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Jeff Geringer
808sandU3O8
Lost in the "are Japanese utilities selling inventory?" discussions that occur on here now and again is some nuance in the ways unit closures can affect #uranium supply without direct
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Two #uranium thoughts on my mind:(1) I’m no trader, but I think it’s fair to characterize a uranium equity’s value as the sum of:(a) value of asset(s) at current U
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I have a lot of dumb thoughts on laser #uranium enrichment, so before I unleash a 3,000-word essay on non-proliferation, SWU for U, and the mountain of US defense stockpiles/wastes,
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I get asked, "what is the bear case for uranium?" The main answer is demand destruction - cheap gas, low electricity demand or another reactor accident.But I want to cast
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A coda to my tweets this week on #uranium contracting and the carry trade:We care about how uranium has been bought and sold over the last decade - not just
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A lot of the #uranium bull thesis revolves around a return to significant long-term, price-protected contracting between end users and producers. Let’s take this at face value. Here are some
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Dipping a toe into the WNA #uranium "Red Book" while my playoff-bound Bears are off the field at halftime.Resources below a given price is a different concept than throughput (i.e.
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I get asked somewhat frequently how I conceptualize the #uranium market with respect to different projects. It's very fluid, but my thinking descends from the uranium cost curve, a way
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I'm thinking about Blockbuster today. If you look closely, you can see the bones of this once-ubiquitous video rental chain in strip malls across America.Changes in technology and consumer behavior
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