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Wall Street Unplugged - What's Really Moving These Markets

Why uranium prices could surge nearly 100%

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

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

4.61.1K Ratings

🗓️ 7 October 2025

⏱️ 47 minutes

🧾️ Download transcript

Summary

Amir Adnani, CEO of Uranium Energy Corp. (UEC), explains why this is the most exciting uranium market he's ever seen… why uranium is critical to the AI growth trend… and why uranium prices could surge nearly 100%. In this episode: This is the most exciting uranium market Amir has ever seen [2:35] Uranium used to be a partisan issue—not anymore [5:12] Microsoft's Three Mile Island deal is an inflection point for AI [11:40] MSFT also joined the World Nuclear Association: Why it's a big deal [16:50] The U.S. uranium market is coming back with a vengeance [21:52] President Trump's energy agenda = a major tailwind for UEC [31:46] Why uranium prices could surge nearly 100% [36:53] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Transcript

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0:00.0

Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial media,

0:07.0

to bring you unscripted interviews and breaking commentary direct from Wall Street, right to you on Mainstream.

0:16.0

You know what I mean? I've been looking back to see how long we've known each other. You know how long that's been? Have you any idea?

0:25.6

It sounds like you've thought about it.

0:26.6

So what's the answer?

0:27.6

It's like about 15 years.

0:29.6

So I knew you when you had your Blackberry.

0:32.6

You were like what to last have Blackberry is like a Blackberry.

0:35.6

If you still have that, it's probably about a lot of me. I was one of, I think, the last two people left that still used that. But I went back and looking at when your stock was trading really low. I mean, it was like it was around $1.25 back then. And even, I don't know if you remember this when... And this is going to be awesome. You're going to love this. But do you remember this?

1:01.1

Yeah, when you came to Corpus. It's so funny because since then, I've gained weight and you've lost weight.

1:08.8

We were so young that I had having fun. Like, who knew, right? Like, who knew what would happen? And then we had this picture as well, if you remember,

1:11.1

and I thought this was kind of funny when I was at the Hobson plant. So, with the yellow cake. Yeah. And just to put that some perspective to people watch it, it's like a mirror is probably like a mile away and being like, you could hold that. I'm not touching it. And, you know, I was I was like, I think like a four months later, I had another arm coming out of my chest and had to get surgically removed, but I'm okay.

1:31.2

I really... I was like, I think like a four months later, I had another arm coming out of my chest and had to get surgically removed, but I'm okay.

1:31.2

I really appreciate you doing that for me when I went to your opposite play.

1:33.7

But it was, it was in all seriousness.

1:35.4

It was such a great experience learning, like really everything about the processing part.

1:40.0

And back then, when uranium prices were a lot lower, this is just after Fukushima, you know, who knew like today you're actually a production company, right?

1:49.7

And let's talk about that because when I look at your company and I see this, even when you put up like a five-year chart, you know, I was looking at UEC was training below a dollar during, you know, COVID, 2020, 2003 fell to 250 from six. In April, six months ago, we're looking at a company that was below $4. Now you're near an all-time high at $1350. After what, 20 years of finding this company, has the ups and downs, have you got used to the ups and downs yet?

2:18.0

Because it's been a while right. It's so nice to see where it was compared to where you are right now.

2:24.0

The ups and downs are definitely in the context of key events, right? So, Fukushima was a key event that obviously was a very difficult moment for the industry and, you know,

2:36.2

who would have known back then how long that bear market was going to last. Along the way,

2:40.8

obviously having things like COVID or even like this year, like around Liberation Day sort

...

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