Matthew Gordon,
Ptolemy Capital
A Conversation with Brandon Munro, uranium market commentator and CEO of Bannerman Resources (ASX:BMN) Our weekly romp through the world of uranium with Brandon Munro, reveals that even in a relatively quiet week, there is much to discuss. Two potential large stories. 1. AOC says she is open, as is Joe Biden, to looking at nuclear as part of the solution for America's energy. This calms unsettled nerves within utilities as the US elections loom at the end of this year. It gives clues about budgets and eases investment decisions, although we doubt any investment decisions will be made until after the election. 2. Is America trying to build and American Rare Earths Hub? Some big clues this week as Energy Fuels engages Constantine Karayannopoulos and Brock O'Kelley, two rare earth element industry experts who each have decades of experience producing commercially viable rare earth products, to aid in the development and implementation of commercial and technical REE strategies for the new US REE program. Karayannopoulous built and sold MolyCorp for c. $1.3BN, and currently runs Neo, one the world's largest downstream rare earths businesses. Something big is happening here.