Uran Forum
Time Stamp References:
0:00 - Introduction
0:49 - Cameco Call
5:58 - Restart Period
9:39 - Spot Pricing
17:14 - SPUT & NYSE
18:25 - Supply Tightness
24:16 - Reactor Extensions
27:00 - Small Mod. Reactors
29:40 - Market Sentiment
33:54 - Uranium & Corrections
36:10 - Cash Position
37:00 - Concluding Thoughts
Published Feb. 16, 2022
https://www.utilitydive.com/news/...g-nuclear-reactors-online/618919/
Feb 17, 2022
https://www.miningnewswire.com/clients/energy-fuels-inc/
February 17, 2022
Daraus zu Uran:
" Uranium outlook
Mr Currie’s outlook for uranium is also “very bullish” on a medium and long-term basis.
“The realisation around the world is that if you really want to solve climate change and decarbonise, you need to do this with nuclear power and you need to do it with microgenerators,” he said.
“The outlook is extremely positive from a fundamental perspective, then if you throw Kazakhstan on top of it, it just creates a much more bullish outlook,” he added, referring to the ongoing turmoil in the Central Asian country that produces more than 40% of the world’s uranium.
Mr Currie also remarked that uranium could really “take off” in the event that a government in Europe decides to classify nuclear power as “ESG friendly” or “green”, which he believes is “really close to happening”.
https://smallcaps.com.au/...wn-commodities-super-cycle-goldman-sachs/
17. Februar 2022 – Ottawa
https://www.canada.ca/en/...-river-refinery-for-a-10-year-period.html
Feb. 19, 2022 4:40
https://seekingalpha.com/article/...ranium-moving-into-the-mainstream
https://resourcetalks.com/podcast/...n-uec-which-stocks-does-he-like/
" .... Nun müssen wir uns fragen, wie viel Prozent des Urans, das von US-amerikanischen und europäischen Energieversorgern gekauft wird, aus Russland stammt? Kurz gesagt, etwa 15-20 % basierend auf den Zahlen von 2020. Quelle ist die UVP und die ESA. Das ist bedeutsam. ..."
https://esurien.com/2022/02/uranium-story-part-17-russia/
This changed two weeks ago when the SPUT returned in force to acquire another 1mlbs U3O8 in the spot market. Traders and other speculators jumped on the bandwagon, leading to 12 transactions totalling 1.5mlbs for the week.
Last week the spot market went relatively quiet again, likely reflecting the rise in geopolitical angst, but it didn’t stop the SPUT. A total of 600,000lbs U3O8 changed hands, and the SPUT was the only buyer. "
https://www.fnarena.com/index.php/2022/02/22/...eek-pure-speculation/
Wer wird davon profitieren?Fängt mit C an und hört auf O.Erraten?Bravo.
https://group.vattenfall.com/press-and-media/...-russian-nuclear-fuel
Physical #Uranium Trust this morning ..."
Hat für knapp 7,7 Mio $ gekauft.
" Das Berufungsgericht entscheidet gegen den Havasupai-Stamm in der Pinyon Plain-Mine in der Nähe des Grand Canyon "
Veröffentlicht am 23. Februar 2022
https://www.knau.org/knau-and-arizona-news/...-mine-near-grand-canyon
75 Mio. USD !!!!!!!
1 Nutzer wurde vom Verfasser von der Diskussion ausgeschlossen: silverfreaky