MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Double Inclusion for CGN Mining
CGN Mining is a double add, while Endesa and enCore Energy are deletes. Estimated net round-trip trade across both indices is US$560m.
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[Quiddity Index] MV Global Uranium & Nuclear Energy Jun25 Rebalance Results: Flow Expectations
One ADD, one DELETE, but some big capping flows this time so one-way flow is 15+%. That's a lot. Some flows are decent ADV count.
388 Views
Energy Transition Requires Betting Big on Nuclear Starting Small with SMRs
SMRs are critical to energy transition. Not new. Just not deployed at scale yet. Keen to secure exposure to nuclear power industry. Tread...
376 Views
COP26: An Overview of Investment Themes and Catalysts Related to COP26 Conference
COP26, the climate conference happening now, will impact global capital markets. Perhaps over the next two weeks, depending on headlines, but...
232 Views
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
366 Views