Uranium heeft hier weinig animo maar laten we serieus blijven, beursig is lang niet meer wat het geweest is. Andere topics meer info en als ik lees dat diehards op beursig bans kregen zonder reden en dat zelfs een Homer naar hier is gekomen zegt wel genoeg.
Uranium vandaag:
Beleggen in uranium
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koenvhaver
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Re: Beleggen in uranium
Ja, heb ook al dikwijls moeten denken aan Gede. Heb mijn eerste verdubbelaar in uranium-aandeel al gehad.
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MDK
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Re: Beleggen in uranium
Misschien is hij hier ook maar met een andere identiteit? Maar aan de discussies te zien zal hij hier nog niet aanwezig zijn.
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quince
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Stijn87
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Re: Beleggen in uranium
Interessant artikel dat ik tegen kwam.
Uranium still has plenty of upside potential after prices hit $80 - Sprott's John Ciampaglia
Neils Christensen
Thursday November 23, 2023 12:09
(Kitco News) - Uranium prices have gone nuclear, with some exchanges showing spot prices at $80 per pound. Prices are also up more than 68% so far this year and according to one investment firm, there is still plenty of potential in the marketplace as nations look to build more nuclear reactors.
This week, the Sprott Physical Uranium Trust (TSX: U.UN, U.U) hit a significant milestone, with assets under management (AUM) rising above $5 billion. John Ciampaglia, Chief Executive Officer of Sprott Asset Management, said in an interview with Kitco News that while the firm has been bullish on uranium, the growth of the trust has surpassed expectations.
The Trust was first launched in the summer of 2021 with AUM of $630 million. At the same time the firm noted that within that time, the trust's unit price has increased by more than 100% while its liquidity and trading volumes have steadily improved.
While the uranium market can be volatile, Ciampaglia said that Sprott expects prices to continue to climb higher as demand grows.
"Higher prices are the only way to incentivize new supply," he said. "At $100, you probably get most of the brownfield projects back online. But that's probably not enough to finance greenfield projects," he said. "The world needs to find new uranium supplies to meet future demand."
Ciampaglia said that low uranium prices since 2021 caused many mines to shut down, creating a lost decade of supply that needs to be made up. As to how big the deficit is, Ciampaglia said that the market will need to purchase 1.5 billion pounds of uranium over the next few years as new power plants come online.
"We need to essentially double our primary production over the next 20-odd years in order to meet expected demand," he said.
Ciampaglia said that Sprott sees three factors driving long-term uranium demand. The first factor is the ongoing green energy transition as nations look for alternative energy sources and move away from fossil fuels.
While the world has seen explosive growth in solar and wind energy, Ciampaglia said that governments have now realized that to meet their energy needs and maintain net-zero emissions targets they need to embrace nuclear energy.
"With renewable energy, you've got the intermittency issue to deal with. So nuclear provides that reliable baseload power," added Ciampaglia.
However, Ciampaglia noted that overshadowing the green energy transition is a growing trend for nations to be energy independent. He said that the weaponization of commodity markets after Russia invaded Ukraine in 2022 has been a wake-up call for many European countries.
"If you've got nuclear power that operates all of the time and operates for very long periods of time in between refuelings, you're not at the mercy of the North Stream Pipeline getting blown up," he said. "Energy security is starting to weave into broad government energy and industrial policy more and more."
Ciampaglia said that the current environment is similar to the 1970 energy crisis.
"All of the original power stations in North America got built in the '70s and '80s as a direct result of governments saying they didn't want to be left stranded by these OPEC countries," he said. "But this time, it wasn't just oil that got squeezed. It was oil, it was natural gas, it was coal, it was palladium. It was all the energy commodities."
It's not just physical uranium that has seen a solid price rally, as uranium miners are starting to see new capital flow into the sector. The Sprott Uranium Miners ETF (NYSEARCA: URNM) is currently trading at a two-year high of $49.51 per share.
Ciampaglia said that this is a sign that a healthy, sustainable market is emerging as the equity sector is responding to higher prices.
Uranium still has plenty of upside potential after prices hit $80 - Sprott's John Ciampaglia
Neils Christensen
Thursday November 23, 2023 12:09
(Kitco News) - Uranium prices have gone nuclear, with some exchanges showing spot prices at $80 per pound. Prices are also up more than 68% so far this year and according to one investment firm, there is still plenty of potential in the marketplace as nations look to build more nuclear reactors.
This week, the Sprott Physical Uranium Trust (TSX: U.UN, U.U) hit a significant milestone, with assets under management (AUM) rising above $5 billion. John Ciampaglia, Chief Executive Officer of Sprott Asset Management, said in an interview with Kitco News that while the firm has been bullish on uranium, the growth of the trust has surpassed expectations.
The Trust was first launched in the summer of 2021 with AUM of $630 million. At the same time the firm noted that within that time, the trust's unit price has increased by more than 100% while its liquidity and trading volumes have steadily improved.
While the uranium market can be volatile, Ciampaglia said that Sprott expects prices to continue to climb higher as demand grows.
"Higher prices are the only way to incentivize new supply," he said. "At $100, you probably get most of the brownfield projects back online. But that's probably not enough to finance greenfield projects," he said. "The world needs to find new uranium supplies to meet future demand."
Ciampaglia said that low uranium prices since 2021 caused many mines to shut down, creating a lost decade of supply that needs to be made up. As to how big the deficit is, Ciampaglia said that the market will need to purchase 1.5 billion pounds of uranium over the next few years as new power plants come online.
"We need to essentially double our primary production over the next 20-odd years in order to meet expected demand," he said.
Ciampaglia said that Sprott sees three factors driving long-term uranium demand. The first factor is the ongoing green energy transition as nations look for alternative energy sources and move away from fossil fuels.
While the world has seen explosive growth in solar and wind energy, Ciampaglia said that governments have now realized that to meet their energy needs and maintain net-zero emissions targets they need to embrace nuclear energy.
"With renewable energy, you've got the intermittency issue to deal with. So nuclear provides that reliable baseload power," added Ciampaglia.
However, Ciampaglia noted that overshadowing the green energy transition is a growing trend for nations to be energy independent. He said that the weaponization of commodity markets after Russia invaded Ukraine in 2022 has been a wake-up call for many European countries.
"If you've got nuclear power that operates all of the time and operates for very long periods of time in between refuelings, you're not at the mercy of the North Stream Pipeline getting blown up," he said. "Energy security is starting to weave into broad government energy and industrial policy more and more."
Ciampaglia said that the current environment is similar to the 1970 energy crisis.
"All of the original power stations in North America got built in the '70s and '80s as a direct result of governments saying they didn't want to be left stranded by these OPEC countries," he said. "But this time, it wasn't just oil that got squeezed. It was oil, it was natural gas, it was coal, it was palladium. It was all the energy commodities."
It's not just physical uranium that has seen a solid price rally, as uranium miners are starting to see new capital flow into the sector. The Sprott Uranium Miners ETF (NYSEARCA: URNM) is currently trading at a two-year high of $49.51 per share.
Ciampaglia said that this is a sign that a healthy, sustainable market is emerging as the equity sector is responding to higher prices.
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Fafi Fournic
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Re: Beleggen in uranium
Eind deze maand een klimaat conferentie in Dubai daar zou een voorstel gedaan worden o.l.v. de US om de kerncantrales te verdrievoudigen (X3) ik weet niet of dat echt zo zal zijn,in ieder geval op 30/11/2023 heeft die conferentie plaats zou ook al een reden kunnen zijn om de Uranium prijs danig naar omhoog te halen.
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