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1/ Some of my notes on the "Behind Closed Doors In the Whitehouse" panel at #VRIC20...

Stephen Moore: I do feel confident that Pres Trump will issue some kind of executive order to re-start American #uranium production... I think the deal with come through the Dep of Defence.
2/ Stephen Moore: The only question is when it will happen. Either it will happen soon, or it will happen after the election.

Marin Katusa: I think it will happen after the election.

Stephen Moore: It doesn't make sense for Trump to wait until after the election.
3/ Marin Katusa: I think the number will be between $55 and $65 for a LT supply contract with the Government.

Amir Adnani: The deal that has been purposed is a 1.4 Billion dollar purchase over 10 years.
4/ Take it for what it's worth. Amir has his own agenda and it's no secret Marin Katusa is heavily invested in US uranium.

I also heard from a mining executive that the deadline for the NFWG was intended to be longer, but Trump was the one who insisted on the 90-day deadline.
5/ Personally, I think a government purchase plan was ready to be made public, but the departure of NFWG co-chair John Bolton delayed things. And then, just before the 90-day deadline, tensions with Iran started rising. It doesn't make strategic decisions for the nuclear fuel...
6/ ...cycle if there are chances that Rosatom could be sanctioned just weeks later. I doubt we will see a #NFWG decision before the situation around the JCPOA deal has settled down. Losing access to Russian U3O8/enrichment (however unlikely) would make any plans useless.
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