Uranium Market Insights & Update by Uranium Trader Per Jander
ฝัง
- เผยแพร่เมื่อ 15 พ.ค. 2024
- Interview with Per Jander, WMC, Director, Nuclear Fuel and Investor Services
Per joined WMC with a broad background in the energy sector spanning 20 years. Most recently, Per spent over a decade in uranium sales and trading in various roles at the marketing division of Cameco Corporation. Prior to his employment with Cameco, Per worked with nuclear power plant fleet management, investment planning and new build programs at utilities in Sweden and Switzerland. During his employment with the World Nuclear Association in London, Per worked on international trade and policy negotiations. Earlier in his career, Per spent several years in energy trading in various European markets. At WMC, Per is leading the advisory work with Sprott, and also focuses on commercial engagement with the investment community, as well as key customers in Europe and Asia. Per has a Master of Science degree in Industrial Engineering and Management from Linkoping Institute of Technology in Sweden.(Per Background from sprott.com)
Recording date: March 26., 2024.
Chapters
0:00 Intro
0:41 Spot market overview
4:57 Healthy pullback with low volume
7:12 Tightness of the market
8:23 Buying volumes
11:00 RFPs
12:18 Term market, contracting
13:17 Utilities awareness
14:34 Ceilings and floors prices
15:47 Kazatomprom volumes and timeframe on spot
19:38 Q&A Term contracting reporting transparency
21:38 Above ground inventory that are not in the books
22:47 SPUT less attractive investment with a more limited upside than previously thought
24:24 SPUT endgame
#uranium #u3o8 #nuclear #nuclearenergy #nuclearpower #u308 #commodities #markets #stockinvesting #stocks #exploration #mining #uraniummining
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If you want to hear a prospective from another uranium trader you can see my interview with Bram Vanderelst recoreded few days before this one.
Watch here: th-cam.com/video/ZFkHDp0aWzM/w-d-xo.htmlsi=tzo9mUE7QPUuZAYN
Great insights by Per. Thanks Lucijan
If I was running Kazatomprom (haha) I would be very interested in the idea of leaving U3O8 in the ground (subject to contractual constraints), knowing that it will be worth a lot more in a few years.
Risky strategy. I understand the point you're trying to make, however CCJ and KAP have an effective duopoly on uranium mining and they want to keep it that way. I guarantee you they don't like seeing new projects come online, because that means they're losing business. They're incentivised to somewhat restrain the move in spot
Could possibly be the goal of Sulfuric acid "shortage"
@@reecemccullough4829 It's possible, IMO.
Great episode. Thanks Lucijan and Per
❤️
Per is correct, there is no “end game” in SPUT,- it is dependent upon other investors buying units at a higher and higher price, ie, “the greater fool theory of investing”
Lucijan, thank you for the interview, Interesting . What will be the mechanism to define the spread between the floor in the Term Market and the SPOT prices?
Great interview, thanks
Thanks mate
Is Mr. Jander one of the buyers from the Sprott Management Group ? Here is my advise for him : ,,Get some cash and buy uranium" .....please 😂✌️
Very good interview 👍👍💯
Thank you
Is easy money made? If so how long will it take before next upswing takes place?
Great work, timestamps are welcomed
Thank you. Yes time stamps help, agreed.