Grant Isaac
President & COO, Cameco
“Long-term contracting levels remain below replacement rates.”
“We constantly react to what the market gives us.”
Grant Isaac
One-line summary: Cameco President & COO; on the Q1 2026 call framed uranium long-term contracting as still below replacement rates and the US as an 'electron super cycle' (up to 20 AP1000s).
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On kazatomprom-supply-cut-to-western-uranium-premium, nuclear-baseload-for-ai-data-centers:
"Long-term contracting levels remain below replacement rates." — 2026-05-05-earnings-ccj-q1-2026 (2026-05-05)
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On kazatomprom-supply-cut-to-western-uranium-premium:
"We constantly react to what the market gives us." — 2026-05-05-earnings-ccj-q1-2026 (2026-05-05)
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