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Uranium resurgence


100%.

Concerning as an investor in the uranium space.
 
or ICE cars, trucks, fields, individual houses, fire, anything we used to call progress but is obviously the crime of mankind against nature ;-)
 
Very much doubt this will negatively impact the new physical ETF.

Uranium Draws Investors as SEC Rejects Sprott U.S. Fund

(Bloomberg) -- Commodities investors see uranium as a rising star, a material needed for nuclear power in a world moving away from fossil fuels. For the U.S. Securities and Exchange Commission, investing in it is another story.
Most Read from Bloomberg


The SEC this week rejected an application by the Sprott Physical Uranium Trust to become the first such fund to trade on U.S. exchanges, the company said, citing a failure to meet listing standards. A Sprott statement pointed to challenges including the structure of the trust “and the nature of the physical uranium market.”

Think about it: how would redemption and delivery of radioactive material work?

continue reading...

hold PDN, PEN, DYL, AGE
 
Imagine Iran becoming the major shareholder...and redeeming?
 
Imagine Iran becoming the major shareholder...and redeeming?
Who needs to worry about Iran when the biggest, craziest warmonger in the whole world has loads of the stuff already in Russia and with existing bombs, Iran would be the least of our problems.

Edit. I think the biggest risk is Sprott might corner the market for Uranium and that is not a good thing.
 
I'm still bullish on uranium medium term, until there's another tsunami that effects a stupidly positioned reactor, or the Green's get in power.
Was more a case of backup pumps and generators failing due to being to low and being inundated, by memory.
One small design and planning flaw bringing the whole thing undone.
 
I though you were talking US, our role model.....
 
Reactions: Ann

Nuclear Power in the United Kingdom​

(Updated April 2022)

  • The UK generates about 15% of its electricity from about 7 GW of nuclear capacity.
  • Most existing capacity is to be retired by the end of the decade, but the first of a new generation of nuclear plants is under construction.
  • Government plans call for up to 24 GW of new nuclear capacity by 2050 to provide about 25% of electricity.
  • The UK has implemented a thorough assessment process for new reactor designs and their siting.
  • The UK has privatized power generation and liberalized its electricity market, which together make major capital investments problematic.
 

Skyharbour buys into Rio Tinto’s Russell Lake uranium project​


Excerpt:
May 20

After years of depressed prices and halted production, the uranium market is experiencing a revival on supply worries steaming from sanctions against Russia’s state-owned atomic energy company, Rosatom.

Earlier this month, Cameco and Orano increased their stakes in the Cigar Lake uranium mine in northern Saskatchewan by buying Idemitsu Canada Resources’ 7.9% interest in the asset for C$187 million (about $144m).

Spot prices have doubled from lows of $28 per pound last year to $64 in April, motivating the reactivation of projects that were set aside after a 2011 earthquake and tsunami crippled Japan’s Fukushima nuclear power plant.

Cameco is also restarting its McArthur River mine and Key Lake mill this year, which have been on care and maintenance since mid-2018.

“Things are moving very quickly in our industry, and we’re seeing countries and companies turn to nuclear with an appetite that I’m not sure I’ve ever seen in my four decades in this business,” CEO Tim Gitzel said on a May 5 earnings call.

For years, Canada was the world’s largest uranium producer, accounting for about 22% of world output, but in 2009, was overtaken by Kazakhstan.
 
 
Uranium coming back due to the US stating that they need to source internally instead of using Russia. Biden is throwing $$ at it apparently.

A timely post on YouTube.

 
I wonder if this consolidation will result in a similar move after the last one from Sep-Mar.



 
I wonder if this consolidation will result in a similar move after the last one from Sep-Mar.

View attachment 143834

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Macquarie have some interest in AURA ENERGY LIMITED, and have increased ownership.

 
Something's afoot in the uranium market. The uranium ETF - URA had a big up day yesterday. This induced buying in the ASX uranium stocks. I notice that the pre-market price for URA is up another 3% before the open.


What's the gossip Watson?
 
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