In this interview, Marc Henderson, CEO of Laramide Resources Ltd. (TSX: LAM/ASX: LAM/OTCQX:LMRXF) breaks down the unfolding uranium supply crisis and what it means for investors. With the United States consuming roughly 50 million pounds of uranium annually but producing only a fraction domestically, the conversation explores America’s push to rebuild its nuclear fuel supply chain, the role of ISR uranium production, and how Laramide Resources fits into this strategic shift. Henderson also explains why uranium prices may need to rise significantly to incentivize new supply, discusses key projects like Churchrock and Westmoreland, and shares insights on capital flows, permitting challenges, and global dynamics in Australia and beyond. If you're interested in uranium stocks, nuclear energy, critical minerals policy, or the long-term outlook for the uranium market, this deep-dive interview provides essential context and actionable insights.

🗓️ Date: April 13, 2026

📖 Chapters
0:00 Intro
1:12 US Uranium Strategy & Supply Chain Push
3:12 Domestic Production Gap & Policy Support
4:33 ISR Uranium vs Kazakhstan & Cost Competitiveness
7:02 Why Uranium Prices Must Go Higher
7:58 Churchrock Project – Permitting & Timeline
9:28 US Regulatory Complexity (Federal vs State)
11:54 Critical Minerals Policy & Fast-Tracking Projects
13:24 Political Risks to Uranium Development
15:21 Westmoreland Project (Australia) – Key Catalyst
18:11 Uranium Price Sensitivity & Project Economics
19:49 M&A Strategy & Global Expansion
21:24 Investor Demand & Capital Flows into Uranium
24:31 Upcoming Catalysts & News Flow (Next 6 Months)
26:20 Sulfuric Acid Supply & Geopolitical Impact
28:22 Long-Term Uranium Bull Market Thesis