Uranium is no longer simply a mining or commodity story. As nuclear energy moves back to the centre of global energy strategy, uranium is increasingly colliding with geopolitics, national security, artificial intelligence, electricity demand, critical minerals and institutional capital.
In this episode of Markets & Leaders, Lyndsay Malchuk sits down with Jon Bey, CEO of Standard Uranium, for a conversation that goes well beyond the conventional uranium investment thesis.

We get into how the uranium market actually works, why utilities think very differently from investors, the disconnect between spot prices and long term contracting, where capital is flowing, the changing role of governments and whether investors are still valuing uranium as a commodity when the world is beginning to treat it as a strategic asset.

And then we ask the uncomfortable question:
If uranium were discovered today instead of 200 years ago, would you still be allowed to invest?

Because perhaps the biggest uranium story isn’t where the price goes next. It’s whether the market is still valuing uranium according to the world that existed yesterday.

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