uranium

A major broker initiates coverage on ASX uranium – cautious on near-term prospects but sees longer-term potential – favouring BOE over PDN.

Tribeca's Todd Warren said the group has lifted its exposure to gold and silver stocks, as Trump's tariff wars boost metals prices.

The fundamentals for uranium appear strong, growing demand from nuclear power and AI versus limited scope for production increases.

Boss Energy is profitable, sitting on strategic stockpiles of uranium and cash, and is debt-free – a most envious position among ASX miners.

Stellar performance leads to swathe of glowing research notes. Plus, Pilbara chief cites ‘incredibly strong’ long-term outlook for lithium.

US President Donald Trump has launched a new US$500 billion AI initiative in partnership with SoftBank, OpenAI and Oracle.

Tribeca's Todd Warren says these commodities have strong growth prospects despite China’s slowdown and trade war fears under Trump.

The uranium trade was a rocky one in 2024 and appears to be starting 2025 on an equally uncertain basis. Bell Potter says: Stay the course.

Find out where the experts see big growth opportunities and the ways they are investing.

The Australian Government's commodity forecaster is expecting further weakness in iron ore, strength in uranium and elevated gold prices.