Uranium equities are in many ways different to regular commodities, and therefore investing criteria can be looked at differently. The geopolitics of nuclear and demand drivers make it complex. However, the relatively small supply side make it easier to understand. Today’s panel covers a lot of the moving parts on the macro. We look at the big news of the week in the NYNE has declined SPUT application and the implications. And the even bigger news that URNM will list in Europe.

The experts on this panel cover challenges and opportunities for explorers, developers and producers in the US, Canada and Africa. And naturally we also discuss jurisdictional risk and how recent events in Ukraine change things and how we as investors can assess the opportunities.