Ben Finegold: Uranium in 2025 — Price Outlook, Plus Stocks, Supply and Demand
Ocean Wall’s Ben Finegold shares his 2025 outlook for uranium, saying that for him it remains the most compelling commodity story. In addition to uranium’s strong supply/demand fundamentals, he discusses where both spot and term prices may go this coming…
John Ciampaglia: Uranium Facing Tight Supply, Pent-up Demand — Plus AI, Election Impact
John Ciampaglia of Sprott Asset Management discusses the latest uranium supply, demand and price developments, honing in on major tech companies’ recent nuclear power deals and the potential impact of the quickly approaching US election. “I think it’s inevitable that…
Justin Huhn: Uranium Supply, Demand and “Hugely Important” Price Tell
Justin Huhn of @UraniumInsider discusses uranium market sentiment, supply and demand after this summer’s slowdown, saying fundamentals in the sector remain as strong as ever. “Demand’s coming back, the price is going higher, there’s not enough supply, especially for the…
Mart Wolbert: Uranium Bull Thesis is Intact, “Half-time Break” Ending Soon
Mart Wolbert of Contrarian Codex shares his latest thoughts on the uranium market, including where we are in the cycle, what’s next for prices and factors to watch for supply and demand. He also discusses takeaways from the World Nuclear…
The Illusion of GDP Growth: What’s Really Behind the Numbers? – Ted Oakley
Jeremy Szafron, Anchor at Kitco News, interviews Ted Oakley, Managing Partner and Founder of Oxbow Advisors. In this discussion, Oakley shares his insights on the current economic landscape, highlighting the real impact of inflation on GDP growth, the divergence in…
‘Shared hell’ for investors, U.S. debt crisis coming if inflation is not fixed – Michael Gayed
Michael Gayed, Portfolio Manager at Toroso Investments, discusses the potential for the U.S. to face a sovereign debt crisis and the ramifications of sustained inflation with David Lin Anchor for Kitco News. Has the U.S. Government Ever “Defaulted”? https://sgp.fas.org/crs/misc/R44704.pdf Follow…
Justin Huhn: Strong Uranium Moves Still to Come, Big Money Waiting to Position
This interview was filmed on April 19, 2022. Uranium prices faced headwinds last week, falling below US$60 per pound, but Justin Huhn of Uranium Insider believes the market still has plenty of room to run. “From a retail investor perspective,…
John Ciampaglia: Uranium Advice — Get Educated, Keep Expectations Realistic
This interview was filmed on November 2, 2021. The Sprott Physical Uranium Trust has made an impression since launching this past summer, spurring uranium excitement and helping to kick off a long-awaited price rise. John Ciampaglia, CEO of Sprott Asset…
