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URANIUM: Stocks Crashing Sentiment, Demand Growing, Supply Slowing | WNA Symposium Recap

September 07, 2024
  • Uranium
Resource Talks
By Resource Talks
Resource Talks

Justin Huhn, Ben Finegold, Mart Wolbert, Paul Goranson, and James sykes joined me for an interview that covered the WNA Symposium which took place in London this past week.

All interviews contained specific insights about the state of the uranium market as well as the uranium stocks, but in broad lines we discuss the following 5 topics:

- Uranium equity sentiment
- Demand for uranium and nuclear fuel
- Uranium supply response
- Global above-ground uranium inventories
- Long-term uranium contracting

Apparently, this WNA Symposium was the busiest one ever, hosting over 800 people who work in the nuclear and uranium industry.

Although the uranium stocks have not performed like we all thought (had hoped) they would in a bull market for the underlying metal, the sentiment around uranium and nuclear energy at the conference was very high.

A key topic of discussion was the shortage of timely #uranium supply, followed by a lot of talks about China's inventories.

According to Ben Finegold's recap of the WNA Symposium, "Rumours that the Chinese are looking at using their substantial stockpiles of U3O8 to put a price cap on the market were firmly put to bed this week, with various conversations we had reiterating that China will be net buyers of nuclear fuel for the next two decades.".

Important warning:

None of the companies nor guests have paid for the production of this video. No questions were exchanged, and nobody saw the end product prior to its publication.

The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer/listener acknowledges and agrees that the contents of this publication do not constitute an offer to buy or sell or 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.
He doesn’t get paid to pick the best companies, he gets paid to interview CEOs.

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:
00:01:00 - Justin Huhn πŸ‡ΊπŸ‡Έ
00:31:45 - Mart Wolbert πŸ‡³πŸ‡±
00:56:50 - Ben Finegold πŸ‡¬πŸ‡§
01:04:00 - Paul Goranson πŸ‡ΊπŸ‡Έ
01:24:30 - James Sykes πŸ‡¨πŸ‡¦

Resource Talks
Resource Talks
Resource Talks delves into the multifaceted dynamics of macroeconomics, geopolitics, and commodities. Our goal is to engage in conversations with diverse individuals and amplify a wide range of perspectives.
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