Episode Details
Back to EpisodesThe uranium bull market is just getting started
Description
Amir Adnani—CEO, president, and co-founder of Uranium Energy Corp. (UEC)—joins me today to discuss the latest developments in the uranium space.
We go over the biggest stories for nuclear power/uranium, including why it was such a popular topic at the World Economic Forum in Davos last week… how Japan is causing a paradigm shift in the uranium market… and how the Russia-Ukraine war will have a massive, long-term impact on the global supply of this valuable resource.
Amir also shares some details about the world-class Canadian mine his company just bought—despite making a lower bid than competitors. Plus, he explains why uranium prices could double from current levels… and why the current supply/demand situation in the uranium market is unlike anything he's ever seen in his career.
In this episode
- Japan's about-face on nuclear power creates a paradigm shift [4:45]
- Multiple tailwinds are driving the uranium bull market [9:10]
- Uranium supply isn't keeping up with demand [13:10]
- Why Russian sanctions could impact the market for years [16:00]
- How UEC got a bargain on a world-class asset [20:50]
- Why uranium prices could double from here [36:20]
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