MacroVoices #558 Mike Alkin: Uranium at a Crossroads

About this episode

MacroVoices Erik Townsend & Patrick Ceresna welcome Mike Alkin. They discuss how uranium’s structural supply deficit could drive prices higher even as mining shares are dragged down by fears of an AI capex slowdown, with Mike Alkin arguing that the bull case rests on reactor demand, rising production costs, and utilities’ eventual need to replenish depleted inventories. Free live Options Masterclass with Patrick Ceresna, Tue, Nov 17, 4 p.m. ET: www.bigpicturetrading.com/?utm_source=markethuddle&utm_medium=podcast&utm_campaign=masterclass_s2&utm_content=shownotes 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/