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CSE: COMT | OTC: CLLMF | FSE: TO1

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Collective Metals Logo White

CSE: COMT | OTC: CLLMF | FSE: TO1

Presentation
News Alerts

CSE: COMT | OTC: CLLMF | FSE: TO1

Market

CSE: COMT | OTC: CLLMF | FSE: TO1

Uranium Market

The Investment Thesis for Uranium:

  • Structural supply deficits persist through 2030 even under aggressive supply expansion scenarios

  • Policy-driven demand visibility has strengthened through legislative support for nuclear energy, reactor life extensions, and small modular reactor requirements

  • Security-of-supply premiums are emerging as Western utilities and governments prioritize supply chain diversification

  • Operational leverage and cost curve positioning favor companies with existing processing infrastructure, restart-ready assets, or high-grade resource endowments

The structural case for uranium investment rests on supply-demand fundamentals that have materially improved and are projected to tighten further through the remainder of the decade

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According to the World Nuclear Association’s 2025 Nuclear Fuel Report, global reactor requirements for 2025 are estimated at approximately 68,920 tonnes of uranium (equivalent to 179 million pounds U₃O₈),

Primary mine production is projected to reach approximately 140-150 million pounds annually. This creates an annual supply gap of roughly 30-40 million pounds

Uranium Supply

Supply Constraints, Geographic Concentration & the Security-of-Supply Premium

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The uranium supply complex faces structural constraints that extend beyond simple production volume deficits. Geographic concentration represents a critical vulnerability, with Kazakhstan, Canada, and Russia collectively accounting for the majority of global primary production

Canada’s Strategic Importance

  • Canada was the world's largest uranium producer for many years, accounting for about 22% of world output, but in 2009 was overtaken by Kazakhstan.

  • With known uranium resources of 694,000 tonnes of U3O8 (588,500 tU), as well as much continuing exploration, Canada has a significant role in meeting future world demand.

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