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

So and there was never a perp walk.

And I figure even if there was half an excuse for a perp walk, they would have found somebody to walk out of a building somewhere in our neighborhood all those years ago.

So in my head, that I don't believe that the speculators can move for any sustained period of time the commodity.

Sometimes they can see the trend and get into it before it takes off.

I think they just saw a fairly obvious trend.

I should say the fourth thing that can kill uranium prices, and it is the one out there that if you're kind of long uranium-uranium stocks, you have to be aware of, are nuclear disasters or nuclear.

Nuclear accidents.

Accidents.

And so if we look historically, the price corrections down on uranium always came on the back of Fukushima or they came on the back of Three Mile Island.

Yeah.

drift up.

But so in real terms, they never get much above where we are now.

So our price decks about a hundred bucks a pound.

So you never see thousands or two hundreds a pound.

And you just have a market that absorbs uranium regularly.

at a price that doesn't care and then recorrects on disasters where shut ins and fear of future plants causes the market to go.

And then you'll typically fall to twenty, thirty, forty pounds, which is the cash cost where somebody says, I'm just gonna leave it in the ground.

So once it's enriched, there are extremely strict guidelines on the types of organizations and the type of regulators that watch you store it.

In theory, yellow cake is stored at Mindmouths and can be stored in the supply chain, but enriched uranium is extremely heavily regulated.

So companies like Kamiko, for example, might have regulatory authority, but not um Joe Uranium Wall

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