It’s a renaissance. It’s the dawning of a new age. It’s the stuff inside the briefcase in “Pulp Fiction.” However you phrase it, uranium is, again, a highly sought-after commodity. Political power brokers all over the world, feeling the heat at home as war in Eastern Europe continues to constrain global fossil fuel supplies, are recognizing nuclear’s ability to satisfy baseload energy demand on a relatively clean basis. Also, uranium supply and production is limited right now. These are the makings of a generational wealth-creation opportunity, as Ocean Wall CEO Nick Lawson explains to Real Vision’s Maggie Lake. Nick and Maggie talk about nuclear power’s history, including the high-profile accidents. But Vladimir Putin’s weaponization of energy commodities threatens even wider, longer-lasting damage. It’s going to take discipline and patience. But the uranium trade has a new glow, and Nick has the scoop on how to build a position. Recorded on June 15, 2022.
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