AEE 4.55% 11.5¢ aura energy limited

Biggest US regional power grid 2025 auction up substantially

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    last year. The auction result, $263 per MW-day for the year after 6/1/2025, is way up over this years $29 MW-day - a result that is partially misleading since 2024's result was unusually low. Nonetheless, a big jump to a new record. Still looking to understand driving forces; all news article says is "strong demand".

    Assuming story is what it looks like on face value, this is a big driver for higher uranium prices, over the long-term. Again, the auction is for prices paid starting in 10 months.

    https://www.investors.com/news/sp-500-nuclear-power-cathie-wood-sam-altman/?src=A00220
 
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