@varianceswap.bsky.social
Does $100 term #uranium seem outlandish? That's only +25% from the current term px.
We had a 40% move from mid-50s to mid-70s in 2023/24.
When contracting activity picks up in earnest, we'll blow through the 80s and 90s faster than most people expect.
We had a 40% move from mid-50s to mid-70s in 2023/24.
When contracting activity picks up in earnest, we'll blow through the 80s and 90s faster than most people expect.
March 6, 2025 at 2:50 AM
Does $100 term #uranium seem outlandish? That's only +25% from the current term px.
We had a 40% move from mid-50s to mid-70s in 2023/24.
When contracting activity picks up in earnest, we'll blow through the 80s and 90s faster than most people expect.
We had a 40% move from mid-50s to mid-70s in 2023/24.
When contracting activity picks up in earnest, we'll blow through the 80s and 90s faster than most people expect.