The entire video is worth watching. The news that Kazatomprom’s ISR 2023, 2024 and 2025 output is lower than they forecasted and targeted, The acid shortage which they are using a LOT more of to get LESS u308 is possibly bigger news We are going to hear from at Kazatomprom tomorrow at some time back tracking the big expansion they promised in Dec 2023 to likely be unable to meet many current and future contracted supplies!
Video stated A "big parabolic uh spot move and I don't mean the one we've had I mean the one to come that will be uh international news" "I mean it'll be Front Page News because it'll be such a parabolic uh run of the spot price" 44:43
"production misses and then we saw from uh China General nuclear the other day that their uh JV um ellic if I'm pronouncing that correctly missed by 20% so they're they're facing challenges" 18:03
Kazatomprom may make as much money producing less any way A BIG parabolic spot and Long Term price move is pending
The BIG Squeeze is just starting
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