Market Expert Interview - ASKAR BATYRBAYEV
I just finished an interview with Askar Batyrbayev. I consider him among top 3 smartest people in #uranium and #nuclearenergy industry. He is an expert in uranium commercial operations, strategy, marketing, sales and logistics. He worked as a Chief Commercial Officer of the largest uranium producer in the world - Kazatomprom and have around 20 years of experience in the nuclear industry.
I urge you to see every secon of this video, very informative.
1:01 - 6:11 Askar's uranium path, background
6:12 - 7:42 New, different pysical fund
7:43 - 11:57 Availabile uranium on the market, increase of production
11:58 - 13:41 Runing out of secondary supply
13:42 - 15:02 Utilities coming to the market with RFPs
15:03 - 17:06 Russia short of pounds
17:07 - 19:17 Tightness of uranium market, price movements
19:18 - 23:48 Unused capacity from Kazatomprom & Cameco
23:49 - 29:21 Kazakhstan uranium exports, trading hub in Alasenko
29:22 - 31:12 Western utilities slow in locking supply compared to China & Russia
31:13 - 37:37 Change and additions in top 10 producing countries list
37:38 - 42:39 Uranium spot price projections
42:40 - 43:34 Timing of the news fron new fund
43:35 - 44:38 New Kazatomprom CEO
44:39 - 45:06 End
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