Fabi Lara, Founder and Publisher of The Next Big Rush, joins me to dig in to the major demand drivers and supply disruption news that is underpinning a longer-term bull market for nuclear power and uranium mining.   We then pivot over to a comprehensive review of the opportunities in producers, developers, and explorers in the US and Canada.

This is a longer-format discussion where we get into the increased taxes in Kazakhstan which will discourage any large increases in production, the unstable politics in Niger, the Australian ban on the Jabiluka uranium deposit blocking Energy Resources of Australia and Rio Tinto (RIO) from bringing that supply online and it all points to much more constrained output from uranium producers.   Then we devolve into all the increasing demand in more countries committing to expand nuclear power, and the role that small modular reactors could have in powering AI data centers and manufacturing or in phasing out coal plants as another demand driver.

We do then have a very nuanced conversation about a number of different uranium stocks throughout the conversation including:  Cameco (TSX: CCO; NYSE: CCJ), Kazataprom, Global Atomic (TSX: GLO) (OTCQX: GLATF),  Paladin Energy (ASX: PDN) (OTCQX: PALAF),  Fission Uranium (TSX: FCU) (OTCQX: FCUUF),  NexGen Energy (TSX: NXE) (NYSE: NXE), F3 Uranium (TSXV: FUU) (OTCQB: FUUFF) , Denison Mines (TSX: DML) (NYSE: DNN), enCore Energy (NASDAQ: EU) (TSX.V: EU),  Energy Fuels (NYSE: UUUU) (TSX: EFR), Skyharbour Resources (TSX.V: SYH) (OTCQX:SYHBF), Myriad Uranium Corp. (CSE: M) (OTCQB: MYRUF), Atha Energy (TSX.V: SASK) (OTCQB: SASKF), and Forum Energy Metals Corp. (TSXV: FMC) (OTCQB: FDCFF).

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