Asymmetric Research
Independent natural resources research, founded by a former sell-side equity analyst and hedge fund analyst. Covering uranium, gold, natural gas & critical minerals. Not investment advice. DYOR.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 53 | Founded | a year ago | Last Issue | 9 days ago |
| Active | |||||
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asymmetricresearch.substack.comLatest Issues
EU Natural Gas – Lock and Reload
EU natural gas injections have trended below our forecasts since the end of April, with figures strikingly weak over the past week.
EU natural gas injections have trended below our forecasts since the end of April, with figures strikingly...
Uranium – Cameco Guidance Hanging by a Thread, Implications for Market Purchases
Cameco’s flagship McArthur River mine and Key Lake mill are cut off.
Cameco’s flagship McArthur River mine and Key Lake mill are cut off. The Smoothstone River Bridge — their primary supply route — has collapsed. The firm has so far not ch...
Uranium — Release Valve Running Dry?
We do not own Cameco, but the Q1 results carry read-through for the broader uranium sector.
We do not own Cameco, but the Q1 results carry read-through for the broader uranium sector. Beyond the reiteration of production guidance, two data...
The Uranium Catalyst Nobody Is Pricing In
We believe utility restocking is rapidly becoming the central catalyst for the uranium bull case — shifting from mere optionality to a high-probability outcome over the next 3 years.
We believe utility restocking is rapidly becoming the ce...
From Conflict to Catalyst: Uranium's Next Leg Higher
After having been cautious early last year, we turned constructive on uranium in summer. We now turn outright bullish.
After having been cautious early last year, we turned constructive on uranium in summer. We now turn outright bullish.
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Independent natural resources research, founded by a former sell-side & hedge fund analyst. Contributing author at ZeroHedge. Not investment advice. DYOR.
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