Mike Alkin, Uranium Market Insights With Q&A

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RockSinCity
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Interview with Mike Alkin, one of the most known name in uranium space where we talked about almost all current topics concerning the uranium market, various challenges and much more.

Recording date: November 13., 2024.

Chapters:
0:00 Intro
1:17 Production cuts, developments delays
5:27 Why is contracting slow
25:35 Utilities hoping to buy uranium from SPUT and YLC
33:24 RFPs locking spot and long term price
34:31 Inventories
36:49 Spot-referencing long-term contracts incentivize fuel buyers to suppress the spot price
43:00 Conversion bottleneck
44:32 Onshore glut of EUP
47:46 Is Niger investable
48:43 Orano and their next move
50:20 Orano searching projects in Canada
50:47 Strategic inventories by nuclear plants
52:28 Q&A
1:11:18 Outro

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About the channel:
CEO & Market Expert Interviews is a series of interviews with an excellent source of information for investors interested in investing in uranium, gold, silver, copper and other commodities. We cover the macro story with well-known guests from commodity world and host company CEOs where we try to bring the details of a certain company, plans and important metrics closer to the average investor.

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IMPORTANT DISCLAIMER:
I am not compensated for the creation and publishing this content.
None of this content is a financial advice of any kind or solicitation to buy or sell any equities or other financial products. This content is only for educational and/or entertainment purposes. Do your own deep research before making any financial decisions. I may own stocks mentioned in this content. Investment in stocks can lead to a big financial loss so do not invest or listen to any advices and consult your financial advisor before investing.

#uranium #nuclearenergy #mikealkin #uraniumstocks #u3o8 #nuclear #stockmarket #mining #exploration #supplyanddemand #stocks #markets
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