Preisentwicklung Kürzel: UX Forum: Rohstoffe User: ReicherSack

"This is a structural problem — they cannot ramp up," Nick Lawson, chief executive of Ocean Wall, an investment firm, said, as quoted by Financial Times. He added, "It won't just be the West saying this is an issue for us; it will also be Russia and China saying it's a problem for our new nuclear power plants." https://www.ft.com/content/240af090-8684-49dc-a85e-20b535d62dda

3..2..1.. and lift off. Die Rakete startet: KAZATOMPROM Prognose für 2025: 65-68 Millionen Pfund / 25.000-26.500 Tonnen Ursprüngliche Prognose für 2025 waren: 82 Millionen Pfund bzw 31.500 Tonnen Also ein beachtliches Defizit von 15-17% (13-14 Mio Pfund) Prognose für 2026 wird aufgrund zunehmender Unsicherheiten erst frühestens im Sommer 2025 kommen. Zudem haben sie die Produktionsziele für einzelne Minen für die nächsten Jahre heruntergestuft. https://www.research-tree.com/newsfeed/article/jsc-nac-kazatomprom-kap-1h24-financial-results-2025-production-update-2524230

Uranium Stocks Rise After World's Largest Producer Cuts 2025 Output Forecast: "The uncertainty around the sulphuric acid supplies for 2025 needs and delays in the construction works..." https://www.zerohedge.com/commodities/uranium-stocks-rise-after-worlds-largest-producer-cuts-2025-output-forecast

Uran boomt: Produzenten des für die Kernenergie wichtigen Elements haben angesichts der steigenden Nachfrage nach sauberer Energie eine überdurchschnittliche Performance gezeigt. https://www.miningscout.de/blog/2024/07/18/uran-boomt-wie-entwickeln-sich-weitere-benotigte-metalle/

The New Gold Rush: Unlock Uranium's Soaring Demand https://www.zerohedge.com/commodities/new-gold-rush-unlock-uraniums-soaring-demand

Meloni seeks to bring nuclear power back to Italy https://www.ft.com/content/a726934b-ba97-4e2c-b60d-e24a227a416f

Kazakhstan’s Surprise Tax Increase Shakes Up Global Uranium Market https://oilprice.com/Alternative-Energy/Nuclear-Power/Kazakhstans-Surprise-Tax-Increase-Shakes-Up-Global-Uranium-Market.html

Uranium Stocks Soar https://www.zerohedge.com/markets/uranium-stocks-soar-new-mineral-tax-kazakhstan-will-drive-higher-uranium-prices

Kernkraft boomt: 2023 haben sich Regierungen verpflichtet, die globale Kernenergiekapazität zu verdreifachen. Ziel ist es den Übergang zu sauberer Energie zu beschleunigen. https://de.investing.com/analysis/kernkraft-boomt-200491456

Third Of Nuclear-Plant Owners In Talks With Tech Firms To Power Up AI Data Centers https://www.zerohedge.com/commodities/third-nuke-power-plant-owners-talks-tech-firms-powering-ai-data-centers

The uranium opportunity? A cost-of-living crisis like the 1970s could be the high-demand scenario that brings more reactors online and more demand for this commodity. https://www.mining.com/the-uranium-opportunity-the-good-and-the-bad/

Sprott Special Report "Nuclear Revival" https://sprott.com/insights/nuclear-revival-a-resurgence-for-uranium-miners/

China’s Rapid Nuclear Expansion Is Threatening U.S. Dominance in the Sector. China is quickly becoming the world's leading producer of nuclear energy, raising concerns for US competitiveness. https://oilprice.com/Alternative-Energy/Nuclear-Power/Chinas-Rapid-Nuclear-Expansion-Is-Threatening-US-Dominance-in-the-Sector.html

#Megatrend Wall Street "Still Learning Role Of Uranium In Energy Transition, Suggest Upside In Space" https://www.zerohedge.com/commodities/wall-street-still-learning-role-uranium-energy-transition-suggest-upside-space

Yellow cake fight: "No matter how you slice it, it's always a piece of cake." Im Uran-Rausch…USA und Japan setzt auf Eigenproduktion, während der Weltmarkt brodelt! https://www.boersennews.de/nachrichten/partner/mediafeed/im-uran-rausch-usa-und-japan-setzt-auf-eigenproduktion-waehrend-der-weltmarkt-brodelt/4410257/

Für Wisdomtree ist Atomkraft Megatrend: Übergewichtung in Multi-Themen-Strategie. „Wir erleben eine Renaissance der Kernenergie.“ https://www.portfolio-institutionell.de/fuer-wisdomtree-ist-atomkraft-megatrend/