In this podcast episode, Bob Brackett, head of Americas Energy Transition at Bernstein Research, explores the intricate world of the uranium market. His insights shed light on uranium's critical role in the energy transition, the factors driving its pricing, and the geopolitical influences affecting energy markets. The discussion highlights the essential balance between nuclear energy and renewable sources like wind and solar, advocating for a comprehensive approach to our future energy landscape. Brackett also reflects on historical trends and key players that have shaped these industries, making for an engaging and informative conversation.
