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Stokdog Sep 16
The 20% surge in the oil price this morning is the biggest intraday move since the Brent crude contract was created in the 80s. Lets see how the price and U stocks react to the news 🤔
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Squawking Seagull 3h
Here are some thinking-out-loud thoughts... If I recall correctly, Mike Alkin said in an interview that Sachem Cove Partners left most of their U.S holdings before the s.232 announcement. Great intuition - they played their cards perfectly...
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Jim Curry Sep 11
News reports indicate Japan intends to restart many reactors. Now we hear Japan has a JV with Kazakhstan mine. Does this not suggest Japan needs ?
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Borja Sep 15
The main difference in results to a cut production between and oil is the misperception of availability in U. But the perception and reality are very differents issues
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Saketh Vutukuru Sep 13
*Disclaimer ,I'm a ECE student and I'm sharing a little knowledge i knowledge on the present trending come burning issue in extraction 1: Firstly ,uranium is wildely used for nuclear purpose ,India might have good enough uranium reserves but they are useless
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The Yellowcake Advocate Sep 13
Cameco needs to purchase 10-12mlb from the spot market this year. The clock is ticking ⏰. When will it happen?
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Tom Kovach Sep 15
I happen to know a physicist. He told me that the destruction of the "generation six" centrifuges for 's nuclear program is vital for world peace. Those devices have only ONE purpose: turning into . (And, ALL plutonium is "weapons-grade".)
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Yuktesh Bugudi Sep 14
Saving the forest and tiger reserve is important but so us for producing clean energy and making India self-sufficient. Instead of jumping to conclusions let's wait for the team to find uranium and then analyse its effects on the forest.
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The Yellowcake Advocate Sep 15
Are you ready for fundamentals?
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John Quakes Sep 15
IAEA's 2007 Red Book, published near peak of last bull market, shows big mine in Kazakhstan had just opened in 2005, Langer Heinrich in Namibia ramped up in 2006, with long list of planned mines with start dates & no mines closing. Complete opposite today!⚛️⛏️↘️
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Squawking Seagull 3h
Replying to @SquawkingSeagul
Mike serves as the expert for the North Shore Global Uranium Mining Index. I'm sure he's been involved in setting up their portfolio holdings. Perhaps they reflect his own? U.S plays are high up on the list, so perhaps there's a different reasoning this time...?
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Ranjeet Brar Sep 15
Babies born with deformed hands in Germany trigger fears over toxic pesticides & medicines. No such qualms over the tens of thousands of birth defects caused by US/UK armies spreading over the fertile crescent, the cradle of human civilisation.
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Uranium Insider Sep 13
Q4 2019 might be the most important quarter for in many years. I’ll be watching all markets closely (SWU, conversion, term, and spot). The price action of the next few months will be very telling. Catalysts are stacking up.
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SirUranium Sep 13
looks like it wants to test $13 today.
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SirUranium 21h
Bids really building now .
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P.Anil chowdary Sep 13
mining in Nallamala forest would seriously affect the ecosystem in Telangana & Andhra area .We will loose 3 lakh acres of forest land & its wildlife habitat. It ll destroy the second largest tiger reserve in India. supports movement
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Brandon Weber Sep 15
It has never been more necessary to ensure the US has an adequate amount of resources that are independent of geopolitical shocks. With rising global risks among rivals, the US must finally take control of its sovereignty over natural resources.
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Uranium Sector News 16h
Sector News Weekly wrap-up: ✅Kazatomprom 🇰🇿 signs UF6 deal with Brazil 🇧🇷 ✅Akademik Lomonosov arrives in Pevek 🇷🇺 ✅Government prohibits uranium mining in Telengana🇮🇳 ✅Rick Perry meets with Saudi 🇸🇦Energy minister ✅Paladin Energy closes A$30 M equity raise
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Brent Brickman Sep 10
My guess is the nuclear fuel cycle working group is strong enough to withstand this departure. "John Bolton is out as national security adviser, President Trump announces"
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Brian Laks Sep 13
Latest insights from resident poet , great summary of conference and current state of industry
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