Global X research analyst Brooke Thackray joins the Investing News Network's Georgia Williams to discuss why uranium's long-term fundamentals remain intact despite recent volatility. Thackray explains the growing gap between spot and term prices, the impact of supply disruptions at major producers and why utilities continue to secure long-term contracts.

The conversation also explores AI-driven electricity demand, the rise of small modular reactors (SMRs), strategic uranium stockpiles and the growing importance of energy security. Thackray shares his outlook on uranium prices, supply deficits and the catalysts that could bring new investors into the sector.

This interview was recorded on June 10, 2026.

0:00 - Intro

1:15 - Uranium market consolidation

6:30 - Sulfuric acid disruptions could impede market

12:18 - US efforts to secure supply

15:20 - Strategic stockpiles

20:30 - SMR market growth

26:45- Incentivizing production

35:51 - Outro

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