Ben Finegold of Ocean Wall shares his latest thoughts on uranium supply, demand and prices.

In his view, the market has still only reached its third inning, meaning the story is nowhere near over. While investors will need to be more selective, Finegold remains bullish on the uranium spot price and sees uranium stocks opportunities as well.

"You've got the supply side as fragile as it is, and you've got demand really starting to kick into gear over the next decade. And then you can throw (small modular reactors) into that story, you can throw ... all these bells and whistles on top. And you start to realize that it is a unique, quality story vs. anything else," he said during the interview.

This interview was filmed on May 23, 2024.

#Investing #Uranium #Nuclear

0:00 - Intro
0:29 - Uranium cycle now in third inning
3:10 - US ban on Russian uranium
8:33 - Will Russia issue a counter-ban?
11:40 - Scramble for uranium is starting
18:13 - Price outlook and Kazatomprom
25:26 - Uranium story unlike any other
29:23 - SMRs and AI data center demand
37:15 - Where should investors focus?
40:35 - New paradigm for uranium
42:42 - Outro

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