Recording date: 31st March 2023
Brandon Munro and Matt remind us of what’s important to remember and what’s important to know when invested into the uranium and nuclear thematic. No one wants to be accused of drinking the cool aid so we leaned into this conversation. Some good take aways.
1. World’s largest economies committed to carbon neutral by 2050
2. Electricity growth from electrification of everything
3. China remains a disruptive behemoth through 14th FYP
4. Implications from SMRs and advanced reactors
5. Commodities supercycle and flight to real assets
6. Impact of generalist investors and speculators
7. Graphic imbalance between supply and demand centres
8. Opportunity from ESG and decarbonisation imperative
0:00 - Introduction to the Energy Show
0:19 - Current sentiment in the uranium sector
3:16 - Parallels with July-August 2021
7:57 - Explaining what “Carbon Neutral Targets” are
16:21 - Explaining the “Electrification of Everything” narrative
20:53 - China’s Effects on the nuclear energy sector
23:39 - Perspective on energy security with consideration toward global geopolitics
28:56 - China vs. The West in terms of supply chain ownership
34:37 - Impact of generalist investors
41:53 - Outro
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