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27.06.25 - 17:30
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Graham Breaks With Trump Over Iran Strike Effectiveness: ′I Don′t Know Where The Enriched Uranium Is′ (ZeroHedge)
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Graham Breaks With Trump Over Iran Strike Effectiveness: 'I Don't Know Where The Enriched Uranium Is'
President Trump is not going to like this. After getting out of a classified Senate briefing on Thursday, Republican Senator Lindsey Graham's first words to the press and to the American people were that he "didn't want people to think the problem is over, because it's not" - in reference to the Trump-ordered B-2 bomber strikes on Iran's main nuclear and enrichment facilities.
"The real question is, have we obliterated their desire to have a nuclear weapon," Graham questioned. "I don't want people to think that the site wasn't severely damaged or obliterated. It was. But having said that, I don't want people to think the problem is over, because it's not."
"I don't know where the 900 pounds of enriched uranium exists, but it wasn't part of the target set for several years," Graham was quoted in the NY Times as saying.
He did try to voice ...
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25.06.25 - 18:54
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UBS Upgrades Uranium Prices On "Repowering The US" Theme Gaining Steam (ZeroHedge)
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UBS Upgrades Uranium Prices On "Repowering The US" Theme Gaining Steam
For the third consecutive day, extreme heat across the eastern half of the U.S. has triggered power grid alerts and emergency warnings, highlighting the fragility of current energy infrastructure. Extremely tight power grids reinforce a core part of our energy thesis: the urgent need for clean, reliable baseload power, and there is no better option than nuclear.
The current environment strengthens our conviction as long-term 'atomic bulls', a stance we've maintained since our original call in December 2020 (read here). Nuclear energy remains the only scalable, carbon-free solution capable of delivering 24/7 generation for powering up America in the 2030s (more here).
On Wednesday, a team of UBS analysts, led by Dim Ariyasinghe, upgraded their near-term uranium price forecast by ~10% (to $72/lb for 2025) due to improved policy sentiment, bipartisan support, and tighter supply from global disruptions.
Th...
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