Geopolitics is a key factor in the uranium market. In the US uranium inventories are low, and the new utility contracting cycle is coming at a time of heightened geopolitical tension. This is a headache for nuclear utilities, but a bonanza for uranium investors. US Dependence on Foreign Sources US has long been dependent on […]
Cameco reported earnings this week, and their earnings calls are always an important vantage point from which to understand the uranium industry. This quarter we got a look into just how absurd the supply imbalance is becoming, along with details on production restarts. Additionally, Cameco’s comments, and their financial condition illustrate the survival advantages it […]
S&P Global is bullish on the Uranium market. In a recent article their analysts point out how Uranium has been the strongest performing commodity so far this year, and build a strong case that Covid-19 is going to drive uranium prices higher. The pandemic has not reduced demand for nuclear power, but it has cut […]
The market has not yet digested just how big a policy boost is coming for the uranium industry. Commentators were fatigued from the 232 disappointment, but they are missing the bigger picture. Although it must balance the competing needs of the nuclear utilities, US government is 100% behind the domestic uranium industry. As one Uranium […]
Most uranium that the US nuclear power industry uses is sourced abroad in unstable regimes. With uranium prices so low, US uranium miners can’t stay in business. The same problem applies for rare earth metals, and other critical minerals. This is something that few people pay attention to, but it has major implications for the […]
We monitor Google Trends in our research process. Google Trends provide insight into market sentiment, consumer and business trends, and other factors that ultimately drive market action. Various academic research supports this approach. For example, here is a paper from UCSD, and here is a presentation from Warwick Business School. Additionally, research from the […]
Will the bull market ever come? I know a lot of investors have been asking this question. In order to answer this question, we need to do our research. Having good research gives you the confidence to handle the volatility. Its critical to access the best information sources, especially when markets get challenging. With the […]
Its no secret that China’s nuclear capacity is growing rapidly. China’s government views nuclear power as a key part of their strategy to reduce carbon emissions and improve standard of living for their people. Historically, China has been overly dependent on coal fired power plants. Pollution has become such a problem in many cities that […]
Most uranium market insights start with a top down macro thesis on a supply demand imbalance in the sector. After arriving at the conclusion that uranium prices are cheap, one is faced with the challenge of how to express that view in the market. The universe of uranium stocks is about one tenth the size […]
Uranium Week lamented the challenges faced by the uranium industry. Uranium spot prices keep shifting lower due to temporarily curtailed demand. Consequently, production curtailments are ongoing around the world. There is a clear case for nuclear power, but costs are a problem preventing new capacity from being built.Recently the world’s largest mining conference, was recently […]