Uranium: A 2021 inflection point, supply shifts and role in a carbon-neutral economy
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RockTalks is a Stockhead video series featuring a roundtable of resources experts discussing a new macro topic each week. The program is sponsored by Bridge Street Capital Partners, a leading ECM and principal investment firm focused on mining, energy & tech.
In this episode, host Peter Strachan takes a look at the uranium market.
Populating the expert panel for this discussion is Brandon Munro, CEO of Bannerman Resources (ASX:BMN), George Bauk, executive chairman of Valor Resources (ASX:VAL) and Keith Bowes, managing director of Lotus Resources (ASX:LOT).
The group discuss a range of topics, including what changes have been behind recent spot and contract uranium price shifts, rumours of traders buying uranium oxide in the market, outlook of uranium for the decade, new technology solutions driving demand shifts and much more.
So tune in above to hear the panel discuss these topics and more.