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Deficit finally coming in uranium

INVESTORS are well versed in the uranium bull story – an increase in the nuclear fleet, mainly in Asia, will require more yellowcake and, therefore, more U3O8 – but it has, so far, been ignored by the markets

Daniel Gleeson
Deficit finally coming in uranium

For all of the promise, spot and contract prices for uranium have lingered around 14-year lows for a good few years as excess inventories more than cover demand. In such an environment, exploration stories...

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