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re: Uranium>Silver
Posted on 9/3/23 at 4:43 pm to igoringa
Posted on 9/3/23 at 4:43 pm to igoringa
One of the triggers for the last bull run was flooding in one of Cameco's mines. Arguably the start of the run this year was Japan committing to nuclear plant reopenings.
The instability in Niger and Cameco missing targets could be shock waves this time. Hard to guess but afterwards people will pretend the cause and effect were obvious and/or inevitable.
It doesn't seem clear Cameco will have an easy time making up for a shortfall from the spot market. That supply seems pretty dried up. Especially because one of the former suppliers was Japanese reserves. Japan has converted from a supplier to a consumer since committing to more restarts.
The instability in Niger and Cameco missing targets could be shock waves this time. Hard to guess but afterwards people will pretend the cause and effect were obvious and/or inevitable.
It doesn't seem clear Cameco will have an easy time making up for a shortfall from the spot market. That supply seems pretty dried up. Especially because one of the former suppliers was Japanese reserves. Japan has converted from a supplier to a consumer since committing to more restarts.
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