Fabi Lara, digs in to the major demand drivers and supply disruption news 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, Canada, Africa, and Australia.

Justin Huhn with another very comprehensive macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector, and how he is positioning in the uranium equities in this most recent corrective move lower in the sector.

Fabi Lara digs in to the major demand drivers and supply disruption news underpinning a longer-term bull market for nuclear power and uranium mining.  We outline opportunities in uranium producers, developers, and explorers in the US and Canada.

Nick Hodge outlines the macroeconomic data that is moving the general equities and commodities, and why he’s constructive on oil, gold, and uranium stocks, and what he doing in his own portfolio.