MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
Macro Voices
Uranium Market Dynamics Unveiled
This chapter explores the intricacies of the uranium market, particularly the distinctions between long-term and spot trading markets. It highlights the vulnerabilities of the spot market and discusses the factors driving demand and pricing mechanisms, including the impact of recent geopolitical events. The speaker shares personal experiences challenging conventional supply and demand forecasts, emphasizing the need to question biases within the procurement process.
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