SOURCE:[The Energy Report] – After two years of uncertainty, David Talbot tells The Energy Report why he expects 2013 to be the year that the balance in the uranium energy equation finally begins its tilt toward the demand side, with 2014 marking a probable supply shortfall. Talbot discusses which uranium producers, developers and explorers he expects to benefit most from the coming market turn.
The Energy Report: It’s been just over three months since we last discussed the nuclear industry and the market prospects for companies in the uranium space. What have been the most important developments since then?
David Talbot: There have been a number, both on the supply side and the demand side, since early August. All the catalysts appear to strengthen the long-term fundamentals of the sector, and while they haven’t necessarily moved the market, we believe they ultimately will help.