No Data
No Data
The world's largest uranium mining company warns that the Russia-Ukraine conflict has increased the difficulty of supplying Western countries.
①Yussupov said that while it is easier to sell to certain countries in Asia, they do not want to overly rely on a single market or partner to avoid excessive risk. ②Kazakhstan faces dual pressures from the West and Russia, especially in terms of uranium, as it plays a key role in the global supply chain.
Energy Fuels Deal for Base Resources Approved by Australian Government
Global restarts and domestic acceleration could bring billions of dollars in investment and the nuclear power industry chain is expected to benefit in the long term.
Under the high prosperity of the global nuclear power restart, China National Nuclear Power is catching up. Recently, 5 nuclear power projects with a total of 11 units were approved at one time, with an expected total investment of 200 billion yuan. In addition to CGN Power and China National Nuclear Power, industry chain enterprises such as Rongfa Nuclear Equipment, Harbin Electric Corporation Jiamusi Electric Machine, and Sufa Technology Industry are also benefiting from the high-prosperity industry.
Bridgewater Adds to Amazon, Microsoft, Exits Intel, Devon, Others in Q2
HC Wainwright & Co. Reiterates Buy on Uranium Energy, Maintains $10.25 Price Target
Uranium Energy Analyst Ratings
cheerfulknight : Hi, is commodities heading up after rate cuts? With the full unwinding of JPY in the near term and coupled with interest rate cuts, USD will depreciate and stock market would drop too?
iamiam OP cheerfulknight : when the markets drop, everything drops. commodities recover faster and stronger. there is a new round of price discovery coming. for the first time in nearly 50 years, everything will be adjusted.![thinking_face 🤔](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f914.png)
![grin 😁](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f601.png)
do I think everything will drop initially in the new price discovery? yes.
do I know when the new price discovery will take place? no, although I can guess September at the BRICS meeting.
I just know I want to hold commodities because they trade 1:1, nvidia, for example, trades at 40 times profit to earnings. which one gets sold first during price discovery
cheerfulknight : What is your analysis for QQQ and SPY today?
iamiam OP cheerfulknight : today, Friday the 6th? flattish to down. I don't like anything yet.