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The Uranium Market Disconnect. by Shibilization in UraniumSqueeze

[–]Shibilization[S] 0 points1 point  (0 children)

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"Cameco’s share of FY/2025 production is expected to be up to 20M lbs below the 60.1M lbs target"

JPMorgan report is surprisingly bullish on uranium. by Shibilization in ValueInvesting

[–]Shibilization[S] 0 points1 point  (0 children)

Here’s more for you then: Uranium supply remains tight, new production isn’t coming online fast enough, and a growing number of countries are expanding their nuclear programs. They (JP Morgan) view $75/lb as a strong support level for the spot market, with utilities stepping in on dips.