This month, Dustin Garrow, Managing Principal of Nuclear Fuel Associates and a uranium market consultant to Yellow Cake, shares his insights on the uranium market, answering key questions about supply, pricing, geopolitics, and global nuclear trends. With decades of experience across the nuclear fuel cycle – including senior roles at Paladin Energy, ConverDyn, and several leading uranium producers – Dustin brings deep industry knowledge and a unique perspective on the forces shaping the market today.
Through our physical holding of uranium oxide concentrate (U3O8) and uranium-related commercial activities, we create an opportunity to realise value from long-term exposure to the uranium spot price in a low-risk, low-cost, liquid and publicly quoted vehicle.
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Our strategy is to buy and hold physical U308,
providing investors with liquid exposure to the resurgent investment price.
Provides investors with exposure to the uranium spot price without the operating risks associated with exploration, development, mining or processing.
Positioned to benefit from ongoing supply-side constraints and increasing nuclear energy demand.
A strong board and management committed to good governance and high ethical standards.
Yellow Cake creates liquidity for investors in a traditionally illiquid commodity.
