Episode 199: The LAST Necessary Pound Sets the Price

Justin highlights a number of fundamental developments for the uranium sector, including the principle that it is NOT the cheapest producer that sets the market price, but the marginal producer. To read Mikko Leivo's post that is discussed in this episode, visit: https://kontraaja.com/2022/12/04/uraanifundamentit-vahvemmat-kuin-koskaan/