The Next Big Trade - A Masterclass on Natural Resource Investing with Marin Katusa
Real Vision: Finance & Investing
00:00
Uranium
Kasekstan, when i first got into the businessat two thousand and one, i did a sight visit. Kasaksan didn't even produce a million pounds of uranium. That's a totally different company. They went from one million pounds to almost 60 million,. 64 million pounds, which is about forty % of the global primary uranium production within 15 years. No commodity has ever gone like that. Parabolic. That's the equivalent of russia and opeck combined in the oil markets. The utilities, who've had a field day for ten years, they've basically bent these producers over the barrel, are now going, oh, crap. Uranium is not included in
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