Just thinking out loud....but If Kazatomprom is having issue with Sulfuric acid availability affecting production, could other much smaller uranium companies be impacted by this both in cost and production moving forward? And, with PEN utilising alkaline extraction could this now be a competitive advantage moving forward?
As per this report, Acid production is forecast to increase 60+mil tons 2024-2029...with raw material costs increasing which will supposedly temper demand.
https://www.mordorintelligence.com/industry-reports/sulfuric-acid-market
DYOR
Just thinking out loud....but If Kazatomprom is having issue...
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