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Uranium and Geopolitics

Uranium and Geopolitics are Intertwined

September 24, 2020

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 […]

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Cameco Earnings URanium Supply

Zero Tonnes: What Cameco’s Earnings Say About the Uranium Market

July 31, 2020

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 […]

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mines-at-risk-due-to-covid-19

Why S&P Global is Bullish on Uranium

April 26, 2020

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 […]

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Uranium Revival

Restoring the US Uranium Industry

April 23, 2020

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 […]

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Emerging-Opportunities-For-Uranium-Producers

A National Security Blind Spot

April 22, 2020

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 […]

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Uranium Stocks

Uranium Stocks Gaining Investor Interest

April 22, 2020

  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 […]

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Uranium futures

Seeing Red:Uranium Market Checkup

March 2, 2020

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 […]

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China Nuclear Power

China’s nuclear power output jumps.

February 28, 2020

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 […]

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Equity-performance-by-development-stage

Divergent Trends in Uranium Equities

February 13, 2020

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 […]

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Solving the Nuclear Conundrum

February 12, 2020

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 […]

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