Ben Finegold, director at Ocean Wall, believes that uranium remains the most compelling commodity story for him and his firm in 2025. Despite a cooling market since 2024’s strong start, Finegold anticipates a rise in both term and spot prices. Here are the key points from his outlook:
- Term Price and Spot Price Expectations:
- The term price is expected to reach US$95 to US$100 per pound by the end of 2025, with some contracts already being signed at those levels.
- Finegold predicts the spot price to rise “well over US$100.”
- Unique Uranium Narrative:
- Finegold acknowledges the challenges faced by some investors in the past year but underscores the uniqueness of the uranium narrative.
- One of the key reasons for the positive outlook is the lack of available supply-side response as demand grows.
- Supply-Demand Dynamics:
- Finegold highlights the rarity of witnessing a supply deficit widening while the price surges three to four times.
- He expresses ongoing excitement about uranium, not just in 2025 but for the years to come.
- Long-Term Bet:
- Ocean Wall sees uranium as a strategic investment and continues to place their bets on this commodity story.
In conclusion, Finegold’s optimism for uranium in 2025 and beyond is grounded in the unfolding dynamics of the market. Investors are encouraged to stay updated on stock opportunities in this sector. Follow us @INN_Resource for real-time updates on this and other investment trends.
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