Per Jander Interview, October 4
Here is my latest interview with Per Jander, uranium trader, WMC director, Sprott Physical Uranium Trust tecnical advisor, former Cameco manager, who joined me in my show where we discussed #uranium and #nuclearenergy related hot topics, as well he explained few things about uranium trading.I believe you will like it.
0:36 - 3:58 Per Jander background and uranium path
3:59 - 6:18 Process of buying and selling uranium
6:19 - 8:47 How tight is the uranium market
8:48 - 9:39 Buying bigger quantities of uranium
9:40 - 11:52 RFPs impact on the spot price
11:53 - 14:23 Material from unknown sources
14:24 - 15:33 Spot market drying up scenario
15:34 - 17:15 Contracting cycle
17:16 - 18:52 Would you sign off -take agreements if you were CEO of uranium company
18:53 - 20:47 New physical funds
20:48 - 23:47 What are you hearing from other participants on the market
23:48 - 24:37 Uranium spot in 12 months
24:38 - 26:20 Bear scenarios on the physical uranium market
26:21 - 27.12 Bullish on some other commodities
27:13 - 29:10 SMRs
29:11 -29:32 End
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