Kazakhstan's Uranium Peaking: Bullish For Cameco, Energy Fuels - Cameco (NYSE:CCJ), Energy Fuels (AMEX:UUUU)
Kazakhstan's uranium era is peaking — and that's why Cameco Corp (NYSE:CCJ) and Energy Fuels Inc (AMEX:UUUU) are stepping into the spotlight. For decades, the country has supplied about 40% of global uranium, keeping fuel plentiful and prices tame. Now its biggest mines are nearing peak output, with existing production set to fall sharply over the next two decades.In a market where it takes nearly 20 years to move from discovery to production, that isn't just bad timing — it's a structural supply shock in s ...