The uranium bull market is just getting started

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 26 January 2023

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

Amir Adnani—CEO, president, and co-founder of Uranium Energy Corp. (UEC)—joins me today to discuss the latest developments in the uranium space. We go over the biggest stories for nuclear power/uranium, including why it was such a popular topic at the World Economic Forum in Davos last week… how Japan is causing a paradigm shift in the uranium market… and how the Russia-Ukraine war will have a massive, long-term impact on the global supply of this valuable resource. Amir also shares some details about the world-class Canadian mine his company just bought—despite making a lower bid than competitors. Plus, he explains why uranium prices could double from current levels… and why the current supply/demand situation in the uranium market is unlike anything he’s ever seen in his career. In this episode Japan’s about-face on nuclear power creates a paradigm shift [4:45] Multiple tailwinds are driving the uranium bull market [9:10] Uranium supply isn’t keeping up with demand [13:10] Why Russian sanctions could impact the market for years [16:00] How UEC got a bargain on a world-class asset [20:50] Why uranium prices could double from here [36:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Tuesday, Wednesday, and Thursday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial
0:06.4	media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.5	right to you on Mainst.
0:12.5	What's going on there's January 26th and I'm Frank Curzio, host of Wall Street Unplug
0:20.6	where I break the headlines and tell you what's really moving these markets.
0:31.8	So Amir Ednani is joining me today.
0:34.0	Amir is a president, CEO, co-founder of the Urem Energy Corp, UEC.
0:39.4	He started this company 18 years ago, prior to Fukushima when things were great.
0:48.1	But since then, which is 2011, the market for Uranium stocks has been terrible.
0:53.7	When it's come back some over the past 18 months, when you look at the market in that
1:00.2	time frame, this goes to show you how amazing the job Amir has done considering it over
1:05.8	10 years, the Uranium price is so low, which is $50, having around $50, and it was
1:11.2	much cheaper than that, that you can't make money producing Uranium.
1:16.2	So a lot of Uranium companies have gone under his hazard because he's a good manager,
1:20.9	managed costs, and survived this to the point where now his company is not arguably, but
1:27.4	is the best play on Uranium if you think prices are going higher.
1:31.6	Why would they go higher if you look at the past?
1:35.3	They were $120 pounds, that was $270, again, pre Fukushima in the market crash, we saw
1:39.9	prices go down, but $20, but right now Amir lays out an incredible argument.
1:46.6	He's been on the podcast numerous times, but this one's different, and you're going to
1:51.2	see him in.
1:52.2	You talk about why the landscape has changed dramatically in the past few months, and
	...

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