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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Odd Lots · What the Nuclear Power Revival Means for the Price of Uranium · 1 Nov 2024 podcast

Flip it.

coins on them would be tough.

And so most investors are simply waiting.

So the way I'd frame it, at least in terms of the election, is if it is a Trump presidency, you can sort of believe he will do things like he did last time.

And then you have to separate it into micro things he'll do around oil and the macro things he'll do, like tariffs, right?

So somebody will have a view on what his tariff policy is.

But if I just look at the oil sector, we know under the Trump administration, sanctions on Iran were much more serious.

severe than they are today.

And so you could take a million or two barrels off the market from Iran.

And he's no huge fan of Iran, so you can imagine that decision wouldn't be that difficult for him.

That would strengthen oil price.

Under a Harris administration, you sort of assume, you know, for lack of of clarity, more business as usual continuity with Biden.

And so no radical reaction to Iranian sanctions.

And so I've been arguing for most of this year, I think starting in January, that Trump would be good for oil price in that regard.

And I've

I had a majority of investors push back and worry about drill baby drill, where he would be bad for oil price.

So I'll w will time will tell, but ultimately it's much easier to put sanctions in place on uh Venezuela or Iran than it is to convince an oil and gas industry that's pretty mature, pretty grown up, pretty disciplined to drill baby drill.

So broadly speaking, two places define lithium, mines and brines.

And up until now, uh the brines have been let me go to the most remote places on the planet.

I'm gonna go to high altitudes and to these ancient lake beds, these solars, these salty, dried-up lake beds.

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