We start today’s show with the news that US$85/lb is the new floor price being conceived for uranium contracts, and then it’s a chat about Sibanye-Stillwater and the wider PGM markets.
Next up we picked up on some chatter that there’s been a breakthrough of sorts from China Northern Rare Earths, & to wrap up we take a looking at the goldies spilling news.
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Chapters:
(0:00:00) Introduction
(0:01:30) Scuttlebutt from WNA
(0:14:27) Is Sibayne-Stillwater beaten up enough?
(0:33:58) Rare earths "exploration breakthrough" in China
(0:40:28) Gold smashes new record
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