https://www.kazatomprom.kz/en/media/view/finansovie_rezultati_ao_nak_kazatomprom_za_1e_polugodie_2024_goda_i_obnovlenie_proizvodstvennih_planov_na_2025_god
”Kazatomprom has previously warned that if limited access to sulphuric acid continues throughout this year, and should the Company not succeed in catching up with the construction works schedule at the newly developed deposits in 2024, Kazatomprom’s 2025 production plan may also be affected. The Company is now adjusting its initial intentions for 2025 production volumes of 30,500 – 31,500 tU (100% basis). Kazatomprom’s 2025 production is now expected to be between 25,000 and 26,500 tU (100% basis), an approximately 12% growth compared to its 2024 guidance. A significant portion of the adjusted 2025 production is attributed to JV Budenovskoye LLP’s production delays as specified above. JV Budenovskoye LLP’s 2025 production is expected at 1,300 tU instead of the previously approved 4,000 tU (more than a 65% decrease).”
The sulphuric acid access and construction issues seem to continue.
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