Fukushima and the Megatons to Megawatts program (1993, converting Russian weapons-grade uranium) flooded the market with inventory, and Germany's Energiewende policy added further oversupply, keeping uranium prices between $16-$20 for a decade.

causalpending

Speaker

Nick Lawson

Evidence Quote

there has been a sort of surfit of pounds on the market really going back to 1993 which was when Yeltson and Bush signed the megat tons to megawatt program

Source

Nick Lawson & Ben Finegold: The Uranium Squeeze & How To Play ItWealthion
Created: 8/11/2026, 6:31:16 AM

My Notes

Loading notes...