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Willem Middelkoop: New uranium rally may start soon

Willem Middelkoop: New uranium rally may start soon
New uranium rally may start soon

Willem Middelkoop, founder, investor, commodity fund manager at Commodity Discovery Fund, expects the beginning of a new uranium rally in the near future.

He notes that 7 percent of the fund is already allocated to leading uranium companies, suggesting a strong conviction in the sector's outlook.

Middelkoop has previously commented on significant moves in other commodities. He observed gold trading almost $200 higher following a Fed decision in June, as investors responded to inflation targets. More recently, he reported that Tether’s gold reserves reached $18.8 billion after strong Q2 2026 purchases.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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