Apologies, forgot to add, these 2 videos provide a very good summary. The research note is 25 pages long (which I understand not everyone has time for!)
https://www.youtube.com/watch?v=gfvAIor53Ig
https://www.youtube.com/watch?v=jkGPdd_PZBg
Uranium asymmetric return profile, page-2
Add URANIUM (NYMEX) to my watchlist
 (20min delay)
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