EPISODE 19: Christian Purefoy chats to Simon Clarke, Chairman of Myriad Uranium, unlocking strategic uranium deposits for the US supply chain in Wyoming, New Mexico and Arizona.
Simon Clarke is “live” from the World Nuclear Symposium 2026 in London.
Uranium is trading near a six‑month high of around $90 per pound as supply risks collide with accelerating nuclear demand. Delays at Kazatomprom’s new sulphuric acid plant are constraining future output from the world’s largest producer, just as governments and utilities ramp up reactor life extensions, new‑build plans and fuel contracting to meet electrification and AI data‑centre‑driven power needs.
At the same time, long‑term contracts are tightening uncovered utility requirements into the 2030s, reinforcing the sense that the market is shifting from a one‑off price spike to a structurally tighter “second nuclear age.”
“Everything I’m hearing about new reactors coming online, small modular reactors, new advances in technology… so it’s very clear there’s a big deficit coming in uranium, and this is set up to go significantly higher” — Simon Clarke, Chairman of Myriad Uranium
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