Dustin Garrow #5 - Want to Know When US Utilities Start buying Uranium
Matthew Gordon, Ptolemy Capital
8 Months ago
Conversation with Dustin Garrow, Uranium Market Commentator.
Garrow tells us when he thinks US utilities will be making decisions to buy uranium. He tells why. What precisely are they focused on? And what is the DoE focused on with its Nuclear Fuel Working Group report. What has been trying to distract them? And are politicians qualified to make decisions needed?
Old news of the week is that the US House Appropriations Committee has said that they will not approve the funding of the $150M uranium reserve. Also the delay in the decision on the Russian Suspension Agreement (RSA) seems to be holding up utilities decision making. What does this mean for relations with Russia? And does Russia care? Should it care? We discuss China and Russia want to control the market. Can the US compete and what are the barriers?
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