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President Trump said recently: "this is the calm before the storm" AT LAST! After all these years, we might learn some truth TRUMP ORDERS RELEASE OF JFK FILES Donald Trump has announced he intends to allow the release of the “long blocked and classified” files on the John F Kennedy (JFK) assassination. The announcement, made against the advice of the National Security Council, has prompted claims the President is seeking to distract the public from a series of negative stories. The declaration was made on Twitter, with the President saying: “Subject to the receipt of further information, I will be allowing, as President, the long blocked and classified JFK FILES to be opened.” JFK assassination: Cronkite informs a shocked nation The decision was met with a mixed response. “This is enough to distract from Trump’s lies, investigations and incompetence,” said sociologist Dr DaShanne Stokes. “Of course Trump will allow it.” Mike Huckabee, former governor of Arkansas, said the release “will prove I was NOT involved, ending rumours and speculation. I was in the third grade.” But political scientist Larry Sabato said: “Thank you. This is the correct decision. Please do not allow exceptions for any agency of government. JFK files have been hidden too long.” == > More: http://www.independent.co.uk/news/world/americas/us-politics/donald-trump-john-f-kennedy-assassination-classified-files-lee-harvey-oswald-jack-ruby-a8012696.html

"NOBODY DIED," (except the patsy), says Professor Fetzer VEGAS UPDATE DR. JAMES FETZER AND SCOTT BENNETT He & Scott Bennett give their evidence of Crisis actors

Hillary's Russian Uranium cover-up is faltering Fox got in on the story early Did Clinton accept bribes during the uranium deal? Now, Even the lying Cenkster of TYT has had to admit there is something to the Uranium One scandal Trump Actually Telling The Truth About Clinton-Russia Uranium Scandal?

Interesting Interview with "Paladin" - but how real is it? PALADIN: WHITE HAT RE VEGAS SHOOTINGS & FINANCE His comments on the Las Vegas shooting are thought-provoking. He also has some intriguing bits on the Numerology of the Vegas / Madulay incident Then he comes on to talking the financial reset (at about XX minutes) - which may or may not have reality to it. Currency RESET talk has been around a long time. I think these so-called elites make many plans, but they rarely seem to work out as they have planned: === + Hillary was not elected + Guns have not been taken away + The USD has not crashed, or been replaced + MGM stock may have been shorted, but it has hardly dropped from its highs REALITY: Elite scumbags control nothing, and have a horrible record of managing events Kerry's earlier interview with RDS was replaced with her talking about what she thought was happening in the world WHAT'S REALLY GOING ON : KERRY CASSIDY ON LATEST NEWS

Gran Columbia GCM ... 6-mos : 10-d : Last: C$1.84 Change: +0.01 / 10-d / U-1%: V-6% : 1% Debs : $78.0 +1.0 / 6% Date----- : GCM.t : 513sh: CAD$: NotVal: 1% Deb. vol. : Db.O/S- Date : 6%Deb: Db.O/S- Date: TotDebt: Shs-OS: MktValue : Ent.Val. : Gold : OZ's 08/22/17 : $1.370 : 0,703 : 0.796 : 55.94 : $70.00, 78.00K: $45.97-04/28: $87.00 : 100.5 - 05/02 : $146.5 : 20.45m*: C$28.0M: $168.8M/ 1286= 131.3K 09/25/17 : c$2.20 : 1,129 : 0.808 : 91.19 : $89.50, 36.00K: $45.97-04/28: $92.00 : $99.4 - 06/30 : $145.4 : 20.45m*: C$45.0M: $181.8M/ 1312= 138.5k oz 10/12/17 : c$1.86 : 954.2 : 0.802 : 76.53 : $81.00, 20.00K: $45.97-06/30: $95.02 : $99.4 - 06/30 : $145.4 : 20.45m*: C$38.0M: $175.9M/ 1297= 135.6k oz 10/20/17 : c$1.84 : 943.9 : 0.792 : 74.76 : $78.00, 10.00K: $45.97-06/30: $95.02 : $99.4 - 06/30 : $145.4 : 20.45m*: C$37.6M: $175.2M/ 1281= 136.8k oz Bid/Offer ; 75-81 $780 - $190 = $590 / 415.5 = US$1.420 / 0.792 = C$1.79 GCM-etc ... update

TRANSPORT concerns expressed "How can they fix the roads? It is impossible. They can't just destroy the houses and make the roads wider. The only "big" roads going there are Chino Roces ave. and JP. Rizal ave which are not really big and kind of narrow with endless traffic. Circuit Makati will never be accessible due to this and will always be kind of isolated from the center of Makati. Anyway it seems that this isn't a concern for a lot of people if Ayala can sell it for over 140k/sqm. " - M. == > ssc: http://www.skyscrapercity.com/showthread.php?t=1939181&page=2 Some possible "solutions": ==== + Express buses will add Circuit stop + Dedicated bus lane on South Boulevard / Ayala Avenue extension + use of water taxis + potential new bridges may help

COMING SUPPLY - Will Push up Vacancies... reducing Rents in some areas Colliers - at Q2-2017: "worst" effected by NEW SUPPLY = Manila Bay, & BGC Area----- : End 2016 : Cal'17 : + Pct : Cal'18 : Cal'19 : Cal'20 : '18-20 : +Pct / End2020 BGC / Fort : 24,200 : 4,100 : +16.9% / 8,200 : 3,000 : 0,000 : 11,200 : +46.3% / 39,500 +63.2% Makati CBD : 22,000 : 3,500 : +15.9% / 1,800 : 0,500 : 0,300 : 02,600 : +11.8% / 28,100 +27.7% Ortigas------ : 16,200 : 1,400 : +08.6% / 0,700 : 0,500 : 0,600 : 01,800 : +11.1% / 19,400 +19.8% Manila Bay : 08,800 : 5,500 : +62.5% / 8,500 : 2,600 : 2,100 : 13,200 : +150.% / 27,500 +213.% OtherAreas : ------> Total : 91.100: 16.1 K : +17.7%/ 21.3 K : 8,100 : 3,100 : 32.5 K : +35.7% / 139.7 K +53.3% ========== > http://www.colliers.com/-/media/files/marketing%20reports/2q2017_colliers_quarterly_residential.pdf Fortunately for BGC & Manila Bay landlords, the number of offices in those areas are rising fast too Manila Bay developments are on landfill Manila Bay > BGC in just 35 minutes? How?? It can take 1 to 1.5 hours from Makati > BGC during rush hour

Sweinstein / Jeffepstein Connection? Exclusive! FBI Investigating Weinstein For Jeffrey Epstein Connection What do they have in common: Bill Clinton

Professor Peterson is moving onto the next phase of reforming toxic Academia =

AWV, Anova Gold ... 3-years : 5-yrs :

POETIC? After Google Loser, Google Slayer ?. James Damore looked like a Loser (when fired at Google) James Damore This guy could be the slayer: Joseph Simons - see any resemblence? GOOGLE SLAYER? TRUMP PICKS ANTITRUST SIMONS FOR FTC... As FTC chairman, Simons would take over an agency that is investigating the massive data breach at Equifax Inc., which exposed the personal information of more than 145 million Americans. It’s also in litigation against Qualcomm Inc. for allegedly abusing its monopoly in the market for smartphone chips, a case Ohlhausen opposed. The FTC, which investigates mergers and consumer-protection cases, has been operating with three empty seats on its five-member commission. The other seat is held by Democratic Commissioner Terrell McSweeny. McSweeny and Ohlhausen split over Walgreens Boots Alliance Inc.’s acquisition of about 2,000 Rite Aid Corp. stores, allowing the deal to proceed. Trump is behind past administrations in choosing a chairman for the FTC. President Barack Obama named Commissioner Jon Leibowitz as chairman in February 2009. Bush selected Timothy Muris in March 2001. Simons was chief of the FTC’s competition bureau, which investigates mergers and anticompetitive conduct, from 2001 to 2003. During that time, the commission blocked Libbey Inc.’s plan to buy glassware rival Anchor Hocking from Newell Rubbermaid and the combination of pickle makers Vlasic Foods International and Claussen Pickle

Catherine Austin Fitts - Obama Fraud Crime and Missing Money $20 Trilllion Missing? / 2 / Roger Stone - Hillary and Obama's Russian Espionage and Corruption Hillary's "reset with the Russians" involved Russian money going to Podesta, for military technology

Why the Clintons will get nailed (for charity fraud) - probably by year-end OBAMA CLINTON URANIUM SALE BRIBERY SCANDAL: CHARLES ORTEL AND H. A. GOODMAN DISCUSS H. A. Goodman Streamed live 12 hours ago A Russian nuclear firm under FBI investigation was allowed to purchase US uranium supply https://www.circa.com/story/2017/10/17/national-security/the-fbi-uncovered-russian-nuclear-kickback-scheme-months-before-the-obama-administration-passed-uranium-one-deal-with-moscow

Forget oil — it’s time to ‘nuke’ your portfolio MarketWatch / June 06, 201 Uranium sold for $73 a pound right before Japan’s March 2011 Fukushima Daiichi nuclear disaster. Now it goes for around $20. As you might guess, much of that decline has been driven by Japan’s rejection of nukes for power generation since then. Now, though, it might be time to “nuke” your portfolio with exposure to uranium, which is shaping up to be a contrarian’s dream. Current uranium prices are “neither rational nor sustainable,” says Cameco CCJ, -0.22% CEO Tim Gitzel. OK, he’s got a dog in this hunt. He’s the CEO of a company with some of the biggest uranium mines in the world, or the McArthur River and Cigar Lake properties in Saskatchewan. But that doesn’t mean he’s wrong. Japan is bringing reactors back online. China, with its horrendous pollution problems caused in part by coal-fired power plants, plans to build nuclear reactors aggressively. And China is not alone. Around the world “there are 57 reactors under construction, the majority of which could be online over the next three years,” says Gitzel. Since nuclear power plants buy much of their long-term uranium supply early on, this rush of new reactors could drive up uranium prices significantly over the next few years. . . . five reasons why uranium prices may move higher from here, and two ways to play the trend. Reason No. 1: Japan is bringing reactors back online No. 2: China is ramping up nuclear power ...As of February, there were over 60 reactors under construction in 15 countries, over 160 power reactors planned and over 300 proposed, says WNA. No. 3: Global power demand growth Energy demand will go up 44% by 2030, predicts the U.S. Energy Information Administration. Most of that new demand will come from developing countries. No. 4: Carbon fears It might make for an uneasy alliance, but many environmental activists concerned that carbon emissions damage the atmosphere may be tempted to embrace nuclear power over coal-fired plants. Even natural gas, billed as a “clean” alternative to coal, has its problems. It’s really not all that clean, given how much of it escapes in production. “Nuclear is increasingly attractive as air pollution and climate change problems become more urgent each year,” says Gitzel, at Cameco. Reason No. 5: Supply-side cutbacks Kazakhstan, which produces 40% of the world’s uranium, says it plans to cut its uranium output by 10% in 2017. Cameco has announced production cuts for this year. Other uranium producers are under serious financial strain and struggling to survive. All of this suggests possible supply constraints if demand picks up. One problem with this thesis is that uranium users have probably been taking advantage of the low prices to build inventory, says Winmill, at the Midas Fund... How to play it You can’t buy uranium as an investor. So you have to go with uranium mining companies to get exposure to any increase in uranium prices. Just be careful. The world of uranium mining is full of overly promoted companies that are thin on production prospects and long on debt, says Winmill, of the Midas fund. Better to go with a higher-quality company that has known mining assets. This means Cameco, one of the largest and lowest-cost producers in the world. The company says it accounted for about 17% of the world’s production last year, and that it has some of the highest quality deposits around.

The Lie Stream media is looking the other way as news of Clinton corruption finally comes to light SHOCKING: Within the FBI then, were the same people who are investigating Trump's "Russia connections" now. $145 Million collected (from Russians) by Clinton charities, and never reported Shocking FBI Corruption Exposed | True News Here are some points I know from personal knowledge & research: + Frank Guistra was an insider at Uranium One when the deal was concluded + Guistra used to travel with Bill Clinton, and was involved with CGI / Clinton Global Initiative when the deal was concluded (would it be surprising if FG helped to negotiate the bribe to the Clintons??) (I met FG years ago and followed his connection to the Clintons - see below, and even crashed a CGI event in HK several years ago, to see how the large event was conducted.) === "On July 5, 2005, Southern Cross Resources Inc. and Aflease Gold and Uranium Resources Ltd announced that they would be merging - under the name SXR Uranium One Inc.[3] In 2007 Uranium One acquired a controlling interest in UrAsia Energy,a Canadian firm with headquarters in Vancouver, from Frank Giustra.UrAsia Energy has interests in rich uranium operations in Kazakhstan. UrAsia Energy's acquisition of its Kazakhstan uranium interests from Kazatomprom followed a trip to Almaty in 2005 by Giustra and former U.S. President Bill Clinton where they met with Nursultan Nazarbayev, the leader of Kazakhstan. Substantial contributions to the Clinton Foundation by Giustra followed.The Podesta Group then lobbied on behalf of Uranium One" > wiki: https://en.wikipedia.org/wiki/Uranium_One Big money was made by UrAsia shareholders - the stock Doubled! October 2007 price surge - Guistra got plenty Uranium One stock > http://www.buy-high-sell-higher.com/2007/02/12/sxr-uranium-one-buying-urasia-energy-ltd-good-deal-or-bad/ Post-takeover, UUU had a surge of its own, fully recovering from the 2008 crash ---> https://takloo.wordpress.com/tag/uranium/ Hillary lost her presidential bid in 2008, and was appointed Sec.State by Obama Clinton at State: 67th United States Secretary of State In office January 21, 2009 – February 1, 2013 2010 - The US APPROVED the Sale of Uranium one, under the direction of Secretary Clinton. $145 million of donations were made to Clinton Foundations. (This part of the deal was only recently revealed !) VIDEO - see Sean Hannity yesterday at 11-13 minutes : Sean Hannity 10/18/17 The Clinton family, a luxury jet and their US$100 million Canadian ... financialpost.com › FP Street › News May 4, 2015 - Canadian mining magnate Frank Giustra insists his friendship with Bill Clinton ... In one case, he finalized a massive transaction to buy uranium ... == > Thread: http://www.greenenergyinvestors.com/index.php?showtopic=21708

MAKATI from the Sky Makati arial view

Avida Wyeth - on Chino Roces : Building demolished The Wyeth plot is 11,000 sqm - on a 12,465 sqm plot, Avida Centera was built with 4 Towers and about 2,500 units / 1 / "You can see it in this pic I took in the airplane" / 2 / Chino Roces Ave is especially tight thanks to these developments sprouting everywhere. > ssc : http://www.skyscrapercity.com/showthread.php?t=1992434

MLM / Metallica Posts on HotCopper ==== timmy t 231 posts. Date: 17/10/17 Time: 17:39:18 Post #: 27974835 Urquhart Bauxite - permitting Conditions agreed with queensland state government and awaiting final mining lease. Also the time lines have been extended and it looks like mlm are still aiming for late maiden shipment in 2017. 10 weeks left for first maiden shipment so time pressure is ON. / 2 / Summary: Investor Presentation-October 2017 Price Sensitive: No Download Document 2.27MB / 3 / Take a look at MMI... 17/10/2017, 27970788 copperroad 4,822 posts. Date: 17/10/17 Time: 15:44:07 Post #: 27970788 Start of thread Take a look at MMI (Metro) They are in the same space and capped at $250m building the plant for next year start up. They want to produce 7m over the first 4 years while MLM will produce approx 1m tons next year and ramp up to their numbers after that. MLM is awaiting the final signature from the Minister and then its all go folks imo. Even if you cut the numbers by 1/3, MLM is worth approx 5 times the current price as the ramp up takes place. Both companies have to deal with the wet season, so you can see this is super cheap with all the environmental permits in place and the money to turn it on. Not long now imo. dyor ps The minister granted Metro their license on the 29th sept and the market cap has increased some $60m since then. > https://hotcopper.com.au/threads/ann-investor-presentation-october-2017.3761370/?get_post=true&direction=previous#.WedUXXZrzIU

The Slimes is exposing itself in the Sweinstein scandal O'KEEFE: Senior Homepage Editor Reveals Political Agenda at NYT... Project Veritas has released a video of the New York Times Homepage Editor Des Shoe, who was caught on hidden-camera admitting that the Times has a liberal bias and attacking President Donald Trump and Vice President Mike Pence. This is part three of their American Pravda NYT investigation.

NNVC / NanoViricides Inc. (NYSE American ... all-data : Last: $1.00 - 10/17/2017 == > chart added as new post to old thread: http://www.greenenergyinvestors.com/index.php?showtopic=8074&page=5

Why This Niche Player Is Better Than You Think Demetris Afxentiou | September 15, 2017 | More on: CCJ CCO Cameco Corp. (TSX:CCO)(NYSE:CCJ) is one of the largest uranium miners in the world, but the company’s commanding position in the market is often overshadowed by the long-standing weakness plaguing the uranium market as a whole. Uranium is used primarily for fuel in nuclear power plants. Back in 2011, uranium prices were hovering near US$70 per pound, and demand for nuclear power was strong. But when a tsunami caused by an earthquake damaged the Fukushima reactor in Japan, demand for uranium and, by extension, nuclear power plants came to a sudden halt, creating a surplus of uranium, and leaving Cameco holding a growing inventory of a product that nobody wanted. Uranium prices have since dropped to US$20 per pound, which has decimated the market. Cameco and other uranium miners have been forced to cut costs and streamline operations to only the most cost-efficient of facilities until the market improves. Is the uranium market really improving? Pundits have been calling for renewed interest in uranium for several years, and much of that is coming from the rapid development underway in emerging economies. India and China have aggressive growth targets and are undergoing massive infrastructure booms, which have massive power demands. India has targeted a staggering 14.6 GW of capacity to stem from nuclear power sources by 2024, and that capacity target rises to 63 GW by 2032. Looking further out, India has set 2050 as the year when a quarter of all electricity in the country will be generated from nuclear power. China already generates 32.4 GW of power from nuclear power plants, but within the next three years, that figure is set to hit 58 GW. Looking longer term, China plans to have a nuclear-powered capacity of 150 GW by 2030. In total, there are over 50 new reactors under construction around the world, and at least that many in various stages of planning and approval. Where does Cameco’s revenue come from? Investors contemplating an investment in Cameco are often left wondering how the company has been able to survive and continue to pay out a respectable dividend with a yield of 3.2% over the past few years while uranium prices have continued to drop. Apart from Cameco’s mining operations, which comprised over two-thirds of the company’s revenues in the past fiscal year, Cameco operates two other segments: a fuel services business as well as a middleman buyer/seller operation called NUKEM. Despite the obvious reliance of these segments on the still-depressed price of uranium, Cameco has other things that make it a compelling investment opportunity. First is the company’s dominant position in the market, which has allowed it to reach sufficient economies of scale through cost cutting and shuttering more expensive and less productive facilities, at least until such time that the market recovers. Another factor is the nature of Cameco’s business. The uranium that Cameco mines is used as the fuel for nuclear power plants, sold through what are typically long-term contracts. Those contracts have shielded Cameco from the full effect of the drop in uranium prices, as they carry much higher and locked-in uranium prices. Is Cameco a good investment? Cameco is an intriguing opportunity for investors, particularly over the long term. On one hand, the uranium market is set to grow thanks to the infrastructure developments underway that will clear up the supply glut and drive prices higher. Looking beyond the demand from emerging economies, the developed world is set to steadily replace or upgrade existing nuclear facilities over the next decade to meet their growing power demands. This often overlooked but could provide additional revenue for Cameco. On the other hand, the prolonged weakness in uranium prices, coupled with the fact that many of Cameco’s long-term contracts are coming due within the next few years, puts Cameco in a time-sensitive position, which may ultimately be too risky for most investors. In my opinion, investors that can tolerate short-term risk would do well with a small position in Cameco and benefit from the 3.2% yield dividend while waiting out the recovery of uranium prices. ===== > https://www.fool.ca/2017/09/15/why-this-niche-player-is-better-than-you-think/?source=cx9yho7410010001&utm_source=yahoo&utm_medium=rssfeed

World’s No.1 Oil Trader: U.S. To See Final Oil Output Spike In 2018 The best is yet to come for US oil production—but it will be a short-lived hurrah, according to Ian Taylor, head of oil trading giant Vitol. US oil production has steadily increased throughout 2017 as US drillers regained their footing after the oil price crash. What started out at 8.946 million bpd of crude oil production in the first week of January has now reached an average of 9.561 million bpd as of September 29, according to the EIA. The EIA is expecting US oil production to reach 9.8 million bpd in 2018, according to the latest Short Term Energy Outlook. US crude oil exports, too, have taken the world by storm, particularly over the last couple of weeks, as traders seize an opportunity created by the extra wide spread between WTI and Brent, which as of the latter part of September, reached $7 per barrel, according to data provided by S&P Global Platts. These US exports are now flooding the global market—a global market that is still oil-heavy as OPEC members—well, most OPEC members—continue to dutifully curb oil production to alleviate the overhang. That overhang is smaller today than it was in December 2016—in fact, 130 million barrels smaller, according to OPEC Secretary General Mohammad Barkindo, but is still 171 million barrels too heavy as of August. Still, Vitol feels that the current U.S. crude oil production growth is unsustainable beyond 2018.

Is Cameco Corp. (USA) a Buy After its Latest Dip? | The Motley Fool ... CCJ /Cameco Corp. (NYSE) ... all-data : 10-yr : 5-yr : 3-yr (cco.t) : 1-yr / 10d - L:$7.41 - H:$13.36 / Last: $9.15 /0.800 = C$11.44 7 days ago - Cameco Corp. has seen its share price lose 17% of its value so far this year, and last week the stock took another dip ... The price of uranium is a little over $20 right now, and in the past year it has been at lows not seen in more than a decade. There are concerns of oversupply, and demand for uranium has been low since the Fukushima nuclear disaster took place in 2011. However, earlier this year, some analysts were expecting a return to $30 in a few years and $50 in five. The problem with predicting any commodity price is that expectations can change in a short period of time. Unfortunately, much like struggling oil and gas stocks, the success of Cameco’s stock price will be linked to a commodity price. It is for that very reason that Cameco has some risk, but it has a lot of potential upside as well. Given how much the price of uranium has dropped in just two years (44%), it is hard to imagine much more of a decline happening. Potential for upside Not only could Cameco see a rise in price if uranium prices increase, but also if the company has a favourable result from its dispute with Tokyo Electric Power Company Holdings Inc., which cancelled a contract. Cameco says the cancellation is without basis. Although the dispute is still ongoing, a lot of investors have likely assumed the $1.3 billion contract is gone, and a positive result could see the stock make a big jump in price. Strong financials keep the company safe If uranium prices continue to drop, then Cameco is still not hopeless. The company currently pays a dividend of 3.4%, and if times get tough, the payout could be reduced or even eliminated. However, a strong balance sheet gives Cameco some flexibility with what it decides to do. Its debt-to-equity ratio is a manageable 0.29, and its current ratio of 5.8 suggests there are no short-term liquidity risks. Cameco has also grown its free cash flow in each of the past three years, and in the past four quarters, it has accumulated $605 million. By having lots of free cash and strong liquidity on its books, the company puts itself in a good position to handle difficult times ahead. Should you buy Cameco today? Despite the doom and gloom for uranium prices, Cameco does not strike me as a company with significant risk. Although uranium prices are low, there are many factors that could impact demand and that could change the outlook significantly. The stock currently trades at 90% of its book value and could be a great buy for value investors that are willing to take on some risk in return for a lot of potential upside. If the company keeps its dividend intact (and with strong free cash flow, it may very well do so), then you could earn a very decent yield, while you wait for demand to drive uranium prices back up. ===== Don?t Waste Your Money on This Classic Value Trap Why Did Cameco Corp. Stock Fall 9% Yesterday? Is Cameco Corp. a Good Contrarian Bet? Should Cameco Corp. or Suncor Energy Inc. Be in Your Portfolio? Why This Niche Player Is Better Than You Think

DEMAND FORECAST Uranium Demand -- Nuclear Energy Growth Ten nuclear reactors were added to the global grid during the 2016 calendar year, exceeding the mark set in 2015 for the highest rate of growth of nuclear power capacities in the past 25 years. The World Nuclear Association ("WNA") reports that 447 reactors are operable in 30 countries as of March 2017. These reactors generate 392 gigawatts of electricity and supply over 11.5% of the world's electrical requirements. Currently, 59 nuclear reactors are under construction in 14 countries with the principal drivers of this expansion being China (21), Russia (7), India (5), the USA (4), and the United Arab Emirates ("UAE") (4). Additionally, based on the most recent statistics from the WNA, there are a total of 164 reactors that are either on order or planned, and a further 350 reactors currently proposed to be built in the coming years. China continues to be a leader in this growth story, expanding from the currently installed 31 gigawatts of capacity from 30 reactors to close to 100 gigawatts within 10 years, which will exceed the currently installed U.S. capacity. The Chinese government has increased its emphasis on nuclear energy as a way to deliver vast amounts of electricity without adding to the severe crisis-level air pollution and carbon emission conditions that exist in China's major cities. As a case in point, in 2017, China is expected to add five nuclear units to the grid and is expected to break ground on an additional eight reactors. New nuclear countries, such as the UAE, continue to make progress in their new build programs -- most notable are the four new South Korean-built units at the Barakah site in Abu Dhabi, which are all under budget and on schedule to be producing electricity by 2020. Many of the established nuclear markets are also committed to building and operating new nuclear energy stations, like the United Kingdom, where the government's current energy policy calls for a doubling of the installed capacity in the coming years through cooperation with French and Chinese partners. The United States has seen challenges to its growth plans, particularly in de-regulated markets, from highly subsidized renewables and sustained low natural gas prices; however, recently there have been positive developments towards the recognition of the value of nuclear energy in the overall energy mix, with its fuel cost advantages, grid stability, reliable 24/7 supply, 95% capacity factors, and clean air and carbon avoidance attributes. A number of states have introduced legislation, or are considering similar steps, to ensure the preservation of nuclear energy as a key contributor of clean, baseload energy to their grids. In the regulated markets of the Southeast, four new large reactors are under construction in South Carolina and Georgia, which, despite construction challenges inherent in projects of this massive scope, will be the energy cornerstones of their service territories for many decades into the future. Furthermore, throughout the United States, all existing nuclear reactors have received, or are applying for, license extensions that will add 20-40 years to their operating lives. Finally, the Japanese recovery, while slow and deliberate, now has 12 units approved by regulators for restart and as many as seven reactors could be back on-line by the end of 2017. Although slower than expected -- six years having elapsed from the events of Fukushima -- such a development would be viewed as a positive development for both market fundamentals and sentiment in the uranium industry. Significant (and Growing) Uncommitted Reactor Requirements The world's fleet of operating reactors, and those nearing construction completion, are now expected to generate a cumulative fuel requirement of 174 million pounds of U3O8 in 2017. The fuel requirement level is forecasted to grow at an average rate of 2% to 2.5% per year from the end of 2016 through 2030 according to UxC. While the demand for uranium is fairly steady and predictable, the procurement decisions of utility companies can vary based on the level of current contract coverage, existing inventories, forecasts of future prices and risk tolerance. The previous contracting cycle, brought on by uranium price spikes in 2007 and 2010, resulted in utilities rushing to contract at higher prices and for very long terms. While these old contracts are expiring, the utilities have not been moving to replace these contracts and the forward coverage of utilities have therefore fallen appreciably, resulting in uncommitted needs continuously building. UxC reports that these unfilled needs may total just under one billion pounds of U3O8 over the coming ten years and over 81% of expected reactor requirements are uncovered by 2027. > http://www.uraniumparticipation.com/s/Uranium_Market.asp

NEWS : U 308 Biz / Editorials RSS Feed Areva's Niger uranium mines to cut staff, slash production: union - Reuters, 13-Oct-17 Bannerman granted 5yr exp. extendable term - Economist.com, 12-Oct-17 This ''OPEC'' strategy could boost uranium prices next year - Oilprice.com, 12-Oct-17 Laramide unveils maiden uranium resource at Church Rock - Mining Weekly, 11-Oct-17 Is Cameco Corp. a buy after its latest dip? - Motley Fool, 10-Oct-17 === === > http://www.u3o8.biz/s/Home.asp Niger / Areva The state-owned company runs the open-cut Somair mine outside the northern, desert town of Arlit and the giant underground Cominak mine nearby. “The managing director (of Cominak) told us there would be severe restrictions, without giving details,” Amadou Miou, the head of the Arlit section of the Synamines union, told Reuters. “There will also be a reduction in production from 1,400 tonnes to 1,100 tonnes from January,” he said. . . . Trend News Agency quoted Kazakhstan Energy Minister Kanat Bozumbayev as saying that the country has already achieved ambitious production cuts this year. With Bozumbayev noting that countrywide output was reduced by 10 percent during the first 9 months of 2017. The Minister added that this drop should put Kazakhstan on course for a 10 percent reduction in output for 2017 as a whole. Which would mean a reduction of about 2,500 tonnes of uranium (5.5 million pounds), given that 2016 production came in at 24,600 tonnes. But the really big news was Minister Bozumbayev suggesting that Kazakhstan could cut production even further over the coming months. As he noted, “We, as responsible big producers, should keep track of the conjuncture, because it is easy to drop prices and harm themselves and partners.” . . . Dual-listed Laramide Resources has announced a maiden inferred resource for its Church Rock in-situ recovery (ISR) project, in New Mexico. Prepared by Roscoe Postle Associates, in Denver Colorado, with the assistance of Laramide's technical team, the technical report calculated a compliant inferred resource estimate of 33.9-million tons at an average grade of 0.075% uranium equivalent, for a contained resource of 50.8-million pounds of yellow cake. . . . "As a country, we are not lacking in uranium resources," Yu, at CGNPC, said. "What we need is advanced exploration methods." Low prices in the past five years have seen China stockpile uranium reserves. Li Ning, dean of the School of Energy Research under Xiamen University, felt it made sense for the world's second largest economy to import more uranium. "But domestic supplies are also substantial," Li said. "China has large verified deposits and rising demand will not impact the price since the market is oversupplied." In the 13th Five-Year Plan (2016-20) for energy development, nuclear power facilities generating more than 30 million kilowatts were slated to be constructed in China. By 2020, the world's second largest economy expects to have 58 gigawatts of installed nuclear power, an increase of 16.5 percent year-on-year. "The country will continue developing nuclear power safely and efficiently, while speeding up the construction of nuclear projects along the coastal regions," the development plan stated.