Joe Kelly, CEO of Uranium Markets, shares his rich expertise in the uranium trade and dissects current supply and demand dynamics. He delves into the challenges utilities face with Russian restrictions on enriched uranium and offers insights on procurement strategies. The discussion also covers potential market catalysts and the impact of policy changes on nuclear energy's future. With a spotlight on price volatility and evolving market trends, Kelly paints an optimistic picture of the industry's renaissance amidst geopolitical complexities.