Sprott Asset Management's Jacob White discusses why uranium mining stocks have lagged despite strengthening market fundamentals, with the long-term uranium price reaching an 18-year high.
White explains how surging electricity demand from AI and data centres is reinforcing the investment case for nuclear power, while growing concerns over energy security are prompting governments to back new reactors, plant-life extensions and fuel supply.
The interview also explores why utility contracting could be the next major catalyst for uranium prices after more than a decade of underbuying, and why White believes the gap between uranium equities and market fundamentals may not last.
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