This is How the Uranium Market Really Works, Industry "Experts" are Wrong: Mike Alkin

Chief Investment Officer of Sachem Cove Partners Mike Alkin believes that even bullish uranium industry forecasters are dramatically underestimating the supply deficit and how high prices need to go to incentivize production. Mike gives a masterclass on the inner workings of the uranium market and explains how investors should be thinking about the sector. Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture