Per Jander: Uranium Still "Very Early" in Cycle, What to Watch in 2025
Автор: Investing News
Загружено: 2025-03-13
Просмотров: 17464
Per Jander of WMC shares his thoughts on the uranium market, touching on supply, demand and prices.
In his view, uranium is still "very early" in the current cycle.
"Utilities have not contracted for a lot of uranium in quite awhile now, so there's a lot more to come," said Jander, emphasizing that a little more patience from investors is needed even after last year's price pullback.
❓Are you bullish on uranium? Tell us in the comments!
This interview was filmed on March 3, 2025.
#Investing #Nuclear #Uranium
0:00 - Intro
1:37 - Uranium cycle still early
2:39 - Spot price vs. term price
7:24 - When will utilities buy?
11:16 - US impact on uranium
15:43 - Key demand-side factors
20:08 - Supply under pressure
23:54 - What are investors missing?
26:27 - Outro
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