Uranium (Nuclear Energy)

[winston]

Exactly what I want to see in a trade

Source: Daily Crux

http://thecrux.com/sjuggerud-exactly-wh ... e-part-ii/

[winston]

Nuclear Power and Expertise is a Key French Export

by DR. KENT MOORS

According to a July 2016 World Nuclear Association (WNA) report, France exports more electricity than any other country on the planet.

That is largely a result of how cheap nuclear power is to produce, resulting in more than €3 billion ($3.3 billion) a year in export revenues, and the best domestic tariff regimen on the continent.

The nuclear sector also provides another active export market.

Reactor technology along with processed fuel and related services provide opportunities for exports to broader markets.

Third, as the WNA report noted, about 17% of all French electricity comes from recycled nuclear fuel.

Not everything on the French nuclear front is positive, however. Despite being a nice contributor to any initiative (like the Paris Climate Agreement) intended to lower the carbon footprint, public support for nuclear power is declining.

Some of this results from increasing fears of accidents, even though the French have a spotless record here. Supporters of solar and wind power also criticize the reliance on nuclear reactors.

But most criticism comes for the high costs of maintaining the nuclear infrastructure, and the heavy bills coming due for refurbishing aging nuclear power plants.

Similar concerns are slowing down the adoption of nuclear power elsewhere (apart from Asia). But the Paris Climate Agreement will affect much more than just nuclear power…

Source: Oil & Energy Investor

http://oilandenergyinvestor.com/2016/10 ... y-markets/

[winston]

Buy Uranium... Again

Three major influences on demand will be moving into the market at the same time... and the effect on prices could be explosive.

First, Japan is hoping to restart about 21 of the 54 nuclear reactors it shut down after the Fukushima disaster.

Second, a surge of new nuclear plants will be starting up. According to the Organisation for Economic Co-operation and Development's International Energy Agency, "installed nuclear capacity could reach 1,200 gigawatts in 2050, with annual electricity production of nearly 10,000 terawatt hours. This would represent around 24% of electricity generated worldwide, making nuclear the single largest source of electricity."

Third, about 25% of existing supply contracts will expire over the next two years... and about 75% will expire between now and 2025. That means most of the world's nuclear utilities will be trying to secure new long-term contracts at the very same time that a wave of nuclear reactors will resume operating... or begin operating for the first time.

Apparently, a handful of nuclear power companies are fearful of this exact scenario. So they're locking down long-term supplies now... at double the current spot price of uranium.

The Global X Uranium ETF (NYSE: URA), which holds a basket of uranium mining companies, has advanced nearly 20% during the last five weeks.

Source: Non-Dollar Report

http://nondollarreport.com/2016/12/inve ... ?src=email

[winston]

My #1 Investment for 2017

Source: Daily Crux

http://thecrux.com/the-1-black-swan-event-for-2017/

[winston]

vested in CCJ

One sector that looks poised to move higher right now is uranium stocks

Investors have left them for dead. The uranium price bottomed around $18 per pound in December and is now on the rise…

And fund managers are finally starting to take notice. The once-hated commodity is trying to start a new long-term uptrend.

Uranium producers Cameco (CCJ) and Paladin Energy (PDN.TO) have begun to benefit from this, as have aspiring uranium producers like Denison Mines (DNN) and Fission Uranium (FCU.TO).

The $4.2 billion Cameco is the least speculative of the bunch… But all have plenty of upside if uranium prices continue to rise.

Consider establishing a small position in one or more of these names today… and keep your stop losses tight in case we're early.

Source: Growth Stock Wire

[winston]

Violent Uranium Price Rebound Could Begin On Jan 20th

by James Burgess

1. Japan is getting its nuclear energy back on track
2. 61 new reactors are under construction around the world
3. Another 149 new reactors are planned and
4. Long-term uranium contracts are set to expire.

Source: Oilprice.com

http://finance.yahoo.com/news/violent-u ... 00330.html

[winston]

Uranium is soaring

Source: Daily Crux

http://thecrux.com/uranium-is-soaring/

[winston]

Jan 13, 2016

5 Uranium Statistics That Will Blow You Away

Nuclear power is bigger than investors think, which means uranium demand is set to grow in the years ahead

by Reuben Gregg Brewer

1. Bigger than you think
Carbon dioxide is the environmental 'bad guy' of the moment. Nuclear power doesn't release carbon dioxide. And it's an always-on power source, making it a good option for baseload power.

Nuclear power made up 60% of the "clean" power generated in the United States in 2015. And nuclear power plants ran at 90% of capacity, far above solar, wind, and even hydro power plants.

2. Nuclear in China

China, the world's most populous nation, has 35 reactors up and running today. For comparison, the United States, a mature market, has around 60 nuclear power plants.

According to Cameco, the world's largest independent uranium miner, China has 20 more facilities under construction right now.

However, those 20 reactors could be just the start. According to Energy Fuels, the giant nation has plans to build 177 more reactors.

3. Nuclear in India

Right now, the country has 22 nuclear power plants up and running, with five under construction. And it has another 64 planned or proposed, according to Energy Fuels.

4. Beyond the giants
There are 57 nuclear reactors under construction today, only around 25 of which are in China and India.

5. Open and shut

New construction is expected to more than offset retirements, leading to a net increase in nuclear power and uranium demand.

Source: Motley Fool

http://www.fool.com/investing/2017/01/1 ... yptr=yahoo

[winston]

The 2017 Investor Outlook for Uranium

By Sean Brodrick

People expected Trump’s team, which is pushing deregulation, to lift roadblocks to new nuclear development.

Grant Isaac, Cameco’s chief financial officer, said that utilities won’t need new uranium until about 2022.

China, which has 35 operating nuclear power plants, is building 20 more right now. And according to data from Energy Fuels, China has plans to build 177 more reactors.

Meanwhile, India, which has 22 nuclear power plants now, is building five more. And it has another 64 planned or proposed.

Worldwide, there are 58 nuclear power plants under construction. Only 25 are in China and India. So this is a global trend.

So my approach to this industry would be “buy the dips.” There’s always a “disaster” now and then. Wait for it and buy on the cheap. Because those long-term trends are both undeniable and irresistible.

Source: The Oxford Club

http://energyandresourcesdigest.com/inv ... ?src=email

[winston]

This second force could drive uranium through the roof

Source: Daily Crux

http://thecrux.com/this-second-force-co ... -the-roof/