This podcast episode explores the recent surge in interest in uranium and copper, primarily driven by the growing demand for nuclear power and the energy transition towards renewable sources. The speakers discuss the factors driving the increased demand for uranium, such as the recognition of nuclear power's zero greenhouse gas emissions and the need for reliable baseload power. They also highlight the resurgence of the uranium mining industry and the challenges it faces in meeting the rising demand. Additionally, the episode delves into the growing demand for copper, particularly in the electrification of the renewable energy and electric vehicle sectors. The speakers discuss the challenges in finding and mining new copper deposits and recommend investing in copper mining ETFs to gain exposure to the potential upside in copper prices.
