Uranium's Bull Run: Manager Q&A with Will Thomson, Massif Capital

Will Thomson of Massif Capital - SumZero's #2 ranked Energy Analyst - joins us to discuss uranium and the catalysts which have lifted its spot price over 32% YTD despite extreme price volatility across other commodities. Mine closures due to COVID-19 have only accelerated market-wide contractions that predated the pandemic and have reduced global uranium supply by over 40% in the last three years. Read this Q&A for Thomson's insights on uranium's complex supply chain, government intervention, and the importance of nuclear as a carbon-free source of energy.