Well, here is the bit on Uranium:
Uranium outlook
Mr Currie’s outlook for uranium is also “very bullish” on a medium and long-term basis.
“The realisation around the world is that if you really want to solve
climate change and decarbonise, you need to do this with nuclear power
and you need to do it with microgenerators,” he said.
“The outlook is extremely positive from a fundamental perspective,
then if you throw Kazakhstan on top of it, it just creates a much more
bullish outlook,” he added, referring to the ongoing turmoil in the
Central Asian country that produces more than 40% of the world’s
uranium.
Mr Currie also remarked that uranium could really “take off” in the
event that a government in Europe decides to classify nuclear power as
“ESG friendly” or “green”, which he believes is “really close to
happening”.
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