In a recent interview with Lucijan Valkovic from Triangle Investor, Guy Keller, Portfolio Manager of Nuclear Energy Opportunity Strategy, shared his views about the current state of the uranium and nuclear energy market.
The uranium spot market remains highly volatile, with sharp price movements despite minimal trading activity. Keller perceives these fluctuations as potential opportunities, driven by geopolitical tensions, trade policy shifts, and supply challenges, particularly in Kazakhstan. Short-selling in ASX-listed uranium stocks and potential political changes in Australia are also creating unique entry points are also influencing sentiment. While near-term uncertainty persists, the long-term fundamentals of the market remain robust, presenting significant investment potential.
Discover the complexities and opportunities of the uranium market, including the roles of producers, utilities, and geopolitical factors influencing supply, watch the full interview here: YouTube Interview