Shorts still need 6.1 days to cover $UEC short position, and 4.5 days to cover $UUUU position. I strongly believe they will get squeezed like the last bit of ketchup from the bottle. #Uranium
Zapomnite si ta graf.
Ko bodo čez 2-3 leta rekli "kriza je prišla od zunaj" - NI RES.
Krizo je zakuhala tovarišija:
• Padajoče investicije
• Naraščajoče plače brez podlage
• Odsotnost ekonomske strategije
Delite, da bo vedelo več ljudi. 🔄
The EU’s new Migration Pact came into force today.
Poland announced that it will refuse to receive quota migrants under the pact’s “mandatory solidarity mechanism” and will also refuse to pay the EUR 20 000 fee per refused quota migrant that the EU will place on refusing states
In the WNA's 2025 "Reference Case" scenario, they see uranium demand more than DOUBLING to ~390 million lbs./yr. by 2040.
That is a +55Mlb. adjustment from the 2023 Fuel Report. 👀
If the supply response goes *perfectly*, maybe we see 250M lbs. ~2033. And that's a big 'maybe.'
I really do not know where the lbs. will come from – at any price – to meet this extraordinary demand.
Shorts still need 6.1 days to cover $UEC short position, and 4.5 days to cover $UUUU position. I strongly believe they will get squeezed like the last bit of ketchup from the bottle. #Uranium
🇺🇸 $UUUU says it will hit its full-year 2026 uranium production guidance by mid-year. Strong headline, but let’s read it closely.
⛏️ The key number: 1.6M lbs of finished U3O8 at the White Mesa Mill by June 30, landing at the low end of a wide 1.5M to 2.5M lb guidance range. Solid execution.
Three things happen next:
👉🏼 The current uranium processing campaign wraps up at the end of June, by design, to rebuild ore stockpiles.
👉🏼 Starting in July, the mill pivots to a rare earth campaign, reconfiguring its circuits to produce heavy REEs alongside NdPr.
👉🏼 Uranium processing is expected to resume in Q4, so full-year output can still climb higher within the range.
⛏️⛏️⛏️ But mining never stops. Pinyon Plain and the La Sal Complex keep pulling ore, around 750K-850K lbs of contained U3O8 in the first half, with better grades and tonnage expected in the second. What pauses is just the milling.
💰 And the interesting story is cost: milling at $9-12/lb and all-in mining at Pinyon Plain at $23-30/lb, both near historic lows. The current leading U.S. uranium producer is also the cheapest one.
🤠 1.6M lbs against roughly 50M lbs of annual U.S. demand. Even at the top of guidance, America’s top producer covers a little less than 4% of the country’s needs
$UEC had 1 profitable year out of 18. 11x dilution. Disappointing production
🇺🇸 Yet it's the largest uranium resource base in the US and the largest licensed capacity, in a country aiming to quadruple nuclear
📉 Down 53% from highs. Let's talk about $UEC
https://t.co/RsIQ6r0EfL
@alchemistuniq Great analysis and summary. Did you calculate interest rate change impact on company’s revenue? Lower rates might hurt their revenue, or?
@JJansaSDS@FranciMatoz
Upam, da bo to naša prioriteta, zaščititi Slovence pred navalom migrantov, da ne bomo postali naslednja V. Britanija, Francija, Švedska, itd. Verjamem v vas! 💪🏼
Danes sem govoril z visokimi vojaškimi častniki.
Na južni meji (Dolenjska) lovijo v povprečju 85 ilegalcev na dan. Zadnjih 10 dni torej 850! Večinoma iz Pakistana, Kambodže, Nepala, Afganistana, torej varnih držav.
V azilnem centru v Postojni je samo 400 prostih mest. Kam jih potem spravljajo Če jih ujamejo 85, jih gre vsaj 5x toliko mimo.
Golobja vlada je lagala, da “ni več težav” z ilegalci.
Vsi takoj zahtevajo azil, nihče nima dokumentov. Mediji molčijo, nihče ne raziskuje.
Bo nova vlada končno dala vojski prava pooblastila ali bo ostala brezzobi tiger, ki samo prevaža ilegalce in čuva policijo?
Pravilno sporočilo ob ilegalnem prehodu državne meje mora biti jasno: “Stoj, streljal bom… Streljam!”
Takojšnja #remigracija za VSE ilegalce! Brez milosti. Slovenija ni begunsko taborišče.
@policija_si@Slovenskavojska@mnz_gov_si
🚨WOW! AfD Alice Weidel Destroys the EU migration pact.
"They flood our countries with illegal migrants and force our own people to feed and house them."
Germany is to RETURN to Common Sense! 🇩🇪🇩🇪🇩🇪