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MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
Macro Voices
Impact of Reduced Secondary Supply on the Uranium Market
In the mid 2000s, the uranium market had significant secondary supply from sources like megatons to megawatts program and enrichment underfeeding, amounting to over 30 million pounds. However, with these sources dwindling, the current secondary supply stands at around 15 million pounds, creating a structurally short market. Despite uranium prices sitting at $94 a pound, almost any mine globally can be profitable due to the scarcity of secondary supply.
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