Investors See Big Opportunity as Uranium Supply Dries up

What’s been happening:Niger – awaiting the next catalyst?On 26 July news broke of a coup in Niger - borders were closed and a nationwide curfew was declared, and all institutions of the republic were suspended.
https://www.bbc.com/news/world-africa-66320895In the days following we saw statements from Global Atomic and GoviEx that employees were safe and it was business as usual. https://globalatomiccorp.com/i....nvestors/news/news-d 25% of the EU’s uranium coming from Niger the coup raised a series of concerns for their clean energy sector. Orano the major operator in the region said ‘operations continue as normal’.https://greeninvesting.co/2023..../07/niger-coup-threa discuss how this key development might affect the uranium market.Winner of the week:It’s a tie between Vogtle & China.Georgia Power declared that Plant Vogtle Unit 3 has entered commercial operation. They are the tied winner because the US administration saw the bigger picture and persisted, and can now look forward.https://www.georgiapower.com/c....ompany/news-center/2 approved 6 new nuclear reactors commencements at $17B investment. Even though these are the first approvals for 2023, they are in addition to 10 in 2022. China accounts for 23 of 55 nukes under construction globally.https://world-nuclear-news.org/Articles/Six-reactors-approved-for-construction-in-China
https://www.bloomberg.com/news/articles/2023-08-01/china-approves-six-nuclear-reactors-at-17-billion-investment?utm_source=website&utm_medium=share&utm_campaign=twitter#xj4y7vzkgBungle of the week:Collectively award it to all of those that proclaimed that renewable pricing can only get cheaper.These last 2 weeks Vattenfall and Ørsted abandoned offshore wind projects in the US & UK due to soaring costs of up to 40%.https://www.bloomberg.com/news..../articles/2023-07-22 Gamesa board has initiated an "extended technical review" that will incur "significantly higher costs" than previously assumed, estimated to be in excess of 1 billion euros ($1.09 billion).https://www.cnbc.com/amp/2023/....06/23/siemens-energy of the week:
KAP’s sales have gone up 13% because of (FLEX) in their contracts. What does that mean?Kazatomprom 2Q23 Operations and Trading Update - https://www.kazatomprom.kz/en/....media/view/kazatompr & Fizzers:The potential moonshot is the physical uranium funds… or will they fizzle out?For 11 days before the coup in Niger SPUT had been trading at an average discount of 11.00%, since the coup it has substantially reduced, sitting at an average discount of -7.82%.https://twitter.com/skysurfer75/status/1686513074394578944/photo/1
https://twitter.com/janwolansky/status/1686470708984008704/photo/1
https://twitter.com/quakes99/status/1686517113756975104?s=20Yellowcake is up nearly 6% in Londonhttps://www.holdcomarkets.com/post/the-month-in-u-inventory-yellowcake-p-nav-discount-too-narrow-in-relation-to-sput
https://twitter.com/moniology/status/1686030693975912448/photo/1
https://twitter.com/HoldcoMarkets/status/1686505128793141248/photo/1Tweet of the week:https://tw