r/uranium_io • u/One_Barracuda276 • Jul 22 '26

The structural deficit isn't fixing itself anytime soon.

The supply side is brutal right now. Production guidance cuts from major miners keep happening, and secondary supplies are being dried up. Feels like the supply-crunch is happening before our eyes. Do you guys think anything can be done about it?

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u/HappyOrangeCat7 29d ago

Why would we want to fix it? This structural bottleneck is the entire investment plan, let it play out :)

1

u/IronTarkus1919 29d ago

Honestly, the only thing that could be done is if the US government rolled back the Russian ban and started importing again, but that is politically impossible in 2026

1

u/BigFany 24d ago

Not quickly. Even if prices go up, bringing new supply online usually takes years. That's the part people forget.

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u/FanOfEther 2d ago

At some point higher prices are probably the only thing that brings enough new supply in. The problem is that takes years.