Is the uranium market entering its next major bull market? In this episode we sat down with Marc Henderson, CEO of Laramide Resources (TSX: LAM, ASX: LAM), to discuss the uranium market outlook, why uranium stocks are underperforming despite strong fundamentals, and where investors may find opportunities in undervalued uranium developers. Marc explains the potential for Australia to lift its uranium mining bans, the development outlook for the Westmoreland uranium project, and Laramide's exploration potential in the United States and Sweden. We also discuss New Mexico uranium permitting, US domestic uranium supply, growing nuclear energy demand, uranium exploration, and the company's upcoming catalysts heading into 2027.

🗓️ Recording date: September 30, 2026

📖 Chapters
00:00 Intro
00:12 – Uranium Market Outlook & Investor Sentiment
02:16 – Why Are Uranium Stocks Underperforming?
04:55 – Uranium Prices & Project Economics
06:09 – Australia Uranium Mining Ban: Could It Be Lifted?
10:01 – Westmoreland Uranium Project: Economics & Development
12:00 – Westmoreland's Potential to Reach 100 Million Pounds
13:05 – Murphy Project: Australia's Uranium Exploration Potential
14:36 – New Mexico Uranium Projects & Permitting
16:20 – New Mexico Uranium Mining Restrictions
19:20 – Crown Point & Church Rock: Development Timeline
20:00 – Uranium Supply, Nuclear Demand & the 2030s
22:03 – La Jara Mesa & La Salle Uranium Projects
23:20 – Why Laramide Is Expanding Into Sweden
25:02 – Sweden Uranium Exploration & Historical Data
26:18 – Laramide Resources: Upcoming Catalysts for 2026–2027