Trying to hear what's not being said
July 29, 2025 Leave a comment
It’s early but if the medium term downtrend in Uranium takes hold, I’ll look for it to trade down to the $64/$65 region (from its current $71.30).
If it picks up steam, the $55 region would represent a terrific washout.
July 29, 2025
rob@karriasset.com.au
March 4, 2025 Leave a comment
The uranium futures price appeared in the oversold section in my weekend edition of Macro Extremes.
It’s the 4th such time that uranium is doing so over the past 10 years.
March 4, 2025
rob@karriasset.com.au
December 27, 2024 Leave a comment
#Uranium futures prices are trading at an extreme which I haven’t seen in 5 years.
Setup remains bearish, lower prices ahead, but nearly there.
December 27, 2024
rob@karriasset.com.au
July 10, 2024 Leave a comment
As per my note about Uranium, dated April 9, 2024, I am still waiting for lower prices.
Yellowcake plc, specifically is currently trading at 578p, looking for it to venture down to the 450p area.
July 10, 2024
by Rob Zdravevski
rob@karriasset.com.au
March 3, 2022 Leave a comment
“Russia produces about 35% of the world’s enriched uranium for reactors, about twice as much as the No. 2 provider, and supplies about 20% of the U.S. industry.”
In dollar terms, South Korea, France, China, Sweden and the United Kingdom are amongst the larger importers of U-235 enriched uranium plutonium compounds.
France derives 70% of its electricity via nuclear power.
Can you see why Macron is ‘staying in touch’ with Putin prior and during the Russian/Ukraine war?
March 3, 2022
by Rob Zdravevski
rob@karriasset.com.au
#variables
July 28, 2021 Leave a comment
While I have hinted that I am bullish on nuclear energy and uranium……I have been an avid watcher of thorium which has been seen as a nascent alternative but in truth it has existed for some time. Its evolution has been retarded for a host of political and capitalist reasons.
An extract from this article says, “China has some of the world’s largest reserves of thorium, a silvery metal with weak radioactivity. By some calculations it has enough to meet the country’s energy needs for at least 20,000 years. By contrast, China has some of the lowest uranium reserves of any nuclear-capable country”.
https://www.neimagazine.com/news/newschina-moves-forward-with-thorium-molten-salt-reactor-8919220
rob zdravevski's blog 