Discover and read the best of Twitter Threads about #kazahstan

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Today's Cameco $CCO Fireside Chat with CEO Tim Gitzel is now available for replay. Highly recommend #uranium investors spend 30 minutes listening to Tim's #U3O8 & #nuclear market analysis & company activities. In this thread I'll provide some highlights. cibcvirtual.com/banff2020/s/37…
Section 232 overhang gone but most #nuclear utilities remain paralyzed waiting for #Trump to act on #NFWG report he now has in hand. Frozen #Uranium sector still not thawed as majority of fuel buyers prefer to wait for clarity. 🥶
Cameco has taken 25M lbs out of #uranium supply since 2016 thru multiple mine closures & #Kazahstan has cut 20% thru 2021, creating a 50M lbs #U3O8 primary supply deficit today. Inventories are being drawn down significantly.
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