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🇰🇿 Operations Resume At #Inkai #Uranium Mine in #Kazakhstan
Potential production impact of stoppage being assessed
https://t.co/6VtcttAFkL
In 2023, the #Inkai mine in Kazakhstan $kap produced approximately 8.3 million pounds of #uranium concentrate (U₃O₈). $ccj $cco owned 40% of it!
Big things are happening folks!
#Bifurcated Gauntlet

Could $CCJ's 🇨🇦policy of refusing to import Russian sulfuric acid & license document delays, risking subsoil use target breaches, push Kazakhstan's 🇰🇿 Ministry of Energy to renegotiate JV #Inkai terms? Could $KAP gain a larger stake to offset financial damage to🇰🇿? Termination?

For '25, I wish for $CCJ's 🇨🇦 refusal to import 🇷🇺 sulfuric acid to have triggered a '24 drop below the 20% subsoil agreement on #Inkai JV, prompting 🇰🇿's Ministry of Energy to terminate the contract & resell it to either 🇷🇺 / 🇨🇳. It's unlikely, but hey, a man can dream, right?🙃

If I recall correctly, Tim Gitzel proudly boasted that they won't import Russian sulfuric acid for #Inkai JV during the latest earnings call. Will $CCJ 🇨🇦 risk Termination of Contract on Inkai JV? Who would benefit if this happens? Would Russia 🇷🇺 get the new contract? China 🇨🇳?

This article is from nov 11. 2024.
It appears the production at Camecos Inkai jv in kazakhstan, are at risk of falling below 20% of subsoil use agreement, due to Cameco refuse to import russian sulfuric acid.
https://t.co/2khx0Wf3Md

$KAP 🇰🇿 & $CCJ 🇨🇦
#INKAI JV MET impact:
2024 MET Rate (6%): +15% impact on operating margins?
2025 MET Rate (9%): +22.5% impact on operating margins?
2026+ MET Rate (15%): +37.5% impact on operating margins?
Is this more or less accurate, @AlexMiningGuy? @mattymikals?
@SRKConsulting warned in their 2023 $KAP 🇰🇿 Audit that the 2023 MET revision (6%) would impact operating margins by 15%. Now imagine the impact on operational margins with 9% MET in 2025 & $CCJ 🇨🇦 Inkai JV at 15% MET in 2026. The 2 largest #uranium producers are getting taxed.

This confirms my initial thoughts that $CCJ won't hit their 2024 production estimates due to #Inkai production disruptions. I found another snapshot from February, and then they already addressed the current disruptions. Their view changed within a month. What will the impact be?
$CCJ 🇨🇦 $KAP 🇰🇿 #Inkai JV
On the left, January 18 2024 snapshot of @cameconews Inkai webpage. Did not include "Managing our Risks", and only discussed the "potential" of disruptions...
On the right, April 2024, it clearly acknowledges that Inkai is experiencing disruptions 🚨

$CCJ 🇨🇦 $KAP 🇰🇿 #Inkai JV
On the left, January 18 2024 snapshot of @cameconews Inkai webpage. Did not include "Managing our Risks", and only discussed the "potential" of disruptions...
On the right, April 2024, it clearly acknowledges that Inkai is experiencing disruptions 🚨

$CCJ 🇨🇦 Risks with $KAP 🇰🇿 #Inkai JV:
"Presently, JV Inkai is experiencing procurement & supply chain issues, most notably, related to the availability of sulfuric acid. Production plans for 2024 and subsequent years are uncertain and being reassessed."

$KAP 🇰🇿 According to @GlobalXETFs, storms impeded operations at numerous #uranium mines. This has impacted the $CCJ JV Inkai mine & processing complex, as reagent delivery vehicles have been constrained. #Inkai should be able to resume normal operations within three months 👀

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