Interview with Mark Chalmers, Energy Fuels CEO, August 15, 2023.
Hello my dear friends,
I'm still on vacation, but that doesn't mean I'm not doing anything about uranium. I won't write a blog for a few more days, but the interviews continue as normal. Today I had an interview with Mark Chalmers, Energy Fuels CEO. We had a great conversation and the final product is in front of you. Enjoy the video.
Your Triangle, Lucijan.
0:42 - 1:51 Mark Chalmers background
1:52 - 3:10 Uranium market/stocks
3:11 - 4:37 Energy Fuels LT contracts
4:38 - 6:14 Lt contracts target for 2024-2025
6:15 - 7:16 Is there more demand for uranium or REE now
7:17 - 8:58 Demand for uranium and REE in 5 years
8:59 - 9:15 Income from uranium and REE
9:16 - 10:41 2 year strategy for uranium production
10:42 - 11:15 Scenario of high price of uranium, production maximum
11:16 - 12:51 White Mesa Mill status
12:52 - 14:07 Fund of second circuit at White Mesa for REE processing
14:08 - 14:52 Value of White Mesa Mill
14:53 - 15:16 Offers to sell White Mesa Mill
15:17 - 16:45 Sheep Montain, Roca Honda, Bullfrog
16:46 - 18:07 Biden's decision for the Grand Canyon territory - impact
18:08 - 19:59 REE production, any other REE included
20:00 - 22:15 Gross margins better for uranium or REE
22:16 - 24:48 Vanadium and Medical Isotopes
24:49 -26:51 M&A for Energy Fuels
26:52 - 28:33 M&A risk, hostile takover
28:34 - 29:54 Order of bringing mines online
29:55 - 32:44 Monazite feed
32:45 - 35:00 % of US uranium mined in Us reactors by 2028
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