Скачать или смотреть ℹ️Uranium & Nuclear Energy Market Insights by Guy Keller + Q&A🟡

In this conversation, Guy Keller, a portfolio manager for Tribeca Nuclear Energy Opportunity Strategy, discusses the current state of the uranium and nuclear energy market and answers some of your questions. He addresses the impact of recent tariffs, market volatility, and contrasting approaches between Eastern and Western utilities in securing uranium supply. Keller also explores production challenges, the role of Namibia, and the political landscape in Niger. He highlights the potential involvement of tech companies in uranium procurement and shares insights on portfolio allocation strategies in the uranium sector. The discussion concludes with reflections on the ASX uranium market and the implications of political changes in Australia.

🗓️ Recording date: February 3, 2025

📖 Chapters
0:00 Intro
1:28 Tariffs impact
3:12 AI in the supply/demand models
5:17 Volatility, expecations for spot in 2025
8:07 Term market, utilities appoach
10:09 Kazatomprom, Inkai
12:03 Signals to the market from near term producers
14:48 Who fills tha gap
16:28 Namibian miners
18:35 Niger, Global Atomic
20:37 Tech companies buying uranium
22:49 Conversion bottleneck
24:08 Portfolio allocation by Tribeca
27:34 Q&A

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About the channel:
CEO & Market Expert Interviews is a series of interviews with an excellent source of information for investors interested in investing in uranium, gold, silver, copper and other commodities. We cover the macro story with well-known guests from commodity world and host company CEOs where we try to bring the details of a certain company, plans and important metrics closer to the average investor.
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IMPORTANT DISCLAIMER:
None of this content is a financial advice of any kind or solicitation to buy or sell any equities or other financial products. This content is only for educational and/or entertainment purposes. Do your own deep research before making any financial decisions. I may own stocks mentioned in this content. Investment in stocks can lead to a big financial loss so do not invest or listen to any advices before you consult your financial advisor.

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