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19.12.25 - 22:18
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Centrus Energy Soars After Starting Commercial Uranium Enrichment Activity (ZeroHedge)
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Centrus Energy Soars After Starting Commercial Uranium Enrichment Activity
The long awaited buildout of Centrus Energy's uranium enrichment facility is finally underway as the company announced this morning it has begun constructing new centrifuges to support commercial production of low-enriched uranium (LEU). LEU stock is surging as much as 14% on the news.
Why should anyone care though? We already have Urenco producing massive quantities of LEU in New Mexico. They've been producing millions of separative work units (SWU) worth of enriched uranium for use in the domestic commercial fleet of reactors in the US for years. They even export some of that enrichment to foreign reactor operators.
What makes the Centrus effort so special?
The difference is that under Trump, the US is done relying on others for its fuel. Not just gas or oil, but now uranium as well. Almost a quarter of US enriched uranium is imported from Russia, with the rest coming from companies like Urenco and Orano, all owne...
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19.12.25 - 00:36
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Can rising lithium costs save China′s energy storage firms from a brutal price war? (SCMP)
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China's energy storage firms, battered by a three-year price war, have been jolted by lithium battery maker Deegares, which has announced plans to raise prices by 15 per cent, a move that is sparking debate over whether the sector could be the first to break free from the “involution” cycle.
Rising lithium costs were the immediate trigger, with at least three other battery makers reported in recent weeks to be planning similar increases. Prices of the metal, crucial to rechargeable batteries,......
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