Wall Street Breakfast
Uranium a big part of our energy future - Chris DeMuth Jr.
Jan 21, 2024
Investing expert Chris DeMuth Jr. discusses his bullish outlook on uranium as a clean energy source and prospects for growth. They explore the trade-offs and concerns of nuclear energy, including safety measures and emotional ties to nuclear weapons.
05:05
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Quick takeaways
- Chris DeMuth Jr. believes in the potential of uranium as a commodity, highlighting the growing consensus worldwide on the use of nuclear energy as clean and safe.
- Addressing concerns about nuclear energy, Chris argues that opponents often raise security concerns inconsistently and cynically, emphasizing the need to focus on hardening the overall energy infrastructure.
Deep dives
Favoring Uranium as a Commodity
Chris maintains a significant position in the Sprott Physical Uranium Trust units, highlighting his belief in the potential of uranium as a commodity. While he does not have many investments in uranium equities, he emphasizes the growing consensus worldwide, including left-of-center governments, recognizing nuclear energy as clean and safe. Chris predicts that the need for greater energy production will drive the demand for uranium, presenting an interesting opportunity for investors.
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