Hello, Haymakers:
The worsening shortages of oil and liquefied natural gas (LNG) are once again capturing the world’s attention and for good reason. In reality, there should probably be much more anxiety about how the world will adapt to the unprecedented supply disruption of both essential commodities.
Yet there is also inexplicable and, we would argue, inexcusable complacency about the situation in the uranium market. The chart below, relayed to us and his other followers, by our close Kiwi friend Trader Ferg, gets right to the heart of the matter.
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