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Bannerman Energy Ltd / Shaw and Partners Nuclear Energy, Uranium, Bannerman discussion Bannerman Energy Executive Chairman and Shaw and Partners Head of Research Andrew Hines discuss all things nuclear energy, uranium supply, Bannerman Energy and the Etango Uranium Project. https://lnkd.in/gaDJh9Wa We discuss recent developments in the global nuclear industry and why demand for nuclear power is growing again. We discuss the deficit in uranium supply to meet current demand, let alone the expected growth from the technology industry and small modular reactors. We talk about the lack of new uranium projects ready to be developed post the industry’s decade long hibernation after Fukushima and how Bannerman has positioned itself to be ready to develop the Etango Uranium Project at the perfect time. Brandon Munro Conrad Anderson Anthony Wilson Chris Dorney Russell Karlson Sam Christie Mike Stanford Edward Walker Chloe Hayes Peter Kormendy Dorab Postmaster Earl Evans Please be advised that the advice we have prepared for you has been prepared without taking account of your objectives, financial situation or needs. Accordingly, before acting on any advice, you must consider the appropriateness of the advice having regard to your personal circumstances. If the advice we have provided relates to the purchase or possible purchase of a particular financial product, you should obtain a Product Disclosure Statement relating to the product and consider it carefully.

Bannerman Energy Ltd Executive Chairman Brandon Munro and Shaw and Partners Head of Research Andrew Hines delve into the topic of nuclear energy, uranium supply, Bannerman Energy, and the Etango Uranium Project. The discussion covers recent developments in the global nuclear industry and explores the renewed demand for nuclear power. Insights are shared on the current uranium supply deficit, which falls short of meeting demand and is projected to widen with growth from the technology sector and small modular reactors. Additionally, the conversation highlights the scarcity of new uranium projects ready for development following a decade-long industry hibernation after Fukushima, and how Bannerman has strategically positioned itself to advance the Etango Uranium Project at an opportune moment. 0:00     Introduction 0:30      World Nuclear Symposium feedback 2:30      Demand for Nuclear Energy is growing again 10:20   Uranium Supply 21:32   Bannerman Energy 25:00   Namibia 28:32  Bannerman Energy 31:35  Etango Uranium Project 36:40   Wrap-up and conclusion Watch full interview here: https://lnkd.in/gS4yqF5t

Bannerman Energy Ltd / Shaw and Partners Bannerman Energy Executive Chairman Brandon Munro and Shaw and Partners Head of Research Andrew Hines discuss all things nuclear energy, uranium supply, Bannerman Energy and the Etango Uranium Project. https://lnkd.in/gaDJh9Wa Some great insights into: - Recent developments in the global nuclear industry and why demand for nuclear power is growing again. - The deficit in uranium supply to meet current demand (let alone the expected growth from the technology industry and small modular reactors) - The lack of new uranium projects ready to be developed post the industry’s decade long hibernation after Fukushima - How Bannerman has positioned itself to be ready to develop the Etango Uranium Project at the perfect time.

China’s growing investment in nuclear energy is another move to try to solidify its position as a global energy leader. The U.S. must act now and adopt an all-of-the-above energy strategy that strengthens our energy security & boosts economic growth 🇺🇲 https://lnkd.in/eMRPP9rV

Interesting discussion between Andrew Hines, Head of Research, and Bannerman Energy Chairman, Brandon Munro. If you want to get a greater understanding of nuclear energy this is well worth listening to.

Bannerman Energy Ltd / Shaw and Partners Nuclear Energy, Uranium, Bannerman discussion Bannerman Energy Executive Chairman and Shaw and Partners Head of Research Andrew Hines discuss all things nuclear energy, uranium supply, Bannerman Energy and the Etango Uranium Project. https://lnkd.in/gaDJh9Wa We discuss recent developments in the global nuclear industry and why demand for nuclear power is growing again. We discuss the deficit in uranium supply to meet current demand, let alone the expected growth from the technology industry and small modular reactors. We talk about the lack of new uranium projects ready to be developed post the industry’s decade long hibernation after Fukushima and how Bannerman has positioned itself to be ready to develop the Etango Uranium Project at the perfect time. 0:00     Introduction 0:30      World Nuclear Symposium feedback 2:30      Demand for Nuclear Energy is growing again – technology companies, data centres, Chinese growth, US power demands 10:20   Uranium Supply – Existing supply is insufficient to meet demand 14:29   Uranium Supply – Utilities have not yet returned to replacement level contracting so we have not yet discovered the true incentive price for uranium. Shaw and Partners forecasts that uranium will reach US$150/lb in 2025 18:36   Uranium Supply – there are risks to existing supply which is highly concentrated 21:32   Bannerman Energy – How Bannerman managed the industry downturn 25:00   Namibia – An excellent jurisdiction to build a uranium mine 28:32  Bannerman Energy – building a world class management team 31:35  Etango Uranium Project – Construction has commenced, maintaining optionality and flexibility 33:20   Etango Uranium Project – The contracting approach for a 40 year asset 36:40   Wrap-up and conclusion Brandon Munro Emma Culver Gavin Chamberlain Steve Herlihy Twapewa Kadhikwa Alison Terry Clive Jones Mike Leech Ian Burvill Werner Ewald Ronnie Beevor Conrad Anderson Anthony Wilson Chris Dorney Russell Karlson Sam Christie Mike Stanford Edward Walker Chloe Hayes Peter Kormendy Dorab Postmaster Earl Evans Please be advised that the advice we have prepared for you has been prepared without taking account of your objectives, financial situation or needs. Accordingly, before acting on any advice, you must consider the appropriateness of the advice having regard to your personal circumstances. If the advice we have provided relates to the purchase or possible purchase of a particular financial product, you should obtain a Product Disclosure Statement relating to the product and consider it carefully.  

A must watch for decarbonisation investors -> Bannerman Energy Ltd Executive Chairman Brandon Munro and Shaw and Partners Head of Research Andrew Hines delve into the topic of nuclear energy, uranium supply, Bannerman Energy, and the Etango Uranium Project. The discussion covers recent developments in the global nuclear industry and explores the renewed demand for nuclear power. Insights are shared on the current uranium supply deficit, which falls short of meeting demand and is projected to widen with growth from the technology sector and small modular reactors. Additionally, the conversation highlights the scarcity of new uranium projects ready for development following a decade-long industry hibernation after Fukushima, and how Bannerman has strategically positioned itself to advance the Etango Uranium Project at an opportune moment. Watch full interview here: https://lnkd.in/gS4yqF5t

This is an interesting story, the Palisades nuclear power plant in MI was shuttered in 2022 and is now being considered to come out of retirement if necessary licenses are approved. This would be the first successful restart of a nuclear power plant in American history! Why is this intriguing you ask? With the transition to a more renewable grid there seems to be a deviation between expected carbon neutral generation by a certain date and realized generation at that same date. PJM, the regional grid operator, isn't the only independent system operator (ISO) that is looking down the barrel at demand outpacing generation capabilities. Texas for example has seen a major influx of people and businesses over the past few years and is in a similar predicament of demand outpacing supply. This will certainly be interesting to keep tabs on. #resourceadequacy #carbonneutral #supplyvsdemand #energy #nuclearpower https://lnkd.in/eJc7yFC4

Bannerman Energy Ltd / Shaw and Partners Nuclear Energy, Uranium, Bannerman discussion Bannerman Energy Executive Chairman Brandon Munro and Shaw and Partners Head of Research Andrew Hines discuss all things nuclear energy, uranium supply, Bannerman Energy and the Etango Uranium Project. https://lnkd.in/gaDJh9Wa We discuss recent developments in the global nuclear industry and why demand for nuclear power is growing again. We discuss the deficit in uranium supply to meet current demand, let alone the expected growth from the technology industry and small modular reactors. We talk about the lack of new uranium projects ready to be developed post the industry’s decade long hibernation after Fukushima and how Bannerman has positioned itself to be ready to develop the Etango Uranium Project at the perfect time. 0:00     Introduction 0:30      World Nuclear Symposium feedback 2:30      Demand for Nuclear Energy is growing again – technology companies, data centres, Chinese growth, US power demands 10:20   Uranium Supply – Existing supply is insufficient to meet demand 14:29   Uranium Supply – Utilities have not yet returned to replacement level contracting so we have not yet discovered the true incentive price for uranium. Shaw and Partners forecasts that uranium will reach US$150/lb in 2025 18:36   Uranium Supply – there are risks to existing supply which is highly concentrated 21:32   Bannerman Energy – How Bannerman managed the industry downturn 25:00   Namibia – An excellent jurisdiction to build a uranium mine 28:32  Bannerman Energy – building a world class management team 31:35  Etango Uranium Project – Construction has commenced, maintaining optionality and flexibility 33:20   Etango Uranium Project – The contracting approach for a 40 year asset 36:40   Wrap-up and conclusion Brandon Munro Emma Culver Gavin Chamberlain Steve Herlihy Twapewa Kadhikwa Alison Terry Clive Jones Mike Leech Ian Burvill Werner Ewald Ronnie Beevor Please be advised that the advice we have prepared for you has been prepared without taking account of your objectives, financial situation or needs. Accordingly, before acting on any advice, you must consider the appropriateness of the advice having regard to your personal circumstances. If the advice we have provided relates to the purchase or possible purchase of a particular financial product, you should obtain a Product Disclosure Statement relating to the product and consider it carefully.

Bannerman Energy Ltd / Shaw and Partners Nuclear Energy, Uranium, Bannerman discussion Bannerman Energy Executive Chairman and Shaw and Partners Head of Research Andrew Hines discuss all things nuclear energy, uranium supply, Bannerman Energy and the Etango Uranium Project. https://lnkd.in/gaDJh9Wa We discuss recent developments in the global nuclear industry and why demand for nuclear power is growing again. We discuss the deficit in uranium supply to meet current demand, let alone the expected growth from the technology industry and small modular reactors. We talk about the lack of new uranium projects ready to be developed post the industry’s decade long hibernation after Fukushima and how Bannerman has positioned itself to be ready to develop the Etango Uranium Project at the perfect time. 0:00      Introduction 0:30      World Nuclear Symposium feedback 2:30      Demand for Nuclear Energy is growing again – technology companies, data centres, Chinese growth, US power demands 10:20    Uranium Supply – Existing supply is insufficient to meet demand 14:29    Uranium Supply – Utilities have not yet returned to replacement level contracting so we have not yet discovered the true incentive price for uranium. Shaw and Partners forecasts that uranium will reach US$150/lb in 2025 18:36    Uranium Supply – there are risks to existing supply which is highly concentrated 21:32   Bannerman Energy – How Bannerman managed the industry downturn 25:00   Namibia – An excellent jurisdiction to build a uranium mine 28:32   Bannerman Energy – building a world class management team 31:35   Etango Uranium Project – Construction has commenced, maintaining optionality and flexibility 33:20   Etango Uranium Project – The contracting approach for a 40 year asset 36:40   Wrap-up and conclusion Brandon Munro Emma Culver Gavin Chamberlain Steve Herlihy Twapewa Kadhikwa Alison Terry Clive Jones Mike Leech Ian Burvill Werner Ewald Ronnie Beevor Andrew Hines Anthony Wilson Chris Dorney Russell Karlson Sam Christie Christopher Ziomek Mike Stanford Peter Kormendy Dorab Postmaster Earl Evans Gauthier Merlin Jake Burgess Thomas Tsiakis Elton Wang Lindsay Archibald Edward Walker Paul Johnston Mark Hardman Chloe Hayes Sinclair Clinton Philip Pepe Abraham Akra, PhD Please be advised that the advice we have prepared for you has been prepared without taking account of your objectives, financial situation or needs. Accordingly, before acting on any advice, you must consider the appropriateness of the advice having regard to your personal circumstances. If the advice we have provided relates to the purchase or possible purchase of a particular financial product, you should obtain a Product Disclosure Statement relating to the product and consider it carefully.