Bob Brackett
speaker
400 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Bob Brackett’s voice in public audio — every appearance, attributed to the second.
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Appearances
Yeah, so I I think the challenge is I'm a geologist living in Manhattan, where there's a handful of jobs.
And I think I've had two of the best.
I I was working with Hess Corporation for many years.
I've been at Bernstein now, more than a dozen.
And so the answer is my whole lens of this planet is a cyclical commodity investor.
And how do I think about cycles?
And it's always depletion based.
So anything that depletes naturally, other people run away from
from, I tend to run towards, and uranium is right in that wheelhouse.
Well we'll start with yellow cake, because that's where we start geologically.
And the funny thing about uranium as a mined commodity is most of it is drilled for.
And and most of it looks more like an oil and gas operation.
So the majority of uranium, yellow cake, U three oh eight, comes out of the ground through N-C2 leaching.
Drill a well, pump fluids down to a sandstone reservoir and pump up and treat the yellow cake.
So yellow cake is U308.
It's a uranium oxide.
It looks nice and yellow.
It is not terribly dangerous.
Because it is mostly a very stable form of uranium.
So uranium has isotopes, if we go back and remember our nuclear chemistry.
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