https://youtu.be/Yiq2jVZ5Gtc
Very good interview with Per Jander, Director WMC Energy on his take on the nuclear fuel market.
My takeaways:*Utilities are not panicking
*Utilities would pay $100+ if needed
*Not much left in the spot market
*Conversion is the biggest bottleneck
*Contracting is ongoing, no real squeeze
*Very positive overall, market will ramp up in the next 3 to 12 months
I freely admit in the first 10 minutes of watching I had concerns and anal shrinkage about the thesis, but at the end was happy to hold and purchase more in the uranium stocks I currently hold.
This is just my opinion and please review yourself.
