#Canada 🇨🇦 supplies #USA with one third of its #Uranium needs. #America produces under 10% of its #U308 needs. #Kharg Island is a Canard.

Uranyum: 2035'e Kadar Talebin 2 Katına Çıkması Beklenirken, Bu Bir Fırsat Mı?

Talebin arzı geride bırakmasıyla, Uranyum madenciliği küresel nükleer enerji ihtiyacını karşılayamıyor.

#Uranyum #U308 #Emtia #PiyasaAnalizi
#GelecekFırsatları #YatırımEğitim #Maden #Enerji #Hisse #Yatırım

Spot #U308 #uranium anyone? $CCO

I find this interesting since, to me, it seems that tariffs and supply chain disruptions will increase #U308 price given that there is much activity toward increasing demand 🤔

The charts of #Uranium stocks are totally geared to SPOT price, you can see it ever since the beginning of last year. SPOT drives sentiment, but it will change because LT contract supply will not be available for all, $KAP $CCJ have all warned. Patience is hard but prices will rise to upstream #U308

#Uranium
Short term price fuelled by momentum
Medium term price fuelled by earnings catalyst
Long term price fuelled by social and business trends
#Nuclear, #U308

That’s the gist of #Uranium investing. There exists a profound supply/Demand imbalance. #U308 is in very short supply. In a few years it’ll be in panic crisis mode.

#Nuclear narrative will prevail. There exists a strategic shortage of #U308. People will not turn off the lights. #Uranium will surge financially

naturally so with Russian sanctions and they were distracted on securing natural #Uranium. Grant said no way to avoid the upstream and the securing of #uranium #U308 It is a waiting game and the longer it takes the higher and more violent the increase 🤠. 2/2

“We’re on a depletion curve that I don’t think many customers have realised,” Cory Kos, vice-president of investor relations at Cameco #Uranium #U308 BBC news World Service extensively being broadcast today

I agree with you John in many respects the tariffs on Russia’s enrichment & conversion IMO probably brought more uncertainty to investors wondering if it would slow down the supply chain & requirement for yellow cake #U308 🤷‍♂️

#Uranium is one of the best investment opportunities out there. There is a fundamental supply demand imbalance. We’re not making enough #U308. Let alone enrichment processes. Lots of new reactors under construction which need feedstock #Nuclear

NXE.TO NexGen #U308 Finding fresh ATH's and looking very strong having broken out of the 2 month inverted Head & Shoulder pattern this week. Short, Medium & Long term hold 😎