and demand fundamentals.
The government also awarded $2.7 billion in contracts to Centrus Energy and other enrichers to offset supply disruptions from Russian nuclear fuel sanctions.