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

There are three other places that you can get uranium from.

I can go up to old uranium tailings and enrich those.

That's never going to be the bottom of the cost curve.

They wouldn't be sitting there.

The other is government stockpiles can release uranium.

And the third is I can accelerate the conversion.

Literally, almost literally, swords to plowshares and start moving, decommissioning warheads and using that as a supply.

What I would say is the government is not in the business of making money.

So I don't really worry that there's some government bureaucrat that says, oh, uranium's at 120 bucks.

Let's put some of our volumes into the market.

It will almost be like gold, right?

As gold price goes up.

Up governments actually buy more.

It it's almost uh the reverse of what you'd expect.

What you do.

And so if uranium price goes up, it's highly unlikely that governments are like, let's make a quick buck.

Instead, they will see that as a strategic stockpile.

Absolutely my pleasure.

Thanks, Joe.

Thanks, JC.

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