Uranium with John Cash

This podcast episode provides an overview of uranium and its supply chain, exploring its uses in nuclear reactors, Navy propulsion, and weapons. It delves into the various stages of the supply chain, including mining, conversion, enrichment, and fabrication. The episode discusses the dominance of state-owned entities in the uranium mining industry, the opaque nature of the market, and the impact of Kazakhstan's rise as a major producer. It also examines the recent resurgence of nuclear power, driven by the need for carbon-free energy and national security concerns. The podcast highlights the geopolitical factors affecting the global supply of uranium, the purchasing strategies of utilities, and the potential impact of Russian sanctions on the price of uranium. The challenges faced by new entrants into the uranium mining industry and the production ramp-up at Lost Creek mine are also discussed.