INN's Georgia Williams called me up to ask about the uranium market. This was for a print article she was working on, but she recorded the conversation, and it turned out quite comprehensive. I'm glad INN decided to publish it.
 

Timestamps:

00:00 - Intro
00:26 - Uranium market in 2025
08:22 - Rising government support
09:59 - Will mines be nationalized?
12:07 - Mine ramp-up challenges
14:20 - Data center demand
20:48 - Positioning for 2026
25:14 - Economic considerations
28:17 - Parting thoughts