Commodity Culture

Author: Jesse Day

Join host Jesse Day as he engages in deep conversations with prominent investors, fund managers, analysts and mining company CEOs with the aim of making you a better investor in the commodities space. Topics covered include precious metals, oil and gas, uranium, agriculture, and much more. 
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This Uranium Market 'Different Than Ever Before' - 'We're in Structural Deficit' Now: Mark Mukhija
Episode 475
Friday, 6 March, 2026

Mark Mukhija, CEO of Eagle Nuclear Energy (NASDAQ: NUCL) points out that we are already in a significant and persistent supply deficit for uranium, and demand has nowhere to go but up as big tech and governments move to ramp up nuclear energy generation in the face of an AI arms race that will send electricity requirements soaring. Mark also breaks down how Eagle Nuclear Energy fits into the picture, with a focus on developing the nation’s largest conventional uranium deposit combined with proprietary Small Modular Reactor technology.Eagle Nuclear Energy Website: https://eaglenuclear.comFollow Eagle Nuclear Energy on X: https://x.com/Eagle_NuclearDisclaimer: Commodity Culture was compensated by Eagle Nuclear Energy for producing this interview. Jesse Day is not a shareholder of Eagle Nuclear Energy. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture