Investors See Big Opportunity as Uranium Supply Dries up
12.7 هزار بار بازدید -
11 ماه پیش
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What’s been happening:Niger – awaiting
What’s been happening:
Niger – awaiting the next catalyst?
On 26 July news broke of a coup in Niger - borders were closed and a nationwide curfew was declared, and all institutions of the republic were suspended.
https://www.bbc.com/news/world-africa...
In the days following we saw statements from Global Atomic and GoviEx that employees were safe and it was business as usual.
https://globalatomiccorp.com/investor...
https://goviex.com/site/assets/files/...
With 25% of the EU’s uranium coming from Niger the coup raised a series of concerns for their clean energy sector. Orano the major operator in the region said ‘operations continue as normal’.
https://greeninvesting.co/2023/07/nig...
We discuss how this key development might affect the uranium market.
Winner of the week:
It’s a tie between Vogtle & China.
Georgia Power declared that Plant Vogtle Unit 3 has entered commercial operation. They are the tied winner because the US administration saw the bigger picture and persisted, and can now look forward.
https://www.georgiapower.com/company/...
China approved 6 new nuclear reactors commencements at $17B investment. Even though these are the first approvals for 2023, they are in addition to 10 in 2022. China accounts for 23 of 55 nukes under construction globally.
https://world-nuclear-news.org/Articl...
https://www.bloomberg.com/news/articl...
Bungle of the week:
Collectively award it to all of those that proclaimed that renewable pricing can only get cheaper.
These last 2 weeks Vattenfall and Ørsted abandoned offshore wind projects in the US & UK due to soaring costs of up to 40%.
https://www.bloomberg.com/news/articl...
https://www.rechargenews.com/wind/too...
Siemens Gamesa board has initiated an "extended technical review" that will incur "significantly higher costs" than previously assumed, estimated to be in excess of 1 billion euros ($1.09 billion).
https://www.cnbc.com/amp/2023/06/23/s...
https://www.bloomberg.com/news/articl...
Question of the week:
KAP’s sales have gone up 13% because of (FLEX) in their contracts. What does that mean?
Kazatomprom 2Q23 Operations and Trading Update - https://www.kazatomprom.kz/en/media/v...
Moonshots & Fizzers:
The potential moonshot is the physical uranium funds… or will they fizzle out?
For 11 days before the coup in Niger SPUT had been trading at an average discount of 11.00%, since the coup it has substantially reduced, sitting at an average discount of -7.82%.
Twitter: 1
Twitter: 1
https://twitter.com/quakes99/status/1...
Yellowcake is up nearly 6% in London
https://www.holdcomarkets.com/post/th...
Twitter: 1
Twitter: 1
Tweet of the week:
https://twitter.com/sollidnuclear/sta... been happening
“Strategic patience” is required by all… an exciting September coming up.
—
Crux Investor is an investing app for busy people. For a small, monthly membership fee you’ll receive a single stock recommendation each month, curated by industry experts and presented in a clear and focused one-page memo. Head to Crux Investor to learn more and to sign up for your time-saving, stress-slaying membership today.
Learn more: https://cruxinvestor.com
Sign up for Crux Investor: https://cruxinvestor.com
Niger – awaiting the next catalyst?
On 26 July news broke of a coup in Niger - borders were closed and a nationwide curfew was declared, and all institutions of the republic were suspended.
https://www.bbc.com/news/world-africa...
In the days following we saw statements from Global Atomic and GoviEx that employees were safe and it was business as usual.
https://globalatomiccorp.com/investor...
https://goviex.com/site/assets/files/...
With 25% of the EU’s uranium coming from Niger the coup raised a series of concerns for their clean energy sector. Orano the major operator in the region said ‘operations continue as normal’.
https://greeninvesting.co/2023/07/nig...
We discuss how this key development might affect the uranium market.
Winner of the week:
It’s a tie between Vogtle & China.
Georgia Power declared that Plant Vogtle Unit 3 has entered commercial operation. They are the tied winner because the US administration saw the bigger picture and persisted, and can now look forward.
https://www.georgiapower.com/company/...
China approved 6 new nuclear reactors commencements at $17B investment. Even though these are the first approvals for 2023, they are in addition to 10 in 2022. China accounts for 23 of 55 nukes under construction globally.
https://world-nuclear-news.org/Articl...
https://www.bloomberg.com/news/articl...
Bungle of the week:
Collectively award it to all of those that proclaimed that renewable pricing can only get cheaper.
These last 2 weeks Vattenfall and Ørsted abandoned offshore wind projects in the US & UK due to soaring costs of up to 40%.
https://www.bloomberg.com/news/articl...
https://www.rechargenews.com/wind/too...
Siemens Gamesa board has initiated an "extended technical review" that will incur "significantly higher costs" than previously assumed, estimated to be in excess of 1 billion euros ($1.09 billion).
https://www.cnbc.com/amp/2023/06/23/s...
https://www.bloomberg.com/news/articl...
Question of the week:
KAP’s sales have gone up 13% because of (FLEX) in their contracts. What does that mean?
Kazatomprom 2Q23 Operations and Trading Update - https://www.kazatomprom.kz/en/media/v...
Moonshots & Fizzers:
The potential moonshot is the physical uranium funds… or will they fizzle out?
For 11 days before the coup in Niger SPUT had been trading at an average discount of 11.00%, since the coup it has substantially reduced, sitting at an average discount of -7.82%.
Twitter: 1
Twitter: 1
https://twitter.com/quakes99/status/1...
Yellowcake is up nearly 6% in London
https://www.holdcomarkets.com/post/th...
Twitter: 1
Twitter: 1
Tweet of the week:
https://twitter.com/sollidnuclear/sta... been happening
“Strategic patience” is required by all… an exciting September coming up.
—
Crux Investor is an investing app for busy people. For a small, monthly membership fee you’ll receive a single stock recommendation each month, curated by industry experts and presented in a clear and focused one-page memo. Head to Crux Investor to learn more and to sign up for your time-saving, stress-slaying membership today.
Learn more: https://cruxinvestor.com
Sign up for Crux Investor: https://cruxinvestor.com
11 ماه پیش
در تاریخ 1402/05/13 منتشر شده
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