Uranium Update from WNA…
We had a busy week at the annual Uranium conference – WNA London – tons of meetings with traders, miners, fuel suppliers, technical specialists, rector suppliers, IAEA executives. We met practically every part of the supply chain. Overall, the mood was upbeat as the fundamentals of the thesis are playing out even better than most…
September 8, 2024, Vol. 192
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August 25, 2024, Vol. 190
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Bitcoin Flows
And since we are on the topic of passive flows and reflexivity, we figured we’d note the massive passive flows picking up in BTC-linked ETFs. Front-running ETF-like flows has been a recurring theme in KEDM back in 2020 with GBTC (BTC) and again in 2021 with SPUT (uranium). This time we come back to well…
Where are we with Uranium hitting triple digits?
Shifting topics a bit, with Uranium hitting triple digits, we would of course, be remiss if we didn’t mention it (yet again). Let’s talk about parabolas… Which base are we in?? The one where utilities finally say “fukit!! git sum!!” and machine gun the offer… Look, there are a number of public RFPs out there…
January 14, 2024, Vol. 159
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