What the Nuclear Power Revival Means for the Price of Uranium

Odd Lots

Bloomberg

News, Investing, Business, News Commentary, Business News

4.4 • 1.6K Ratings

🗓️ 1 November 2024

⏱️ 49 minutes

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Summary

There's something of a uranium cult out there: the investors and traders who believe that nuclear is the future of energy, and therefore this crucial commodity will end up being a huge winner. And over the last several years, the price has gone up substantially. But what are the economics of the uranium market? And how sensitive is it to some of these power plants that are reopening? On this episode, we speak with commodities guru Bob Brackett, head of Americas energy and transition at Bernstein Research. Bob knows everything about just about every commodity under the sun, so in addition to talking uranium, we get an update on lithium, gold, silver, oil, and more.

Previously: The Three Big Things Driving the Nuclear Energy Revival

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1:24.5	Hello and welcome to another episode of the Odd Lots podcast. I'm Joe Wisenthall.
1:25.7	And I'm Tracy Allaway.
1:28.6	Tracy, are we calling it a nuclear revival yet?
1:32.0	No, I mean, for real. Like, is that a thing? You know what's going to happen. As soon as you start calling it that, it's going to like
1:35.9	peter out, fizzle. Don't say that. Don't say that. Some people would say, we saw the recent
1:43.2	Three Mile Island news, we've seen some other things of that nature. Some people would say, we saw the recent Three Mile Island news, we've seen some other things of that nature.
1:47.1	Some people would say that, at least in the U.S., there is something of a nuclear revival going on.
1:52.2	Yes.
	...

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