Western mines in Kazakhstan (operating at 77-80% of nameplate capacity) are disproportionately impacted by acid-allocation prioritization versus Russian and Chinese joint ventures, signaling potential geopolitical alignment of production cuts that favor non-Western buyers.
causalpending
Speaker
Ben LevineEvidence Quote
“Capco... is going to operate at about 77% um and then you can also look at um the the inai mine which was about 80%”
Source
A Uranium Expert, a Royalty Company, and the Largest Rutile Deposit in the World— Resource TalksCreated: 8/13/2026, 4:52:01 AM
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