This visualisation presents cumulative uranium supply deficit scenarios over time, from 2024 to 2040. It illustrates different demand scenarios and the growing shortfall in uranium supply relative to demand. #uranium #demand #supply

CGN Mining profit warning: taxes in Kazakhstan have made Kazakh #uranium no longer cheap. Cheap U3O8 is forever gone.It is up to uts to invcentivize new production. That one is in triple digit. A few years ago fuel buyers laughed when someone warned that supply would not be able to match demand.

"Sprott Director of #ETF Product Management Steve Schoffstall discusses the latest trends shaping the nuclear energy and uranium markets. He provided insights into policy shifts, investor sentiment, and long-term growth drivers in the sector." @quakes99.bsky.social www.youtube.com/watch?v=8kiR...