Dustin Garrow - Uranium Investors, term-contracts explained

Matthew Gordon,
Ptolemy Capital

10 Months ago

Conversation with Dustin Garrow, Managing Principle of Nuclear Fuel Associates With a possible uranium renaissance finally on the cards, uranium investors will be clambering for all the content they can get their hands on. Well, this isn't one they can afford to miss. It's been an extremely eventful few weeks for uranium. We had Cameco suspending its Cigar Lake uranium operation, Kazatomprom announcing impaired uranium production figures, and then the NFWG report. The report was tonally definitive: it's time to restore America's competitive nuclear advantage. However, there was a deficiency when it came to the specifics, particularly subsidisation figures and timescales, but it was just a policy document after all.

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