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This interview was filmed on October 7, 2022.
Ben Finegold of Ocean Wall shares his thoughts on uranium supply, demand and prices, including his firm’s expectations for how the next stage of the cycle will pan out.
#Investing #Uranium #Nuclear
0:00 – Intro
0:29 – Introduction to Ben and Ocean Wall
1:55 – Uranium cycle in second or third inning
6:31 – Term contracting taking center stage
11:01 – Changing attitudes toward nuclear power
16:41 – Key points on conversion and enrichment
20:13 – Kazatomprom’s supply network
26:04 – Trajectory for spot and term prices
29:01 – Uranium from an investment perspective
31:57 – Final thoughts and outro
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