Monday, August 25, 2025

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Why the World Faces a Uranium Supply Shock, Sooner Than You Think | Scott Melbye – Uranium Royalty

In this interview, Scott Melbye, CEO of Uranium Royalty Corp. (TSX: URC), examines the current uranium market outlook and growing demand for nuclear energy. The conversation covers factors driving uranium demand including electrification trends, artificial intelligence power requirements, and geopolitical supply chain considerations as markets seek alternatives to Russian uranium sources.

Melbye discusses current supply-demand dynamics in the uranium sector, the need for new mining capacity, and how Uranium Royalty Corp. positions itself through its royalty model on uranium assets. The discussion addresses the company’s due diligence approach and strategic positioning within the nuclear fuel cycle as global energy policies evolve toward increased nuclear power utilization.


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