Cheap Uranium, Some Tin, Energy Crises, and 1 Uranium Stock

Cheap Uranium, Some Tin, Energy Crises, and 1 Uranium Stock | Tom Luongo Interview

Рет қаралды 12,838

Күн бұрын

In this week’s episode of Transition Talks, I spoke with Tom Luongo from Gold, Goats 'n Guns.
Tom Luongo is a Former Research Chemist, Amateur Dairy Goat Farmer, Anarcho-Libertarian and Obstreperous Austrian Economist.He told me that we there will be an Energy Crisis, and that we’re in an era of Cheap Uranium. Later, I also interviewed 1 Uranium Stock.
More specifically, we discussed the geopolitical impact on global energy markets, Europe's economic challenges, and the rising oil consumption.
We have also explored future oil price trends, uranium prices, and the potential of energy commodities.
Tom Luongo’s website: tomluongo.me/
After the market overview, I interviewed a uranium exploration company that goes by the name Nuclear Fuels. Michael Collins, CEO of Nuclear Fuels (CSE: NF) joined me for an in-depth conversation on how the company's exploration effrots are going.
Nuclear Fuels’ website: nuclearfuels.energy/
The company did not pay for the production of this interview.
The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer acknowledges and agrees that the information does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy.
The host is not a licensed investment advisor. He is just another talking head on the internet. He might own shares of companies mentioned in this publication. Always assume he doesn't know much more than a potato does. Although none of the companies included in this episode have paid for the production of the video, still consider everyone herein biased.
The mining & exploration space is among the riskiest sectors to invest in. The risk of anything mentioned in this publication is 100% loss of capital. If you don't read the official documents provided by the company on www.SedarPlus.ca, you will lose all of your money.
Timestamps:
00:00 Recap
00:47 Intro: Tom Luongo
01:51 Why is the Euro's share in global SWIFT settlements at all-time lows?
05:48 What's the most weaponized: energy or money?
20:55 Is there a solution for the energy problem in Europe?
27:43 What is Tom's forecast for energy consumption?
34:28 What is Tom's ideal energy mix?
38:28 What is his short-term view on the oil price?
49:12 What does he think of uranium?
56:59 Why is there a ban on nuclear reactor fuel from Russia?
01:02:50 In which uranium companies does Tom invest?
01:13:58 What is his take on all the other metals for the green transition?
01:26:40 Contact Details Tom Luongo
01:27:31 Important Warning
01:30:39 Nuclear Fuels Company Overview
01:36:23 Nuclear Fuels Interview

Пікірлер: 90

@goldenwarrior6996 28 күн бұрын

Excellent Program !!! Very interesting program Thanks

@ResourceTalks 26 күн бұрын

Thank you, GW. I always appreciate your kind feedback.

@malekmalek9064 28 күн бұрын

Good one Antonio,i especially liked the rant of Tom, very down to earth guy like John Polomny.

@ResourceTalks 26 күн бұрын

Thank you, Malek. I appreciate the kind words, and I'm glad you're finding value in these.

@mrcigartruth3832 27 күн бұрын

Thanks. Tom has gotten out in the information space, where many may not hear him regularly, the last couple of weeks. One of the best around. 😎

@ResourceTalks 26 күн бұрын

Always enjoy talking to him! Thanks for watching, M.

@gregfridholm2136 27 күн бұрын

Enjoyable chat with Tom, thanks Antonio!

@ResourceTalks 26 күн бұрын

Thank you for the kind feedback, Greg. I appreciate the kind words!

@IonutCatana1989 28 күн бұрын

Getting Tom on was a big deal! 🎉 Love him!

@ResourceTalks 26 күн бұрын

Thank you for being here, sir! Tom's a regular on the pod, and I hope he'll remain one.

@rv442conv 26 күн бұрын

Excellent Tom ! Sharp intellectual!!

@ResourceTalks 26 күн бұрын

Thank you for watching, R!

@mikegould9278 27 күн бұрын

So good Antonio 👍

@ResourceTalks 26 күн бұрын

Thank you for the kind words, Mike!

@BennyJeters 17 күн бұрын

Is this an older interview reuploaded? van Beurden hasn’t been CEO of Shell since January 2023 and is working as part time advisor to KKR, so effectively retired.

@ResourceTalks 17 күн бұрын

No, it is not.

@BennyJeters 17 күн бұрын

@@ResourceTalks interesting van Beurden has been out as CEO since Jan 2023, based on this interview Tom is speaking like he is still in seat.. I still decided to scoop up some Shell shares regardless 🤷‍♂️

@stevelizewski5944 27 күн бұрын

“You people need to come drive through Texas or Florida”. Hahahaha. Truth. Even driving through my state of Ohio has like 5 countries in one 😂

@ResourceTalks 26 күн бұрын

He ain't wrong!

@EssittoRusko 28 күн бұрын

As always Tony . Top quality stuff 🫡 farmer

@bobbiecrider6964 28 күн бұрын

Agree and concur

@ResourceTalks 26 күн бұрын

Thank you for the continued support over the years, Essitto! I always appreciate your kind comments.

@kasRose311 28 күн бұрын

Zeihan was taking $200 oil outside the us and $90 inside maybe “nationalizing” the producers/refiners

@ResourceTalks 26 күн бұрын

Zeihan ...

@kasRose311 26 күн бұрын

@@ResourceTalks 🫡

@kylefunston7 27 күн бұрын

I want to be the commissioned salesman selling the barrels that hold uranium.

@ResourceTalks 26 күн бұрын

Do it!

@tomdebusschere9045 14 күн бұрын

He's partially right about Russia selling fossil fuels to other buyers and them reselling to us. That's mostly oil. They sell oil to India, Turkey and they process it and resell the processed oil, so there also Russia gains less than they did before. Gas is a completely different matter, since Russia absolutely has no infrastructure to transport it to other buyers. Some is substituted to LNG, but they didn't have the infrastructure (still don't) to export all of it. If you look at the volume, the amount that they export has decreased by 2/3rds. Of course this leads to increased energy prices, especially in Europe, but not really to increased revenue for Russia. Overall, it is just very hard to take someone serious who says Europe is going to fall to communism. That's either someone who doesn't understand Europe or willfully misrepresenting communism. His bias clearly affects his judgement too in other matters, like the Ukraine / Russia crisis, ecology, ... it's a pity, since he's an intelligent person who would be a lot more credible if he was more open to nuance and intellectual honesty. That said, i think it's healthy to give people with diverse viewpoints a voice.

@ResourceTalks 14 күн бұрын

A big part of Western Europe is already pretty socialist. People 50 years ago wouldn't have thought that was possible either.

@user-ox7dp5md5n 28 күн бұрын

Okay, Japanese don't complain but they have other strategies. For example, they once signed long term coal contracts with Canadian companies at favorable prices for them. When prices turned against them, they walked away from those contracts, leaving the Canadians holding the bag.

@ResourceTalks 26 күн бұрын

Is that not a reason to complain, though?

@BtotheW 28 күн бұрын

Why do so many people do that dumb shit where part of the talk is cut and pasted before the intro? It adds literally nothing and only serves to encourage people to fast forward which I can't imagine is great for engagement metrics?

@anthonyperron6741 28 күн бұрын

If you've ever watched KZfaq on a smart t.v. it actually pre-plays the first part of the video before you click on it, so it's a perfect preview for prospective viewers.

@jbweld6193 28 күн бұрын

I dont mind it. Its a teaser.

@ResourceTalks 26 күн бұрын

I disagree, but only partly. My goal with it is to provide a quick overview of the main talking points in the video. It takes some time to figure out which snippets to put up front, but it's been helpful to many viewers over the years. However, you're right on most other channels. Most just copy what others are doing and put something random upfront without any real purpose.

@BtotheW 26 күн бұрын

@@ResourceTalks Yeh I get it, just not a fan of it personally. Rather just get on with the video because by the time I click on a vid I've already made up my mind I'm watching it - unless the guest turns out to be a moron or something of course. Anyway, wasn't intended as a personal criticism against you. Just something that's been irrationally grinding my little gears for a while. You're putting out some great content, keep it up mate.

@ResourceTalks 26 күн бұрын

Thanks, B. I appreciate the kind feedback!

@user-ox7dp5md5n 28 күн бұрын

When TL starts going off on one of his tangents, it's time for a piss break.

@joaquincortada1483 28 күн бұрын

seriously. dude sounds like a paid Russian shill

@ResourceTalks 26 күн бұрын

Lol, why?

@user-ox7dp5md5n 26 күн бұрын

@@ResourceTalks I don't want to hear about his Father, Grandfather, etc.

@jbweld6193 28 күн бұрын

Russia provided cheap energy to Europe for geopoliticial aims, this is widely known. Their aim is exactly what he wants, acquiescence to Russia and Chinese geopolitical aims in exchange for peace. Really a Neville Chamberlain move.

@jorgegomez524 28 күн бұрын

More generous than provide expensive energy to Europe for geopolitical aims by you know who...., don’t you think?

@jptrainor 27 күн бұрын

It's a very complicated explanation compared to simply trading with your close neighbor. Germany ran a small trade deficit with Russia leading up to the present situation. Raw materials imported from Russia. Finished goods exported to Russia. Similar to the nature of the trade deficit that many countries have with China (but smaller).

@ResourceTalks 26 күн бұрын

Or ... maybe it was just a business transaction?

@thunderbird3694 28 күн бұрын

cuckoo! cuckoo! cuckoo!

@ResourceTalks 26 күн бұрын

Why?

@mutantryeff 28 күн бұрын

!!!

@ResourceTalks 28 күн бұрын

First again, Ryeff!

@donherrington5771 28 күн бұрын

I always listen to opposite views, especially a fascist

@ResourceTalks 26 күн бұрын

Why do you call him that?

@donherrington5771 26 күн бұрын

@@ResourceTalks , seriously you are asking that question? It starts with the Putin is bad …but. Positive comments on Orban? Two authoritarians who have led their countries to low growth, low dynamic economies. Both repress any opposition. Any person who wants to be taken seriously on the you tube circuit needs to be honest enough to admit when the other side of their preferences have done things right and where their preferences have been totally fails. Tom does neither on any interviews. Sounds great, makes good points. But he fails when it comes to credibility.

@markz.5891 25 күн бұрын

Oh you mean the democratically elected Orban who won with 53 percent to 36 for the runner up? The runner up who wasn't repressed? Why are you spreading misinformation and and calling a decent and popularly elected leader a fascist?

@Daskasha 28 күн бұрын

How we're the Yanks we're paying for enriched uranium from Russia. Russian are off the swift system? Question 2. How can India be the largest supplier of oil for European markets, when they don't produce any oil?

@josephjames259 28 күн бұрын

India gets oil from Russia. Western sanctions are only costing the west. Not sure about how the US pays for the uranium but I hope the Russians are asking for payment in gold.

@user-uz7of5sc2q 28 күн бұрын

It’s because they know how to “wash “ oil 😜Clean it so no one knows whare it came from

@joaquincortada1483 28 күн бұрын

India is reselling discounted Russian oil. for a.profit of course

@chen_490 28 күн бұрын

I think you'll get the equivalent of the chips act for uranium in the next administration,

@joaquincortada1483 28 күн бұрын

@@chen_490 didn't Biden just sign a uranium bill that provides 2.7 billion to US enrichment companies

@thomasn3735 20 күн бұрын

Antonio in general I like your program but to give an election denier 1:00:00 such a forum , come on that is just crazy and puts the credibility of your program at risk 😮

@ResourceTalks 19 күн бұрын

There are many different political takes out there. Both deserve hearing. I only care about that as far as they could influence my investments.

@dave7244 27 күн бұрын

I wonder if "Schizo Tom" he starts rambling about astrology in this podcast?

@ResourceTalks 26 күн бұрын

Dave, don't.

@joaquincortada1483 28 күн бұрын

Can't listen to this guy. He loves the sound of his own voice

@ResourceTalks 26 күн бұрын

We all do, J!

@martinwilby8942 28 күн бұрын

2 hours of rambling rubbish

@ResourceTalks 28 күн бұрын

You watched it in 30 minutes?

@martinwilby8942 28 күн бұрын

@@ResourceTalks yes i skipped through it , you need to edit more i dont want to know what you both think of your wifes etc

@ResourceTalks 28 күн бұрын

Hahahahahaha, sure, Marty.

@dave7244 28 күн бұрын

schizo tom.

@johns4412 28 күн бұрын

I'm convinced Tom just makes shit up

@stuarthinds848 28 күн бұрын

Hoping you get a non exec position on the Awalë board at some point. It would appear from todays video you are now breaking into the inner circle after 4 years of hard graft. Kiss the croissants goodbye

@ResourceTalks 28 күн бұрын

Thank you, S. I appreciate the kind encouragement but I'm definitely not there yet. The company's board is great as it is now, imo.