"pushing supply-demand into an annual deficit
(compared to the previous expectation of 2020 being roughly in balance)."
$KAP #uranium
"few published details regarding the ongoing operational status of mines in other uranium producing jurisdictions, such as Namibia, Niger, Australia, Russia and Uzbekistan, though for the most part, 2020 volumes are expected to be lower than initially planned.."
Jun 30, 2020 • 7 tweets • 3 min read
1/? I guess it’s time we discuss the elephant in the #uranium#equity room, decouple. For those that are new, equities generally track the commodity exponentially. Historically, the recent 40-50% increase would have sent equities skyrocketing many % points higher than....
2/? the #uranium commodity itself. This has not been the case for the past couple of years, equities have decoupled and for the most part, have given almost no indication of what actually drives them up or down. It’s pure exhaustion if I’ve ever seen it. Why? My belief is.....
