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This interview was filmed on September 1, 2021.
It’s no secret that the uranium market has faced headwinds over the last decade or so.
But calls for a turnaround have been increasing for some time now as supply tightens and the demand story grows stronger, leaving market participants more hopeful than ever.
Speaking to the Investing News Network, Adam Rozencwajg, managing partner at Goehring & Rozencwajg, shared his thoughts on the industry and what he sees ahead.
#Investing #Mining #Uranium
0:00 – Intro
0:20 – Breaking down uranium’s opaque demand picture
4:01 – Green recovery and global perceptions of uranium
9:18 – Major curtailments have tightened primary supply
15:57 – Incentive prices and timeline for higher levels
21:03 – Where to invest now and final thoughts
26:15 – 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.