NYSEAM:UEC - Post by User
Post by
GSTbay1060on Nov 15, 2024 12:08pm
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Post# 36315088
Lack of enrichment
Lack of enrichment Will this cause the refiners to require contracts with higher tails assay?? Meaning that more raw u3o8 will be required to produce the same fuel bundle.. So as uranium stocks rocket and crash back just remember the Russian news will affect supply levels. Wether the ban is lifted in the future or not it still impacts the supply long term. The real interesting development that is flying below the radar is the Kazatomprom deal with China.. I think the Russian ban is overshadowing that news.. red or green today is always a coin toss??? We wait..
glta
dyodd