Interview with Dustin Garrow, former Paladin Director, and industry advisor to Uranium companies, Uranium ETFs and Uranium Funds. He explains why the Section 232 Petition was an unfortunate but essential and necessary step to get noticed. The new 90 Day Working Group has the remit and remedy to make sure US uranium companies He discusses term contracting, upset uranium investors, new uranium, enrichment, timings on price and investors utility companies.
Are Ur-Energy and Energy Fuels being engaged by the Working Group? Do they get a seat at the table? What do US Uranium producers need? What are they hoping for? Who will be the winners and losers.
The World Nuclear Symposium in London in September is pretty thinly attended by the US utilities. Where are they going instead? Off to see Dolly Parton? So what is being discussed? And what will the Fuel Report contain? The attendee list suggests a lot more institutional investors are interested in this space.
A few RFPs hitting the market. Dustin Garrow explains how they work and what they mean. He tells us when he thinks the Uranium price changes and how. Spot v Contract. Short-term v mid-term markets. What does the KazAtomProm announcement tell the market. And following Cameco announcement there is a lot of pounds in the ground being left there. So what is the game being played? And what is to be believed? How should people who want to invest in Uranium play this? And what should Uranium investors look for. We discuss investment hacks.
UxC and TradeTech say the Uranium Supply picture is uncertain. Are Utilities are getting nervous. Small companies should be nervous for a raft of reasons. Mining risk is large and on top of that they need explain how they are engaged with utilities. Plus they need to prove that they can physically get product to market; think infrastructure, rail, ports, processing... if you are investing in Uranium you need to believe that the management team has solution in place and not based on theory. And your investing decisions better be based on fact. Be prepared to change your position if the data says no.
We Discuss:
1:18, 5:53 – View on the 90 Day Working Group & Will The Initiators of Section 232 Be Involved in it
3:52 – Section 232: Could it Have Been Done Differently?
8:26 – WNA & Markets: The Relevance of the WNA, Highlighting the Supply Challenges and How it Might Impact Producers
12:34 – The Timings on Contracts & Price Movement: When are We Going to See Long-Term Contracts Being Signed? Who’s Buying in the Market?
14:54 – Cameco and Kazatomprom Announcements and How They Impact the Market
18:16, 33:18 – Investment Hacks: What do You Need to Look For
26:15 – When Will Institutional Investors Start Investing in the Uranium Space, How Does This Affect Producers?
29:21 – UxC, TradeTech and the Demand Side of the Story. This piece is gold dust.
31:05 – Opinions on the Anti-Renewable Groups
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