Commodities and Trading

[text] I think the #uranium market is about to “sell out”. 🇮🇳 India is signing long with @NAC_Kazatomprom and @cameconews. 🇨🇳 China already has its hands on Kazakhstan — and it’s basically embedded across Namibia. So when Western utilities finally wake up, they won’t be shopping.

[text] UraniumX is buying Dieter Lake from IsoEnergy with 18 million new shares. That gives @IsoEnergyLtd roughly 15.6% of @UraniumXCorp, a board seat, top-up rights and a 2% royalty on Dieter Lake. On paper, UraniumX gets 24.4 million historical pounds without spending cash. But it

[image] 한국은행이 13년만에 금을 산다고 합니다. ‘달러화의 기축통화 지위 약화’와 지정학적 분절화가 심화되는 환경에서 금융 제재로부터 안전한 대안적 준비자산으로서 금의 역할을 점검해야 한다는 분석을 내놨었네요. 신현송 신임 총재의 역할도 있었던 것 같습니다. #BOK #XAU