Tuesday, June 21, 12:00pm, UTC, 2022
In this INN interview, Charlotte McLeod and I focus on what's happening in the uranium market today--and why it's my highest-confidence thesis for the year ahead. We cover the sanctions, the new US enrichment boot plan, the relevance of the New Iron Curtain, what the new incentive price for producers might be, and the opportunities available to speculators in this space today.