URANIUM: $200 Incentive, Bearish Takes, Big News, SMRs, and Major Setbacks
Malcolm Rawlingson and Prismo Metals joined me for this episode of Energy Transition Talks.
The uranium market is buzzing with long-term bullish developments, yet uranium stocks have been underperforming. So, what’s really going on? In this video (almost) nuclear engineer Malcolm Rawlingson breaks down the latest news and its impact on the sector:
- Microsoft and Amazon's Nuclear Energy Moves: How these tech giants are signing massive nuclear energy contracts, yet the spot uranium market remains quiet. Microsoft just signed a historic 20-year nuclear energy deal to power its growing data centers, marking a major shift in how tech giants view their energy needs. This deal involves the restart of Three Mile Island’s Unit 1, a nuclear plant that was decommissioned in 2019. But with the plant set to power up again by 2028 under the new name "Crane Clean Energy Center," what does this mean for the nuclear industry, energy markets, and Microsoft’s massive AI operations?
- Global Banks Betting Big on Nuclear: 14 financial institutions, including Goldman Sachs and Barclays, have committed to financing nuclear project, but what does this mean for uranium demand?
- Ur-Energy is facing production challenges. What does that mean for uranium supply?
- Lotus Resources Faces Rising Costs: What’s driving the higher costs for uranium producers, and how will it affect investors?
- Short Sellers and Uranium Stocks: Why short sellers are increasing their positions in uranium stocks, and what needs to happen for a turnaround.
Despite all the positive news in the nuclear space, uranium equities are struggling. How much longer will investors need to wait for a rebound? We break down the factors at play and explore what might be the trigger for uranium stocks to finally take off.
After my conversation with Malcolm Rawlingson, I was joined by a copper-silver exploration company. So, this video includes a Prismo Metals CEO interview with Alain Lambert (CSE: PRIZ) - #copper and #silver stock with exposure to Mexico and Arizona, USA. This company has paid for the production of this interview.
Prismo Metals' website: https://prismometals.com
Important warning:
THIS VIDEO SHOULD BE TREATED AS AN ADVERTISEMENT FOR PRISMO METALS, WHO HAS PAID FOR THE PRODUCTION OF THIS ADVERTISEMENT. NO QUESTIONS WERE EXCHANGED, AND NOBODY SAW THIS PRIOR TO ITS PUBLICATION.
The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer acknowledges and agrees that the information does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy.
The host is not a licensed investment advisor. He is just another talking head on the internet. He might own shares of companies mentioned in this publication. Always assume he doesn't know much more than a potato does.
The mining & exploration space is among the riskiest sectors to invest in. The risk of anything mentioned in this publication is 100% loss of capital. If you don't read the official documents provided by the company on www.SedarPlus.ca, you will lose all of your money.
Timestamps:
00:00 intro
01:48 What's really going on with Microsoft?
10:55 What are the risks of this deal?
20:05 Are there going to be cost overruns for this deal?
25:00 Are they going to be on time to restart?
27:35 Are we going to see operational SMRs soon?
32:25 Are we going to see more nuclear restarts?
36:30 Is this going to change the supply-demand fundamentals of uranium?
45:00 What does this mean for uranium demand?
50:00 Uranium supply challenges: what's next?
01:00:00 Is this the real bear thesis for uranium?
01:12:20 Triple nuclear by 2050: reality or delusion?
01:21:00 All positive, but uranium is still not going up?!
01:27:10 Why is spot not following term?
01:29:20 What will get uranium moving again?
01:34:00 Is he angry with his stock performance?
01:39:40 Is he selling uranium stocks?
01:44:00 Is he buying uranium exploration stocks?
01:46:00 Does uranium demand growth matter for the stocks?
01:49:00 Some closing wisdom about patience & life
02:01:00 Very important warning - your capital is at risk
02:04:50 Prismo Metals CEO Interview (CSE: PRIZ)
02:29:00 Are you paying attention? You should.
