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Yellow Cake hopes for nuclear reaction

Yellow Cake hopes for nuclear reaction

For the past two months, the uranium spot market has been structurally mis-priced. Rising global (and especially Chinese) demand and little mine investment has caused supply and stockpiles to tighten. In turn, long-term contracts are starting to make a comeback. And yet at just over $20 per pound, most mine output is lossmaking. The result has been mothballed operations and massive production cuts.

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