EPISODE · Mar 6, 2026 · 19 MIN
This Uranium Market 'Different Than Ever Before' - 'We're in Structural Deficit' Now: Mark Mukhija
from Commodity Culture · host Jesse Day
Mark Mukhija, CEO of Eagle Nuclear Energy (NASDAQ: NUCL) points out that we are already in a significant and persistent supply deficit for uranium, and demand has nowhere to go but up as big tech and governments move to ramp up nuclear energy generation in the face of an AI arms race that will send electricity requirements soaring. Mark also breaks down how Eagle Nuclear Energy fits into the picture, with a focus on developing the nation’s largest conventional uranium deposit combined with proprietary Small Modular Reactor technology.Eagle Nuclear Energy Website: https://eaglenuclear.comFollow Eagle Nuclear Energy on X: https://x.com/Eagle_NuclearDisclaimer: Commodity Culture was compensated by Eagle Nuclear Energy for producing this interview. Jesse Day is not a shareholder of Eagle Nuclear Energy. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Subscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
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Mark Mukhija, CEO of Eagle Nuclear Energy (NASDAQ: NUCL) points out that we are already in a significant and persistent supply deficit for uranium, and demand has nowhere to go but up as big tech and governments move to ramp up nuclear energy generation in the face of an AI arms race that will send electricity requirements soaring. Mark also breaks down how Eagle Nuclear Energy fits into the picture, with a focus on developing the nation’s largest conventional uranium deposit combined with pr...
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This Uranium Market 'Different Than Ever Before' - 'We're in Structural Deficit' Now: Mark Mukhija
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