Uranium Update: Still a Glowing Opportunity?
The Expert View
Featuring Adam Rodman
Published on: January 16th, 2019 • Duration: 26 minutes • Asset Class: Commodities • Topic: Macro, Frontier Markets, Energy CommoditiesIs uranium poised for another big bounce? Adam Rodman of Segra Capital Management returns to follow up on his tremendously popular Real Vision interview from late 2017, and to review the key drivers of this most unusual commodity. Rodman explains the big picture, then dives down into the nuances of both the supply and demand sides of the market. Filmed on January 3, 2019 in Dallas.
Can You Describe the Function and Demand for Uranium?
Can You Explain the Current State of the Market?
How is Uranium Traded?
What’s the Catalyst for Prices to Move Higher?
Why Haven’t Equities Moved Up as Fast as the Commodity?
What do You Say to Skeptics of the Thesis?
What is Section 232?
Why Do You Have Such High Conviction on this Trade?