In this discussion with Investing News Network at the Vancouver Resource Investment Conference 2019, I discuss uranium, renewable energy, commodity speculation, and the U.S.–China trade war.
The discussion examines why uranium’s supposed green credentials may be misleading, why investors should be cautious about uranium projects, and how broader shifts in energy demand and market psychology are shaping the resource sector.
Watch the full discussion below:
Key Takeaways:
- Why uranium’s green credentials may be camouflage
- Why low demand and renewable energy create problems for uranium projects
- How investors should think about commodity speculation
- Why political headlines around the U.S.–China trade war may obscure deeper market forces
- What resource investors should watch when assessing risk and opportunity
