John Ciampaglia: Uranium Facing Tight Supply, Pent-up Demand — Plus AI, Election Impact

Описание: John Ciampaglia of Sprott Asset Management discusses the latest uranium supply, demand and price developments, honing in on major tech companies' recent nuclear power deals and the potential impact of the quickly approaching US election.

"I think it's inevitable that (small modular reactor) technology gets commercialized and scaled, and that's the part that has been relatively new," he said. "We never would have guessed it would have been AI data centers that kicked it all off, but I think it's a very exciting development, and I think it helps to really validate the thesis that we've been talking about for over three years at this point."

❓ Will the US election impact the uranium sector? Tell us in the comments!

This interview was filmed on October 29, 2024.

#Investing #Nuclear #Uranium

0:00 - Intro
0:24 - Supply/demand dynamics today
3:07 - Uranium spot price vs. term price
8:36 - Why aren't more utilities buying?
13:02 - AI data centers and uranium
19:18 - Supply-side growing pains
22:37 - Will election impact uranium?
26:28 - Metals trending up long term
28:54 - Outro

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