Harry Chris
@longroadinvestor.bsky.social
TradeTech reported that last week, there were no transactions in #uranium save for a spot trade of 100,000 lbs.
Analysts have equated this with uncertainty related to tariffs.
I disagree. The nuclear fuel supply chain has been drastically altered. Reality is kicking in.
Analysts have equated this with uncertainty related to tariffs.
I disagree. The nuclear fuel supply chain has been drastically altered. Reality is kicking in.
March 18, 2025 at 4:43 PM
TradeTech reported that last week, there were no transactions in #uranium save for a spot trade of 100,000 lbs.
Analysts have equated this with uncertainty related to tariffs.
I disagree. The nuclear fuel supply chain has been drastically altered. Reality is kicking in.
Analysts have equated this with uncertainty related to tariffs.
I disagree. The nuclear fuel supply chain has been drastically altered. Reality is kicking in.
Dustin Garrow at 47:56 mark, Russia cannot get enough #uranium. They can no longer receive the raw uranium after delivering the EUP to their customers. The uranium that was held up in Western Europe, and would have gone to Russia, Urenco is buying it and overfeeding.👇
March 17, 2025 at 2:58 PM
Dustin Garrow at 47:56 mark, Russia cannot get enough #uranium. They can no longer receive the raw uranium after delivering the EUP to their customers. The uranium that was held up in Western Europe, and would have gone to Russia, Urenco is buying it and overfeeding.👇
Does anyone know if this #uranium chart from UxC is still valid?
Expectations are that secondary commercial inventories are to fall below 7 million lbs. in 2025. This would mean that we are down to MOX (plutonium mixed with uranium) and much less underfeeding.
Expectations are that secondary commercial inventories are to fall below 7 million lbs. in 2025. This would mean that we are down to MOX (plutonium mixed with uranium) and much less underfeeding.
March 8, 2025 at 5:06 PM
Does anyone know if this #uranium chart from UxC is still valid?
Expectations are that secondary commercial inventories are to fall below 7 million lbs. in 2025. This would mean that we are down to MOX (plutonium mixed with uranium) and much less underfeeding.
Expectations are that secondary commercial inventories are to fall below 7 million lbs. in 2025. This would mean that we are down to MOX (plutonium mixed with uranium) and much less underfeeding.
Premier Doug Ford of Ontario gave an interview today and spoke of withholding exports to the US. He mentioned #uranium, which is a reference to the UF6 coming out of Port Hope, Ontario, and Cameco's conversion facilities.
Will he stop UF6 shipments destined for US customers?
x.com/fordnation/s...
Will he stop UF6 shipments destined for US customers?
x.com/fordnation/s...
Doug Ford on X: "U.S. markets are already tanking. American plants and assembly lines will close. Americans will pay more for everything. For the sake of the American people, President Trump needs to pull back his tariffs. https://t.co/FAy0ctvujF" / X
U.S. markets are already tanking. American plants and assembly lines will close. Americans will pay more for everything. For the sake of the American people, President Trump needs to pull back his tariffs. https://t.co/FAy0ctvujF
x.com
March 3, 2025 at 11:05 PM
Premier Doug Ford of Ontario gave an interview today and spoke of withholding exports to the US. He mentioned #uranium, which is a reference to the UF6 coming out of Port Hope, Ontario, and Cameco's conversion facilities.
Will he stop UF6 shipments destined for US customers?
x.com/fordnation/s...
Will he stop UF6 shipments destined for US customers?
x.com/fordnation/s...
Yesterday Encore Energy appears to have fired their CEO, Paul Goranson, most likely due to production misses, and sales commitments that required them to buy uranium, which is now worth less due to the spot price.
#uranium mining is very hard
#uranium mining is very hard
March 3, 2025 at 1:05 PM
Yesterday Encore Energy appears to have fired their CEO, Paul Goranson, most likely due to production misses, and sales commitments that required them to buy uranium, which is now worth less due to the spot price.
#uranium mining is very hard
#uranium mining is very hard