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27min chapter
MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
Macro Voices
Navigating the Nuclear Fuel Market Dynamics
This chapter explores the evolving landscape of the nuclear fuel market, highlighting Kazatomprom's impact on buyer behavior amid rising production costs and geopolitical tensions. It delves into the complexities of uranium supply, including production adjustments and the crucial interdependence between Eastern and Western markets. The discussion underscores the risks posed by complacency among buyers and the potential disruptions from global political conflicts, particularly the implications of the Russia-Ukraine situation.
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