David Cates of Denison Mines discusses uranium market dynamics, as well as the company's path forward after its recent final investment decision for the Phoenix ISR uranium project in Saskatchewan's Athabasca Basin.

Construction at the asset has begun, with first production planned for mid-2028.

"When you look at global projects that can come to the market in a meaningful size, multi-million pounds a year of production, there are few, if any, other than Phoenix, that can come to the market before 2030," Cates said.

This interview was filmed on March 3, 2026.

0:00 - Intro

0:56 - Phoenix in construction

5:09 - Supply/demand balance

6:40 - Incentive price, M&A

9:11 - Uranium price catalysts

12:36 - Denison's other assets

14:16 - Athabasca opening up

17:17 - Outro

________________________________________________________________

Some links may be affiliate links. Investing News Network may earn a commission at no additional cost to you.

________________________________________________________________

The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.