China Dominates, U.S. Scrambles - Uranium’s Geopolitical and Market Reset | Scott Melbye

The uranium market is heating up as global energy security, small modular reactors, and geopolitical tensions reshape the nuclear landscape.

In this Kitco News exclusive from the Rule Symposium, Scott Melbye, Executive Vice President of Uranium Energy Corp and President of the Uranium Producers of America, breaks down the uranium supply crunch, U.S. policy shifts, China’s dominance in conversion and enrichment, and how investors should be positioning now.

Sponsored by G Mining Ventures: Building the next gold producer in the Americas. Learn more at https://gminingventures.com

Key Topics:
-U.S. uranium strategy under President Trump
-China’s grip on nuclear fuel markets
-Why SMRs are a decade-defining demand driver
-The impact of Sprott's $200M uranium purchase
-Western restarts, tariffs, and supply chain pressure
-Melbye’s uranium price forecast and equity outlook

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00:00 Introduction and
01:01 Uranium Market Dynamics
03:42 Global Geopolitical Impacts on Uranium
07:28 US Uranium Production and Policy
12:58 The Future of Small Modular Reactors (SMRs)
17:04 Investment Opportunities in Uranium
20:38 Conclusion

#Uranium #ScottMelbye #NuclearEnergy #UraniumStocks #EnergySecurity #KitcoNews #GMiningVentures #TrumpTariffs #SMRs #UEC #Commodities #CriticalMinerals
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