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Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511
The Meb Faber Show - Better Investing
Analysis of Uranium Production and Pricing
The speaker discusses the current price of Uranium at $80 a pound, which is considered to be the break-even cost for producers. Despite the price increase in the past two years, the speaker believes that Uranium is still in the low-risk part of its cycle. However, they highlight the importance of earning a profit rather than just producing at break-even costs. The speaker mentions the potential production locations like Kazakhstan and the Sahel region in Africa, emphasizing the challenges such as political instability in certain areas.
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