Uranium Market Appears Gripped by Geopolitical Uncertainty -- Market Talk

Dow Jones
03-25

2212 GMT - Uranium spot prices have plunged to US$63/lb while the term price remains steady at US$77/lb, prompting Ord Minnett to try to unpack what's going on. It contends the uranium market is gripped by uncertainty over geopolitics, citing recent commentary by the CEO of producer Boss Energy. "With the Trump Presidency enacting tariffs, but no stability as targets and timings change day-by-day, utilities have pulled back from long-term contracts," analyst Matthew Hope says. The term price tracks the level at which term prices are being settled, but it won't shift if there are none, Ord Minnett says. (david.winning@wsj.com; @dwinningWSJ)

 

(END) Dow Jones Newswires

March 24, 2025 18:12 ET (22:12 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10