TradeTech RSS Feeds

Feed Preview


April 9, 2012 - In the Uranium Market Study - First Quarter 2012 Edition, TradeTech has taken the opportunity to amend the World Nuclear Association demand assumptions (adopted in the Fourth Quarter 2011 Edition) in light of general global developments, but principally in Japan. TradeTech has also downgraded its Stock Multiple Factor (SMF) from 1.5 to 1, a ratio that is utilized to calculate additional procurement ensuring stock levels are maintained as a proportion of total requirements. The result is the removal of 120 million pounds U3O8 over the forecast period through 2025, which coupled with a reduction in supply availability, results in a revised projected price outlook. Feature Analysis: Realized Prices, Incentive Prices, and Clearing Prices Whether primary seller or end user, the paramount price of interest is the realized price. It is not an indicator as such, but a number that defi nes a company’s revenue or cost stream. It refl ects the average price of all deliveries made in a particular year. Fundamental to TradeTech’s long-run FAM forecast is the availability of primary production -- and this is a principal concern for the operators of the world’s 440 reactors. So, while many commentators focus on whether clearing prices will reach the necessary incentive level to induce production, TradeTech has chosen to model and evaluate where realized prices are moving -- and whether they will be suffi cient to promote the investment the industry needs. TradeTech’s Realized Price Model (RPM) has been developed to provide insight into the sustainability of the uranium mining industry.



May 11, 2012 - Five transactions are reported this week in the spot uranium market. Traders remain the most active buyers with utilities also completing purchases. The momentum and upward price pressure created from the strong increase in mid- and long-term demand in recent weeks dissipated slightly this week. The spot uranium price remains stable for the moment, with neither buyers nor sellers exerting strong pressure on the market. However, one buyer is contemplating entering the market, which could potentially exert additional upward pressure on prices. TradeTech’s Weekly U3O8 Spot Price Indicator is $52.00 per pound U3O8, unchanged from last week and unchanged from the May 10 Daily U3O8 Spot Price Indicator.


Subscribe to TradeTech's RSS Feed Subscribe to RSS