Market Thinking

making sense of the narrative

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Tag: Uranium

Market Thinking September

The back-to-school-trade in markets is not to look at the short term forecasting uncertainties around the Delta Variant of Covid, but rather to consider the medium and longer term implications of the latest twists in the New Cold War and Read more…


A NICE future for Uranium

With the G7 meeting in the UK coming up next week with a focus entirely on ‘Carbon’ and politicians everywhere seeking to out-compete one another to be ‘greener than thou’ it is probably no coincidence that this week, Bill Gates Read more…