The US cannot rely on Russia and its satellite states for uranium anymore. Mauldin Economics COO Ed D’Agostino and Uranium Energy Corp. CEO Amir Adnani talk US energy policy and the critical role nuclear plays for the US military, NASA, and artificial intelligence-backed technologies.
You can learn more about Amir Adnani here:
www.uraniumenergy.com/about/m...
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Time stamps:
00:00 - The most exciting macro-investing story of the day
01:28 - A supercharged version of 2007
04:40 - Russia’s grip on uranium enrichment
09:28 - Growing US uranium demand
15:50 - The cheap clean-energy solution
16:54 - Canada isn’t the answer
18:00 - US strategic uranium reserve
28 май 2024