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Face à l’impérialisme fossile de Donald Trump, l’électrification demeure le meilleur chemin pour garantir la souveraineté énergétique de l’Union européenne, estiment Alice Moscovici et Phuc-Vinh Nguyen, du Centre énergie de l’Institut Jacques Delors
21 commentaires
Interesting update on « Avec son électricité décarbonée et excédentaire, la France doit concentrer les efforts du côté de la croissance de la demande ». Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Production mix shifting toward International might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Interesting update on « Avec son électricité décarbonée et excédentaire, la France doit concentrer les efforts du côté de la croissance de la demande ». Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Production mix shifting toward International might help margins if metals stay firm.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.