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Uranium Supply Crunch on Nuclear Revival: Race to Feed the Surging Demand

Recording date: 26th October 2023 Interview with John Jentz, CEO of Latitude Uranium (TSX-V: LUR) The global uranium market is experiencing renewed interest from generalist investors and funds who recognize that nuclear power provides a critical source of clean, reliable baseload energy. With much of the world's uranium supply coming from Russia and Kazakhstan, there are concerns around security of supply. The US is allocating billions of dollars to establish domestic enrichment capabilities and energy security and China is securing uranium supply to meet its growing nuclear reactor fleet. With many countries setting net zero emissions targets in the 2050-2060 timeframe, it is becoming clear that a transition away from fossil fuels will require a substantial increase in nuclear power. However, bringing new uranium mines online takes significant lead time, so supply is expected to lag demand growth in the coming years. The upward trend in uranium prices, with spot over $75 per pound, reflects catch-up from years of low prices as well as looming supply deficits. Further price appreciation is expected as utilities rush to secure long-term contracts. John Jentz, CEO of Latitude Uranium Inc. believes they are well positioned to take advantage of rising uranium demand and prices given their Canadian assets and focus on expedited production timelines. Overall, it is an exciting time in the uranium market and it is time to be optimistic about the opportunity. Learn more: https://cruxinvestor.com/commodites/u... Sign up for Crux Investor: https://cruxinvestor.com