Copper and Uranium in a Powerful Confluence: Peter Grandich Shares His Current Strategy
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In a recent discussion, Peter Grandich of Peter Grandich & Co. shed light on the potential of the uranium market for significant stock growth. Grandich highlighted the fundamentals of the market, suggesting that the price of uranium should be above $100 for substantial stock growth.
According to Grandich, the current uranium prices are around $70–75 per pound, with forecasts indicating a rise towards $90 to $100 per pound by the end of 2025. This increase is attributed to factors such as a global nuclear renaissance, reactor restarts, and increased demand from small modular reactors (SMRs).
If the uranium prices were to return to previous highs, such as the $148 per pound reached in 2007, it could have a positive impact on related equities. This has already been observed in uranium developers like Deep Yellow, Boss Energy, and Paladin Energy, which have seen sharp increases in their share prices following upgraded price forecasts.
However, market analysts urge investors to exercise caution. While elevated uranium prices support equities, potential supply surpluses projected for 2026-27 could temper long-term price growth and create volatility in equities.
Georgia Williams, the author, has no direct investment interest in any company mentioned in this article. The article is published by our organization_Resource, and for real-time updates, follow us.
In conclusion, Peter Grandich’s outlook aligns with a strong uranium price rebound in 2025, driving potential gains in uranium-related equities. However, investors should consider the risks from supply dynamics that might affect sustained price and equity performance beyond the near term.
Investing in uranium-related technology companies could benefit from the predicted rise in uranium prices,if the market follows Grandich's forecast and the price of uranium surpasses $100 per pound by 2025. Additionally, the increasing demand for small modular reactors (SMRs) might offer opportunities for finance in the uranium sector,which could further boost related equities.
