Nuclear

Podcast: The Stage is Set for Commodities to Shine

Podcast: The Stage is Set for Commodities to Shine

05/07/2025
Commodities are poised for a significant rise due to macroeconomic shifts, potential monetary regime changes, and the depletion paradox is now patrolling the US shale oil patch. In this insightful...
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Podcast: Adam Rozencwajg on Commodities, Nuclear Power, and Gold

Podcast: Adam Rozencwajg on Commodities, Nuclear Power, and Gold

03/21/2025
In a fascinating discussion, Adam Rozencwajg joined host Grant Williams on The Grant Williams Podcast to delve into the intricate world of commodity markets and their far-reaching implications for...
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Copper Demand Soars: Is a Price Surge Coming?

Copper Demand Soars: Is a Price Surge Coming?

05/12/2023
The article below is an excerpt from our Q4 2022 commentary. “Codelco Production Slump Shows Copper’s ‘Tremendous Challenge’” ~Bloomberg 1/24/2023 Copper demand remains strong. According to the...
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Nuclear Fusion? Not so Fast

Nuclear Fusion? Not so Fast

05/05/2023
The article below is an excerpt from our Q4 2022 commentary.On December 13th, 2022, the U.S. Department of Energy (DOE) announced a nuclear fusion breakthrough. For the first time in history,...
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Why Nuclear Power is a Solution to Our Energy Needs

Why Nuclear Power is a Solution to Our Energy Needs

09/09/2022
The article below is an excerpt from our Q2 2022 commentary. The pendulum continued to swing in favor of nuclear power during Q2. The Russian invasion of Ukraine has put national energy security...
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Russia and the Uranium Fuel Cycle

Russia and the Uranium Fuel Cycle

07/21/2022
The article below is an excerpt from our Q1 2022 commentary. Uranium prices surged during Q1. Spot uranium advanced 26% from $42 to $53 per pound while the quoted term price rose 19% from $42 to $50...
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