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Adam Rozencwajg: Uranium at Inflection Point, Will Get “Completely Out of Hand”

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Adam Rozencwajg: Uranium at Inflection Point, Will Get

Video by Investing News via YouTube
Adam Rozencwajg: Uranium at Inflection Point, Will Get

The uranium bull market is just getting started, but it could get "completely out of hand" before it’s over.

From a demand perspective, utilities are captive buyers that need to get their hands on the fuel, said Adam Rozencwajg of Goehring & Rozencwajg. Meanwhile, supply is expected to remain tight for the foreseeable future.

"As of today, I think that a price spike is very likely," he said. "I think that it’s entirely plausible to see uranium at US$300 in a spike."

This interview was filmed on September 29, 2023.

#Investing #Nuclear #Uranium

0:00 – Intro
0:28 – Uranium history, 1940s to present
7:45 – Market could get "out of hand"
11:08 – Key factors driving uranium demand
14:26 – Kazatomprom’s production boost
16:58 – Incentive prices for new supply
20:12 – Supply-side elements to watch
24:06 – Price outlook and investor strategies
29:11 – Final thoughts from Adam
32:36 – Outro


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The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.

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