Scott Melbye of Uranium Energy and Uranium Royalty shares his latest thoughts on uranium, prices, supply and demand.
In his view, the setup for the sector has never been better, and it won't be long before uranium stocks begin to pick up steam.
"It's incredibly bullish. I think it's a great opportunity to add to uranium positions," he said during the interview. "I think into the end of the year you're going to have quite a rally in uranium prices and uranium equities."
This interview was filmed on July 8, 2026.
0:00 - Intro
2:03 - Spot vs. term prices
4:19 - Utilities buying activity
6:02 - UEC's selling strategy
8:21 - Uranium incentive price
9:39 - Ramping up production
13:44 - UEC catalysts to watch
15:09 - US support for nuclear
18:57 - Uranium Royalty deal
20:45 - Why are stocks lagging?
22:59 - Outro
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