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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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"We're seeing really dramatic moves, and it's all really tied to Ukraine right now, and in a secondary way, in terms of interest rates," Octavio Marenzi, CEO of Opimas, told Yahoo Finance Live on Thursday. "This war in Ukraine is going to give the Fed the ammunition, the cover that it needs, to not raise interest rates too quickly. And I think Jay Powell is a very tepid sort of inflation fighter and he's not going to do as much as he needs to do to get that under control. And this seems like an excuse to kick the can further down the road still and not do too much too soon." He said that since his platform does not have the capacity to check all channels, it may restrict some in Russia and Ukraine "for the duration of the conflict," but then reversed course hours later after many users complained that Telegram was an important source of information. The Security Service of Ukraine said in a tweet that it was able to effectively target Russian convoys near Kyiv because of messages sent to an official Telegram bot account called "STOP Russian War." The news also helped traders look past another report showing decades-high inflation and shake off some of the volatility from recent sessions. The Bureau of Labor Statistics' February Consumer Price Index (CPI) this week showed another surge in prices even before Russia escalated its attacks in Ukraine. The headline CPI — soaring 7.9% over last year — underscored the sticky inflationary pressures reverberating across the U.S. economy, with everything from groceries to rents and airline fares getting more expensive for everyday consumers. The next bit isn’t clear, but Durov reportedly claimed that his resignation, dated March 21st, was an April Fools’ prank. TechCrunch implies that it was a matter of principle, but it’s hard to be clear on the wheres, whos and whys. Similarly, on April 17th, the Moscow Times quoted Durov as saying that he quit the company after being pressured to reveal account details about Ukrainians protesting the then-president Viktor Yanukovych.
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