Nice yet I feel it's all about the tender or RFPs which are long term contracts. The significant delays in replacement contracting by fuel buyers hoping for a significant ride in supply and significant reduction in price for U308 or equivalent parts of the nuclear fuel cycle was in my thoughts Significantly Over opermistic.
The massive Data centre demand growth for 100% 24/7 365 days of the year was never going to be met by back up after back up after back up by part time power sources. The whispers about RFPs in getting louder daily at present as excpected. CCJ and interesting Nuscale SMR went for a ride Friday on NYSE. EFTs will steamroll in next week and the several billions in dividends paid last week is not just going to gold under the bed. Have a great weekend. Next week or years will be Squeezed Plus.
THE SQUEEZE IS ON, page-3411
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