Steven Gold
CEO | Jaguar Uranium (NYSE American: JAGU) | Uranium Supply Deficit Expert
"Leading voice on uranium supply deficits and nuclear fuel market dynamics"
Biography
Steven Gold serves as Chief Executive Officer of Jaguar Uranium (NYSE American: JAGU), positioning him at the forefront of one of the most critical supply-demand imbalances in the commodities sector. Under his leadership, Gold has become a prominent voice in uranium markets, consistently highlighting the structural supply deficits that are reshaping the nuclear fuel landscape.
Gold's expertise centers on the uranium supply crisis that has been building for over a decade. He has been particularly vocal about how legacy uranium mines face mounting production challenges while global demand continues to accelerate, driven by both traditional nuclear power expansion and emerging AI-driven data center requirements. His analysis extends beyond simple supply-demand metrics to encompass the geopolitical complexities affecting uranium supply chains, including the impact of conflicts in uranium-producing regions.
As CEO of a publicly traded uranium company, Gold brings operational insight to his market commentary. He emphasizes the sequential nature of uranium project development, explaining why supply cannot respond quickly to rising prices—a critical factor that commodity investors must understand when evaluating uranium investments. His perspective combines the practical challenges of uranium production with broader market dynamics, making him a valuable resource for investors seeking to understand the structural forces driving uranium prices higher.
Gold's public appearances and interviews have focused heavily on the widening supply deficit projected through 2040, positioning him as a key voice for investors looking to understand the long-term fundamentals supporting uranium as an investment thesis.
Videos (2)
Jaguar Uranium: High-Grade Huemul Results, Accelerated Resource Definition & Drill Plans
- Top takeaway The guest argues Jaguar is at an inflection point after roughly five and a half months of groundwork post-IPO, and is now moving into a phase where it can disclose what it has found across Huemul, Laguna Salada, and the Colombia Berlin asset.
- He frames the company strategy as buying third- and fourth-inning uranium assets (past producers or projects with substantial prior drilling) so it does not have to spend 8-12 years and hundreds of millions to determine what is in the ground.
- He singles out Huemul as the most exciting target given the combination of recent high-grade surface sampling and historic production, and positions a maiden MRE as the near-term share-price catalyst for investors who have been waiting for proof.
- He points to the pro-West, pro-US political alignment in both Argentina and, more recently, Colombia as a jurisdictional advantage he says would be hard to beat globally.
Steven Gold says Jaguar February IPO of 25 million dollars left the company with roughly 19 million dollars in cash and no debt, earmarking about 75 percent for drilling. Gold reports Huemul surface sampling returned up to 8.54 percent copper, 2.27 percent uranium, 708 grams per tonne silver, and 1.27 percent vanadium along a potential 4 km trend. He plans a maiden drill program at Huemul in late 2026 or the first half of 2027 to test depth and scale before a resource estimate. Gold argues Argentina pro-US permitting and Colombia reforms make South America the leading candidate to supply the next wave of global uranium. Beyond Huemul, Laguna Salada analytical work is finishing and rare-earth re-assaying of Berlin historic core is underway, with newsflow expected soon.
URANIUM Supply Deficit 'Getting Worse' - Price Going 'Much Higher' Ahead
Uranium supply deficit is worsening as legacy mines struggle with production, while utilities scramble to secure pounds for future energy needs. AI data center energy demands are accelerating uranium consumption, creating demand levels the current market simply cannot meet. Jaguar Uranium offers exposure through a portfolio of uranium and rare earth projects in pro-mining jurisdictions of Argentina and Colombia.
Key Quotes
"You can't just speed up. You can't do [it] in tandem. There is an order to it."
— On uranium project development timelines
"This war only accentuates the existing supply problems"
— Discussing geopolitical impacts on uranium supply
Key Works
Video interview discussing uranium supply deficits and price outlook
Interview on geopolitical impacts on uranium supply crisis
Specializations
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