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25.08.26 - 12:27
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Uranium Awakens From Five-Month Slumber As UBS Warns Market Is "Tightening Structurally" (ZeroHedge)
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Uranium Awakens From Five-Month Slumber As UBS Warns Market Is "Tightening Structurally"
Bloomberg's continuous front-month uranium futures contract (UXA1 Comdty) briefly surged above $100 a pound in late January, driven by tightening supplies, renewed government support for nuclear power, and rising electricity demand from the AI infrastructure boom.
Uranium futures then retreated and remained range-bound between $84 and $87 for five months. But momentum has returned in August, with prices approaching $89 a pound, the highest level since early February.
The ongoing theme is that years of underinvestment have limited mine supply growth despite rising reactor demand. New uranium projects can take a decade to develop, leaving producers unable to respond quickly to higher prices. Output is also concentrated among a handful of miners, such as Cameco.
Goldman analysts have routinely pointed back to these charts, which show that the uranium market has entered a deficit and that the ga...
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25.08.26 - 07:24
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Tsingshan May Triple Output at its Zimbabwe Steel Plant (Bloomberg)
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Tsingshan Holding Group Co. is considering as much as tripling output at a Zimbabwe steel plant it started in 2024, an expansion that could add to pressure on South Africa's struggling steel industry as much of its production is exported to that country....
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24.08.26 - 21:00
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Trump announces new 50% tariff on Canadian cars, trucks and steel (The Guardian)
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Move is latest deterioration in trade relations between two neighbors with historically strong economic tiesDonald Trump announced a new 50% tariff on automobiles and crucial raw materials from Canada, the latest deterioration in trade relations between the two neighbors with historically strong economic ties.Trump said that the increased tariffs would start 1 January 2027 on all cars, trucks, automobile parts and steel. He also derided the nation's tariffs on American farmers, writing on social media that Canada has been “ripping off” the US “for years”. Continue reading......
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24.08.26 - 16:27
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Uran aus Russland? Umweltministerium fordert EU-Sanktionen (DPA-AFX)
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LINGEN (dpa-AFX) - Angereichertes Uran aus Russland könnte laut Anti-Atomkraft-Initiativen noch heute in die Brennelementefabrik im niedersächsischen Lingen gebracht werden. Mehrere Organisationen kündigten eine Demonstration dagegen an. "Was wir heute ......
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