Tribeca’s Guy Keller remains bullish about uranium as US pushes supply security

Tribeca’s Guy Keller remains bullish about uranium as US pushes supply security

Tribeca’s Guy Keller says uranium fundamentals remain tight with supply in deficit and demand growing Utilities waiting on dust to settle on tariffs before making moves to buy more uranium Move to enhance domestic uranium supply could boost ASX companies operating in the US Despite a tight supply backdrop, spot prices of uranium have slipped steadily to the US$65/lb mark after a brief foray past US$100/lb in January 2024. Despite this baffling b…

Uranium . . .

and Security of the United States Electric Grid,” gives the U.S. Department of Energy the authority to expedite grid reliability measures using emergency powers under Section 202(c) of the Federal Power Act. This includes fast-tracking permits for power generation and preventing the retirement of critical energy resources, particularly those over 50 megawatts in capacity.

Milei’s stance on the exploitation of natural resources generates debate and reactions found in Argentine society. Argentine President Javier Milei has reaffirmed his position in favor of exploiting the country’s natural resources, especially uranium deposits in Chubut, to boost the national economy. In an interview with Alejandro Fantino, he stressed that uranium is a key strategic resource for the nuclear industry and that Argentina should sel…