Market Update: Uranium Prices and Industry Developments – 16 September 2025

Price Action

  • The CME‑listed uranium futures contract closed at $76.55 per pound on 16 September 2025.
  • The 52‑week high reached $79.05 on 26 June 2025, while the 52‑week low was $63.55 on 11 March 2025.

New Pricing Infrastructure

  • Uranium.io launched a live uranium spot pricing oracle on 16 September 2025.
  • The oracle refreshes every 60 seconds and aggregates data from spot markets, uranium‑focused equities, and commodity‑fund flows.
  • According to a survey cited by the launch, 97 % of institutional investors would consider allocating to uranium if pricing transparency improved.

Corporate Activity

  • Greenvale Energy Ltd. (ASX: GRV) held an RRS Gold Coast presentation on 17 September 2025.

    • The company highlighted an upcoming maiden drill program at its Oasis uranium project.
    • Exploration results are pending, but management emphasized a strategy of expanding and diversifying its resource base.

  • Paladin Energy Ltd. announced a fully underwritten equity raising of AUD 300 million on 15 September 2025.

    • Proceeds are earmarked for the Patterson Lake South uranium project.
    • The presentation was authorised for ASX release and is not intended for US wire services.

  • Other Australian mining stocks were discussed in a valuation analysis on 16 September 2025.

    • The article compared implied spot pricing across several ASX-listed uranium producers, noting that some stocks (e.g., FMG and BOE) appeared undervalued relative to commodity prices, while others (PLS, LYC) appeared overvalued.

Market Context

  • The launch of a transparent, real‑time pricing oracle is expected to reduce opacity in uranium markets, potentially accelerating investment decisions.
  • Ongoing exploration and project development by companies such as Greenvale Energy and Paladin Energy suggest sustained demand for uranium in the near term, driven by nuclear energy expansion and energy‑security concerns.

These developments collectively indicate a tightening of market infrastructure and active corporate investment in uranium, which may support the current price level of $76.55 per pound.