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Morgan Stanley: It is time to be bullish on uranium prices.
Morgan Stanley stated that the decline in mining output has reduced global uranium supply. Additionally, Russia has issued a ban on the export of enriched uranium to the usa, and if the eu is also included in the ban, it may exacerbate the tightness of global uranium supply.
NexGen Brief: In Production, Says the Rook I Project Is Poised to Make NexGen "One of the World's Largest and Most Environmentally Conscious Mining Companies"
Russia's 'uranium restrictions', nuclear power stocks surge, hedge fund king Griffin provides assistance: I have invested in nuclear power, this is the future
Russia's restriction on the export of concentrated uranium to the usa may pose supply risks to the utilities operating american reactors, which supply nearly one-fifth of the usa's electrical utilities. Last month, Griffin participated in a $0.5 billion financing for the small modular reactor (SMR) developer X-Energy, led by amazon.
Investors Flock to Canadian Uranium as Russia Pauses Shipments -- Market Talk
Russia Restricts Uranium Exports to US Amid Escalating Trade Tensions
Uranium Prices Rise After Russia Temporarily Limits Supplies to U.S.