Mart Wolbert: Uranium at Key Point, US$150 Price is "Inevitable"
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Mart Wolbert: Uranium at Key Point, US$150 Price is "Inevitable"
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Mart Wolbert of Contrarian Codex shares his key takeaways from the recent World Nuclear Symposium, also weighing in on the state of the uranium market today, from supply and demand to prices and stocks.
"I think all the fundamentals that we have seen over the past year, over the past two years — they're going to start to matter," he said.
Mart's newsletter: https://www.patreon.com/contrariancodex
Mart's X account: https://x.com/Yellowbull11
This interview was filmed on September 16, 2026.
0:00 - Intro
0:36 - WNA event takeaways
7:30 - Mindset shift for utilities
12:35 - West vs. east buying
17:14 - It's a seller's market
19:38 - Muted supply response
24:11 - SMRs and AI demand
28:16 - US$150 is "inevitable"
31:03 - Trading vs. buy/hold
35:44 - Cycle has room to run
38:10 - Watch macro factors
41:37 - Where to find Mart
43:21 - Outro
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