SOURCE: Streetwise Reports

Streetwise Reports

January 07, 2016 09:00 ET

Dundee Capital Markets' David Talbot Interviewed by The Energy Report

SAN FRANCISCO, CA--(Marketwired - January 07, 2016) - David Talbot of Dundee Capital Markets forecasts uranium demand growth of about 6% compounded annually through 2020, which ought to be more than enough to kickstart depressed U3O8 prices. Nuclear energy is part of a growing trend away from fossil fuels toward green energy and things like lithium-ion batteries for cars and energy storage. Talbot explains that lithium demand is expected to grow even faster than uranium demand, and the market is already undergoing a supply deficit. In this interview with The Energy Report, he offers his top picks in the uranium and lithium spaces, as well as a graphite name, all poised to ride the green energy trend higher.

Included in this interview are: Fission Uranium Corp. (TSX: FCU), Nemaska Lithium Inc. (TSX VENTURE: NMX)(OTCQX: NMKEF), Mason Graphite Inc. (TSX VENTURE: LLG)(OTCQX: MGPHF) and UEX Corp. (TSX: UEX).

TER: Tell us about the supply-and-demand fundamentals for uranium.

DT: Fundamentally, this sector is as solid as it has ever been, and many factors we considered earlier this year have materialized. On the supply side, there have been disruptions in recent years, such as at Ranger in Australia and Rossing in Namibia. There have been project delays, such as at Ranger 3 Deeps, and a lack of development. Underfeeding is an issue that probably adds…

Continue reading this interview: Dundee's David Talbot Says Green Energy Trend Is Your Friend

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Investors rely on The Energy Report to share investment ideas for the oil & gas, renewable and alternative energy industries. This valuable insight is integrated with in-depth company information, summaries from the latest research and news that will help you make smart investment decisions.


Fission Uranium Corp., Nemaska Lithium Inc., Mason Graphite Inc. and UEX Corp. are sponsors of The Energy Report. David Talbot had final approval of the content of the interview and is wholly responsible for the validity of the statements. Opinions expressed are the opinions of Mr. Talbot and not of The Energy Report or its officers. The interview does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility.

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