BHP's delay to the massive expansion of its Olympic Dam mine could have an outsized impact on...
BHP's delay to the massive expansion of its Olympic Dam mine could have an outsized impact on the uranium market, which is small and concentrated. Though the immediate impact likely will not be significant, "as higher cost projects will be needed to fill the deficit, the uranium price is likely to increase in the intervening years,” BMO says. CCJ +0.2%, DNN +0.1%, UEC -1.9%, URZ -3.3%.
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