The Uranium Deal 10 Years in the Making (Brandon Munro) скачать в хорошем качестве

The Uranium Deal 10 Years in the Making (Brandon Munro)

We sat down with Brandon Munro from Bannerman Energy to discuss their transformative deal with CNNC and the uranium market landscape. Brandon has been at the helm of Bannerman for a decade, navigating the company through one of the most challenging financing environments in mining. With deep expertise in the uranium sector and years of experience in Namibia, he provides unique insights into the uranium supply crunch, the contracting cycle, and how to get a deal done. In this episode, he breaks down: • How the deal came together • Negotiating with a Chinese SOE • Why now was the right time • Choosing strategic equity over project finance • Whether partnering with the Chinese was the only choice • China's voracious long-term uranium demand • Why the uranium market will overshoot Follow Brandon on: LinkedIn -   / brandonmunro   X - https://x.com/brandon_munro This was recorded on 26.2.2026.    📰 THE DIRECTOR'S SPECIAL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining https://www.moneyofmine.com/subscribe ------------------------------------------------------- ▶️ CHAPTER TIMESTAMPS 00:00 - China’s Uranium Imperative 03:50 - Uranium Cycle Since Fukushima 07:00 - Etango-8 Rethink Explained 08:50 - CNNC JV Deal Breakdown With Bannerman 34:40 - Why Build Now 38:00 - Financing Tradeoffs 41:50 - Regulatory Guardrails 47:00 - China Demand Surge 52:00 - AI Power and Wrap Up ------------------------------------------------------- 🤝 OUR PARTNERS Thank you to the mining services businesses that make this show possible: Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/gro... Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial: https://marketech.com.au/focus?utm_so... SS&C Intralinks - Powering deals with unmatched security and efficiency | https://www.intralinks.com/ Exceed Capital – Diversify your portfolio with Exceed’s property trusts - https://www.exceedcapital.com.au/sp-p... ------------------------------------------------------- 📌 FOLLOW US Join our group chat: Discord:   / discord   Subscribe to our podcast: Spotify: https://open.spotify.com/show/0LsIJIs... Apple: https://apple.co/3Fdocwx Follow us on all social platforms to stay up-to-date: Twitter: https://x.com/moneyofminepod Instagram:   / moneyofminepod   LinkedIn:   / moneyofmine   Facebook:   / moneyofminepod   TikTok:   / moneyofminepod   Our personal Twitter accounts: Travis Ricciardo:   / travmoneyofmine   Jonas Dorling:   / jdmoneyofmine   ------------------------------------------------------- ⚠️ DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/privacy-p...