The Northern Miner Podcast – episode 290: Cameco warns of uranium supply shock with ‘geopolitical realignment in the nuclear fuel cycle’

Cameco president and CEO Tim Gitzel. Credit: Cameco

This week’s episode features Cameco’s Q1 conference call with president and CEO Tim Gitzel, who describes the fundamentals of uranium as driven strongly by “security supply concerns.” He also discusses how the Russia-Ukraine war is increasing pressure on the uranium supply around the world  and how nuclear energy is essential to reducing greenhouse gases and achieving ‘net zero’ carbon emissions.

All this and more with host Adrian Pocobelli.

Music Credits:

“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com).

Licensed under Creative Commons: By Attribution 4.0 License

creativecommons.org/licenses/by/4.0/

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2 Comments on "The Northern Miner Podcast – episode 290: Cameco warns of uranium supply shock with ‘geopolitical realignment in the nuclear fuel cycle’"

  1. Hello Adrian,

    Avid listener here. Greatly appreciate the weekly updates. I have a follow-up question on your comment related to Google Finance. I think you alluded to a ESG score given to companies on Google finance. I was not able to find this and wondering if you can point me to this?

    Appreciatively,

    Val

    • Adrian Pocobelli | May 11, 2022 at 2:37 am | Reply

      Hi Val, thanks for the question. It’s always great to hear from listeners, and thank you for keeping up with the show.

      As far as the question is concerned, it’s not on every stock, but if you look up the NYSE version of ‘BHP’, for example, you’ll find a ‘CDP Climate Change Score’ of B below the 11% (!) dividend: https://www.google.com/finance/quote/BHP:NYSE?hl=en

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