I'd love to hear where the plenty of U308 out side the USA is? My research and reports from almost every source is stockpiles have been run down well under replacement rate contracting. South Korean RFP in 2023 was a fizzer and volumes to date 2025 are still a U308 buyer's strike. The huge Chinese warehouse /stockpile on the boarder of Kazakhstan is far from full and Russian competition with China in Kazakhstan seems strong. Long term price next week will be up I assume as the utilities buyers on strike just lost the only other option they had from Putin.
SLX Price at posting:
$5.16 Sentiment: Buy Disclosure: Held
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