Скачать или смотреть Bannerman Resources (ASX: BMN) Uranium Explorer - 5 Things to Know About Section 232

Interview with Brandon Munro, CEO of Bannerman Resources the Namibian Uranium explorer. He joins us to talk us through his recent article about the implication of Section 232. And also tells us how the WNA Fuel Report is put together and why he thinks this year is a better format that the last edition.

"More than 60% of newly-mined Uranium around the world now comes from state-owned enterprises that unfriendly nations control. The once robust American Uranium mining industry is disappearing because of a flood of state-subsidised imports has made that competition impossible." UR Energy & Energy Fuels.

If you are reviewing Uranium strategies and wonder if you should invest in Uranium, the 5 points made by Brandon Munro are worth understanding. He gives an in-depth explanation in this interview. Here are the 5 points:
1. 7:31 - Likely Outcomes. There ain't none - It's all up in the air and it's a big geopolitical topic
2. 18:18 - Investors must have a balanced perspective - commercial realities and natural bias come to play.
3. 23:17 - There are several plausible scenarios, not just quotas - domestic quotas, Quota with allies, Tariffs, No Trade Action, Department of Defence Procurement, Quota for US-controlled Uranium. Or all of the above.
4. 46:27 - All outcomes lead to a strengthening of the Uranium market - but pick wisely, because mining is still mining, even when it is Uranium
5. 26:47, 37:31, 50:52 - The enduring legacy of Section 232 petition - Geopolitics has come under the spot light and whatever the short-term gain in the Uranium industry the implications of which sides countries picked with linger.

Other topics discussed:
1:02 - Update on Bannerman Resources
4:18 - Rundown on Section 232 - how it all started
50:52 - How will the Section 232 impact the near-future market and what will we learn from it
55:56 - WNA and the upcoming report

Link to transcription: https://cruxinvestor.com/opinions/ban...

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