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Podcast: Company Interviews
Episode: The Bullish Case for Uranium: Supply Constraints Meet Rising Demand
Description: Interview with John Cash, CEO of Ur-Energy Inc. and Mark Chalmers, President & CEO of Energy Fuels Inc.Recording date: 13th May 2024The uranium market is in the early stages of a powerful resurgence that is capturing the attention of investors globally. The bullish investment thesis is underpinned by two key factors: accelerating demand for carbon-free nuclear energy, and intensifying challenges to scaling up uranium supply. The collision of these two forces sets the stage for a sustained period of higher uranium prices, creating a compelling opportunity for investors to gain exposure to the space.<...