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25min chapter
MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
Macro Voices
Uranium Market Dynamics Unveiled
This chapter explores the complexities of the uranium market, focusing on the disparities between long-term contracts and spot market trading. It highlights the vulnerabilities in the spot market, including manipulation risks and liquidity challenges, while stressing the importance of understanding market structure for fuel buyers. The discussion also reflects on the impacts of historical events and geopolitical influences on uranium pricing and supply decisions.
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