Australian Uranium Stocks Gain Bull on Market Supply Concerns -- Market Talk

Dow Jones

May 20

2356 GMT - It's "time for some yellowcake on your plate," according to Morgans analyst Chris Creech. The broker initiates coverage on Australia's Paladin Energy, Boss Energy and NexGen Energy, all with buy ratings. The uranium market is now structurally constrained after decades of underinvestment, says Creech. At the same time, "nuclear is emerging as the only scalable, zero‑carbon baseload option," amid decarbonization pressures, energy security concerns and AI‑driven power growth, he says. Morgans puts a 13.05 Australian dollar target on Paladin, which ended Tuesday at A$10.63. Its target on Boss is A$1.55, versus a closing price of A$1.26. It targets A$20.80 for NexGen, which last traded at A$15.52. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

May 19, 2026 19:56 ET (23:56 GMT)

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The broker initiates coverage on Australia's <a href=\"https://laohu8.com/S/PDN.AU\">Paladin Energy</a>, <a href=\"https://laohu8.com/S/BOE.AU\">Boss Energy</a> and NexGen Energy, all with buy ratings. The uranium market is now structurally constrained after decades of underinvestment, says Creech. At the same time, \"nuclear is emerging as the only scalable, zero‑carbon baseload option,\" amid decarbonization pressures, energy security concerns and AI‑driven power growth, he says. Morgans puts a 13.05 Australian dollar target on Paladin, which ended Tuesday at A$10.63. Its target on Boss is A$1.55, versus a closing price of A$1.26. It targets A$20.80 for NexGen, which last traded at A$15.52. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 19, 2026 19:56 ET (23:56 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Australian Uranium Stocks Gain Bull on Market Supply Concerns -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAustralian Uranium Stocks Gain Bull on Market Supply Concerns -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-20 07:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2356 GMT - It's \"time for some yellowcake on your plate,\" according to Morgans analyst Chris Creech. The broker initiates coverage on Australia's <a href=\"https://laohu8.com/S/PDN.AU\">Paladin Energy</a>, <a href=\"https://laohu8.com/S/BOE.AU\">Boss Energy</a> and NexGen Energy, all with buy ratings. The uranium market is now structurally constrained after decades of underinvestment, says Creech. At the same time, \"nuclear is emerging as the only scalable, zero‑carbon baseload option,\" amid decarbonization pressures, energy security concerns and AI‑driven power growth, he says. Morgans puts a 13.05 Australian dollar target on Paladin, which ended Tuesday at A$10.63. Its target on Boss is A$1.55, versus a closing price of A$1.26. It targets A$20.80 for NexGen, which last traded at A$15.52. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 19, 2026 19:56 ET (23:56 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4606","symbol_name":"AI电力股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2636898092","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2636898092","pubTimestamp":1779234960,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2356 GMT - It's \"time for some yellowcake on your plate,\" according to Morgans analyst Chris Creech. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4606":"AI电力股","BOE.AU":"BOSS ENERGY LTD","BK7083":"煤与消费用燃料","BK7509":"中概股","NLR":"核能指数ETF-Market Vectors","URNJ":"SPROTT JUNIOR URANIUM MINERS ETF","PDN.AU":"PALADIN ENERGY LTD","SETM":"Sprott Critical Materials ETF"},"translate_title":"澳大利亚铀股因市场供应担忧而上涨——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NLR":1.5,"URNJ":1.5,"PDN.AU":0.9,"SETM":1.5,"BOE.AU":0.9},"content_text":"2356 GMT - It's \"time for some yellowcake on your plate,\" according to Morgans analyst Chris Creech. The broker initiates coverage on Australia's Paladin Energy, Boss Energy and NexGen Energy, all with buy ratings. The uranium market is now structurally constrained after decades of underinvestment, says Creech. At the same time, \"nuclear is emerging as the only scalable, zero‑carbon baseload option,\" amid decarbonization pressures, energy security concerns and AI‑driven power growth, he says. Morgans puts a 13.05 Australian dollar target on Paladin, which ended Tuesday at A$10.63. Its target on Boss is A$1.55, versus a closing price of A$1.26. It targets A$20.80 for NexGen, which last traded at A$15.52. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 19, 2026 19:56 ET (23:56 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}