#3. Brandon Munro - Implications of Uranium Supply Shortages
Matthew Gordon, Ptolemy Capital
Conversation with Brandon Munro, marker commentator and CEO of uranium developer, Bannerman Resources (ASX:BMN)
1. the implications of Cameco's announcement that Cigar Lake will be closed for an indeterminate period.
2. What is happening with Namibia's uranium production.
3. What about the uranium spot price going above the $30 psychological barrier?
4. Backwardation of sport price v term-contract price
5. How are the utilities reacting and what are the other bush fires that they are putting out?
6. How does Russia v Saudi oil price war affect uranium?
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