MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better
Macro Voices
Uranium Markets and Geopolitical Tensions
This chapter explores the complexities of uranium contracts, particularly focusing on forward contracts for enrichment and conversion amid geopolitical tensions between the U.S. and Russia. It examines the implications of recent legislation banning Russian enriched uranium imports and the potential retaliatory measures from Russia. Additionally, it highlights China's aggressive nuclear energy strategy and the need for the West to strengthen its own uranium supply chains.
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