Dig Deep The Role of Geopolitics in the Uranium Market: Insights from John Cash
In this episode we chat to John Cash, Chairman of the Board, Chief Executive Officer and President of Ur-Energy who engages in the identification, acquisition, exploration, development, and operation of uranium projects and currently own and operates the Lost Creek in-situ recovery uranium facility in south-central Wyoming.
John has nearly 30 years of experience in uranium exploration, radiation safety, regulatory and legislative affairs, uranium recovery operations, and international trade, as well as extensive management experience. Before joining Ur-Energy, he worked for established uranium mining companies, including BHP, Rio Algom Mining, and Crow Butte Resources, a subsidiary of Cameco.
He talks about why venture capitalists are so hot on nuclear energy, the future of energy supply, uranium stocks and ETF, how geopolitical risks and project development challenges could constrain global uranium supply, and how to tackle the looming shortfalls.
KEY TAKEAWAYS
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John Cash has over 30 years of experience in the uranium industry and has dedicated his entire career to this sector.
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Ur-Energy is a publicly traded uranium company that owns and operates the Lost Creek in situ recovery uranium facility in Wyoming.
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The company utilises in situ mining technology, which involves injecting CO2 and oxygen into the mineralised uranium zone to dissolve the uranium and pump it back to the surface for processing.
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Geopolitics plays a significant role in the uranium market, particularly with Russia's dominance in uranium refining and potential supply disruptions due to geopolitical tensions.
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The US defense sector may increase its demand for uranium in the future, requiring the establishment of domestic enrichment facilities to ensure national security.
BEST MOMENTS
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"It certainly is an exciting time in the uranium space."
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"The advantages are the capital expenditure is minimal. The environmental footprint is very small and the operating costs tend to be very low."
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"Russia really dominates the world in those two steps with conversion and enrichment."
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"We're going to continue to ramp up production at Lost Creek, working as hard as we can to do that."
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"We would love to sign three, four, five more contracts within the first quarter to two quarters of next year."
VALUABLE RESOURCES
Mail: rob@mining-international.org
LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/
X: https://twitter.com/MiningRobTyson
YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast
Web: http://www.mining-international.org
Guest Website: https://www.ur-energy.com/
Guest X: https://twitter.com/ur_energy
ABOUT THE HOST
Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
CONTACT METHOD
https://www.linkedin.com/in/rob-tyson-3a26a68/
Podcast Description
Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.