The Uranium Unleashed Group reported in early February 2026 that the uranium market standoff pits desperate utilities (running 12-18 months fuel inventory, 70% uncovered for 2027-2030) against cash-starved mining companies missing every restart target, with Sprott's 74.9M lb SPUT refusing to sell despite low cash (recently raised $25.55M to hold), while the US Government builds strategic reserves under Defense Production Act authority.
The real crisis lurks in ConverDyn's sold-out conversion facility (only US capacity, prices 10x to $40/kg, expansion needs 9-12 month shutdown), creating 3-5 year fuel cycle lead times that make utilities' "wait for crash" strategy suicidal as Russia's 2028 ban looms. Honeywell activist battle (Elliott Management) threatens even this chokepoint expansion.
Here are other Views:
https://www.youtube.com/watch?v=QFIhYgmYUYs
https://www.youtube.com/watch?v=mBBN3QAfM40
https://www.youtube.com/watch?v=grdJerA2mv0
https://www.youtube.com/watch?v=LaUzeKkUmoc
https://www.youtube.com/watch?v=NV2UfEJzV9I&t=46s
https://www.youtube.com/watch?v=5QBNOEIJgjE&pp=0gcJCZEKAYcqIYzv
https://www.youtube.com/watch?v=jgJSMDQkCqA
https://www.youtube.com/watch?v=Z0B1bz1BuNE
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