Wealthion - Be Financially Resilient

Per Jander: Uranium’s Big Moment - AI Demand, Nuclear Expansion & Why Prices Must Rise

13 snips
Jun 3, 2025
Guest
Per Jander
In this engaging discussion, Per Jander, Director of Nuclear Fuel and Investor Services at WMC, shares his expertise on the surging demand for uranium amid a global energy transition. He dives into how AI is revitalizing nuclear power, enabling the reopening of old plants. Jander also details the pivotal role of the Sprott Physical Uranium Trust in reshaping the market, the nuances of spot versus term pricing, and the essential role of uranium in a reliable low-carbon energy grid. With geopolitical factors at play, he emphasizes the urgency for investors to understand this complex landscape.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Uranium's Energy Density Advantage

  • Nuclear energy provides immense power from a small amount of uranium material.
  • This results in easier supply chains and smaller land footprints than fossil fuels.
INSIGHT

Nuclear Power Is Safest Energy

  • Nuclear power is the safest electricity source based on deaths per terawatt hour.
  • Despite accidents, nuclear's safety record surpasses other major power types.
INSIGHT

Baseload Energy Is Essential

  • The grid needs baseload and spinning mass energy for reliability.
  • Renewable sources alone cannot provide the stability large energy grids require.
Get the Snipd Podcast app to discover more snips from this episode
Get the app