Dipl.-Ing.(FH), Uranium Bull
- Tweets 2,281
- Following 180
- Followers 1,555
- Likes 6,782
"Kazakhstan's Large Uranium Project with Rosatom's Participation Has Stalled -
The Budenovskoye joint venture is showing a significant delay in the field development schedule amid possible disputes among shareholders over the choice of a contractor."
inbusiness.kz/ru/news/krupny…
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"Russia prepares ban on export of essential raw materials to unfriendly countries"
28 September 2024
niasam.ru/ekonomika/rossiya-…
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"Uranium Market Tightens as Utilities Face Historic Contracting Deficits"
discoveryalert.com.au/news/u…
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"Former Kazatomprom top manager sentenced to 4.5 years in prison for deals detrimental to the state"
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"Kazakhstan to create strategic uranium reserve for nuclear power plants-
The Ministry of Energy reported this."
April 2, 2025
forbes.kz/articles/v-kazahst…
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Is that why the uranium market is falling today?
investing.com/news/stock-mar…
kz.kursiv.media/2025-08-18/z…
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Reuters
Trump to sign orders to boost nuclear power as soon as Friday, sources say
May 22, 2025
reuters.com/business/energy/…
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💥"Kazatomprom JVs have sharply reduced their uranium reserves"
👉Proven and probable uranium reserves in Kazatomprom's joint ventures decreased by 47.8% in 2024
👉the production of sulfuric acid also decreased to 495.6 thousand tons
kz.kursiv.media/2025-05-16/z…
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Sprott Physical Uranium Trust Raises US$25.55 Million Through Non-Brokered Private Placement
stocktitan.net/news/SII/spro…
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$GLO
"Washington makes military aid overtures to Sahel juntas"
arabnews.com/node/2612925/wo…
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👆It seems Atlantic Project II left St. Petersburg without EUP:
"Another shipment of Russian enriched uranium has failed to depart St. Petersburg this week"
energyintel.com/00000193-e3c…
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"Ontario Premier Doug Ford called on Saskatchewan to export its Uranium anywhere but the United States. “Everyone wants our uranium,” Ford said."
March 04, 2025
rebelnews.com/watch_doug_for…
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#uranium
"Industry Will Collapse": France Begs for Mercy After Learning About Putin's Revenge for Sanctions"
abnews.ru/news/2025/7/13/pro…
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Detailed article in the Kazakh media about Kazatomprom's lack of sulphuric acid:
"A sulfuric acid plant using Italian Balestra technology will be built in the Turkestan region"
kz.kursiv.media/2024-01-19/z…
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Niger:
Niger: World Bank Resumes Funding After July Coup Suspension
weafrica24.com/2024/05/18/ni…
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"Kazatomprom records strange decline in demand for its uranium -
Despite the growing deficit, the national company’s Western clients are in no hurry to contract new supplies of energy raw materials."
inbusiness.kz/ru/news/kazato…
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☝️Russia:
"The government will soon present the president with specific proposals to ban the export of strategic raw materials to unfriendly countries"
topwar.ru/250902-pravitelstv…
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the bill has been given a new name:
H.R.1622 - Uranium for Energy Independence Act of 2025
the bill text is now available
congress.gov/bill/119th-cong…
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💥"A ship with Russian uranium was arrested in Germany: the Russian fraud failed"
dialog.ua/world/292600_17120…
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💥A very detailed article in the Kazakh media on Kazatomprom - You must read it:
inbusiness.kz/ru/news/sernok…
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additional demand for reactor life extensions are not currently included in UxC's projections
discoveryalert.com.au/news/u…
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Trump`s executive order (“Immediate Measures to Increase American Mineral Production") about DFC-financing
bhfs.com/insights/alerts-art…
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Uranium mine sinks underwater in Krasnokamensk
chita.aif.ru/incidents/urano…
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Kazakh media:
"If Rosatom finds itself under anti-Russian sanctions, it may be difficult for Kazatomprom to sell its product."
kz.kursiv.media/2024-03-07/p…
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Sulfuric acid kazakhstan - Tender - Zarechnoye Uranium Mine 👆!!!! - 115.000 tons 😯 !!!
tenderplus.kz/zakupki
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💥"Lawmakers look to build momentum for Russian uranium ban
A House committee will hold a hearing this week on Russian uranium imports as legislation to ban them remains stalled."
eenews.net/articles/lawmaker…
House Hearing : "Going Nuclear on Rosatom: Ending Global Dependence on Putin's Nuclear Energy Sector"
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"Horrific Videos Turn Out to Be True: Sulfuric Acid Spill Confirmed at Kazatomprom Mine
15 November 2024 -
... the Department of Ecology of the Turkestan Region fined the enterprise more than 1.8 million tenge..."
orda.kz/strashnye-video-okaz…
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"Russia-US Uranium Trade War Escalates Amid Global Supply Concerns"
frontierindia.com/russia-us-…
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Bloomberg:
" Hedge Funds Pile Into Uranium Stocks Poised for ‘Dramatic’ Gains "
finance.yahoo.com/news/hedge…
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"Russia regains title of top supplier of enriched uranium to US"
ru/news/2025/08/09/rossiia-v…
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"Kazakhstan: The New Battleground for West, Russia, and China After Ukraine and Israel"
thestatesman.com/world/kazak…
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🧐Do you think KAP can meet its production forecast (2025/2026?) despite the lack of sulphuric acid?🤔
I have some doubts🤨
KAP-sulfuric factory:
Estimated construction period of the plant: April 2026 – March 2029
EuroCem: start production2027 (Turkestan)
I understand it like this:
- KAP existing: 680 k to
- KAP additionally planned: 800 k to
- EuroChem planned: 50% to KAP => 400 k to
In total: 1,880 k to
"For example, when it reaches 25-26 thousand tons per year, it will consume 2 million tons of sulfuric acid"
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"Understanding the Uranium Supply Crisis: 2025 Investment Opportunities"
discoveryalert.com.au/news/u…
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SPUT
the 🧙♀️magic🪄 numbers today are (to reach premium):
USA: US$ 17.16
Canada: CA$ 23.49
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FT: "Nuclear boom sparks urgent call for investment in new uranium mines"
ft.com/content/6cbebe7f-7c56…
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$GLO
"...aiming to support development and ease market access for key exports like URANIUM and agriculture."
U.S. Tariff Updates
Niger
Tariff Rate: 10%
Niger’s 10% tariff reflects limited U.S. trade and small export volumes, aiming to support development and ease market access for key exports like uranium and agriculture.
#Niger #TariffUpdate #USTrade #TradePolicy #EconomicGrowth
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House Hearing : "Going Nuclear on Rosatom: Ending Global Dependence on Putin's Nuclear Energy Sector"
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Kazakhstan and the sulphuric acid - very confusing - could this mean a delay ? 🤪
26.11.2024: pic1, kz.kursiv.media/2024-11-26/z…
09.12.2024: pic2, kz.kursiv.media/2024-12-09/z…
24.12.2024: pic3, kapital.kz/economic/132817/v…
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Kazakhstan
"The main illusion of the present is that everything has been explored and there are a lot of natural resources - geologist"
informburo.kz/interview/glav…
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Russia is preparing a serious response to Western sanctions — Myśl Polska
pravda.ru/economics/2108463-…
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" "There would be some utilities maybe that would be expecting that material and now might not get it,” said Jonathan Hinze, president of a company that tracks uranium-fuel markets."
justthenews.com/politics-pol…
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$GLO
"The U.S. International Development Finance Corporation (DFC) Strengthens United States (US)-Africa Critical Mineral Ties Ahead of African Mining Week (AMW) 2025"
energycapitalandpower.africa…
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👆"Kazatomprom demanded 90% share in uranium joint venture for contract extension"
Published March 19
kz.kursiv.media/2025-03-19/z…
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"Kazakhstan's Uranium Shipments to the US Have Increased Sharply.
...Uranium supplies to the US immediately increased fivefold – 2.6 thousand tons..."
lsm.kz/chto-poluchaet-ot-sot…
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EU prepares ban on import of Russian gas and uranium: complete refusal by 2027
anhor.uz/world/eu-prepares/
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ESA Quarterly Uranium Market Report
1st Quarter 2025:
Between January and March, European utilities concluded 0 new spot natural uranium supply contracts (including purchases, sales, exchanges and
loans) and 6 new long term contracts
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"Uranium Market Gets Signal: Major Project in Kazakhstan Changes Production Plan
29.11.24
The joint venture with the Canadians, Inkai, intends to significantly increase uranium production up until 2045."
inbusiness.kz/ru/news/rynku-…
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💥Financial Times:
Atlantic Action II
ft.com/content/ec09bcff-3771…
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"Kazakhstan's Major Uranium Player Cuts Production: What's the Problem?
11.11.24
By refusing Russian sulfuric acid, the miner has hit its production this year"
inbusiness.kz/ru/news/krupny…
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"U.S. Secretary of the Interior: we cannot depend on uranium supplies from Russia — TASS"
Yesterday
usa.news-pravda.com/usa/2025…
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RFP
"Repairs & Maintenance for NAMCOR Husab & Langer Heinrich Uranium Mine Sites for a Period of Twelve (12) Months"
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"Cameco-involved uranium project in Kazakhstan faces fine"
February 26, 2025
atomic-energy.ru/news/2025/0…
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"Will Russia be able to deliver the main uranium strike?"
29 September 2024
19rusinfo.ru/politika/78477-…
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Atlantic Action II
- no news in Russian media
- no change in ARRC Line`s Sailing Shedule (since 8. Nov.)
- still docked in Ugolnaya Harbor, First Container Terminal, pier 87
- still not able to find out, if this Terminal is permitted to handle Class 7 😔
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💥Nuclear Fuel Market: Atlantic Action II Leaves St. Petersburg Without LEU
energyintel.com/00000193-883…
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Russia's reply:
nsn.fm/policy/v-gosdume-usom…
"Trump threatens 'very severe' tariffs against Russia if no Ukraine deal within 50 days"
bbc.com/news/live/c36xrr9kj1…
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Kazakhstan/Kazatomprom - Sulfuric acid
🤨🤔❓
pic1:otp.tools.investis.com/clien…
pic2: ntnews.com.au/business/stock…
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unfortunately behind a pay-wall:
"Chinese Nuclear Firms Eye Uranium Acquisitions"
energyintel.com/00000196-c5a…
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"Niger Ends Ties with China in Dramatic Shift from Longstanding Alliance"
capitalfm.co.ke/news/2025/04…
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Russia: Could these be preparations for an export ban?
"From October 25, by decision of the Ministry of Finance, only two customs posts in Russia - Uralsk and Moscow - will declare fissile and radioactive materials."
alta.ru/external_news/114069…
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👆👆👆👆👆
WOW ! Just read ....
"The “Inkai Incident”: Under the Surface of Kazakhstan’s Uranium Production"
cacianalyst.org/publications…
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KHNP tender
"South Korea’s Uranium Tender: Market Implications and Strategic Analysis"
"...potentially indicating increased urgency in securing future uranium supplies amid uranium market volatility...."
discoveryalert.com.au/news/s…
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The Moscow Times: "Enriched Uranium Fuels Russia's War Machine. But the U.S. Still Imports It"
themoscowtimes.com/2025/03/1…
This article summarizes the events of the trade relationship between Russia and the USA in the nuclear sector, and ends with the following statement :
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please explain "increased pace of work" 🙏
June 17: "We are actively working with the U.S. development bank on final preparations for their presentation to their credit committee."
August 12: "focus on the preparation of documentation to support Credit Committee review"
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"KHNP signs fixed supply contract with U.S. to boost nuclear fuel cooperation
KHNP aims for stable nuclear fuel supply by signing new contract with Centrus in the U.S."
biz.chosun.com/en/en-industr…
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