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Цены на конверсию и обогащение урана выросли с начала 2022 года в 1,5-2 раза. Настоящий атомный ренессанс!

Думаю, рост цен будет ускоряться на фоне принятия закона о запрете импорта обогащенного урана из РФ в США, который начнет действовать через несколько дней. Запрет, конечно, звучит громко: американские компании могут получать специальные разрешения на импорт, если нет альтернатив (спойлер: их пока нет). Американская Centrus получила часть разрешений пока лишь на 2024–2025 годы, но очень ждет разрешений и на 2026–2027 годы.



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Цены на конверсию и обогащение урана выросли с начала 2022 года в 1,5-2 раза. Настоящий атомный ренессанс!

Думаю, рост цен будет ускоряться на фоне принятия закона о запрете импорта обогащенного урана из РФ в США, который начнет действовать через несколько дней. Запрет, конечно, звучит громко: американские компании могут получать специальные разрешения на импорт, если нет альтернатив (спойлер: их пока нет). Американская Centrus получила часть разрешений пока лишь на 2024–2025 годы, но очень ждет разрешений и на 2026–2027 годы.

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WhatsApp, a rival messaging platform, introduced some measures to counter disinformation when Covid-19 was first sweeping the world. On February 27th, Durov posted that Channels were becoming a source of unverified information and that the company lacks the ability to check on their veracity. He urged users to be mistrustful of the things shared on Channels, and initially threatened to block the feature in the countries involved for the length of the war, saying that he didn’t want Telegram to be used to aggravate conflict or incite ethnic hatred. He did, however, walk back this plan when it became clear that they had also become a vital communications tool for Ukrainian officials and citizens to help coordinate their resistance and evacuations. That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were ugly—and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that it’s on a sustainable path higher. Higher long-dated bond yields make future profits less valuable—and many tech companies are valued on the basis of profits forecast for many years in the future. Pavel Durov, Telegram's CEO, is known as "the Russian Mark Zuckerberg," for co-founding VKontakte, which is Russian for "in touch," a Facebook imitator that became the country's most popular social networking site. But because group chats and the channel features are not end-to-end encrypted, Galperin said user privacy is potentially under threat.
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