In this insightful video interview, John Ciampaglia of Sprott Asset Management provides an in-depth look at the uranium market. He explains how a supply deficit has emerged, with uranium demand outpacing mine production.
The interview covers key topics like:
- Why utilities are starting to rebuild their uranium inventories
- The timelines and challenges involved in bringing new mines online
- The potential impacts of Russian supply disruptions
- The growth in nuclear power demand driven by decarbonization goals
For anyone interested in understanding the uranium and nuclear power industry, this is a short but solid interview. Ciampaglia provides knowledgeable perspective on market dynamics and geopolitical factors that could drive prices higher.