Uranium

Weekly update on recommendation, target price, and earning forecast changes.

Buyers in the spot uranium market have become wary of significant supply.

A glance through the latest expert views and predictions about commodities with subdued outlooks evident for lead, nickel and uranium, still positive conditions for PGMs, some cracks emerging in China and why sector consolidation may increase.

Excess supply and ongoing uncertainty over European and Japanese nuclear policy had spot uranium slipping slightly last week.

Shell is near completing a massive project in Qatar, ahead of its floating LNG plans, while the US has approval to export shale gas. With nuclear on the outer, how will Australia’s gas projects fare?

Nuclear policy uncertainty in Germany and Japan is causing anxiety in the uranium market as the spot price slips lower.

Germany’s nuclear decision saw the spot uranium price drop last week but activity was very subdued.

What impact will Germany’s announced nuclear energy phase-out have on the uranium market?

Despite earlier denials, the US Department of Energy’s uranium quota has indeed been purchased in full. But now there’s a new issue.

A glance through the latest expert views and predictions about commodities with Macquarie adjusting commodity price forecasts, April steel Data for Australia coming in mixed and Goldman Sachs adjusting preferences among the big Oz energy stocks.