An excellent article on the current state of play in our efforts to decouple of dependence on Russian enriched uranium:
https://foreignpolicy.com/2024/04/04/us-nuclear-reactors-russian-uranium/
I found this bit interesting and somewhat concerning:
"For now, there might be one more problem with the Western, and especially U.S., effort to kick the habit of Russian nuclear fuel. In the last two years, Russia has increased its exports of enriched uranium to China, which itself is a sizable producer of enriched uranium. At the same time, last year, China for the first time became a significant exporter of enriched uranium to the United States.
Experts say that without access to confidential fuel supply contracts, it is hard to conclude that direct displacement of Russian uranium in the United States by Chinese equivalents is taking place, but they caution that trading dependence on Russia for greater reliance on China would hardly solve the problem.
“Chinese imports from Russia have increased, with high volumes historically speaking, and now there is a frankly quite impressive increase of exports from China to the U.S.,” said Darya Dolzikova of the Royal United Services Institute. “You can’t rule out displacement.”Extending the ban to China will be another big challenge for western governments."
In the end the west will need to out compete Russia and China becuase operators will always chase the cheapest source of supply.
It's good to know we have substanial cost of producation advantages for now. Let's just hope our secrets remain secure.
- Forums
- ASX - By Stock
- SLX
- Nuclear Power Related Media Thread
SLX
silex systems limited
Add to My Watchlist
2.78%
!
$4.44

Nuclear Power Related Media Thread, page-4659
Featured News
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
|
|||||
Last
$4.44 |
Change
0.120(2.78%) |
Mkt cap ! $1.057B |
Open | High | Low | Value | Volume |
$4.32 | $4.45 | $4.29 | $3.446M | 781.6K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 14221 | $4.40 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$4.46 | 1370 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 14221 | 4.400 |
1 | 3175 | 4.390 |
1 | 3175 | 4.370 |
1 | 50 | 4.360 |
1 | 3175 | 4.350 |
Price($) | Vol. | No. |
---|---|---|
4.460 | 1370 | 1 |
4.480 | 1800 | 1 |
4.490 | 3175 | 1 |
4.500 | 25139 | 4 |
4.510 | 7875 | 3 |
Last trade - 16.10pm 26/06/2025 (20 minute delay) ? |
Featured News
SLX (ASX) Chart |
The Watchlist
PTX
PRESCIENT THERAPEUTICS LIMITED
James McDonnell, CEO
James McDonnell
CEO
Previous Video
Next Video
SPONSORED BY The Market Online