uranium
3 articles tagged uranium.
AI Data Centres and Power Demand: What It Means for Uranium
The IEA expects data centre power use to roughly double by 2030. Here is how tech company nuclear deals translate, or do not, into uranium demand.
Uranium Has Two Prices Right Now, and They Disagree
Uranium’s spot price is flat near $86 while the long-term price sits near $94, an 18-year high. Here is why the two prices disagree and which one the industry runs on.
The μ Letter, Sunday, July 12, 2026
Bombs fell and gold went downThe μ Letter
Research notes by email. Free. No paywall. Sponsorships disclosed.
Micro Math Capital is published by Apollo Shareholder Relations for informational purposes only and is not investment advice. Apollo provides paid investor relations services and may be compensated in cash or securities by companies in the sectors discussed. Read the full disclosures.