Insights in the Uranium sector from Energy Fuels

November 1, 2016

Exclusive coverage from the New Orleans Investment Conference. Cory Fleck attended the show again this year and sat down with a number of Keynote speakers and exhibiting companies.

In this interview Cory sits down with Curtis Moore, VP of Energy Fuels (TSX:EFR & AMEX:UUUU). They discuss the factors pushing the uranium price below $20/lb. Energy Fuels is one of the largest uranium producers in North America so they have some good insights into what is going on behind the scenes.

Click download link to listen on this device: Download Show

As always we love to hear what you all think of the companies and speakers we bring on the show. Please email Cory directly at Fleck[at] if you have any further questions and comments.

    Nov 01, 2016 01:34 PM

    Good interview, Cory. Thank you.

    Nov 02, 2016 02:07 AM

    Cory – Great to hear an overview on the Uranium markets from Energy Fuels. Nuclear continues to be a very important component to the energy markets. Each component of the Energy mix (Oil, Nat Gas, Coal, Nuclear, Solar, Wind, Hydro, Geothermal, Battery Power) are shuffling for position, but longer term, Nuclear will be fine and the Uranium prices must rise to meet production costs.

    Energy Fuels (UUUU) as one of the leading US producers is positioned to capitalize on the US energy markets when the worm turns.

    Nov 02, 2016 02:13 AM

    A “quiet nuclear renaissance” unfolds in the United States
    November 1, 2016 – by Richard Spencer

    Nov 02, 2016 02:37 PM

    If uranium is a small part of the cost of constructing and running a nuclear plant, why would the Chinese care about mining/producing uranium way above the spot price? All they should care about is that they’ll get enough uranium to keep their plants running.

    Nov 02, 2016 02:40 PM

    Uranium fundamentals remain but near term is flat
    Rob Chang – Cantor Fitzgerald | about 8 hours ago

    Nov 05, 2016 05:21 AM

    One of the things that concerns me with uranium is that I feel that a lot more supply destruction still needs to occur prior to uranium finding a bottom.

    Have you guys come across any info with regards to different uranium producers cutting back uneconomic production? I read somewhere that the Kazakhs are high grading their deposits, so there will come a time in the not so distant future where Kazakhstan will end up having to reduce production when the high grade stuff is gone (and Kazakhstan is the worlds largest uranium producer)


      Nov 09, 2016 09:34 AM

      Great point Nick. The other concern is that the current price does not incentivize exploration or development of new mines. This is a destruction of future supply, as the pace to bring these projects on-line is very long and a permitting and social license nightmare.

    Nov 09, 2016 09:38 AM

    Uranium firms remain optimistic amid low demand