{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Company Interviews","title":"Global Atomic (TSX:GLO) Global Atomic (TSX:GLO) - Africa's Highest-Grade Uranium Mine Could Match All US Production","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/79112126\"></iframe>","width":"100%","height":180,"duration":1525,"description":"Interview with Stephen G. Roman, President & CEO of Global Atomic Corp.Our previous interview: https://www.cruxinvestor.com/posts/global-atomic-tsxglo-advancing-uranium-production-in-niger-6089Recording date: 4th September 2025Global Atomic Corporation presents a compelling uranium investment opportunity at the intersection of critical supply shortages and surging demand from both traditional nuclear power and emerging artificial intelligence infrastructure. The company's flagship Dasa project in Niger represents Africa's highest-grade uranium deposit, positioned to address America's severe uranium supply deficit of 45-46 million pounds annually.The Dasa project's scale cannot be overstated. CEO Stephen Roman emphasizes that the deposit will produce as much as every uranium mine combined in the US, highlighting its strategic importance to American energy security. With US utilities currently burning 50 million pounds a year while domestic production reaches only four or five million pounds a year when fully ramped, Dasa directly addresses this critical supply gap.The project benefits from exceptional market timing. Microsoft's recent joining of the World Nuclear Association exemplifies the sector's transformation, as Roman notes: \"Tech now is getting involved with nuclear because they know that's the only way to power data centers and their development.\" This new demand from AI and data center infrastructure compounds existing supply constraints in an already undersupplied uranium market.Global Atomic has achieved significant progress on long-awaited financing, securing term sheets from both the US Development Finance Corporation (DFC) and an Eastern joint venture partner. The company's preference for the DFC arrangement has received substantial political backing under the Trump administration, with Secretary of State Marco Rubio now chairing the DFC and businessman Benjamin Black as CEO.Roman confirms the project has been basically blessed by the White House,...","thumbnail_url":"https://img.transistorcdn.com/1wv-MFlQAgnm-ca64e5kK4984dZB0os8-HJdRVsI74M/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzEzNTcyLzE2MjM5/NTQyMDctYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}