Grizzle Uranium & Battery Metals Roundtable - The New Era of Energy

We've entered a new era of power demand, underscoring the significant value of critical energy metals, including: uranium, copper, lithium and nickel. The Uranium & Battery Metals roundtable brings together the top management teams and consultants to help you pinpoint key investment opportunities across each critical metal. COMPANIES: ◼️Denison Mines (TSX:DML) (NYSE:DNN): https://denisonmines.com/investors/in... ◼️Power Nickel (TSXV:PNPN): https://powernickel.com ◼️Ecora Resources (TSX:ECOR) (LSE:ECOR): https://www.ecora-resources.com/investor-relations/ ◼️Hot Chili (TSXV:HCH) (ASX:HCH): https://www.hotchili.net.au/ ◼️Anfield Energy (TSXV:AEC): https://anfieldenergy.com/ ◼️Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/ ◼️Amerigo (TSX:ARG): https://www.amerigoresources.com/ ◼️Bid/Ask ETF Research: https://www.bid-ask.io/ AGENDA: ◼️Uranium in Focus: David Cates, CEO Denison Mines, Corey Dias, CEO Anfield Energy & Nick Carter EVP UxC ◼️Diversified Critical Metals: Terry Lynch, CEO Power Nickel & Marc Bishop Lafleche, CEO Ecora Resources ◼️Lithium: Is the Bottom In? Rob Weir, VP Corporate Development, Lithium Royalty Corp ◼️Copper: Robust Demand, Tight Supply: Christian Easterday, CEO Hot Chili, Aurora Davidson, CEO Amerigo ◼️Analyzing Uranium ETFs: Bid/Ask ETF Strategy & Research Topics: 0:00 Conference Intro 2:25 More Than an Inventory Restocking Cycle? 5:01 The Uranium Reshoring Opportunity 7:53 When Will SMR’s be Ready for Primetime? 12:24 AI’s Impact on Nuclear Demand 15:01 Denison Production Outlook 17:23 Acquisitions on the Horizon? 19:56 Denison: Key Catalysts 24:44 The Strategic Importance of Uranium in America 26:51 Bipartisan Support of Nuclear Power 28:34 Uranium Market Stability Without Russian Exports 29:04 U.S. Uranium Milling in Demand: 2 of 3 Assets Acquired 30:50 Time & Cost to Build a Mill from Scratch vs. Refurbish 32:18 Will More Milling Capacity be Required? 32:59 Restocking Cycle or Sustainable Demand Growth 34:48 Has Public Opinion Ever Been This Positive? 36:45 Inventory Outlook & Potential Bottlenecks 39:15 America’s Role in Uranium Supply 42:30 Where We Currently Sit in the Commodity Cycle 43:26 Commodities vs. Commodity Mining Stocks 44:15 Commodity M&A Cycle 45:27 The Significant Value of Polymetallic Deposits 48:04 Nickel Market: North America vs. Indonesia 51:22 Nisk: High Grade Polymetallic Discovery 52:46 Lion Zone & Exploratory Drilling Ahead 54:35 Outlook Among Battery Metals 58:00 Ecora’s Unique Critical Metals Royalty Model 59:47 Which Royalty in the Portfolio Could Surprise to the Upside? 1:01:52 Uranium: NexGen Patterson Corridor East Royalty 1:03:32 Catalysts Ahead for Ecora 1:07:27 Lithium: Signs the Market is Close to a Bottom 1:07:58 Structural EV Demand 1:08:53 EVs: China’s Leading the Way 1:09:33 Will Lithium Remain a Key Component in Battery Chemistry? 1:10:15 M&A: Rio Tinto & Arcadium Lithium 1:11:17 Region and Deposit Focus? 1:12:03 Applying the Royalty Model to Lithium 1:12:51 Catalysts Ahead 1:14:13 Drivers of Elongated Development Cycles 1:14:44 Exploration Budgets Still Tight 1:15:17 Chile’s Importance in Global Copper Production 1:15:57 China’s Strategic Domination in EVs & Renewables 1:17:00 Drivers of Costa Fuego’s Significant Resource Growth 1:17:54 Importance of Water Rights in Mining 1:18:59 Hot Chili Catalysts Ahead 1:20:52 The Copper Shortage 1:24:21 Copper Prices High Enough to Incentivize exploration? 1:26:26 An Underappreciated Source of Demand 1:27:40 Importance of Capital Return in Mining 1:28:51 Amerigo: The Copper Utility Model Explained 1:30:57 Bid/Ask ETF Research: Uranium ETFs