👉 • Views from the Top
The World Nuclear Association just released a report modelling uranium supply and demand out to 2040, envisaging three scenarios;
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- the Lower Scenario (lowest demand scenario), which assumes delays in implementing these plans
- the Reference Scenario (expected demand based on information from government and utility targets and objectives)
- and the Upper Scenario (underpinned by more favourable conditions, largely reflecting the targets announced in many countries to achieve net-zero carbon emissions, and the acceptance that nuclear power will play an indispensable role in reaching this goal).
As Guy Keller, Head of the Tribeca Nuclear Opportunities Fund points out;
The supply that the World Nuclear Association models is barely able to meet the requirements of the lowest demand scenario. There is no wall of supply that has come on.
In this interview, exploring one of the hottest commodities in the market right now, Keller further explains the supply/demand dynamics in uranium, talks through other areas of opportunity in the nuclear space and highlights some companies that he particularly likes.
He also explains why this opportunity is still in its infancy and could last for decades to come.
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