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.Join the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe 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
What this episode covers
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...
NOW PLAYING
This Uranium Market 'Different Than Ever Before' - 'We're in Structural Deficit' Now: Mark Mukhija
No transcript for this episode yet
Similar Episodes
Sep 17, 2025 ·24m
Jun 12, 2025 ·20m
May 19, 2025 ·25m
Jan 10, 2025 ·28m
Jan 10, 2025 ·23m