Why Uranium Prices Are Skyrocketing: Expert Insights with a Uranium CEO | Amir Adnani

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  • čas přidán 10. 07. 2024
  • The US cannot rely on Russia and its satellite states for uranium anymore. Mauldin Economics COO Ed D’Agostino and Uranium Energy Corp. CEO Amir Adnani talk US energy policy and the critical role nuclear plays for the US military, NASA, and artificial intelligence-backed technologies.
    You can learn more about Amir Adnani here:
    www.uraniumenergy.com/about/m...
    Stay informed on the big trends by subscribing to Global Macro Update here:
    www.mauldineconomics.com/go/J...
    Please stay in touch by following me on X (formerly Twitter) @EdDAgostino
    / eddagostino
    Time stamps:
    00:00 - The most exciting macro-investing story of the day
    01:28 - A supercharged version of 2007
    04:40 - Russia’s grip on uranium enrichment
    09:28 - Growing US uranium demand
    15:50 - The cheap clean-energy solution
    16:54 - Canada isn’t the answer
    18:00 - US strategic uranium reserve

Komentáře • 33

  • @usaloveme
    @usaloveme Před 9 měsíci +5

    Smart guy. Appreciate UEC and all you do. ❤
    Very informative video.

  • @gryblk21
    @gryblk21 Před 9 měsíci +2

    If you invest in physical uranium, you get only physical uranium. But if you invest in uranium miners, you also get other commodities, notably thorium.

  • @stevelee858
    @stevelee858 Před 9 měsíci +1

    When will the uranium mines in Wyoming and Texas come online?

  • @istvandarvas3372
    @istvandarvas3372 Před 9 měsíci

    I am a layman in geopolitics and economics, and in fact, in almost everything except information technology. For me, it seems we live in a globalized world not because we built it that way, but because we got it from nature. It's essential to acknowledge this and act accordingly. Going against evident trends and realities can be painful. So, we need to establish some kind of peace or co-existence and work together. This planet is too small, and we face planetary-scale problems, I believe. We should promote pragmatism.

  • @LALittle
    @LALittle Před 9 měsíci +3

    Technicals and fundamentals in sync on this massive bull market

  • @minutemaniii7062
    @minutemaniii7062 Před 3 měsíci

    " so how much uranium do we produce locally, zero "
    UUUU , Energy Fuels, : enters chat *

  • @musyclover
    @musyclover Před 9 měsíci

    I’ve done alright from the last few months with uranium etf it has a future because it works

  • @dorothymaccurdy5006
    @dorothymaccurdy5006 Před 5 měsíci

    If us can only use us uranium in defense but there are no mines in us??????

  • @markbrzezinski8889
    @markbrzezinski8889 Před 9 měsíci +1

    It takes more than ten years to plan and build a nuclear reactor.

    • @simonbarrett9568
      @simonbarrett9568 Před 9 měsíci +2

      China do it in 7 year and will get it down to 4 that what barndon munro said in a interview

    • @Nuclear_Money
      @Nuclear_Money Před 9 měsíci

      Better get started then

    • @markbrzezinski8889
      @markbrzezinski8889 Před 9 měsíci

      ​@@simonbarrett9568I have a bridge I can sell you. Big red one?

    • @user-xp5id1kh4r
      @user-xp5id1kh4r Před 8 měsíci

      Chabuduo@@simonbarrett9568

  • @KevinLynnSan_Jose
    @KevinLynnSan_Jose Před 9 měsíci +1

    Like the show. Not a fan of episodes that talk their book

  • @daminc
    @daminc Před 9 měsíci

    No U for the US.. well, let em eat cakes 😂

  • @jbrown6367
    @jbrown6367 Před 9 měsíci +2

    I like Adnani. I like uranium investing.
    But he is paid to be wildly bullish.

    • @MauldinEconomicsYouTube
      @MauldinEconomicsYouTube  Před 9 měsíci +7

      I thought long and hard about interviewing any CEO of a sector I'm interested in. Amir's comments are consistent with other research I've found and my own conclusions, so I felt comfortable moving forward, with appropriate disclosures. Thank you for watching and commenting. -Ed

  • @user-ox7dp5md5n
    @user-ox7dp5md5n Před 9 měsíci +3

    Lost respect for him when he pulled the rug from Peninsula

    • @autotelicstate33
      @autotelicstate33 Před 4 měsíci

      They’ll still do well though. It’ll just take longer

  • @PhongMike
    @PhongMike Před 9 měsíci +1

    Uranium stocks are in red today as the sector is no longer cheap to buy...Smart money is leaving for cheap commodities

    • @Oshinut28
      @Oshinut28 Před 9 měsíci +3

      Negative, smart money is taking profits. UEC stock alone went up 150% in 5 months. So yeah pullback is inevitable. And btw it will go down evan more.

    • @simonbarrett9568
      @simonbarrett9568 Před 9 měsíci +1

      Uranium got a long way to go just start yes same are go for coal and shipping bulkers and offshore oil but that the only thing that are a bit cheap as there just start to move

    • @Nuclear_Money
      @Nuclear_Money Před 9 měsíci +5

      Are you blind? The moving average looks insanely bullish....1-2 red days are expected.

    • @elijahschnake3863
      @elijahschnake3863 Před 9 měsíci +3

      Find a new hobby

    • @user-uz7of5sc2q
      @user-uz7of5sc2q Před 9 měsíci +3

      This will slowly come off the boil around ten years from now, as the big supply crunch is forecast for 2030