The Energy Report: Ryan, what is the current supply and demand situation for uranium?
Ryan Fletcher: Uranium is currently a contrarian investor’s dream commodity. Post-Fukushima, the space has been beaten down to the point where it is attractive to investors again. My view on the space is based on filtering out a lot of the noise and focusing on a couple of simple things. First, uranium, or more specifically nuclear energy, is an important part of the global energy supply mix, contributing about 11% of the world’s electricity. There are many advantages to having nuclear as part of the … [visit site to read more]
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