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MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
Macro Voices
Understanding Market Disconnections
Kazataprom's potential control over the market raises concerns about underlying stability, as the spot market remains unresponsive to stock price fluctuations despite significant market deficits. Notably, the equities may rise due to anticipated future demand for uranium spurred by sectors like AI and data centers, yet immediate fuel buyers prioritize current supply over speculative benefits. Structural deficits exist in the contract market, with annual consumption outpacing economic supply by 20-30%, exacerbated by a lack of new mining projects and necessary financing. This scenario highlights the disconnect between long-term market trends and short-term pricing dynamics.
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