The Energy Show

Recording date: 13th July 2023 What’s been happening We will soon have two US-listed SMR developers.  Oklo, an Advanced Fission Technology Company announced they will Go Public via a Merger with AltC Acquisition Corp. a special purpose acquisition company chaired by Sam Altman. The combined company will operate as Oklo and is expected to be listed on the New York Stock Exchange under the ticker “O...

Recording date: 12th July 2023 In this insightful discussion, Cory Belyk delves into the current state of the Uranium market and its implications for investors. We examine the factors affecting the market, such as the lack of contracting, geopolitical risks in uranium-producing regions like Kazakhstan, and the growing need for secure supply outside of Russia and China. We also explore the potentia...

Mr. Brandon Munro and Matt discuss various developments in the uranium market and nuclear energy sector. They touch upon topics such as the recent performance of uranium spot prices, the strong performance of conversion and enrichment prices, and the significance of these trends for the overall fuel cycle. The conversation highlights the agreement between the Belgium government and Engie to restar...

Dive into a fascinating conversation with Guy Keller, a distinguished representative from Tribeca Investment Partners, as he shares invaluable insights into the world of uranium mining and its pivotal role in the ongoing energy transition. With a keen focus on the global natural resources business, Keller offers a wealth of knowledge and experience in the field. During the conversation, Keller she...

What’s been happening Prices are moving across all components of the nuclear fuel cycle: enrichment, conversion and, of course, uranium.  The U3O8 spot price has moved through $57/lb, chalking up a respectable 17% growth for calendar 2023.   The sector’s largest ETF, URA, issued new units last week  We discuss the factors behind this growth, the return of capitalisation of uranium sector ETFs and...

The big news this week was the volatility in Namibian uranium stocks after Bloomberg published an article suggesting Namibia was joining the likes of Zimbabwe, Indonesia and Chile with a proposed government policy that would nationalise the mining industry. As it turns out, the comments were taken out of context and the Namibian government issued a clarifying statement saying that nationalisation...