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39min chapter
MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better
Macro Voices
Uranium Market Dynamics and Geopolitical Challenges
This chapter examines the bull market in uranium, highlighting price increases and the complexities of supply and demand in the industry. The discussion explores the impact of geopolitical tensions, particularly the Russian import ban on enriched uranium, and the challenges utilities face in securing future supplies. Additionally, it delves into regulatory issues influencing uranium mining in Australia and the critical role of government policies in shaping the nuclear energy landscape.
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