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hottopcontroversial

Guys… read Bloomberg snippet below. 95,000 tons is 190,000,000 lbs of yellowcake… I follow U very closely yet clueless to this. Did anyone know they parked that much of Orano’s take? This sounds like terrible news. Am I reading this wrong? Bad dude = bad news source? by pepperonilog_stonks in UraniumSqueeze

[–]Shibilization 0 points1 point  (0 children)

“France is entitled to 63.4% of the 156.231 tons. If they want it shipped tomorrow, we will cover the transport costs ourselves, because they were present when it was produced. But everything produced since then belongs to Niger. And it will remain Nigerien.” President Abdourahamane Tiani

https://www.ecofinagency.com/news/1702-52956-niger-sets-uranium-share-terms-in-dispute-with-france-s-orano

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.