In a world buzzing with talk of AI and data centers, nuclear power is back in the spotlight.

But behind the headlines lies a complex and often overlooked market: uranium. In this episode, I speak with Nick Clarke, founder of Curzon Resources — one of the world’s largest uranium traders — about how the market is evolving as nuclear power returns to the global stage.

Clarke explains why he expects the uranium market to double in size over the next decade, how China is outpacing the West in securing supply, and why uranium prices have dipped despite soaring demand.

As the world races to power the next generation of AI and industry, uranium is re-emerging as a strategic resource. Yet as Nick Clarke warns, the West risks being left behind unless it rebuilds its nuclear supply chains.

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