Driven by tight supply, advancing long-term prices and expanding global demand for nuclear energy, the uranium sector appears to be nearing a key inflection point. In this episode, Global X research analyst Brooke Thackray highlights the transition toward a seller's market, the expanding supply deficit and the reasons utility companies could step up their long-term contracting efforts.
The conversation also examines the potential for hyperscalers to become a major new source of uranium demand as they pursue nuclear power for data centers, along with US uranium supply, the looming Russian import ban, sulfuric acid shortages, uranium equities and key factors to watch heading into Q4 and 2027.
This interview was recorded on September 29, 2026.
00:00 - Intro
2:00 - Uranium enters a new phase
4:56 - Why hyperscalers could change uranium
8:10 - The uranium supply deficit
12:00 - Can the US achieve uranium independence?
18:50 - What's next for uranium eEquities?
26:00 - Enrichment becomes a key bottleneck
30:00 - The uranium supercycle thesis
33:30 - Outro
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