The uranium supply sector has been in absolute decline for 12 to 15 years and is now highly under-capitalized and unprepared to meet nuclear demand growth across utilities, data centers, China, and emerging markets.

factualpending

Speaker

John Borshoff

Evidence Quote

“the supply sector has been in decline for 12 years to 15 over a decade and it's now unprepared and highly under under capitalized”

Source

Must Watch - John Borshoff, The Uranium Interview— Triangle Investor
Created: 8/12/2026, 6:39:38 PM

My Notes

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