Uranium Selling Signals, Falling Stocks, 2024 Contracting Outlook | Malcolm Rawlingson

After about a year, nuclear expert Malcolm Rawlingson is back on the pod!

Malcolm has over 50 years of experience in the nuclear industry. He got his degree in nuclear engineering at the University of London in the 1970s, and still works in the nuclear industry today.

Malcolm is a long time #uranium investor, who visited Mike Alkin's uranium podcast in 2019. That podcast was called "A master class in uranium... and the best risk/reward setup I’ve ever seen".

When I asked Malcolm whether uranium is still the best risk/reward setup today, he said "it depends". Uranium, the metal, has already had quite a good run-up in the last 5 years. Malcolm thinks it could still go to $200/lb, but that doesn't mean you can just pick up any uranium stock. Malcolm even told me he doesn't like most companies.

In this conversation, we discussed different topics around uranium investing, as well as the current nuclear energy landscape.

We also ended up talking about the different types of nuclear reactors and which reactors have not yet contracted their uranium for 2024 and beyond.

Suffice it to say, Malcolm likes #uraniumstocks .

Timestamps
00:00 recap
00:52 is he worried about Niger?
04:40 has he sold any uranium stocks?
09:10 when will he start selling his stocks?
23:15 what happens if an RFP doesn't get filled?
27:45 will SPUT be taken out by a government eventually?
30:00 will the US government be stimulating uranium production?
33:45 is the US able to ramp up enrichment capacity?
36:18 is more capital enough to solve the uranium supply shortage?
42:38 are the uranium contracts different today than they were before?
47:00 is 180M lbs really "replacement rate" contracting?
53:15 will there be more contracting in 2024?
55:45 are the different reactors being contracted for differently?
01:01:10 do reactor restarts require more uranium?
01:04:18 which reactors will contract uranium in 2024?
01:07:10 will 2024 contracting be front-year or back-year weighted?
01:11:00 are fuel buyers underestimating SMRs?
01:23:20 are molten-salt reactors going to be a thing?
01:25:40 are the recent advancements in fusion serious?
01:30:20 can the uranium supply shortage be solved quickly enough?
01:32:45 is seawater extraction of uranium going to work?
01:35:35 is Sweden going to move forward on uranium?
01:38:30 how do I lose the most money on uranium?

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