Tim Duff’s recent presentation on Cameco’s uranium pipeline in Western Australia is a timely and highly relevant contribution to the broader conversation about Australia’s role in the global nuclear fuel market. With mounting global demand, widening supply gaps, and intensifying geopolitical pressures, Duff lays out the strategic importance of Cameco’s world-class assets—Yeelirrie and Kintyre among them—and highlights the obstacles holding back new production in one of the world’s most resource-rich jurisdictions.
This presentation outlines both the scale of Cameco’s opportunity and the complex policy environment in Western Australia, where legacy approvals sit at odds with a ‘no new mines’ policy. For those interested in the intersection of global energy security, uranium investment, and Australian resource policy, this is essential reading. Download the full presentation to explore Cameco’s vision for unlocking the next generation of uranium supply.
