MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!
Macro Voices
Navigating the Uranium Market Dynamics
This chapter explores the complexities of the uranium market amidst recent commodity shifts and tariff announcements. It contrasts a bullish outlook for the nuclear industry with declines in investor sentiment and highlights key challenges such as supply-demand imbalances and the influence of utility companies. The discussion reveals the intricate nature of uranium contracts, geopolitical impacts on pricing, and the long-term realities facing uranium trade.
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