Uranium prices are climbing, nuclear energy demand is surging, and America is facing an unprecedented energy challenge. But the real story? A looming uranium supply crisis.
In an interview with Jeremy Szafron, Anchor at Kitco News, Scott Melbye, CEO of Uranium Royalty Corp and EVP of Uranium Energy Corp, breaks down why now is the most critical moment for nuclear energy in decades. With the U.S. banning Russian uranium imports, AI and data centers driving massive electricity demand, and new reactors urgently needed, Melbye reveals the hidden risks and opportunities shaping the nuclear industry.
Melbye delivers candid insights on President Trump’s energy dominance policies, the geopolitical landscape, and why America urgently needs new uranium mines. This conversation is essential viewing for investors, policymakers, and anyone interested in the energy trends set to redefine the next decade.
Key Topics:
– Is uranium entering a "perfect storm"?
– What does the Russian uranium ban mean for global markets?
– How will AI and data centers drive nuclear power growth?
– Can the U.S. build reactors fast enough to meet surging demand?
– Why is America "playing catch-up" in nuclear energy?
– Will tariffs disrupt uranium supply chains from Canada?
Don’t miss Melbye’s powerful analysis of what’s next for uranium, nuclear power, and America’s energy security.
*Special thanks to our sponsors, GoldMining Inc., UEC & URC for making this coverage possible.*
To learn more, visit:
https://www.goldmining.com/
https://www.uraniumenergy.com/
https://www.uraniumroyalty.com/
Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)
Follow Uranium Royalty on X: @UraniumRoyalty (https://twitter.com/UraniumRoyalty)
00:00 Introduction
00:59 Uranium Market Trends
01:49 Public Opinion and Policy Changes
03:09 Supply and Demand Challenges
04:04 Impact of Russian Uranium Ban
05:41 US Energy Policy and Future Outlook
10:15 Small Modular Reactors and AI
15:42 Conclusion
#Uranium #NuclearEnergy #UraniumStocks #EnergyCrisis #AI #ScottMelbye #EnergySecurity #Investing #MiningStocks #TrumpPolicy #EnergyDominance #SMR #NuclearPower #PDAC2025 #KitcoNews
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The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.