Conversation with Dustin Garrow, Managing Principal of Nuclear Fuel Associates 

With a possible uranium renaissance finally on the cards, uranium investors will be clambering for all the content they can get their hands on. Well, this isn't one they can afford to miss.

It's been an extremely eventful few weeks for uranium. We had Cameco suspending its Cigar Lake uranium operation, Kazatomprom announcing impaired uranium production figures, and then the NFWG report. The report was tonally definitive: it's time to restore America's competitive nuclear advantage. However, there was a deficiency when it came to the specifics, particularly subsidisation figures and timescales, but it was just a policy document after all.

We were keen to gain some insight into the uranium space: Garrow was the man to ask. He's a uranium market commentator and sits on a number of boards for uranium junior mining companies.

First things first, what is his take on the NFWG announcement?  

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