Per Jander: Uranium Still "Very Early" in Cycle, What to Watch in 2025

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John
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College Students
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Summary
Per Jander discusses the current uranium market, emphasizing its early cycle stage and the importance of term prices over spot prices. He highlights uncertainties in supply due to geopolitical factors and the need for utilities to secure contracts. Jander predicts a positive demand outlook, driven by new projects and reactor life extensions.
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