Episode 210: The Coming Uranium Supply Crisis

Justin discusses the complex dynamic between nuclear utility fuel buyers and the current uranium pricing terms from producers. 

Justin discusses the physical uranium market terms, and the implications for investors. 

Japanese PM Ishiba’s gamble to call a snap election backfired yesterday, as Japan’s ruling party lost its majority in a general election amid political scandals and soaring inflation. The Japanese yen is plunging and stocks are surging on the news. As investors turn their atte ...

By the beginning of August The Big Three had settled on what would happen to Japan if they did not head President Trumans warning and surrender. After the Japanese did not stand down, two atomic bombs were dropped killing a devastating number of Japanese people. 

Last month, Japan's central bank raised interest rates for the first time in 17 years. That is a really big deal, because it means that one of the spookiest stories in modern economics might finally have an ending. Back in the 1980s, Japan performed something of an economic mirac ...  Show more

Gideon talks to Takako Hikotani of the Asia Society Policy Institute about how Japanese attitudes towards security have changed in light of the war in Ukraine and China’s more aggressive stance in the South China Sea. Clips: CNA

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