Uranium: Sector Outlook & Portfolio Refresh

I was very excited about uranium a year ago. The entry of Sprott Physical Uranium Trust (SPUT) into the market had put the spot price into a steady climb. Then Russia’s invasion of Ukraine added all kinds of supply risks the market.

I had positioned for that excitement in the fall by adding a slew of uranium stocks to the portfolio. Those stocks did not do well in 2022. With inflation, rate hikes, and recession dominating the headlines, the overall stock market slid and took uranium with it. After all, uranium is a growth story – energy always is – and growth was not at the fore.

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