Uranium: The Underappreciated Clean Energy Transition Trade – Live with Adam Rodman and Arthur Hyde

Published on
December 11th, 2020
Duration
62 minutes

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Uranium: The Underappreciated Clean Energy Transition Trade – Live with Adam Rodman and Arthur Hyde

Live ·
Featuring Arthur Hyde and Adam Rodman

Published on: December 11th, 2020 • Duration: 62 minutes

Segra Capital Management partner Arthur Hyde, CFA, and founder and portfolio manager Adam Rodman join Real Vision editor Max Wiethe to give an in-depth update on uranium. Hyde and Rodman provide a recap on the recent events in the sector and uranium's price movement, discuss why this is still a structurally undersupplied market, and share why interest in uranium is increasing. With the presence of COVID-19, they explain the risks that the pandemic poses to the uranium supply and that, despite these supply risks, the demand for nuclear power generation has remained resilient. They also dig into how existing and new nuclear energy will play a role in the secular global trend towards clean energy in light of China's, Japan's, and Korea's recent carbon neutrality pledges. Key Learnings: Hyde and Rodman explore how nuclear power is an underappreciated, yet critical player in the transition to clean energy, and the uranium sector only stands to benefit from this trend. Emphasizing that this transition will take years, they advise that investors should not be as preoccupied with uranium's price cycle—rather, it's more beneficial to focus on CapEx as a delayed CapEx cycle leads to sustained high prices in uranium.

Comments

Transcript

  • FP
    Fram P.
    20 December 2020 @ 09:08
    Max does it again his interviews are the best he manages to get you actionable info. well done max keep it up.
  • AC
    Alexi C.
    19 December 2020 @ 15:28
    This was a great hook to put U industry on our radar. Would love a primer that talks specific names and overviews some of the quality players to help focus our research. I’ve appreciated that in other industries. Maybe a discussion on the exchange?
  • JH
    Joshua H.
    17 December 2020 @ 03:04
    "Bitcoin was always going to happen.. and now it is." I love it. Great great interview, shared it with everyone who is still on the fence or just beginning to think about BTC now that we have blown through ATH with the $2500+ move today. I guess it just wasn't expensive enough for them lol! Mid December is always a big show for the hardest money on the planet, 2020 proved to hold the trend.
  • JL
    Jinny L.
    16 December 2020 @ 20:29
    good stuff. doesnt adam rodman look like a younger version of guy pierce? i can't be the only one thinking this...
  • BD
    Bruce D.
    15 December 2020 @ 19:09
    What an amazing sign....as one of the best risk/rewards on the planet today, and only 75 views, and one comment......just a BEAUTIFUL setup for patient investors! Thank you for the additional anecdotal evidence that this bull mkt hasn’t even started yet.....👍
    • GP
      Gorki P.
      15 December 2020 @ 23:03
      I was thinking the same. It is just being ignored even after a 100% move on some stocks. Wow.
  • DR
    Daniel R.
    15 December 2020 @ 19:16
    Excellent interview. Long term U investor. 95% does mean 20x return. This is very asymmetrical.
  • DY
    Dmytro Y.
    15 December 2020 @ 08:55
    Surely given the product explorers will be bringing to market in years to come will be affected by breeder reactions if active in 10 years, thus affecting current and medium term possible valuations?