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Utilities Buy Long, Traders Buy Spot—And the Chasm Tells You Everything
Spot at $85, long-term at $90, Sprott buying millions of pounds while utilities sit muted... the uranium market just split into two incompatible pricing mechanisms, and the gap is widening…
Urenco Bets Billions on Enrichment Nobody Needs Yet
50% capacity increase by 2036, 2.1 million SWU added, multi-billion-dollar investment locked in… Urenco just went all-in on uranium enrichment six years before advanced reactors actually burn the fuel…
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