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#Uranium #Nuclear

Good news out of Germany:
A number of smaller parties not reaching the electoral treshold, enables CDU/CSU and SPD to establish a two-party coalition ✅

That opens the road to a restart of German nuclear power plants, which would be a historic change in their energy policy ⚛️📈

#Uranium #Nuclear

As it's weekend, time for some fun facts:

To generate all electricity for 1 home for 1 year, one needs:

🔸A windmill to run at full speed for 41 minutes
OR
🔸800 kilograms of coal
OR
🔸Nuclear fuel pellet the size of half a sugar cube (!)

#Nuclear #Uranium

Weekend snapshot:

👉 Current Spot Price $64.75
👉 $U.UN SPUT closed the week at £ 446.8, a discount of 8.41% to NAV
👉 $YCA Yellow Cake closed the week at C$ 20.83, a discount of 13.84% to NAV

Spot looks to be ontinuing a bottoming process. Looking forward to next week!

#Uranium #Nuclear

Despite YCA / SPUT being down, the underlying spot market remains unchanged for the day, and looks to be continuing its bottoming process this week.

At current price levels, fundamentals commence supporting prices sooner rather than later.

#Uranium #Nuclear

Cameco reports its 2024 Q4 results

Link to full news release:
www.cameco.com/sites/defaul...

#Nuclear #Uranium

New to Bluesky? 👋

Use this Starter pack to follow the most important Uranium-related accounts and feeds, with one simple click 👌

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#Uranium #Nuclear

Though SPUT Sprott Physical Uranium Trust and YCA are down for the day, the actual Uranium Spot price continues its bottoming process #Uranium ⚛️🌐

Today's numbers from Numerco:

Total term contracting volume in 2024 was only 106m pounds, far below replacement value.
January 2025 was 17m pounds, i.e. more than double 2024's monthly volume.
If that rate continues, it should start impacting the availability of secondary supply & spot market #uranium #nuclear

Excellent interview of Lucijan @triangleinvestor.bsky.social with Bram Vanderelst (Curzon Uranium)

At current (mid 60's) prices, market fundamentals become support for the spot market & carry trade is attractive again
#Utwit #Uranium

youtu.be/qa07ysAfvXU?...