Uran Forum

zu Kernkraft und AKWs.        Pflicht !!!

https://www.youtube.com/watch?v=QyDweEXOx5Q  

Interessant, aber hilft den Kursen im Moment leider nicht.  

Anfield’s Velvet-Wood and Slick Rock Uranium and Vanadium Projects Show Economic Potential

https://www.theassay.com/news/...nnel=tw-918382730424885248&amp=1  

....  Kernbrennstäbe produziert? "

https://globeecho.com/news/europe/germany/...n-be-produced-in-lingen/

" .... Greenpeace fügte hinzu, dass dies die siebte Ladung Uran von Russland nach Frankreich seit Beginn der Invasion Moskaus in der Ukraine sei. Die Baltiyskiy 202, ein russisches Frachtschiff, kam diesen März aus St. Petersburg an und entlud „25 Flaschen mit russischem angereichertem Uran“. ..."

https://thedeepdive.ca/us-ranium-the-exodus-from-russian-uranium/  

gestern ein rebalancing durchgeführt. Daten dazu in folgendem tweet:

https://twitter.com/UraniumEquities/status/1642191418910289922  

meine australischen Werte mochten es heute morgen und am Freitag die kleinen Kanadischen Werte.

Peninsula +13,79%
Deep Yellow +11,40%
Bannerman +11%
Elevate +8,33%  

Nuclear Energy Agency, 568 Seiten ....

https://www.oecd-nea.org/jcms/pl_79960/...urces-production-and-demand  

" Cameco und Bruce Power feiern Verlängerung der langfristigen Vereinbarungen für Kernbrennstoff bis 2040"

".....Die neue Vereinbarung erweitert die 2017 angekündigten exklusiven Brennstoffversorgungsvereinbarungen zwischen Cameco und Bruce Power und beinhaltet Bestimmungen für Cameco, 100 Prozent des Bedarfs von Bruce Power an Uran, Umwandlungsdiensten und Brennstoffherstellung zu liefern. Die Verlängerung stellt geschätzte 2,8 Milliarden US-Dollar an zusätzlichem Geschäft zwischen den Unternehmen von 2031 bis 2040 dar. ...."

https://www.cameco.com/media/news/...of-long-term-arrangements-for-nu  

" Habeck will Importeure von russischem Uran sanktionieren"
05.04.2023

https://www.n-tv.de/politik/...ran-sanktionieren-article24034539.html  

Zuri-Invest (Schweiz) beabsichtigt bis zum 23. April 100 Mio. USD von Investoren einzusammeln um davon physisches Uran am Sekundärmarkt zu kaufen.

Interessant ist : " ... The structure will hold physical uranium  and commits to deploying all investment receipts into the purchasing of uranium as soon as practically possible and as soon as sufficient cash is available to buy a standard lot size (100,000 lbs. of U3O8) in the market. Secondary market trading orders are received and processed on a best-effort basis, with a bid-offer spread of 1% under normal market conditions. ...."

So wie ich das verstehe, beginnen sie mit dem Kauf von physischem Uran, sobald sie genügend Cash eingenommen haben um mind. 100.000 lbs zu kaufen (?)

Die ISIN-Nummer für das Finanzinstrument ist CH1214916533. Ich würde gerne die Käufe und den Bestand nachvollziehen, kann aber zu der ISIN-Nummer (noch) nichts finden. Hat jemand von euch vielleicht ein paar Infos dazu, wo man das nachverfolgen kann ?

 

exploration in Uran und Lithium wird forciert.

https://www.reuters.com/markets/commodities/...hium-finds-2023-04-05/  

"BEWUSSTSEIN ZU URAN VERÄNDERT SICH"

Aber die Globalisierung wird gerade "rückabgewickelt". China und Indien werden sich wie bei Öl und Gas nun auch ihr Uran billig in Russland kaufen. Der "Westen" wird beim BRICS+ Block in Sachen Rohstoffen wohl eher gemieden werden. Man will keine Dollargeschäfte mehr. Der Weltmarkt ist tot. Kanada und Australien werden wohl bei den Atom-Zukunftsmärkten eher keine grossen Lieferanten mehr sein.  

https://eu.eot.su/2023/04/08/...h-countries-that-buy-russian-uranium/  

" The Department of State and the Department of Treasury" haben gestern weitere Sanktionen gegen Rosatom beschlossen:

April 12, 2023
" ......
Constraining Rosatom

The Department is designating five entities and one individual that are part of the State Atomic Energy Corporation Rosatom.  We are imposing these designations to constrain Rosatom, given that it uses energy exports, including in the nuclear sector, to exert political and economic pressure on its customers globally.

The following entity is being designated pursuant to Section 1(a)(i):

  - The Federal Scientific and Production Center “M.V. Protsenko Start Production Association”  for operating or having operated in the defense and related materiel sector of the Russian Federation economy.  Protsenko advertises that it develops and produces complex technologies for nuclear facilities.

The following entities and individual are being designated pursuant to Section 1(a)(vii):

 -  Rusatom Overseas JSC  for being owned or controlled by, or having acted or purported to act for or on behalf of, directly or indirectly, the Government of the Russian Federation.  Rusatom Overseas is involved in Rostom’s corporate development, with stated goals of building up Rosatom’s overseas nuclear power plant order portfolio and maintaining Russia’s leading position in the global nuclear market.
      - Evgeny Pakermanov, the president of Rusatom Overseas, for being or having been a leader, official, senior executive officer, or member of the board of directors of Rusatom Overseas.

  - Kovrov Mechanical Plant PJSC (KMZ)  for being owned or controlled by, or having acted or purported to act for or on behalf of, directly or indirectly, the Government of the Russian Federation.  KMZ engages in the manufacture of gas centrifuges and also offers special nuclear equipment components and accessories.

  - Vladimir Tochmash Joint Stock Company for being owned or controlled by, or having acted or purported to act for or on behalf of, directly or indirectly, the Government of the Russian Federation.  Tochmash advertises that it is involved in manufacturing specialty equipment for use in gas centrifuges and nuclear power facilities, among other things.

-   JSC Nauchno-Issledovatelsky i Konstruktorsky Institut Montazhnoy Tekhnologii Atomstroy (NIKIMIT) for being owned or controlled by, or having acted or purported to act for or on behalf of, directly or indirectly, the Government of the Russian Federation.  NIKIMIT is involved in the development and application of technologies for nuclear facilities, dismantlement of decommissioned nuclear facilitates, and construction of new infrastructure for nuclear decommissioning. "

https://www.state.gov/...ions-and-perpetuate-its-war-against-ukraine/


 

" ..... As for Russia, the country is currently considering options for the possible re-direction of its uranium supplies to alternative markets, given the present favourable conditions in the market, where demand for uranium exceeds supply. Therefore, among the possible options for Russian uranium, there could be China and India and possibly some emerging nations. ...."

https://resourceworld.com/...pplies-to-us-could-impact-global-market/  

Ganz typisch Staatsfunk. Bisher wird alles abgenickt und schöngefärbt, was die Praktikanten in Berlin von sich geben. Jetzt, wo es zu spät ist, kommen die mit einer Doku hinter dem Ofen vor. Übrigens werden die Grünen die 3 AKWs sofort nach dem Abschalten unbrauchbar machen, damit es ja keinen Weg zurück gibt. Eine nette Säurespülung, wie im AKW Grohnde.


https://www.ardmediathek.de/video/dokus-im-ersten/...FfMjItNTAtTUVTWg  

https://www.tagesschau.de/wirtschaft/...chweden-akw-forsmark-101.html  

Auf twitter:  
" Had a good call with a representative for the Zuri-Invest AMC #uranium vehicle. Apparently they are witnessing strong investor interest and will likely raise substantially more than the $100m they aimed for until the end of the subscription period.
....
Given strong demand the AMC will likely raise $150m+, which will take 3m lbs of #U308 off the market. Currently, the AMC is not available in the US, but will likely be added to the US in a couple of months. This will lead to additional concentrated demand a few months out.  ...."

https://twitter.com/marlon_eibl/status/1646574038406365188  

Published 16 April 2023

" New nuclear fuel agreement alongside G7 seeks to isolate Putin's Russia

An alliance between the UK, US, Canada, Japan and France, aimed at displacing Putin from the international nuclear energy market, has been announced in Sapporo, Japan today.   ...... "

https://www.gov.uk/government/news/...-seeks-to-isolate-putins-russia  

https://www.youtube.com/watch?v=gCvtjtxA2n8  

Der Uranmarkt scheint wieder Fahrt aufzunehmen!  

F3 Hits 57.6% U3O8 Over 1.0m within 9.4% over 14.5m in 60m Step-out from A1 Discovery

https://www.newsfilecorp.com/release/162631

https://mobile.twitter.com/quakes99/status/1647941590332379137  

Kommentare aus twitter:

- Zuri-Invest's Uranium AMC will be purchasing in Spot market only
- for immediate delivery only (which is within 30 days)
- They've indicated that if there is no material for immediate delivery then they will keep raising their bid until a seller is motivated to sell.
- They also said they will be deploying their funds the week after their subscription closes.

subscription close ist anscheinend am 21.04. , also am kommenden Freitag.

Cameco Q1 und Conference Call:
Cameco (TSX: CCO; NYSE: CCJ) will issue its first quarter results before markets open on Friday, April 28, 2023.

 

20.04.2023
Extension of subscription period for AMC on Physical Uranium

Given the positive response to the product over the recent Easter holidays and at the request of investors with pending orders, Zuri-Invest AG has decided to extend the subscription period until May 26th 2023.

https://www.zuri-invest.ch/en/news/extension-of-subscription-period  

Is the Uranium Market About to Crash?

https://www.youtube.com/watch?v=sAWFpmlmI4I