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Analyst Interview – Sheldon Modeland on the global uranium sector

Analyst Interview – Sheldon Modeland on the global uranium sector

The global uranium sector has been under immense pressure for the past three years since the Fukushima disaster. Investors are looking for catalysts to drive the market forward.
The main catalysts for the sector are Japan restarting some of its reactors (while the government has indicated the willingness to do so, the market is waiting for at least one reactor to be switched on); China’s nuclear energy expansion is expected to grow significantly by 2020; and the end of the HEU agreement in 2013 will put added pressure on producers to meet current and future demands.

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