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Uranium Awakens From Five-Month Slumber As UBS Warns Market Is “Tightening Structurally”

Uranium Awakens From Five-Month Slumber As UBS Warns Market Is “Tightening Structurally” Bloomberg’s continuous front-month uranium futures contract (UXA1 Comdty) briefly surged above $100 a pound in late January, driven by tightening supplies, renewed government support for nuclear power, and rising electricity demand from the AI infrastructure boom. Uranium futures then retreated and remained range-bound… Continue reading Uranium Awakens From Five-Month Slumber As UBS Warns Market Is “Tightening Structurally”

Goldman Sounds Alarm: Europe May Need €100 NatGas Shock To Refill Winter Storage

Goldman Sounds Alarm: Europe May Need €100 NatGas Shock To Refill Winter Storage We have warned that Europe is approaching a twin energy crisis, with the Northern Hemisphere winter now just three months away. Dutch front-month gas futures, Europe’s benchmark contract, surged Monday morning to 67 euros per megawatt-hour, the highest level since early 2023.… Continue reading Goldman Sounds Alarm: Europe May Need €100 NatGas Shock To Refill Winter Storage