Nuclear momentum hit a new milestone in April, as two SMR developers broke ground on the first commercial nuclear reactor projects to grace the U.S. in a decade.
Despite an uncertain environment, Chinese smelter demand for copper concentrates remains relatively strong. Shortages of sulfuric acid, a key input for specific mining methods, may impact output later in the year.
Gold and silver retraced some of their March declines in early April, as buyers in China and India stepped up purchases of physical metals. Both metals remain subject to currency-induced volatility.
Deal-making momentum across both lithium and rare earths persisted in March, despite heightened volatility perpetuated by the war in Iran.
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Nuclear Energy and Uranium
Key Takeaway
Nuclear momentum hit a new milestone in April, as two SMR developers broke ground on the first commercial nuclear reactor projects to grace the U.S. in a decade. Regulatory shifts favoring nuclear
