Steve Cohen’s next innings

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Financial Times 6d ago

Steve Cohen’s next innings - Financial Times

Quick Summary:

Enriched uranium has more than tripled in price to $176 per separative work unit — the standard measure of the effort required to separate isotopes of uranium — since the start of 2022, according to UxC, a data provider.

Uranium hexafluoride has jumped fourfold in price to $68 per kilogramme in the same period, indicating that conversion is the biggest bottleneck in the nuclear fuel supply chain, analysts said.

And one scoop: Sandra Robertson, who has run Oxford university’s £6.5bn endowment fund since it was founded almost two decades ago, is stepping back as chief investment officer of Oxford University Endowment Management and will be replaced by deputy-CIO Neamul Mohsin.