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Uranium Unlocked
The future of AI and Global energy demand
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AI power demand will drive the Uranium Market in 2026
Uranium is approaching a decisive, critical juncture. A recent survey of over 600 global investors spanning the US, EU, APAC and the UK shows a clear shift in sentiment toward uranium as a strategic asset. The combination of structural scarcity, accelerating nuclear demand, AI-driven electrification, and digital access models indicates that uranium is moving from a contrarian trade into a mainstream strategic commodity.
This report brings together proprietary survey data, forward-looking market analysis, and emerging digital-asset infrastructure to illustrate why 2026–2028 could represent the most important phase in uranium’s modern market cycle.
Inside this report:
Proprietary investor sentiment data from over 600 participants
2026 predictions based on structural supply trends, policy momentum, and the emerging AI energy supercycle
The case for tokenized uranium as the next breakout digital commodity
Actionable insights for asset managers, VCs, family offices, and fintechs entering the RWA space
A forward-looking view toward 2026
Widening supply gap
Mined supply may fall to <75% of reactor demand, widening the deficit. A widening supply gap is emerging as mine depletion outpaces new project development, setting the stage for a multi-year shortage.
First AI-nuclear power agreements
Explosive AI-driven energy needs may trigger the first dedicated nuclear power agreements, binding data-center growth directly to uranium demand.
RWA Tokenization unlocks the market
As institutional adoption of RWAs surges, uranium has emerged as a perfect use case, providing investors with tokenized exposure, turning a once-inaccessible commodity into a digitally enabled asset class.
Key Findings and Commentaries
“Mined supply is projected to fall to below 75% of the expected reactor demand”
85%+
of respondents believe uranium prices are likely to continue rising through 2026
“90% say they would increase exposure if access and transparency improved”
“88% view the global nuclear build-out across the US, Europe, the Middle East, and Asia as materially supportive for demand”
63%
of investors believe that AI-related consumption will become a material factor in nuclear planning
“75% would consider tokenized routes, given the operational barriers of the physical market”
Packed with proprietary survey data, market intelligence, and forward-thinking commentary
This report is a must-read for those seeking to understand the future of commodities in a tokenized world.
