Borja @piterloskot82 Twitter profile

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Borja

4 years

There are opportunities that happen only once in a lifetime. Once you identify it, go for it, follow your own judgment, don't be influenced by others and never give up #uranium

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Borja

@piterloskot82

8 months

BOOM! Here comes the #uranium production miss in Kazakhstan: Ortalyk was expected to produce 1.28Mlb in 4Q2023 but only reached 79.7% of the production target, 1.02Mlb

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Borja

@piterloskot82

3 years

BOOMMMMMM "Kazatomprom Announces Investment in Physical Uranium Fund" #uranium

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Borja

@piterloskot82

6 months

Breaking news! China leads the way: CNNC reaches a #uranium supply agreement with CNUC where there is a floor price but no ceiling price. Others will follow in the wake. It is an entirely seller's market

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Borja

@piterloskot82

2 months

Boom! CGN warns with a Profit Warning of the new situation in Kazakhstan regarding taxes. No more cheap #uranium coming from Kazakhstan, it´s over

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Borja

@piterloskot82

8 months

Just a personal opinion, it should be very worrying, even frightening, how in an upward price trend the supply does not reach its targets. Even the two largest and most reliable producers fail completely. If I were the end consumer, I would be scared #uranium

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Borja

@piterloskot82

9 months

Kazatomprom expects its 2024 production to be adjusted due to the challenges related to the availability of sulphuric acid. It’s only the beginning #uranium

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Borja

@piterloskot82

8 months

Kazakhstan #uranium production 2023: guidance 20,500-21,500tU reality 21,112 2024: previous guidance 24,500-25,500tU new guidance 21,000-22,500

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Borja

@piterloskot82

5 months

The thesis was never based on sanctions, it was always the lack of supply. Now that it has been approved by the Senate and the uncertainty is gone, utilities can start contracting #uranium . They have a lot of work ahead of them to cover their needs

John Quakes

@quakes99

5 months

Breaking!📰🎆 Senate approves US ban on imports of Russian #Uranium 👨‍⚖️📜🗳️☑️ sending bill to White House for President Biden to sign into law;🇷🇺⚛️⛏️🚢⛔🇺🇲 Retaliation by #Russia feared!😟 🤠🐂 #Nuclear #EnergySecurity #USA #HereWeGo 🌊🏄 via @bpolitics

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Borja

@piterloskot82

8 months

Cigar and McArthur miss their September production target by 1.78Mlb #uranium

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Borja

@piterloskot82

6 months

The investment was never based on the sizeable increase in #uranium demand. It has always been about the battered supply side. Now we have both

Indian Oil in Talks with State Nuclear Firm for Small Reactors

State-run Indian Oil Corp. Ltd. is in preliminary talks with India’s atomic power monopoly to build small nuclear units, an early-stage technology seen as a cost-effective alternative to larger...

www.bloomberg.com

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Borja

@piterloskot82

11 months

I must admit that I did not expect this type of measure so early in the decade, but this is just one of several to come, mainly in the West. There will not be enough nuclear fuel for everyone #uranium

EDF warns of outages at Cattenom plant to save 6 months of fuel

“As of today Cattenom 1 will have to save a quantity of fuel equivalent to 160 days of full load operation“ before its next refuelling outage scheduled for 19 April 2025, it added in a statement....

montelnews.com

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Borja

@piterloskot82

1 year

It´s official, Kazakhstan and China Signed 47 agreements worth US22B$ on 18 May. And today Kazatomprom announces an Extraordinary General Meeting on 21 June. I'm sure it's just a coincidence... #uranium

Borja

@piterloskot82

1 year

Today Tokayev is in China upgrading Kazakhstan´s national strategy towards them. Just signed a frame agreement on the expansion of the Kazakh-Chinese strategic energy cooperation #uranium

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Borja

@piterloskot82

2 years

Let's dig deeper into KAP news. In October 2022 they showed their #uranium production forecasts for 2023-2024. Now, after only 3 months they have lowered the 2023 by 1,800tU. The global supply chain is the reason

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Borja

@piterloskot82

3 years

There is not enough #uranium for everyone

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Borja

@piterloskot82

9 months

KAP needs 1.7MM tons of sulfuric acid per year to keep up its production rate. It produces 0.68MM tons itself. Rest must be imported. Doesn't seem like a $ amount that a company as profitable as KAP can't afford. There could be more reasons to miss production targets #uranium

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Borja

@piterloskot82

3 months

Cheap #uranium is over

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Borja

@piterloskot82

2 years

Kazatomprom, the largest and by far the most profitable miner, announces a 28% increase in its AISC by 2023. In addition, #uranium sales to uts will be lower than in 2022. There will be shortages for many years to come, this issue has become structural

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Borja

@piterloskot82

8 months

KAP has done it again. Just 4 months ago it confirmed that it was going ahead with its 2024 #uranium production. Today, they are correcting by more than 3,000tU,more than they did a year ago. In few months they will repeat with 2025 production. No chance of achieving 31,000tU

Borja

@piterloskot82

2 years

Let's dig deeper into KAP news. In October 2022 they showed their #uranium production forecasts for 2023-2024. Now, after only 3 months they have lowered the 2023 by 1,800tU. The global supply chain is the reason

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Borja

@piterloskot82

9 months

What a start to 2024, China approves the construction of two new reactors at Taipingling, numbers 3 and 4. 1 and 2 are under construction. China is going to grab all the #uranium needed, they understand that security of supply is paramount

China Greenlights Two More Reactor Units at Taipingling Nuclear Plant

www.yicaiglobal.com

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Borja

@piterloskot82

2 years

China continues to contract additional #uranium , it has closed a deal with Paladin to receive 3.4Mlb in 2024 and 2025 at spot prices

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Borja

@piterloskot82

9 months

Pay close attention to the following: few months ago Mukanov stated that KAP would need 1.7MM tons of sulfuric acid for 2023´s #uranium production. Now Ibrayev says they need 2.2MM tons today. This is too significant increase in their new requirements.

Сернокислотный завод по итальянской технологии Balestra построят в Туркестанской области

Итальянская Balestra построит для "Казатомпрома" завод по выпуску 800 тыс. тонн серной кислоты в Туркестанской области

kz.kursiv.media

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Borja

@piterloskot82

2 years

Grant Isaac "We're talking about being on really the EARLY INNINGS of a contracting cycle and we've never launched a contracting cycle from a base of this stronger prices before" #uranium

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Borja

@piterloskot82

14 days

When #uranium investment started 6y ago, I never thought I would read this kind of news. It was always supply-driven. The growing demand is here. Now it is absolutely everyone's task not to derail this worldwide nuclear renaissance. Supply must be encouraged and must respond

Stephen Stapczynski

@SStapczynski

14 days

TECH GIANTS WANT NUCLEAR POWER ☢️ 🇺🇸 The shuttered Three Mile Island plant is returning to service in 2028 and will sell all its output to Microsoft 💸 Constellation to invest $1.6 billion to restart reactor as data-center power demand surges

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Borja

@piterloskot82

9 months

Here come the three digits, 5 year forward #uranium price 101$

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Borja

@piterloskot82

2 years

Yellow Cake "Due to strong investor demand, the Company increases the size of the Placing to US$75M from US$50M originally proposed" #uranium

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Borja

@piterloskot82

3 years

Kazatomprom warns Covid has disrupted the overall production supply chain #uranium

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Borja

@piterloskot82

10 months

Final agreement signed today, December 13, between Engie and Belgian government. Restart scheduled as early as November 2025. Fuel must be procured, another big RFP coming #uranium

ENGIE signs a final agreement with the Belgian government on the extension of

ENGIE signs a final agreement with the Belgian government on the extension of Tihange 3 and Doel 4 nuclear reactors - Newsroom Engie

en.newsroom.engie.com

Borja

@piterloskot82

11 months

Once the final agreement is signed, Engie will send its RFP to the market after several months of requesting information #uranium

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Borja

@piterloskot82

11 months

Rosatom is always the last to provide its Annual Report. The one for 2022 is tremendously revealing: transportation costs have skyrocketed by more than 7 times. This is unsustainable in the long term #uranium

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Borja

@piterloskot82

8 months

Targets change quantity: Uzbekistan has always stated that its goal was to double #uranium production by 2030. Well, last week Jamal Fayzullaev, Deputy Minister of Mining and Geology, said the new target is to increase production by 1.5 times, without specifying the time frame

Borja

@piterloskot82

9 months

Why Uzbekistan will fail, once again, in its #uranium production targets. They have been trying for years to increase their production without success. The main reason is the high level of carbonate which makes the recoveries low and affects the economics. Added to this is the

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Borja

@piterloskot82

4 years

According to Trade Tech there is only 3Mlb of active #uranium supply in the entire spot market as of friday 😳😳😳

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Borja

@piterloskot82

2 years

Pay attention: Kazakhstan and China have signed a memorandum to develop mutual settlements in chinese yuan #uranium

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Borja

@piterloskot82

5 months

More life extensions and more unexpected demand for #uranium . The forward price curve has only one direction

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Borja

@piterloskot82

3 months

Boom! The Government of Kazakhstan will convert US970M$ of its National Fund into 467.4B tenge to purchase Kazatomprom shares #uranium

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Borja

@piterloskot82

9 months

Why Uzbekistan will fail, once again, in its #uranium production targets. They have been trying for years to increase their production without success. The main reason is the high level of carbonate which makes the recoveries low and affects the economics. Added to this is the

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Borja

@piterloskot82

10 months

I try not to talk about companies but this time it's different: enCore has just announced that it is already producing #uranium . The last shares I bought was on 19/06/2019 after accumulating months before. It became my first position.

enCore Energy Commences Uranium Production at the South Texas Rosita ISR Uranium Central Processing...

DALLAS, Texas, Nov. 30, 2023 /CNW/ - enCore Energy Corp. (NYSE American:EU) (TSXV:EU) (the "Company" or "enCore") today announces the

encoreuranium.com

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Borja

@piterloskot82

3 years

Very good news from Kazakhstan: the situation is stabilizing and the riots are decreasing. The railway traffic is restored, the internet is back (KAP website also), companies are starting to recover production,... Only wish the best of luck to the Kazakh people 🙏 #uranium

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Borja

@piterloskot82

3 years

Conversion +10$ to 26$ SWU +20$ to 80$ #uranium

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Borja

@piterloskot82

3 years

Wait for the #uranium market to check all the cost overruns of hundreds and hundreds of millions of "expected" supply and years of delay. Market still not paying attention to what Kazatomprom says

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Borja

@piterloskot82

2 months

Euratom has just confirmed that the supply of conversion and enrichment for the next 4 years is depleted. With respect to U3O8, there are only crumbs left from new #uranium producers who must also turn to the spot market to meet their commitments

John Quakes

@quakes99

2 months

👨‍🏫 #Uranium enrichers are reporting surging demand & a soaring price for enrichment SWU that's hitting new all-time industry highs,🌋 a leading indicator for the future price of mined #U3O8 .📈🔮👀 Most commodity investors don't understand the unique #Nuclear fuel contracting chain

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Borja

@piterloskot82

3 years

While absolutely everyone is looking at Sprott, the Chinese, quietly and discreetly, are set to secure 52Mlb of future #uranium production this year alone. And there will be much more to come

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Borja

@piterloskot82

8 months

Hokkaido (Japan) continues to sell its nuclear fuel and provide some liquidity to the current tight market. In the last nine months it has sold fuel for a total of 38,454 million yen at a profit of 702 million. Inventory of all players as a whole continues to decline #uranium

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Borja

@piterloskot82

2 years

Conversion +1,75$ to 32$/kgU Enrichment +3$ to 87$/SWU All the pieces of the #uranium domino keep falling one after another

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Borja

@piterloskot82

5 months

No matter what Cameco/KAP produces, the supply side is too constrained vs demand. There are tens of millions of uncovered requirements in next few years. Mid term RFPs ignored by existing producers, they are sold out. How to cover? Spot market? No availability. Tough #uranium

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Borja

@piterloskot82

8 months

Children's party is over, it's time for the adults'. Big bites are coming to the physical #uranium market all along the curve. Now comes the moment where it will be seen who swims naked

Borja

@piterloskot82

8 months

in 1Q2006 there were very large RFPs, most notably a US ut for 18Mlb in the second week of March and delivery 2009-2018 and deadline April 14. Well, all of these early 2006 RFPs were executed satisfactorily and on time. LT price was $42-44. Where are we now? We are not even in

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Borja

@piterloskot82

2 years

than through the rest of the world. Supply is more uncertain than ever, while demand continues to grow. Having said all this, I have been invested in #uranium miners since 2019 and this is exactly the moment I have been waiting for, this exact moment

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Borja

@piterloskot82

4 years

Utilities, Game Over #uranium

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Borja

@piterloskot82

8 months

Government of Kazakhstan resigns #uranium

Gov't of Kazakhstan resigns

www.chinadaily.com.cn

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Borja

@piterloskot82

2 months

The unpredictability and fragility of #uranium supply will be a structural issue that, as of today, there is no light at the end of the tunnel

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Borja

@piterloskot82

1 year

Ur-Energy warns that work at Lost Creek has slowed due to difficulties in recruiting and retaining employees and contractors. The turnover rate is high. And this happens in a company with technically not complicated mining type #uranium

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Borja

@piterloskot82

7 months

It´s clear that today KAP is a money printer. But watch out for their warning about the 2024 #uranium production. Looking at the 2024 Capex the 2025 prod. will not increase significantly, if at all. The price paid for acid shows scarcity. U3O8 supply is far from matching demand

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Borja

@piterloskot82

1 year

During 2Q2023 Paladin closed a new offtake contract, thus closing its 2024 contract book. The medium term supply cannot meet the #uranium demand, they will very soon go for the spot market

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Borja

@piterloskot82

1 month

CNNC now states that Azelik will not produce #uranium in the ST because the conditions are not in place. It also warns of the current risks faced by traders due to supply uncertainty

Borja

@piterloskot82

5 months

How bad the #uranium supply situation must look that China is planning to resume operations at Azelik

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Borja

@piterloskot82

10 months

Force majeure, two words to consider for 2024 #uranium

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Borja

@piterloskot82

2 years

The availability of nuclear fuel material is very tight. Urenco is acquiring more UF6 and borrowing it. It´s "bringing" future supply to the present. This only postpones the supply availability problem and makes it even bigger #uranium

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Borja

@piterloskot82

6 months

China’s nuclear corporation expanded investment budget for 2024 by almost $17bn #uranium 👀

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Borja

@piterloskot82

3 years

Until recently Rosatom´s plan was that Mine 6 would come into #uranium production in 2024, today they´ve confirmed that it will be, at best, in 2026

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Borja

@piterloskot82

10 months

Kazatomprom signs #uranium supply contract with UAE. Less available for the West

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Borja

@piterloskot82

2 months

Demand continues to increase. Buying panic on the part of the uts will set in. Due to their complacency over the years, they will send #uranium prices to levels unimaginable a few years ago

Borja

@piterloskot82

1 year

KEPCO (South Korea) today reiterated its commitment to nuclear power. Investments are on the rise again. Now they only have to return to their historical U3O8 purchase commitments, which are much higher than today's, as they have dropped by 51% in the last 4 years #uranium

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Borja

@piterloskot82

2 years

Pay attention: today CGN & CGNPC entered into the New Sales Framework Agreement for another 3y, starting in 2023 to 2025. Minimum #uranium to purchase: 3,12Mlb/y. The price? That one 👇

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Borja

@piterloskot82

1 month

Confirmed by Chinese sources: Russian company PIMCU announced that the production of its No. 6 #uranium mine project will kick off in 2028, 2 years behind schedule

Borja

@piterloskot82

3 years

Until recently Rosatom´s plan was that Mine 6 would come into #uranium production in 2024, today they´ve confirmed that it will be, at best, in 2026

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Borja

@piterloskot82

3 years

Where is the #uranium supply that the market needs supposed to come from? Kazakhstan is the largest and most reliable producer. As of today, the conditions for an increase in production in 2024 above the Subsoil Use Agreement do not exist because of the lack of interest required

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Borja

@piterloskot82

4 months

French nuclear fleet expansion goes a step further #uranium

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Borja

@piterloskot82

15 days

The production of #uranium in restarting deposits is fraught with difficulties and challenges. Future production will fall short of what the market discounts as certain. Just an example, URG's production will be 43% lower than its first 1Q2024 guidance

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Borja

@piterloskot82

3 years

Here we go, SWU +$2 to $58 #uranium

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Borja

@piterloskot82

23 days

You read the financial reports of Western utilities and they all claim to be covered with non-Russian #uranium . We may see how many of them swim naked

FinancialJuice

@financialjuice

23 days

RUSSIA'S PUTIN: MAYBE WE SHOULD THINK ABOUT EXPORTS RESTRICTIONS OF SOME GOODS, SUCH AS URANIUM.

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Borja

@piterloskot82

10 months

Just to wish you all a Merry Christmas, and most importantly, good health to all of you and your loved ones. The future is already written, it is #uranium shortage, there is no chance to reverse the situation. To the (western) uts wish them luck. Merry Christmas!

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Borja

@piterloskot82

1 year

Boom! Next unexpected #uranium RFP coming

ENGIE signs an agreement with the Belgian government on the extension of Tihan

ENGIE signs an agreement with the Belgian government on the extension of Tihange 3 and Doel 4 nuclear reactors and all obligations related to nuclear waste - Newsroom Engie

en.newsroom.engie.com

Borja

@piterloskot82

1 year

The market has realized with Diablo Canyon's RFP that there is little uncommitted #uranium supply in the medium term.Just look at the rise in 3y and 5y prices. It took 80 days to complete an RFP that was "urgent". Now it will be Engie's turn to secure fuel

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@piterloskot82

18 days

Over the weekend there have been more statements from the Russian side about possible #uranium export restrictions. Constellation is one of the few to acknowledge in its reports its dependence on Russia. Many western uts are in a very compromised situation

Borja

@piterloskot82

5 months

Constellation #uranium

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Borja

@piterloskot82

4 months

The tipping point has arrived. Some data from the US Annual Report: the US bought 51.6Mlbeq in 2023 (only had to deliver to enrichers 33.5Mlbeq) and loaded into reactors 43.9Mlbeq. Uts #uranium inventory has grown to 110Mlbeq (7.6Mlbeq more than in 2022).

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@piterloskot82

3 years

Uncertainty of #uranium supply at Cigar Lake will continue during 2022 due to delays and deferrals in project work as a result in suspension in production, including lower capex, which introduces potential risk to the production rate in 2022. Supply is NOT guaranteed

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@piterloskot82

11 months

Everyone is short of U3O8: utilities, producers, states, enrichers,... #uranium

Macron hopes trip to former Soviet states will secure uranium, counter Russia

French President Emmanuel Macron is to visit Kazakhstan and Uzbekistan next week, as France seeks to counter Russian influence in the former Soviet republics and strengthen economic ties in countries…

www.rfi.fr

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Borja

@piterloskot82

3 years

Do simple add and subtract numbers: warehouse in China (12Mlb/y), ANU fund and the $100M/year YCA deal. How much will be left for utilities by the largest #uranium producer? We are in the era of the war for energy security

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Borja

@piterloskot82

4 months

When there are big jumps in price it means something is broken. In May it has been confirmed, once again. Enjoy the ride that is coming #uranium

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@piterloskot82

11 months

Converdyn is fully sold out until January 2029. In the West, and especially in the US, there are many millions U3O8eq uncovered between now and 2029. The conversion price tells us that at least one link in the chain is broken #uranium

John Quakes

@quakes99

11 months

⚡️📰 This morning's opening Spot prices from US #Nuclear fuel brokers ' #Uranium Markets':🏇 🔷 #U3O8 opens at $78.50 with $80 Ask👊 🔷 #UF6 is Up +$8 to $252⤴️ 🔷Conversion is UP another $1.75 to a new all-time record high of $46⏫🏆 #GetYourTicketToRide 🎫🚆🤠🐂

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Borja

@piterloskot82

1 year

When the two major #uranium producers borrow material to manage own inventory level and at the same time are buyers in the spot market this should lead uts to think that much higher prices are needed to incentivize production for future demand

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@piterloskot82

5 months

Reliable, clean and cheap source of energy. The world has already turned (again) to nuclear, we are entering a new era #uranium

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@piterloskot82

3 years

When the most reliable producer warns of uncertainty in future production plans it is time to stop and think carefully. #uranium market, wake up once and for all!!!

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@piterloskot82

11 months

Current and future #uranium demand is robust, solid and predictable. Exactly the opposite of supply "Kashiwazaki-Kariwa, World's Largest Nuclear Power Station Prepares for Restart"

Kashiwazaki-Kariwa, World's Largest Nuclear Power Station Prepares for Restart | JAPAN Forward

The Kashiwazaki-Kariwa power station restart, a key toward the dual goals of energy security and decarbonization is now strengthening counterterrorism measures.

japan-forward.com

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Borja

@piterloskot82

1 month

Another important fact to add to the increased production of Russian JVs: 47.31% of Kazatomprom's sales in 1H2024 were to China. Western utilities should take note of where #uranium supply is heading

Borja

@piterloskot82

1 month

What do all these JVs that have grown in production have in common? They all have Russian participation. It is clear where the ball is rolling #uranium PS. Zarechnoye also is Russian JV but it´s near depletion

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Borja

@piterloskot82

1 year

Yellow Cake´s US125M$ placing completed. Less #uranium available for end users

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@piterloskot82

8 months

There was a time when Uranium One (Rosatom) was very transparent about its Kazakh assets and their #uranium production values. Its Akbastau field (50% each KAP&U1) produced 19,148lb per production well in 2015. In 2020 production plummeted to 9,844lb/well

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@piterloskot82

1 year

More unexpected demand on the horizon. #uranium supply in the medium term is very very tight and these restarts are mainly focused on it

New state budget includes money to restart Palisades

Michigan lawmakers have advanced the next state budget, and it includes money to restart the Palisades nuclear power plant. The $81.7 billion overall spending plan uses most of the state’s surplus...

www.wsjm.com

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Borja

@piterloskot82

7 months

Urenco continues to increase its borrowings. When a market has a healthy supply, borrowing/lending is a optimizing mechanism. When the supply side is broken it only takes one failure to cause distrust and chaos. Practically everyone is short #uranium

Borja

@piterloskot82

2 years

The availability of nuclear fuel material is very tight. Urenco is acquiring more UF6 and borrowing it. It´s "bringing" future supply to the present. This only postpones the supply availability problem and makes it even bigger #uranium

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@piterloskot82

1 year

The market has realized with Diablo Canyon's RFP that there is little uncommitted #uranium supply in the medium term.Just look at the rise in 3y and 5y prices. It took 80 days to complete an RFP that was "urgent". Now it will be Engie's turn to secure fuel

Extending Belgium's nuclear reactors: 'Substantial progress' made with Engie

“The final details of an agreement with Engie must now be approved, with the aim of completing in the next few days.”

www.brusselstimes.com

Borja

@piterloskot82

2 years

Engie's nuclear fuel inventory has decreased by 48% over the last 5 years. If the 3 conditions are met to maintain Doel4 & Tihange3, Engie will have to enter the market and contract fuel. Demand that was not foreseen. The decline in inventories has only just begun #uranium

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Borja

@piterloskot82

1 year

Few years ago, several insiders warned of what was to come, among them Askar, once the visible face of Kazatomprom. He said that there was a possibility that there would be no #uranium for everyone in the future. On the other side of the table they were smiling proudly,

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Borja

@piterloskot82

11 months

Duke intends to seek renewal of operating licenses and 20 year license extensions for all of their nuclear stations. The extensions will be announced one after the other resulting in a robust and rising demand. Supply will simply not be able to keep up with this trend #uranium

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Borja

@piterloskot82

1 year

@quakes99 @SilverCrisis405 @uraniuminsider @JekyllCapital Just yesterday the Minister of Industry of Kazakhstan announced in Yekaterinburg that JVs with Russia will double next year and Russian investments in Kaz will be $75B over the next 5y. It should be very clear to which two countries the majority of the Kazakh #uranium will go

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Borja

@piterloskot82

1 year

Two largest producers sold out until 2027? If so, no choice to meet uncovered needs through 2027, 0% chance to cover all of them #uranium

UxC

@UxC_Nuclear

1 year

UxC President Jonathan Hinze spoke to @TheEconomist about the recent rise in #uranium prices and incentive prices for new uranium mines to support the growth of #nuclear power.

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Borja

@piterloskot82

7 months

The Ballestra sulfuric acid plant in Kazakhstan will most likely be delayed to 2027. The supply of sulfuric acid will be essential to increase production, not the amount of Capex. China won´t provide it. If there is not acid, paper (money) is worthless #uranium

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Borja

@piterloskot82

8 months

Where are we in terms of LT contracting compared to the previous #uranium cycle? 2005 was the first year of the previous cycle in which the annual consumption + inventory build-up by the uts (254Mlb in total) was contracted. It is worth noting, and to give just one example,

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Borja

@piterloskot82

10 months

Today China confirms again the expansion of its nuclear fleet. They are going to need a lot of fuel. And keep building inventory. The rumors that they want a part of Inkai 2&3 has a basis. They are, along with Russia, way ahead of the rest in securing future #uranium supply

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Borja

@piterloskot82

3 years

Yellow Cake is pleased to announce that 30,000,000 new Ordinary Shares have been placed with existing and new institutional investors at a price of £3.64 per share #uranium

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Borja

@piterloskot82

2 years

European #uranium inventory declines as reactor lifetimes are extended

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Borja

@piterloskot82

2 months

The Russian deliveries to EU utilities in 2023 has been huge. The dependance is total. All the uts in the West claim that they are covered with non-Russian #uranium but the data and especially the mathematics do not add up. CORNERED

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Borja

@piterloskot82

3 years

The #uranium contracting cycle and long term price formation are in their infancy stage

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Borja

@piterloskot82

2 years

ANU Energy completes first round of funding and receives first delivery of #uranium The total value of the investments received into ANU Energy from initial investors exceeds $74M, over $24M more than has been initially planned

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Borja

@piterloskot82

3 years

CGN Mining announces completion of HK$800M capital increase to be used as WC and for acquisition of #uranium resources projects

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Borja

@piterloskot82

2 months

We are in a bifurcated market made official with the Russian U ban from 2028. The West should not count at all on the extra Kazakh pounds (just the opposite), they already have a home. West is short of capacity in both product and services. It needs to wake up once and for all!

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Borja

@piterloskot82

4 months

There are details that speak volumes: Slovenia has created a Strategic Nuclear Fuel Inventory #uranium

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