Dustin Garrow, former Paladin Director and industry advisor to Uranium companies, Uranium ETFs and Uranium Funds chats with us on all things Uranium. He explains why the Section 232 Petition was an unfortunate but essential and necessary step to get noticed. The new 90 Day Working Group has the remit and remedy to make sure US uranium companies He discusses term contracting, upset Uranium investors, new Uranium, enrichment, timings on price and investors utility companies.

Are Ur-Energy and Energy Fuels being engaged by the Working Group? Do they get a seat at the table? What do US Uranium producers need? What are they hoping for? Who will be the winners and losers?

Here are the interview highlights:

  • View on the 90 Day Working Group & Will The Initiators of Section 232 Be Involved in it
  • Section 232: Could it Have Been Done Differently?
  • WNA & Markets: The Relevance of the WNA, Highlighting the Supply Challenges and How it Might Impact Producers
  • The Timings on Contracts & Price Movement: When are We Going to See Long-Term Contracts Being Signed? Who’s Buying in the Market?
  • Cameco and Kazatomprom Announcements and How They Impact the Market
  • Investment Hacks: What do You Need to Look For
  • When Will Institutional Investors Start Investing in the Uranium Space, How Does This Affect Producers?
  • UxC, TradeTech and the Demand Side of the Story. This piece is gold dust.
  • Opinions on the Anti-Renewable Groups

Click here to watch the interview.

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