Uranium Market: Supply Crisis Coming? CEO Explains the Bull Case (TSX.V: PUR)
April 2, 2026

In this interview, Colin Healey, CEO of Premier American Uranium (TSX.V: PUR), breaks down the uranium market outlook for 2026 and beyond, highlighting a growing global uranium supply deficit, tightening fundamentals, and the potential for a new pricing regime. He discusses why uranium demand is accelerating due to nuclear energy expansion, SMRs (small modular reactors), and US energy security policies, while supply struggles to keep pace. The conversation also dives into Premier American Uranium’s key projects, including development plans, drilling programs, and how the company is positioning itself to benefit from rising uranium prices. If you’re interested in uranium investing, nuclear energy trends, or commodity market insights, this interview provides a deep dive into one of the most bullish sectors in the market today.

🗓️ Recording date: April 1 , 2026

📖 Chapters
0:00 Intro
1:07 – Uranium Market Overview & 2026 Outlook
2:37 – Are We Entering a New Uranium Price Regime?
4:05 – Utility Contracting Behavior Explained
5:10 – Impact of US Policy & Russian Uranium Ban
7:24 – Uranium Stock Sentiment & Market Volatility
10:23 – 2026 Work Program Overview (Sabalera Project)
12:06 – Metallurgical Recovery & Project Economics
13:43 – Financing & 2026 Budget Allocation
15:07 – Strategy for Non-Core Assets
16:07 – Permitting Timeline & Key Risks
18:10 – Development Timeline to Production (2030–2031)
20:25 – M&A and Acquisition Strategy
21:53 – Role in US Energy Security
22:56 – Future: Producer vs JV or Takeover Target
24:32 – Importance of Scale in Uranium Market
26:14 – Is the Market Mispricing the Company?
27:50 – Final Thoughts & 2026 Catalysts

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