A panel of uranium industry experts with careers spanning investing in natural resources, uranium extraction, commodity trading and economics explain the drivers of this new bull market. Uranium Insider presents a market outlook to frame the session which is followed by a panel discussion and audience questions on key topics including:
- Market has entered a multi-year structural supply deficit
- Financialisation of the uranium spot market
- SPUT and others creating opportunities for institutional funds and investors to come into the space
- Emergence of SMR technologies – creating some demand for new quality of enriched uranium – restricts capacity for underfeeding.
- Energy security of nations looking to move to clean decarbonised energy systems is supporting the demand narrative. Nuclear has great ESG record and meets decarbonisation goals
Presenter:
Justin Huhn, Uranium Insider
Guest panellists:
Brandon Munro, CEO, Bannerman Energy Ltd.
Paul Goranson, CEO, enCore Energy Corp
Riaz Rizvi, Investor, Rice Capital Partners and former Chief Commercial Officer at Kazatomprom
