This podcast explores the uranium market's current landscape, particularly how Russian restrictions on enriched uranium exports are shaping market sentiment. Despite recent headlines hinting at major disruptions, the speakers note that the effects on utilities have been less severe than expected. The spot price remains stable, and equities are performing well, indicating a possible price increase on the horizon. A conversation with a uranium broker highlights a balanced market, with utilities making steady, measured purchases rather than rushing in. The discussion also considers the potential effects of new US administration policies and the increasing interest from tech companies in nuclear energy.
