Why uranium's supply-demand is unique

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Per Jander, director of nuclear fuel and investor services at WMC, joins Trey Reik for a deep dive into how the uranium market works from the inside. Per walks through the full fuel cycle, explains why uranium's unique inertia makes it unlike any other commodity, and breaks down who is buying, where it's stored, and how term contracts with built-in floor and ceiling prices actually function. He covers the demand wave building across France, Japan, China, and India, and why the world's biggest potential mine still may not be enough by 2030. Per also reveals what happened behind the scenes when Sprott's January buying spree briefly pushed spot prices above $100, and explains why fuel costs are so small that demand destruction is essentially off the table.

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Chapters:

0:46 - The Biggest Uranium Conference of the Year Lands in Per’s Monaco

2:02 - Is Uranium Destined for the Headlines in 2026?

3:53 - The Purest Supply-Demand Story in All of Commodities

7:59 - France Bets Big: 52 Reactors Get a New Lease on Life

14:13 - Japan's Nuclear Comeback After Fukushima

16:40 - China's Race to Become the World's Largest Nuclear Operator

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