BOFA SEES URANIUM RALLY CONTINUING 🔸BofA raised its 2027 uranium price forecast to $130/lb, implying ~52% upside from current spot prices. 🔸Bullish view is driven by tight supply, lower utility contract coverage (48% vs. 56% last year), and growing nuclear investment. 🔸U.S. plans include 400GW nuclear capacity by 2050, 10 new AP1000 reactors, and $2.7B for domestic enrichment. 🔸BofA maintained Buy on Cameco (CCJ) but cut its PT 5% to $133 after higher 2026 cost guidance.(*Walter Bloomberg)