Palisades Gold Radio · Thursday, July 9, 2026
Dr. Nomi Prins observes that uranium miners have underperformed the commodity's price, which has remained stable around $85 and is expected to rise to $95-$100 as utilities secure longer-term contracts. She attributes this disconnect to broader market sell-offs impacting mining stocks, suggesting an opportunity for a significant re-rating of these miners.
“And of course, uranium. Uranium prices have held in this whole time around 85, that's a high new class platform level. Future utilities are buying it at 95 to 100. So therefore it's going to go up to that level.”
“And the miners who mine uranium in the Western hemisphere have underperformed the price. So it's one of the few areas where the miners have actually significantly underperformed a very stable to increasingly higher price. That's an opportunity.”
“So when there has been this sell-off in some of the other more popular metals, you know, it has the doom of being popular like gold and more so silver, which is more volatile than gold recently. Uh, uranium hasn't had that in prices.”