Commodity Culture Uranium Will 'Really Be on Fire' as Governments & Big Tech Dive In: Thomas Lamb
May 19, 2025
Thomas Lamb, CEO of Myriad Uranium, is reshaping the future of nuclear energy with his insights into the uranium market. He discusses the significant catalysts ahead, including government actions and corporate commitments from tech giants like Amazon and Google. Lamb highlights the potential of junior equities in a recovering market, as well as the promising developments in Myriad's projects in Wyoming and New Mexico. His enthusiasm for nuclear energy's growth prospects hints that uranium will soon be in the spotlight like never before.
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US Nuclear Pivot Driven by China
- The US is now rapidly embracing nuclear energy due to geopolitical pressure from China, especially on AI and chip technology.
- This creates a race to build nuclear capacity and domestic uranium mining, boosting the sector fundamentally.
Tech Giants Boost Nuclear Commitment
- Major tech companies like Amazon and Google signing pledges to triple nuclear capacity by 2050 signals growing corporate influence in nuclear energy.
- This momentum influences government policy, making the nuclear energy sector extremely promising going forward.
Uranium Sentiment Lags Fundamentals
- Uranium sector sentiment is low despite improving fundamentals due to general market uncertainty and investor focus on safer or trendier assets.
- Once political and economic stability returns, uranium investments should surge strongly, making now the ideal entry point.