We've entered a new era of power demand, underscoring the significant value of critical energy metals, including: uranium, copper, lithium and nickel.

The Uranium & Battery Metals roundtable brings together the top management teams and consultants to help you pinpoint key investment opportunities across each critical metal.

COMPANIES:
◼️Denison Mines (TSX:DML) (NYSE:DNN): https://denisonmines.com/investors/in...
◼️Power Nickel (TSXV:PNPN): https://powernickel.com/
◼️Ecora Resources (TSX:ECOR) (LSE:ECOR): https://www.ecora-resources.com/inves...
◼️Hot Chili (TSXV:HCH) (ASX:HCH): https://www.hotchili.net.au/
◼️Anfield Energy (TSXV:AEC): https://anfieldenergy.com/
◼️Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/
◼️Amerigo (TSX:ARG): https://www.amerigoresources.com/
◼️Bid/Ask ETF Research: https://www.bid-ask.io/

AGENDA:
◼️Uranium in Focus: David Cates, CEO Denison Mines, Corey Dias, CEO Anfield Energy & Nick Carter EVP UxC
◼️Diversified Critical Metals: Terry Lynch, CEO Power Nickel & Marc Bishop Lafleche, CEO Ecora Resources
◼️Lithium: Is the Bottom In? Rob Weir, VP Corporate Development, Lithium Royalty Corp
◼️Copper: Robust Demand, Tight Supply: Christian Easterday, CEO Hot Chili, Aurora Davidson, CEO Amerigo
◼️Analyzing Uranium ETFs: Bid/Ask ETF Strategy & Research

0:00 Conference Intro
David Cates, CEO Denison Mines ⚛️⚒️
2:25 More Than an Inventory Restocking Cycle?
5:01 The Uranium Reshoring Opportunity
7:53 When Will SMR’s be Ready for Primetime?
12:24 AI’s Impact on Nuclear Demand
15:01 Denison Production Outlook
17:23 Acquisitions on the Horizon?
19:56 Denison: Key Catalysts
Corey Dias, CEO Anfield Energy ⚛️⚒️
24:44 The Strategic Importance of Uranium in America
26:51 Bipartisan Support of Nuclear Power
28:34 Uranium Market Stability Without Russian Exports
29:04 U.S. Uranium Milling in Demand: 2 of 3 Assets Acquired
30:50 Time & Cost to Build a Mill from Scratch vs. Refurbish
32:18 Will More Milling Capacity be Required?
Nick Carter, EVP Uranium UxC ⚛️⚒️
32:59 Restocking Cycle or Sustainable Demand Growth?
34:48 Has Public Opinion Ever Been This Positive?
36:45 Inventory Outlook & Potential Bottlenecks
39:15 America’s Role in Uranium Supply
Terry Lynch, CEO Power Nickel ⚒️🔋
42:30 Where We Currently Sit in the Commodity Cycle
43:26 Commodities vs. Commodity Mining Stocks
44:15 Commodity M&A Cycle
45:27 The Significant Value of Polymetallic Deposits
48:04 Nickel Market: North America vs. Indonesia
51:22 Nisk: High Grade Polymetallic Discovery
52:46 Lion Zone & Exploratory Drilling Ahead
Marc Bishop Lafleche, CEO Ecora Resources ⚒️🔋
54:35 Outlook Among Battery Metals
58:00 Ecora’s Unique Critical Metals Royalty Model
59:47 Which Royalty in the Portfolio Could Surprise to the Upside?
1:01:52 Uranium: NexGen Patterson Corridor East Royalty
1:03:32 Catalysts Ahead for Ecora
Rob Weir, VP Corporate Development, Lithium Royalty Corp ⚒️🔋
1:07:27 Lithium: Signs the Market is Close to a Bottom
1:07:58 Structural EV Demand
1:08:53 EVs: China’s Leading the Way
1:09:33 Will Lithium Remain a Key Component in Battery Chemistry?
1:10:15 M&A: Rio Tinto & Arcadium Lithium
1:11:17 Region and Deposit Focus?
1:12:03 Applying the Royalty Model to Lithium
1:12:51 Catalysts Ahead
Christian Easterday, CEO Hot Chili ⚒️🔋
1:14:13 Drivers of Elongated Development Cycles
1:14:44 Exploration Budgets Still Tight
1:15:17 Chile’s Importance in Global Copper Production
1:15:57 China’s Strategic Domination in EVs & Renewables
1:17:00 Drivers of Costa Fuego’s Significant Resource Growth
1:17:54 Importance of Water Rights in Mining
1:18:59 Hot Chili Catalysts Ahead
Aurora Davidson, CEO Amerigo ⚒️🔋
1:20:52 The Copper Shortage
1:24:21 Copper Prices High Enough to Incentivize exploration?
1:26:26 An Underappreciated Source of Demand
1:27:40 Importance of Capital Return in Mining
1:28:51 Amerigo: The Copper Utility Model Explained
1:30:57 Bid/Ask ETF Research: Uranium ETFs


#uranium #mining #copper #lithium