Nick Lawson

Nick Lawson, CEO of the investment firm Ocean Wall, and Jake Jurewicz, CEO of modular reactor startup Blue Energy, discuss why nuclear power is gaining traction as a viable long-term energy source. They highlight nuclear's advantages over renewables, addressing safety and regulatory challenges. The conversation delves into the potential of compact reactors, sustainability of uranium supply, and the intricate dynamics of uranium mining. With a focus on investment opportunities, they emphasize nuclear's role in achieving energy security and driving future innovations.

Nick Lawson, CEO of Ocean Wall, and Ben Finegold, Director, dive deep into the uranium market poised for explosive growth. With a potential supply shock looming, they discuss Russia's impact on enrichment prices and how hedge funds are cornering the market. The duo emphasizes critical price thresholds for miners and shares their top investment picks. They also explore the geopolitical tensions reshaping energy security and the role of uranium in the clean energy transition, highlighting this metal as a pivotal asset for the future.

Nick Lawson, CEO of Ocean Wall Ltd., shares 3 investment ideas for 2024, including uranium, sovereign debt, and electric vehicles. They discuss the opportunities and challenges in the market, the dynamics and geopolitical factors affecting the uranium market, and the potential of Uranium Energy Corp. They also explore oil production targets, restructuring, and the transition to electric vehicles.