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The Energy Report conducted an interview with Edward Sterk, who says a supply gap in uranium is forthcoming.
The Energy Report conducted an interview with Edward Sterk, who says a supply gap in uranium is forthcoming.
Analyst, Ed Sterk said:
In summary, Japan and China’s unfolding nuclear policies are potential catalysts we may see in the near future. These two short-term catalysts may not necessarily result in an increase in the uranium price, but I view them as being potentially positive for uranium stocks. Such events may derisk the outlook for the nuclear industry in the investment community, and therefore for uranium demand. This could draw capital back into uranium stocks and potentially result in a rerating of the market valuation multiples applied to them.
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