commodities markets
By lens · 2 takes across the edition
Investing News Network · Canada · Kazatomprom guides to a 9% output rise for 2026, but caps it, gated on sulphuric acid
Frames the cut to nominal output as deliberate discipline to support price, not an involuntary shortfall, against a tightening global market.
“Kazakhstan's Kazatomprom is reducing output in 2026, a signal for global supply and demand.”
Investing News Network · Canada · Uranium plateaus near $86 as a structural supply deficit builds underneath
Q1 2026 review: restart delays at McArthur River and slow ISR ramps keep mine output below reactor requirements; speculative froth has drained but fundamentals firm.
“The speculative rally has cooled, yet a supply deficit is expected to build over the next decade.”