Clear Commodity Network Clear Commodity Network
  • Home
  • Metals
  • Energy
  • Agriculture
  • Podcasts
  • Playlists
  • Prices
Clear Commodity Network Clear Commodity Network Clear Commodity Network Clear Commodity Network
  • Home
  • Metals
  • Energy
  • Agriculture
  • Podcasts
  • Playlists
  • Prices
Cover for Fabi Lara – Nuclear Power Fundamentals – Opportunities Abound For Investing In Uranium Stocks - Part 2

Fabi Lara – Nuclear Power Fundamentals – Opportunities Abound For Investing In Uranium Stocks - Part 2

October 17, 2024
  • Uranium
  • Fabi Lara
KEReport
By KEReport
KEReport

Fabi Lara, Founder and Publisher of The Next Big Rush, joins me to dig in to the major demand drivers and supply disruption news that is underpinning a longer-term bull market for nuclear power and uranium mining.   We then pivot over to a comprehensive review of the opportunities in producers, developers, and explorers in the US, Canada, Africa, and Australia.

This is a longer-format discussion where we initially get into the solid fundamentals of uranium that we discussed in our last conversation (lack of supply from Niger, less supply that anticipated from Kazakhstan, Russian sanctions) having a huge demand layer put on the last few weeks as a flurry of high-profile tech companies have announced going all-in on developing more nuclear energy to fuel their energy-intensive data centers.  Microsoft announced teaming up with the utility Constellation to bring 3 Mile Island back into production.  Amazon is teaming up with Dominion, Google is teaming up with Kairos power, and DataBank are all considering a number of small modular reactor (SMR) builds by the end of this decade.  In a sector that already has seen surging demand from all the traditional reactor builds in the East and Middle East, the push for more SMRs in the West is pushing demand up even further.

We then shift the conversation over from the growing demand to the very pertinent question of where all the new supply will come from in the uranium mining sector. It’s a very nuanced conversation about a number of different uranium stocks throughout the conversation including:  Cameco (TSX: CCO; NYSE: CCJ), Kazatomprom, Orano, Paladin Energy (ASX: PDN) (OTCQX: PALAF),  Fission Uranium (TSX: FCU) (OTCQX: FCUUF),  Denison Mines (TSX: DML) (NYSE: DNN), enCore Energy (NASDAQ: EU) (TSX.V: EU),  Energy Fuels (NYSE: UUUU) (TSX: EFR), NexGen Energy (TSX: NXE) (NYSE: NXE), Deep Yellow (ASX: DYL) (OTCQX: DYLLF),  F3 Uranium (TSXV: FUU) (OTCQB: FUUFF), CanAlaska Uranium Ltd. (TSX.V: CVV) (OTCQX: CVVUF), IsoEnergy (TSX: ISO) (OTCQX: ISENF), Rush Rare Metals Corp. (CSE:RSH), Stallion Uranium Corp. (TSX-V: STUD) (OTCQB: STLNF), and Forum Energy Metals Corp. (TSXV: FMC) (OTCQB: FDCFF).

Click here to visit Fabi’s YouTube page:

Click here to visit Fabi’s website:

KEReport
KEReport
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap companies. Interviews are published daily to help investors navigate the markets.
View all podcast by KEReport

Subscribe for Clear Insights

Freshly dropped news & interviews delivered to your inbox daily.
Please review our Disclaimer and Privacy Policy.

More Clear Commentary:

Cover for Fabi Lara – A Bullish Fundamental Uranium Backdrop Does Not Equate To A Bullish Individual Uranium Stock Trend

Fabi Lara – A Bullish Fundamental Uranium Backdrop Does Not Equate To A Bullish Individual Uranium Stock Trend

Cover for Fabi Lara – Nuclear Power Fundamentals – Opportunities Abound For Investing In Uranium Stocks – Part 3

Fabi Lara – Nuclear Power Fundamentals – Opportunities Abound For Investing In Uranium Stocks – Part 3

Cover for Uranium's Boring Summer a Perfect Setup for Contrarian Investors; Market Analysis with Fabi Lara

Uranium's Boring Summer a Perfect Setup for Contrarian Investors; Market Analysis with Fabi Lara

Cover for Fabi Lara – Nuclear Power Fundamentals – Opportunities Abound For Investing In Uranium Stocks

Fabi Lara – Nuclear Power Fundamentals – Opportunities Abound For Investing In Uranium Stocks

Cover for Sean Brodrick –Energy Sector Investing – Uranium, Lithium, Oil, Nat Gas, Solar, Wind, Utilities, Copper, and Rare Earths

Sean Brodrick –Energy Sector Investing – Uranium, Lithium, Oil, Nat Gas, Solar, Wind, Utilities, Copper, and Rare Earths

Cover for Mike Alkin on Shorting Uranium, Red Flags for Stocks, Pricing, Contracting, and MUCH MORE!

Mike Alkin on Shorting Uranium, Red Flags for Stocks, Pricing, Contracting, and MUCH MORE!

Copyright © 2025 Clear Commodity Network. All Rights Reserved.

  • Tweet
  • Share
  • Share
  • Share
  • Share
  • Share
  • Tweet
  • Share
  • Share
  • Share
  • Share
  • Share