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Mart Wolbert: Finding Opportunities that Return 2950% in this Market
Tom Bodrovics interviews Mart Wolbert, founder of the Contrarian Codex Newsletter, to discuss the current state and future prospects of the uranium market. Wolbert highlights the significant increase in the term price of uranium, which has risen to $82-$83, driven by cost inflation and project delays. He notes that despite this increase, the market remains tight, with a substantial supply-demand deficit projected through 2040. Utilities, particularly in the US and Europe, are facing challenges in securing adequate fuel supplies, leading to a shift towards longer-term contracting and higher…
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