L2 Capital

In today's episode, Marcelo López spoke to Brandon Munro, CEO of Bannerman Resources, a company listed on the Australian stock exchange, ASX, focused on the exploration and development of uranium mines in Namibia. Brandon, who has participated in L2 Capital's Podcasts # 05, # 14 and # 18, returned to discuss the Russian Suspension Agreement (RSA), the Iran waivers and the outcome of the Nuclear Fuel Working Group (NFWG). Munro starts by explaining what the Russian Suspension Agreement (RSA) is in a very clear and objective way. Then, when asked about a potential disruption in the supply of nuclear fuel to the US due to this suspension as early as 2021, Brandon explains what can be done to mitigate this situation. He also discusses the Corfu Declaration, an agreement similar to the RSA, but in Europe, and its practical effects. Through this Declaration, Russia would be unable to supply more than 20% of Europe’s enriched uranium demand. Brandon explains how global regulation and control of uranium is carried ou