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Uranminen und - Explorer - Seite 98 - Rohstoffaktien - Goldseiten-Forum.com | Das Diskussionsboard für Edelmetalle & Rohstoffe

Uranminen und - Explorer

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    • President Trump Announces that the Significant Challenges Facing U.S. Uranium Mining Are a National Security Issue

      Samstag, 13.07.2019 19:50 von PR Newswire

      PR Newswire
      DENVER, July 13, 2019

      President Trump Establishes Working Group to Identify Ways to Revive and Expand U.S. Nuclear Fuel Production
      DENVER, July 13, 2019 /PRNewswire/ -- Ur-Energy Inc. (NYSE American: URG; TSX: URE) ("Ur-Energy") and Energy Fuels Inc. (NYSE American: UUUU; TSX: EFR) ("Energy Fuels") are advised that on July 12, 2019, President Trump announced that the U.S. Department of Commerce (DOC) found that imports of uranium are a threat to U.S. national security. President Trump established the U.S. Nuclear Fuel Working Group to further study U.S. nuclear fuel production, including uranium mining, as the next phase of this investigation.
      ...

      ariva.de/news/president-trump-…ficant-challenges-7701116

      Dieser Beitrag wurde bereits 1 mal editiert, zuletzt von Angelfreund ()

    • Master Of Desaster

      Mehr fällt mir momentan nix ein beim steilen Fall der Uranaktien. Dabei ist der Uranpreis gar nicht mal soo schwach, wie es die Aktien glaben machen.
      Nach den US Werten erfaßt es nun auch Kanada...

      Hatte ztw. UUUU, UEC und NXE im Depot, aber vor Wochen alle expediert, hier im Vergleich zu Uran. Wer Mut und Money übrig hat, könnte investieren. Mir noch zu riskant, stehe momentan an der Aussenlinie...

      Grüsse
      Edel
      Bilder
      • big.chart(9).gif

        20,44 kB, 579×335, 25 mal angesehen
      "Die Märkte haben nie unrecht, die Menschen oft" -- Jesse Livermore
    • Auszug aus dem 2. Quartalsupdate von Goehring & Rozencwajg zum Thema Uran (auf Seite 14)
      Global uranium markets were largely flat during Q2 after a weak start earlier this year.
      So far in 2019, uranium spot prices declined by 11% yet remain 10% higher than this time last year.
      The largest uranium development in recent months occurred in July with the rejection of the so-called Section 232 enquiry. In early 2018, two US uranium producers filed a petition with the Commerce Department requesting quotas be placed on domestic uranium production in the interest of national security. Under the proposal, US nuclear power plants would be required to source 25% of their fuel from domestic mines.

      According to the World Nuclear Organization, the US required 22k tonnes of U3O8 in 2017 while total production totaled less than 2k tonnes. Had the Section 232 petition been approved, the global uranium market would have bifurcated. In the US, domestic uranium prices would have surged to incentivize the additional 4k tonnes of local supply necessary for quota compliance. At the same time, international prices would have been very weak as a comparable amount of uranium (previously destined for US utilities) was pushed back into the international spot market. Given this uncertainty, many uranium buyers chose to wait on the sidelines until the proposal was finally resolved. Now that the proposal has been rejected, many fuel buyers must re-enter the market to secure utility supply.
      This impact could be material as we enter the second half of the year. Several fuel buyers hold expiring long-term contracts that must be renewed and the recent stalemate around Section 232 has further shortened this fuse. At the same time, neither Cameco nor Kazatomprom has brought back any of its curtailed production.
      Cameco, in particular, has communicated that it will once again need to access the spot market during the second half to meet its long-term commitments. When Cameco entered the spot market last year, uranium spot prices rallied by 30% and we believe that this time the move could be even sharper.
      While global uranium markets are incredibly opaque, we think the second half could be one of the strongest in recent memory. The long-term secular growth story remains intact and mine supply is tight. The deadlock surrounding a Section 232 decision has now been lifted and we believe utility buyers are eager to renew their
      long-term contracts. At the same time, a large market player (Cameco) has shifted from selling incremental volumes in the spot market to purchasing tonnes to fulfill their existing long-term contracts. The bull market in uranium is now firmly underway and we believe the price action going forward will surprise investors to the upside.

      Kann sein, daß da noch mehr zu Uran drinsteht, habe noch nicht alles gelesen.

      saludos
      Dateien
      dieser Forenbeitrag wurde CO2-neutral erstellt, zum Ausgleich fahre ich ein KFZ mit Emissionshintergrund
    • "Cameco Crash, Uranium Sector Won’t Catch a break" Bin seit letzter Woche raus aus dem Sektor… Anmelden oder registrieren
      "Am Montag nehme ich mir vor, zur nächsten Partie zehn Spieler auszuwechseln. Am Dienstag sind es sieben oder acht, am Donnerstag noch vier Spieler. Wenn es dann Samstag wird, stelle ich fest, daß ich doch wieder dieselben elf Scheißkerle einsetzen muß wie in der Vorwoche." (John Toshack)