Discover and read the best of Twitter Threads about #swu

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1) On 25 July, Tribeca's Commodity Trading Specialist Guy Keller gave an excellent presentation outlining their #bullish #Investment case for #Uranium, expecting to increase their exposure to #U3O8 sector over rest of 2019 as #nuclear demand grows... asx.com.au/asxpdf/2019072…
2) Summary: drivers for higher #uranium prices include growing #demand for #nuclear #energy, #China reactor builds, recent #U3O8 supply cuts & long lead times to recover, mines unprofitable without 50% U price rise, inventories down as contracts roll off, 232 uncertainty gone...
3) #Uranium will play an increasingly important role in global supply of clean, stable, #nuclear base-load power generation given today's focus on environmental improvement amid rising global demand for #CarbonFree low emissions #electricity...
Read 17 tweets
"Underfeeding"? 🍼 What the heck is that?
And as a #uranium #investor, why should I care? πŸ€”

Follow this thread to find out what underfeeding is on #uranium supply side vs #nuclear energy demand, using "coffee beans" in place of #U3O8 Yellowcake. I hope I get this right. πŸ€žπŸΌπŸ˜‰
2/ Let's use "freeze-dried instant coffee" in place of "enriched #nuclear fuel" (EUP), where utilities are "coffee buyers", #uranium miners are growers, converters are roasters & grinders, & enrichers are factories where ground coffee is turned into packaged instant coffee.β˜•οΈ
3/ Coffee grower (#U3O8 miner) harvests, dries and bags coffee beans (Yellowcake) to be stored in warehouse until a coffee buyer either buys a few bags "on the Spot" or negotiates a long term contract for so many bags per year. Coffee buyer sends bags to be roasted & ground.πŸ›οΈ
Read 16 tweets

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