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. ๐
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 โ at any price โ to meet this extraordinary demand.
@Tom__Capital The new format makes the phase group games pretty boring.
I'll watch 6 games of the groups (including my team). Normally I'd watch between 1 and 2 a day.
The real world cup will start June 27th.
@TheApeOfGoldST $DBA I know nothing about particuliar commodity inside but I think the disruption from hormuz strait haven't yet manifesting and will be reflected in food price.
Bearish bonds, with inflation hitting 3.5-4% soon, real yield on 10 year is less than 1%. That will go up
Thailand is one of the first ag countries to enter a planting season since the Iran war. We went to document the impact of supply shocks to fuel/fertilizer โ It was worse than I anticipated.
Farmers are leaving huge tracts of land barren bc they canโt afford to plant.
@FattyNatsu Not hard to meet if you live there.
First year might be tough so, as you need to go in personn in the office and tax officer are retarded.
After you can do online + CHATGPT
I have been playing on polymarket for almost 2 years. Today is the day I feel most angry about polymarket team. The ghost fill problem is getting much worse and those bastards are doing 50k resting orders both sides. I am getting 3% rewards on markets I suppose to get 50+%. The team said they would ban all those accounts but I think they are doing some lousy job. It is very easy to ban them. Just track big accounts like me or domah etc, check their backend you see failed transactions then you know which accounts are at fault. Check their ip and linked accounts and ban them all. It is easy. I was doing Amazon 20 years ago, Jeff Bezos know how to ban those Chinese cheaters. I donโt get it why poly is not doing things. The whole order book look like shit now. For 2 years I never requests anything from polymarket but I just think the did too bad this time the whole upgrade was not planned well. And as the #1 lp farmer by far. I suggest that poly should kinda compensate all lp farmer that are still doing lp after the upgrade till Mondayโs permanent fix is deployed. (And I kinda skeptical if that upgrade really works) At least pay them a few times more based on their pro rata share of the rewards earned. And perhaps give me one polymarket necklace that identical to Paul Loganโs that sold to Pawn Star Rickโs at $30k (well this part is a joke but maybe Shayne should really consider it) This is so bad that even I as a lp farmer that keeps on farming for 650+ days thinking about quit farming. And it seems to me that if those bastards made like 100k accounts before Monday they might still can keep on doing that? I really hope the team can seriously address this issue. @shayne_coplan@_kanarazu_@Polymarket@mustafap0ly