Do any of the demand models even consider that we might have nuclear powered commercial vessels by the mid 2030’s?

Do you know what time CCJ usually updates the price table on its website?

Can term prices put a floor on spot? At what point does the spread between spot and term turn into an arbitrage opportunity for traders?

Aren’t virtually all remaining warheads plutonium-based with some uranium in them? Even if they dismantled all of them, the uranium recovered wouldn’t be very substantial. Also from what I’ve read, using the plutonium from downblended nukes in reactors is not really a thing.

Wouldn’t that be good for U3O8 and enrichment demand though? I think $LEU would be the play here. If Trump lets off a few nukes maybe US gov buys in the spot market? Could be bullish.

Ok but when $UUUU moon?

Can you tone it down on the politics? This group is for investing. Let’s not have this devolve into alarmist political attention-grabbing (that’s what this headline looks like). We’re just trying to make some money here 😂

I fully expect Uranium to be re-included in the US Critical Minerals list. It’s a no-brainer and the exclusion is mostly based on the technicality of U being a “fuel” material. Japan has already done it. I expect the US and others to follow suit. What do you think?