Uran Forum
Time Stamp References:
0:00 - Introduction
0:49 - Cameco Call
5:58 - Restart Period
9:39 - Spot Pricing
17:14 - SPUT & NYSE
18:25 - Supply Tightness
24:16 - Reactor Extensions
27:00 - Small Mod. Reactors
29:40 - Market Sentiment
33:54 - Uranium & Corrections
36:10 - Cash Position
37:00 - Concluding Thoughts
Optionen
| Boardmail an "Bozkaschi" |
Wertpapier: Kazatomprom GDR |
.... to keep struggling nuclear reactors online
Published Feb. 16, 2022
https://www.utilitydive.com/news/...g-nuclear-reactors-online/618919/
Published Feb. 16, 2022
https://www.utilitydive.com/news/...g-nuclear-reactors-online/618919/
Optionen
| Boardmail an "Bozkaschi" |
Wertpapier: Kazatomprom GDR |
Angehängte Grafik:
45db93cb-38ee-467f-be30-04218e98add2.png (verkleinert auf 65%)
45db93cb-38ee-467f-be30-04218e98add2.png (verkleinert auf 65%)
" Now’s the time to own commodities, says Goldman Sachs
February 17, 2022
Daraus zu Uran:
" Uranium outlook
Mr Currie’s outlook for uranium is also “very bullish” on a medium and long-term basis.
“The realisation around the world is that if you really want to solve climate change and decarbonise, you need to do this with nuclear power and you need to do it with microgenerators,” he said.
“The outlook is extremely positive from a fundamental perspective, then if you throw Kazakhstan on top of it, it just creates a much more bullish outlook,” he added, referring to the ongoing turmoil in the Central Asian country that produces more than 40% of the world’s uranium.
Mr Currie also remarked that uranium could really “take off” in the event that a government in Europe decides to classify nuclear power as “ESG friendly” or “green”, which he believes is “really close to happening”.
https://smallcaps.com.au/...wn-commodities-super-cycle-goldman-sachs/
February 17, 2022
Daraus zu Uran:
" Uranium outlook
Mr Currie’s outlook for uranium is also “very bullish” on a medium and long-term basis.
“The realisation around the world is that if you really want to solve climate change and decarbonise, you need to do this with nuclear power and you need to do it with microgenerators,” he said.
“The outlook is extremely positive from a fundamental perspective, then if you throw Kazakhstan on top of it, it just creates a much more bullish outlook,” he added, referring to the ongoing turmoil in the Central Asian country that produces more than 40% of the world’s uranium.
Mr Currie also remarked that uranium could really “take off” in the event that a government in Europe decides to classify nuclear power as “ESG friendly” or “green”, which he believes is “really close to happening”.
https://smallcaps.com.au/...wn-commodities-super-cycle-goldman-sachs/
" CNSC verlängert die Lizenz für die Kernbrennstoffanlage der Cameco Corporation für ihre Raffinerie Blind River für einen Zeitraum von 10 Jahren"
17. Februar 2022 – Ottawa
https://www.canada.ca/en/...-river-refinery-for-a-10-year-period.html
17. Februar 2022 – Ottawa
https://www.canada.ca/en/...-river-refinery-for-a-10-year-period.html
Nuclear Energy And Uranium Moving Into The Mainstream
Feb. 19, 2022 4:40
https://seekingalpha.com/article/...ranium-moving-into-the-mainstream
Feb. 19, 2022 4:40
https://seekingalpha.com/article/...ranium-moving-into-the-mainstream
Jim Pelchat on Uranium, Global, Western & UEC: Which Stocks Does He Like?
https://resourcetalks.com/podcast/...n-uec-which-stocks-does-he-like/
https://resourcetalks.com/podcast/...n-uec-which-stocks-does-he-like/
February 20, 2022
" .... Nun müssen wir uns fragen, wie viel Prozent des Urans, das von US-amerikanischen und europäischen Energieversorgern gekauft wird, aus Russland stammt? Kurz gesagt, etwa 15-20 % basierend auf den Zahlen von 2020. Quelle ist die UVP und die ESA. Das ist bedeutsam. ..."
https://esurien.com/2022/02/uranium-story-part-17-russia/
" .... Nun müssen wir uns fragen, wie viel Prozent des Urans, das von US-amerikanischen und europäischen Energieversorgern gekauft wird, aus Russland stammt? Kurz gesagt, etwa 15-20 % basierend auf den Zahlen von 2020. Quelle ist die UVP und die ESA. Das ist bedeutsam. ..."
https://esurien.com/2022/02/uranium-story-part-17-russia/
" The policy shock delivered by the Fed in January led the Sprott Physical Uranium Trust to take time out from its planned uranium purchases as financial market volatility played out. As a result, the uranium market in general went quiet.
This changed two weeks ago when the SPUT returned in force to acquire another 1mlbs U3O8 in the spot market. Traders and other speculators jumped on the bandwagon, leading to 12 transactions totalling 1.5mlbs for the week.
Last week the spot market went relatively quiet again, likely reflecting the rise in geopolitical angst, but it didn’t stop the SPUT. A total of 600,000lbs U3O8 changed hands, and the SPUT was the only buyer. "
https://www.fnarena.com/index.php/2022/02/22/...eek-pure-speculation/
This changed two weeks ago when the SPUT returned in force to acquire another 1mlbs U3O8 in the spot market. Traders and other speculators jumped on the bandwagon, leading to 12 transactions totalling 1.5mlbs for the week.
Last week the spot market went relatively quiet again, likely reflecting the rise in geopolitical angst, but it didn’t stop the SPUT. A total of 600,000lbs U3O8 changed hands, and the SPUT was the only buyer. "
https://www.fnarena.com/index.php/2022/02/22/...eek-pure-speculation/
Bei Anfield Energy ist Newsflow etwas mager. Wäre eurer Meinung nach guter Zeitpunkt nachzukaufen? Bin dort bei -25%, langfristig denke ich aber, dass die sie zum Leben erwachen könnten.
Spot #uranium 4300/4350 USc/Lb #U3O8 (Delivery at ALL , Chg +13c, +0.30%) ALL = CVD 0c/Lb, ALL = CMX 0c/Lb See https://numerco.com/NSet
schließt sich den Russischen Aktien an.Hoffe die US Werte können sich später davon abkoppeln.
Optionen
| Boardmail an "Bozkaschi" |
Wertpapier: Kazatomprom GDR |
leidet schwer heute.Hat damit zu tun,dass Kazachstan als russischer Satellitenstaat von kommenden Sanktionen ebenfalls betroffen sein wird.
Wer wird davon profitieren?Fängt mit C an und hört auf O.Erraten?Bravo.
Wer wird davon profitieren?Fängt mit C an und hört auf O.Erraten?Bravo.
kleines positives Zeichen ist, dass vorher der Spotpreis ( das ASK ) nochmals minimal um 0,25 USD gestiegen ist.
Vattenfall stops deliveries of Russian nuclear fuel
https://group.vattenfall.com/press-and-media/...-russian-nuclear-fuel
https://group.vattenfall.com/press-and-media/...-russian-nuclear-fuel
positiv ist das die Amis Uranwerte nicht den Australiern folgen und jetzt ins plus gehen. Yes !
Optionen
| Boardmail an "Bozkaschi" |
Wertpapier: Kazatomprom GDR |
Angehängte Grafik:
bildschirmfoto_2022-02-24_um_15.png (verkleinert auf 48%)
bildschirmfoto_2022-02-24_um_15.png (verkleinert auf 48%)
Spot #uranium 4350/4400 USc/Lb #U3O8 (Delivery at ALL , Chg +25c, +0.57%) ALL = CVD 0c/Lb, ALL = CMX 0c/Lb See https://numerco.com/NSet
hast du schon bei John Quakes gesehen : " A client at Merrill Lynch is piling into @Sprott
Physical #Uranium Trust this morning ..."
Hat für knapp 7,7 Mio $ gekauft.
Physical #Uranium Trust this morning ..."
Hat für knapp 7,7 Mio $ gekauft.
Gerichtsurteil zugunsten Energy Fuels :
" Das Berufungsgericht entscheidet gegen den Havasupai-Stamm in der Pinyon Plain-Mine in der Nähe des Grand Canyon "
Veröffentlicht am 23. Februar 2022
https://www.knau.org/knau-and-arizona-news/...-mine-near-grand-canyon
" Das Berufungsgericht entscheidet gegen den Havasupai-Stamm in der Pinyon Plain-Mine in der Nähe des Grand Canyon "
Veröffentlicht am 23. Februar 2022
https://www.knau.org/knau-and-arizona-news/...-mine-near-grand-canyon
" Yee-Haw! @Sprott Physical #Uranium Trust appears to have issued 6.5 Million units via ATM block trades with an RBC client in the first 30 minutes of today's session, raising over C$96M (US$75 Million) to nearly double #SPUT's cash position to over US$150M today. "
75 Mio. USD !!!!!!!
75 Mio. USD !!!!!!!