- Long term contracting starting to happen - we’ll see plenty of this in the coming months
- Ukraine is pushing for countries to put a ban on Russian uranium - widens that existing supply / demand gap
- Inflation reduction act just passed ($30B in nuclear funding)
- UEX takeover has gathered way more $$$ than originally thought
- Sprott physical uranium trust still has $37m ready to deploy. They have already purchased 57m pounds….
Did I mention that Europes gas prices have explod.d and they are heading into winter??
Let’s keep the lights on.
Long term contracting starting to happen - we’ll see plenty of...
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