Interesting supply/demand projections:
- Uranium (Sept 2024). Justin Huhn shows an updated Uranium supply model (at 16:08). From Cantor, he thinks demand is a little optimistic. Does not know if they include SMRs. Probably derived from WNA's report, this looks like their upper demand scenario. Theres a supply response from new greenfield mines in 2029. Justin's own modelling shows a point in time when supply meets demand, but only for 2 years.
- Anas Alhajii's views on LNG (Aug 2024): Contrary to the market, he is bullish, thinks producers will reign-in production (eg: rolling maintenance) if prices drop.
- Brendon Beylo's Tin Primer (Dec 2023). The "Future Tin Projects" table is interesting.
