latest by lobo-tiggre-gold-catalyst-uranium-star, page-36

Ukraine situation impact will be hard to pick? Assume there will be sanctions but presumably most of Russia's current supply will come from Kazakhstan which will sit outside the sanctions? Ukraine is currently an exporter of uranium maybe that would be disrupted but nothing like the impact of the Kazakhstan attempted coup. Doesn't seem to be as clear as for oil and gas? be interested to see any articles.

I think the key change for us will be the Japanese fleet restart. there are currently 18 plants applying for restart. that will have much more immediate impact on spot prices than any new builds given it will be immediate demand for uranium from utilities out signing new long time fuel supply agreements rather than demand in ten years for a new build (even if fuel supply agreements for new builds are locked up prior to commencing construction).