Uranium Masterclass & Price Outlook With Uranium Trader Bram Vanderelst

This is an interview with physical uranium trader, Bram Vanderelst, head of uranium at Curzon Uranium.

Grant Isaac, CEO of Cameco, and I talked about their uranium production a couple of months ago. Watch here: https://www.youtube.com/watch?v=YaA-zfljbDk&t=

Curzon Uranium is the main uranium trader for the Swiss Zuri-Invest AMC.

In this conversation, Bram and I talked about the physical uranium market, how it works, and where the sentiment among utility fuel buyers is. Bram pretty much gave me a masterclass on how the uranium market worked, and I learned things I didn't know before.

Timestamps
00:00 skipping intros makes you weak
02:40 Who is Bram Vanderelst?
05:58 What do physical commodity traders actually do?
08:15 A step-by-step guide to how uranium works
13:45 Did Cameco take the right decision?
15:15 When do utilities actually buy uranium?
17:45 Are utilities worried?
21:20 Do fuel buyers understand the uranium supply chain?
25:55 Why is it taking so long?
28:25 Can producers just swamp the uranium market?
35:30 Be careful who you listen to
38:00 What is the incentive price for production?
40:45 Is this uranium market like 2007?
42:50 What happened during WNA's conference?
43:40 New physical uranium fund?
46:40 What's keeping institutional investors out of the market?
50:00 How much money can break the market?
53:50 How does the spot market really work?
01:01:25 Is Cameco buying in the spot market?
01:03:20 Why doesn't Zuri say how much they're buying?
01:07:55 Will SPUT change the way the fund works?
01:14:25 Can we have a real ETF?
01:20:55 Be careful what you buy/sell
01:28:30 How much explorers & developers does Bram own?
01:29:00 What's Bram's largest position?
01:30:25 How long does Bram own stocks for?
01:33:25 Contact

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