Ryan Stancil,
Editor
Sept. 22, 2025
Commodity Callout
Uranium is going up. The fundamentals are already in place and the Trump White House just gave it another boost. You’ll want to add it to your portfolio before the price runs away.
Metal Price Update
Gold — Rates were cut and gold moved up. It started the week around $3670 per ounce and ended the week above $3700. In the inflationary environment we’re experiencing, this may only be the start of another upward trend.
Silver — Silver followed the same trend as gold. It started the week around $42 per ounce and ended above $43.30. Like gold, it has plenty of room to continue moving upward.
Copper — Copper has bounced back after a recent pullback and looks positioned to keep moving upward. It started the week around $4.60 per pound and ended around $4.63, so it’s playing slow and steady. That gives investors room to get in before the price begins running away.
Lithium Carbonate — Lithium’s recent price slide reversed somewhat. It started the week at around $10,172 per metric ton and ended at 10,329. It’s too soon to say whether this will be a substantial reversal of the trend, but it could give lithium investors some hope, especially since lithium has strong fundamentals behind it.
Uranium — Uranium moved up. It started around $75.20 per pound and ended the week around $76.50. This could have been spurred by recent comments from the Trump White House regarding commitment to energy independence from Russia, and if the US follows through, then much, much higher prices won’t be far behind.
Company Callout
With uranium being a commodity that has a bright future ahead of it, one name you’ll want to look at in the space is URZ3 Energy Corp (TSX-V: URZ), a company that focuses on exploring and acquiring uranium properties in North America.
It has a tiny market cap of around C$8 million and management is using its connections to find and vet quality projects that are set to be big winners in the uranium bull market that’s unfolding. At the pace the market is moving, especially with the recent announcement from the White House, things could unfold very quickly and the chance to buy shares at a bargain price could vanish.
Gerardo met with company management while at the Beaver Creek Precious Metals Summit and is so confident in the company that he made it a core pick of the Junior Resource Speculator portfolio. Click here to learn more about the company and why he thinks it’s going to be one of the biggest winners in the uranium bull market.
Keep your eyes open,
Ryan Stancil
Editor, Resource Stock Digest