Energy News Beat Podcast
ENB #184 Ur-Energy - There is no way to achieve Net Zero without Nuclear. We need Uranium to get there, and it is even echo friendly.
There are so many negative stories about nuclear, and uranium mining is just one of the topics being discussed as "evil" in the mainstream media. - Have you seen a uranium mine? Well, how about one that uses groundwater injections and is not an open strip mine? The mine reclamation is unbelievable. You would never know they were even there.
It is not just the mining, it is the processing of water and the clean solutions. Being good Stewards of the resources is important, and delivering low-cost energy to everyone on the planet is critical.
Thank you John for stopping by the podcast! I appreciate your leadership and getting the next generation of clean energy moving. - Stu
Check out everything at Ur Energy - https://www.ur-energy.com/
Follow John on Linkedin Here: https://www.linkedin.com/in/john-cash-774b30143/
00:00 - Intro
00:33 - Discussion about the importance of nuclear energy in the context of the energy transition.
00:59 - Importance of nuclear energy for energy security and providing stable baseload power.
04:45 - Mention of countries like UAE, China, and France investing in nuclear power.
06:53 - Observations on the global trend of countries moving towards nuclear for energy security and carbon-free power.
07:43 - Discussion about Germany's energy transition and its impact on carbon emissions.
09:47 - Conversation about the potential of small modular reactors (SMRs).
12:51 - Discussion on the uranium supply chain, focusing on dependence on Russian processing.
13:47 - Optimism about achieving cash flow positivity and factors influencing it, including uranium grades.
15:55 - Discussion on environmental aspects, ESG initiatives, and regulatory support in Wyoming.
18:03 - Highlighting the environmentally friendly in situ mining technique.
19:56 - Conversation about the positive impact of ESG initiatives on cost reduction.
22:07 - Discussion on the labor force in Wyoming and the collaborative approach with regulators.
25:41 - John Cash discussing the catalysts and opportunities for UREnergy, including legislative developments.
28:43 - Positive outlook for the uranium and nuclear industry, with bipartisan support in the U.S. Congress.
30:33 - Outro
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