uranium
The Yellowcake Squeeze: Uranium Scarcity Intensifies as 2026 Dawns
As the calendar turns to January 9, 2026, the global uranium market has entered a period of unprecedented structural tightness. A perfect storm of stagnant primary production, geopolitical fragmentation, and an insatiable demand for carbon-free baseload power—fueled largely by the exponential growth of artificial intelligence (AI) data centers—has