Adam Rozencwajg on this Uranium Bull Market's Early Innings

Adam Rozencwajg on this Uranium Bull Market's Early Innings

Author: Going Nuclear September 6, 2023 Duration: 1:04:29

It has been a very eventful summer for uranium and the nuclear energy industry. Not only has spot price for Uranium run over $60 per pound, but the narrative and sentiment surround nuclear energy also continues to improve.


Host Trevor Hall and Justin Huhn discuss the moves in price along with some of the micro news out of the sector over the past couple weeks, including news out of the Sprott Physical Uranium Trust.


The two then welcom in Adam Rozencwajg of Goehring & Rozencwajg to diccuss their thesis behind investing in the uranium market. The group published a quareter newsletter a couple week ago which broke down the thesis, arguing that the uranium bear market is over and we are now in the very early innings of the next bull market.


For anyone trying to make sense of the complex and rapidly changing world of nuclear energy and its markets, Going Nuclear with Justin Huhn and Trevor Hall offers a clear signal through the noise. This isn't just broad commentary; it's a focused dive led by two analysts deeply embedded in the sector. Justin Huhn, from Uranium Insider, and Trevor Hall, of Mining Stock Daily, combine their distinct perspectives to break down the week's most important developments. You'll hear their conversations move seamlessly from high-level financial market shifts and policy changes affecting utilities down to the granular details of specific uranium exploration projects and mining company updates. The discussion is grounded in real-time news, offering listeners not just information but context on how a new contract, a geopolitical event, or a technological advancement might ripple through the investment landscape. Tuning into this podcast feels like getting a direct briefing from informed colleagues who cut through the hype. They examine the practical realities of the nuclear fuel cycle, the economics behind new reactor technologies, and the investment implications of it all, providing a consistent and detailed resource for anyone with a professional or serious personal interest in the energy transition's most pivotal industry.
Author: Language: English Episodes: 33

Going Nuclear with Justin Huhn and Trevor Hall
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