The Energy Show

With Andreas Bork, VP ESG Investor Relations of Shell Recording date: 18th October 2024 Shell's recent strategic shifts and market positioning offer valuable insights into the investment potential of the oil and gas sector in an evolving energy landscape. As outlined by Andreas Bork, Shell's General Manager in Investor Relations, the company has transformed from a traditional oil and gas entity in...

Recording date: 2nd November 2024 The global uranium market is experiencing significant structural changes that create compelling investment considerations. Recent developments point to tightening supply dynamics and growing demand, though investors should approach the sector with careful attention to fundamentals. Kazakhstan's Kazatomprom, the world's largest uranium producer, has recently streng...

Recording date: 30th September 2024 The uranium market presents a unique investment landscape, characterized by its small size, complex exploration processes, and potential for significant returns. With approximately 20 publicly traded exploration companies, 20 developers, and only about half a dozen producers, the uranium sector offers investors a manageable universe to research and understand. O...

With Jonathan Fisher, CEO of Cauldron Energy Recording date: 26th September 2024 The uranium market is experiencing a resurgence of interest, driven by the global push for clean energy and the increasing recognition of nuclear power's role in achieving net-zero emissions goals. This renewed focus on nuclear energy has created potential opportunities for investors, although the market remains compl...

Recording date: 23rd September 2024 The uranium market is experiencing a gradual recovery, presenting both opportunities and challenges for investors. Industry experts, including Chris Frostad, emphasize that while progress is slower than some might hope, the overall trajectory remains positive. This measured optimism stems from improving fundamentals in the nuclear energy sector and broader globa...

Recording date: 4th September 2024 The global nuclear energy sector is experiencing a significant resurgence, creating potentially lucrative opportunities in the uranium market. Industry experts and recent developments point to a growing imbalance between uranium supply and demand, which could drive prices higher in the coming years. At the recent 2024 World Nuclear Association Symposium in London...

Recording date: 3rd September 2024 The uranium market presents a complex yet potentially rewarding landscape for investors, characterized by long-term growth prospects tempered by near-term uncertainties. Recent developments and expert insights provide a nuanced picture of the sector's current state and future potential. Kazakhstan, the world's largest uranium producer, recently announced a 17% re...

Conversation with Chris Frostad of Purepoint Uranium about market conditions. Recording date: 5th August 2024 Uranium Market Outlook: Key Considerations for Investors The uranium market in 2024 continues to present a compelling investment case, albeit with important nuances that investors should carefully consider. Despite recent production increase announcements from major producers like Kazatomp...

Recording date: 22nd July 2024 Investing in Uranium: Opportunities and Considerations The uranium market presents a unique investment opportunity as the world increasingly turns to nuclear power as a clean energy solution. However, navigating this sector requires understanding its complexities and the different types of companies involved. Market Structure The uranium market comprises three main t...

With Chris Frostad, President & CEO of Purepoint Uranium Recording date: 15th July 2024 The uranium market is experiencing a significant shift, presenting potentially lucrative opportunities for investors. Industry experts point to a growing supply-demand imbalance that could drive uranium prices higher in the coming years. Chris Frostad, an experienced uranium industry executive, highlights t...

Recording date: 26th June 2024 Uranium Investment Outlook: Navigating the Nuclear Renaissance The global uranium market is experiencing a resurgence of interest, driven by the growing recognition of nuclear energy's role in achieving decarbonization goals. For investors, this presents opportunities and challenges in a sector poised for potential growth but fraught with complexities. The increasing...

Interview with John Ciampaglia, CEO of Sprott Asset Management Our previous interview: https://www.cruxinvestor.com/posts/uraniums-bull-run-pauses-but-why-bigger-gains-lie-ahead-5083   Recording date: 12th June 2024 John Ciampaglia, CEO of Sprott Asset Management, provided an update on the outlook for uranium, copper, gold, and silver. He noted that lithium has struggled this year as new supply co...

Recording date: 20th May 2024 The uranium market is experiencing a transformative shift that presents a timely opportunity for investors. A confluence of factors, including rising global demand for clean energy, geopolitical developments, and supply constraints, are creating a bullish outlook for uranium prices and mining companies. One of the most significant recent developments is the US legisla...

Recording date: 16th May 2024 The uranium market is on the cusp of a major inflection point, presenting a compelling opportunity for investors. Various factors, including supply constraints, geopolitical shifts, and growing demand, are aligning to create a potentially powerful tailwind for uranium prices and the companies positioned to benefit from them. On the supply side, the world's largest pro...

Recording date: 24th April 2024 The uranium market is experiencing a fascinating period of transition, presenting both challenges and opportunities for investors. In a recent discussion, industry experts Dustin Garrow and Matt delved into the key takeaways from the World Nuclear Fuel Cycle conference in Almaty, Kazakhstan, and explored the current state of the uranium market. One of the primary th...

With Brandon Munro, Executive Chairman & MD of Bannerman Energy Ltd, and Todd Ross, MD & CEO of Nordic Nickel Ltd. Recording date: 11th April 2024 Resource Sector M&A: Navigating Challenges and Opportunities Mergers and acquisitions (M&A) play a crucial role in the resource sector, enabling companies to achieve synergies, access capital, and advance projects. However, M&A also...

Recording date: 28th March 2024 Interview with Brandon Munro, CEO of Bannerman Energy The Compelling Investment Case for Uranium Uranium is at an intriguing inflection point for investors. Despite recent quietness in uranium equities, the nuclear fuel's underlying fundamentals are strengthening and pointing towards a potentially sustained bull market on the horizon. On the demand side, uranium ben...

Interview with Tribeca Nuclear Energy Opportunities Portfolio Manager, Guy Keller Recording date: 18th March 2024 Previous Interview: https://youtu.be/r554LeROuAY The global uranium market has been on a rollercoaster ride lately, with spot prices swinging from the depths of $50 per pound to the heights of over $100 and back to the $80s again. But savvy investors shouldn't be deterred by this near-...

An interview with Brandon Munro, Chairman of Bannerman Energy (OTCQX:BNNLF) (ASX:BMN) Recording date: 14th March 2024 Brandon Munro, Chairman of Bannerman Energy, discussed the recent volatility in the uranium spot price, which has dropped from nearly $110 to the mid $80s over the last 6 weeks. He attributed this to very thin trading volumes done by a small number of market intermediaries looking...

Interview with John Ciampaglia, CEO of Sprott Asset Management Our previous interview: https://www.cruxinvestor.com/posts/uraniums-breakout-year-50-surge-attracts-big-institutions-as-demand-remains-ramping-up-4298 Recording date: 12th March 2024 *Uranium's Star Keeps Rising* The uranium market has been on a tear lately, with spot prices catapulting from $30 per pound in 2018 to over $90 in late 20...

The weekly Energy Show on Crux Investor. A global supply crunch is brewing in oil markets, setting the stage for strong price appreciation and whirlwind profit growth at big producers over the coming years. Rapidly rising demand against stagnating discoveries of new resources threatens to tilt markets into structural deficit. Investors positioned to capitalize on the supply shortfall stand to reap...

Interview with Brandon Munro, Bannerman Energy (OTC:BNNLF) about the Kazatomprom 2024 Acid Shortages Our previous interview: https://youtu.be/4c-taNJf_Tk Recording date: 1st February 2024 Kazakhstan’s state-owned uranium titan Kazatomprom rattled markets Thursday, disclosing that sulfuric acid shortages will impede the planned production build-out in 2024 and potentially 2025. With acid availabili...

Recording date: 25th January 2024 After years struggling below incentive pricing insufficient to spur meaningful new supply, the uranium market has awakened in dramatic fashion since mid-2022. Spot prices rapidly vaulted past the long-anticipated $100/lb barrier in January 2024 on their way to potential six-year highs around $150/lb by analysts’ estimates. This swift move resulted from financial e...

Bannerman Energy OTC:BNNLF Recording date: 25th January 2024 After languishing for over a decade mired in a brutal bear market, uranium fundamentals have pivoted sharply. Prices and developer valuations are once again on the rise, restoring hopes of a sustained bull run unfolding. Several dynamics now converging have set the stage for this pending uranium resurgence - from renewed political willpo...