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
the mining side, I think the miners need a price signal, which they have.
They need regulatory approval.
And then they'll start to go out and reactivate some of these mines.
They'll start in the US and Canada, right?
The Canada already, it's certainly the Athabasca region.
There's plentiful uranium resource there.
And there's a range of places in the U.S.
you can find uranium along the Gulf Texas.
Texas, uh, you can go find it out in kind of four corners out in the in the the west.
So the resource is there.
You don't need huge amounts of capital, and we're starting to get a signal for a response.
And then you go further remote on the cost curve, further remote, I should say, not on the cost curve.
Namibia's got a fantastic endowment, Russia, Kazakhstan have endowments, and that's where this supply is ultimately going to come from.
From a security standpoint.
of supply.
Clearly i the the US and the Canadian stuff is uh closer to home.
Forever in two years?
So roughly we are measuring copper mine life cycles in a decade now, right?
From a a maiden resource to to first production.
So even the easy stuff is really measured in half a decade to a decade.
Showing 141–160 of 400 · page 8 of 20
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