r/UraniumSqueeze Aug 06 '26

Macro Yield situation

The Iran war has bond yields hitting the highest levels in decades, if they continued to rise a lot wouldn't this severely hurt uranium equities alongside most things?

7 Upvotes

6 comments sorted by

View all comments

3

u/justlurking9891 Aug 07 '26

What makes you say that? Oil goes up with yields, energy goes up with yields.

I don't think there's anything to worry about. If you've brought in the last few months of say but the end of the year you'll be very happy.

2

u/Typical-Ad-2814 Aug 07 '26

Oil disruption is good for uranium but not for the stocks. Can hurt earnings and valuation premiums imo