The US cannot rely on Russia and its satellite states for uranium anymore. Mauldin Economics COO Ed D’Agostino and Uranium Energy Corp. CEO Amir Adnani talk US energy policy and the critical role nuclear plays for the US military, NASA, and artificial intelligence-backed technologies. You can learn more about Amir Adnani here: https://www.uraniumenergy.com/about/meet-the-team/officers-and-directors/ Stay informed on the big trends by subscribing to Global Macro Update here: https://www.mauldineconomics.com/go/JM528E/YTB Please stay in touch by following me on X (formerly Twitter) @EdDAgostino https://twitter.com/EdDAgostino Time stamps: 00:00 – The most exciting macro-investing story of the day 01:28 – A supercharged version of 2007 04:40 – Russia’s grip on uranium enrichment 09:28 – Growing US uranium demand 15:50 – The cheap clean-energy solution 16:54 – Canada isn’t the answer 18:00 – US strategic uranium reserve |
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