I can’t help myself…
When something offers such an attractive risk/reward setup, I’m compelled to keep discussing it.
It’s taken seven long years for the glut of uranium to correct itself…
And sentiment in this sector is now changing―for the better.
Today, I welcome back industry veteran Scott Melbye. He’s the executive vice president at Uranium Energy Corp., and we share our takeaways from the National Fuel Marketing Association meeting a couple of weeks ago.
Melbye and I cover several critical topics, including the truth about uranium inventories… Kazakhstan’s production targets and costs… and what Section 232 tariffs mean for U.S. miners.
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