The Uranium Interview - Mike Alkin, Sachem Cove Partners

Описание: Interview with #uranium industry expert, CIO of Sachem Cove Partners, a company that invests in companies involved in uranium mining and other parts of the #nuclear fuel cycle.
You can find out more about the company at their website https://www.sachemcove.com/
Recording date: December 6, 2023.

Video content:
0:00 - 0:32 Intro
0:33 - 5:59 Uranium market, tightness, overview
6:00 - 8:31 Spot market, bullshit market
8:32 - 9:51 Spot market - quantity numbers
9:52 - 11:13 RFPs quantities, from where are they comming
11:14 - 17:43 Term agreements, contracting, pricing, ceilings and floors
17:44 - 20:16 Contracted uranium this year and the next one
20:17 - 22:11 Buying uranium on spot - percentages, declining
22:12 - 23:52 New seller on the spot market, BHP selling uranium
23:53 - 27:40 How much of uranium is still comming from Russia
27:41 - 30:57 Governments securing uranium inventory, possible scenarios
30:58 - 38:35 Switch from under- to overfeeding
38:36 - 40:00 Recent Kazakhstan deal with China to supply uranium
40:01 - 46:47 Realistic incentive price of uranium for developers
46:48 - 48:27 Uranium equities, explorers lagging
48:28 - 53:56 Big money entering uranium sector
53:57 - 58:09 Are you deploying new capital in uranium
58:10 - 1:03:34 Deposits in the Athabasca Basin, next producer
1:03:35 - 1:03:55 Uranium jurisdictions
1:03:56 - 1:08:06 M&A in the sector

#uranium #commodities #nuclear #uraniumsqueeze l #nuclearenergy #stocks #markets #uraniumstocks #uraniumsqueeze #stocks #u308 #commodity #commodities #stockinvesting #finance #stockmarket #stockinvesting #equities #China #Kazakhstan #Russia #USA #Canada

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