Sprott Asset Management CEO on Uranium Miners ETF (URNM)

The video discusses the investment potential in uranium mining, highlighting the recent price trends and market dynamics. It explores the impact of geopolitical tensions, particularly involving Russia, Iran, and China, on uranium prices and supply chains. The discussion includes the role of major uranium producers like Canada and Kazakhstan and the influence of geopolitical factors on the market. The video also examines the significant price increase in uranium and related nuclear fuel cycle stages, emphasizing the challenges faced by Western utilities due to geopolitical influences.

What percentage of global uranium supply comes from Kazakhstan, and why is this significant?

How have the dynamics of the uranium market shifted since February 2022?