@bobking56.bsky.social
Uranium Update open.substack.com/pub/saadkhan...
Uranium Update
Addressing the bear thesis
open.substack.com
March 9, 2025 at 3:43 PM
Uranium Update open.substack.com/pub/saadkhan...
4, The TradeTech Mid-Term U3O8 price stood at US$71/lb as of February 28, down from US$76/lb at January 31. The Long-Term price indicator came in at US$80/lb, down from US$82/lb at January-end.
The TradeTech cost price indicator for active producers remained unchanged over February at US$58.60/lb.
The TradeTech cost price indicator for active producers remained unchanged over February at US$58.60/lb.
March 4, 2025 at 6:28 PM
4, The TradeTech Mid-Term U3O8 price stood at US$71/lb as of February 28, down from US$76/lb at January 31. The Long-Term price indicator came in at US$80/lb, down from US$82/lb at January-end.
The TradeTech cost price indicator for active producers remained unchanged over February at US$58.60/lb.
The TradeTech cost price indicator for active producers remained unchanged over February at US$58.60/lb.
3. The term market has remained steady, but overall, utilities have equally pulled back, with fifteen transactions conducted, over 80% of the transactions involving just one delivery over the period from 2026 to 2028.
March 4, 2025 at 6:28 PM
3. The term market has remained steady, but overall, utilities have equally pulled back, with fifteen transactions conducted, over 80% of the transactions involving just one delivery over the period from 2026 to 2028.
2. Buyers are on strike in what is described as a general “wait and see” mode, with volumes in the spot market coming in at 3.4mlbs for February as the average purchase volume declined to 50klbs.
March 4, 2025 at 6:28 PM
2. Buyers are on strike in what is described as a general “wait and see” mode, with volumes in the spot market coming in at 3.4mlbs for February as the average purchase volume declined to 50klbs.
Grant Isaac also said in a recent podcast that in the latest contracts (?) they made sure that the clause covering taxes/tariffs stated they are to be assumed by the customer ... When did that start? I do not know.
March 4, 2025 at 6:01 PM
Grant Isaac also said in a recent podcast that in the latest contracts (?) they made sure that the clause covering taxes/tariffs stated they are to be assumed by the customer ... When did that start? I do not know.