Inside the Global Uranium Market with Eric Keller

Nuclear is back, baby! But there’s a catch: the world is hungry for uranium, and we're running short. Turns out, countries like China, India, and Saudi Arabia aren’t waiting around, they’re ramping up reactors faster than you can say "energy crisis." Small Modular Reactors (think mini but mighty) could totally flip the script on how we power cities, AI data centers, and your neighborhood coffee shop. Our guest knows the ins and outs of uranium investments, the weird logistics of mining, and why nuclear might just be the unsung hero of clean energy, controversial, sure, but impossible to ignore.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro02:06 - What is Uranium: Basics and Importance07:04 - Uranium Production Today: Current Trends08:00 - Uranium Enrichment: Process and Techniques12:39 - Uranium Market: Analysis and Insights17:27 - Cost Inflation: Impact on Uranium Industry20:51 - Talent Drain: Challenges in the Sector23:08 - Nuclear Energy Demand: Future Projections27:07 - Small Modular Reactors (SMRs): Innovations in Nuclear31:50 - Uranium’s Role in the Energy Sector: Key Contributions37:48 - Uranium’s Role in the Military: Strategic Importance40:13 - How to Invest in Uranium: Tips and Strategies47:50 - Who Should Call You: Networking in the Industry48:35 - What About the Solar Panels: Comparing Energy Sources50:20 - What About the Nat Gas Guys: Industry Comparisons51:18 - Eric’s Final Thoughts: Closing Insightshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters