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Uranium, Discussion
The End of Nuclear Power?
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blacksheep
post Posted: Aug 12 2018, 11:49 AM
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In Reply To: blacksheep's post @ Jul 27 2018, 12:16 PM

Uranium Market Shows Signs of Life
QUOTE
The recent rise in prices comes in response to supply cuts, which could result in upward pressure for the long term.

Kazatomprom, the world’s biggest uranium producer based in Kazakhstan, said in December it was cutting output by 20%. Last month, Canada’s Cameco Corp. announced it would suspend operations at its big McArthur River and Key Lake mines indefinitely.

The impact of Cameco’s move on the uranium market can’t be underestimated, said Mr. Lopez, adding that it was the “equivalent of Saudi Arabia leaving the oil market.”

Supply is dropping at the same time demand is poised to rise.

https://www.wsj.com/articles/uranium-market...life-1533992401



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jul 27 2018, 12:16 PM
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In Reply To: blacksheep's post @ Jul 19 2018, 11:08 AM

Lots of traders pumping Uranium stocks, while Cameco lays of 700 staff and suspend operations at McArthur River and Key Lake , citing "the weak uranium market "
http://www.mining.com/cameco-lays-off-700-staff/




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jul 19 2018, 11:08 AM
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Trade war spills into uranium as U.S. weighs import tariffs
Reuters | about 7 hours ago |

extract
QUOTE
(Bloomberg) — The Trump administration began an investigation into whether uranium imports threaten national security, a move that may lead to tariffs on the nuclear power plant fuel.

The Commerce Department said Wednesday it will probe “whether the present quantity and circumstances of uranium ore and product imports into the U.S. threaten to impair the national security.” The probe will cover the entire uranium sector, from the mining industry to enrichment, defense and industrial consumption, the department said.

http://www.mining.com/web/trade-war-spills...import-tariffs/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jun 5 2018, 09:23 PM
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Commodity price optimism and the curious case of uranium
QUOTE
The past three decades has seen an explosion in the demand for virtually every commodity. Expecting higher commodity prices, investors pour money into the mining industry for a miniscule cost of capital, hoping that increased demand translates into outsized profits. Ironically, they actively undo their expectations.


QUOTE
Expectations of supply-demand situations are often wrong. With thousands of mines of every commodity spread around the world, whose production capabilities are not fully known to the market, commodities experts consistently struggle to predict the future supply situation.

Constantly changing technologies, and substitution opportunities are just two factors that leave experts struggling to predict future demand accurately.

This situation is muddled further by marketing done by entrenched interests that profit from convincing the public about commodities going a certain way.

http://www.mining-journal.com/research/new...case-of-uranium

UxC Historical Ux Price Charts
https://www.uxc.com/p/prices/UxCPriceChart....=spot-u3o8-full
Source: The Ux Consulting Company, LLC
Attached image(s)
Attached Image

 




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: abner29  
 
blacksheep
post Posted: May 17 2018, 02:32 PM
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The perfect storm?
May 2018 Research Note – Uranium
By: Nigel Littlewood & Jackson Lee
Harness Asset management
https://dpsi7pmz5b6vt.cloudfront.net/upload...te-May-2018.pdf



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Feb 9 2018, 10:21 AM
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extract of interview with energy expert, Gianni Kovacevic ahead of Mines and Money Asia 3-6 April 2018

QUOTE
Modern energy expert, Gianni Kovacevic highlights a particular commodity challenge on the eve of his appearance at Mines and Money Asia

Investor, modern energy expert and author of ‘My Electrician Drives a Porsche?’, Gianni Kovacevic cautions investors looking to uranium.

Mr Kovacevic, speaking ahead of his appearance at Mines and Money Asia in Hong Kong this April, said it is becoming more and more difficult to see serious long-term demand for the commodity.

“There are 447 nuclear reactors and investors are always told about the 60 reactors under construction and the some-200 that are ‘proposed’ and ‘planned’,” he said.

“What they usually fail to mention, are the 300 reactors, of the 447, that are more than 30 years old. Or, the 85 reactors in the USA that were extended, again, to 2034 as the cost to shut them down is so punitive.

“India derives 2.1 percent of its electricity from nuclear and China about three percent. The facts have changed, and they are taking an all options approach, and that is looking less and less like nuclear as the big growth pillar even if they do some construction” he said.

http://www.asiaoutlookmag.com/news/caution...ranium?topStory



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: abner29  
 

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blacksheep
post Posted: Jan 24 2018, 09:17 PM
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Russia to invest $250 million in uranium exploration, production in Argentina
Cecilia Jamasmie | about 20 hours ago
http://www.mining.com/russia-invest-250-mi...tion-argentina/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Dec 9 2017, 09:38 PM
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In Reply To: blacksheep's post @ Dec 5 2017, 12:39 PM

Stars “may be aligning” for the long-awaited uranium market recovery
J. BIRKS BOVAIRD | DECEMBER 08, 2017 | 1 COMMENT
QUOTE
Over the past 6 years, the words “up” and “uranium” have seldom been used in the same sentence. It’s been a long, hard slog for uranium miners. However, global events are currently occurring that may possibly signal the long-awaited fundamental shift. Indeed, announcements from Kazatomprom and Cameco over the past month signal the elimination of approximately 24 million pounds of uranium from the global market in 2018 alone.

https://investorintel.com/sectors/uranium-e...arket-recovery/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Dec 6 2017, 12:53 PM
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In Reply To: blacksheep's post @ Dec 5 2017, 03:53 PM

Short lived rally for U stocks - most back down today
BKY -5.91%
DYL -4.48%
TOE -10.26%
Mind you, the market in general is down and miners most affected




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Dec 5 2017, 03:53 PM
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Posts: 6,791
Thanks: 2307


In Reply To: blacksheep's post @ Dec 5 2017, 12:39 PM

A number of U stocks up today - BKY +16.4%, TOE +18.18%, DYL +11.67%



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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