Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
In a world transitioning towards cleaner and greener energy solutions, one element takes center stage: uranium.
Uranium Spotlight is your weekly podcast dedicated to unraveling the enigmatic world of uranium and its pivotal role in the global energy landscape.
As uranium supply tightens and nuclear demand soars, the stage is set for a monumental shift in uranium prices. But what factors will drive this change? Join us weekly as we embark on an informative journey, to explore the events and news shaping the uranium market.
The information presented here is not investment advice. Instead, our goal is to offer an unbiased and comprehensive review of recent events that could impact uranium prices.
Episodes
81 episodes
March 4, 2025: The broader outlook for uranium remains positive, driven by increasing global demand & potential supply constraint
Uranium prices hold steady, while supply risks loomDo uranium juniors need a massive discovery to win?Germany's pro-nuclear shift and its impact on uranium investorsWestinghouse ramps up, but can uranium supply k...
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Season 3
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Episode 81
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10:06
February 25, 2025: The gap between spot and ter, pricing remains a dynamic to watch in the weeks ahead
Spot price steady but market remains cautious Orano shifts focus as uranium market tightensAustralia's uranium shift toward mining powerhouseIndia's private sector fuels new uranium demandCameco del...
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Season 3
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Episode 80
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10:27
February 18, 2025: How investors should be taking advantage of this mid-cycle dip
Spot uranium slips as market activity slowsSpotting uranium juniors before the market doesExpanding nuclear's role beyond power generationSpain moves to extend nuclear power and lift uranium ban
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Season 3
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Episode 79
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10:00
February 11, 2025: Several utilities are expected to enter the term market in the coming months
Spot uranium slips as market activity slowsCentrus' supply deal raises questions on uranium sourcingIndia's nuclear expansion sparks corporate interestBHP eases uranium supply fears as prices stay strong
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Season 3
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Episode 78
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9:00
February 4, 2025: All eyes on the evolving tariff situation
Uranium prices drop as market reacts to tariff uncertainty India's nuclear expansion and the growing uranium supply crunchTrump pushes to restore uranium's critical statusAustralia's nuclear pivot and its im...
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Season 3
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Episode 77
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10:50
January 28, 2025: Uranium market faces a fundamental supply deficit, producing ~30% less uranium than global consumption
Uranium spot prices dip amid active marketChina's DeepSeek AI reshapes energy and uranium expectationsJV Ink reopens amid geopolitical tensionsOrano files arbitration over Niger uranium mine disputePurep...
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Season 3
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Episode 76
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11:28
January 21, 2025: Long-term demand for uranium remains robust
Uranium market holds steady with long-term strengthKazatomprom reflects on the past and eyes the futureChina's reported uranium discoveries raise more questionsOntario's nuclear matins spark uranium demand questi...
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Season 3
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Episode 75
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10:35
January 14, 2025: Policy shift could be a game-changer for the nuclear energy industry
Uranium spot price dips to $73.50China's mysterious 'ultra-large' uranium claimBrazil boosts critical minerals with $820M financingNRC fast-tracks reactor approval to boost nuclear growthForum identifies...
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Season 3
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Episode 74
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10:44
January 7, 2025: With spot prices recovering & long-term concerns driving investment, stage is set for a dynamic year
Uranium prices rebound as 2025 beginsKazakhstan mine shutdown sparks uranium market concernsCanada looks to regain uranium dominancePaladin-Fission deal secures approval amid tightened controls on China
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Season 3
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Episode 73
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10:25
December 17, 2024: Geopolitical risks have yet to significantly impact the spot market
Uranium spot prices dip amid seasonal slowdownMore tariff tensions on uranium marketsNiger escalates uranium disputesAustralia's nuclear ambitionsSprott expands $1B ATM program for uranium purchases...
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Season 2
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Episode 72
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10:58
December 10, 2024: We are skipping this week's Uranium Spotlight Podcast
We’ll be skipping this week’s episode of the Uranium Spotlight Podcast. But don’t worry—we’ll be back next week with more insights, updates, and conversations about the uranium sector.
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Season 2
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Episode 71
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0:34
December 3, 2024: Uranium is one of few "Indispensable Goods" that the US cannot produce in sufficient quantities domestically
Uranium spot gains amid term quietTariffs and tensions in uranium supplyGlobal uranium revival and the uranium supply challengePurepoint Uranium pinpoints new exploration opportunities at Russell South ...
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Season 2
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Episode 70
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12:11
November 26, 2024: US utilities are left with limited fuel options
Uranium spot prices slide amid geopolitical shiftsGeopolitics driving the uranium squeeze in the USRomania's nuclear ambitions face supply challengesPurepoint & Cameco reignite exploration at Smart Lake ...
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Season 2
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Episode 69
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11:39
November 19, 2024: Russia's importance to the global uranium market cannot be overstated
Uranium spot prices surge amid Russian export restrictionsRussia restricts exportsUS plan to triple nuclear power by 2050Niger's uranium shiftGlobal Atomic secures key financing for Dasa project
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Season 2
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Episode 68
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11:10
November 12, 20224: Investor sentiment around Trump's second term leans bullish for advanced nuclear
Uranium market sees spot price dip and steady term demandTrump's return and the future of nuclear and uranium marketsEU weighs Russian uranium ban amid Hungary's pushbackGermany's nuclear reconsideration...
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Season 2
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Episode 67
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12:45
November 5, 2024: SMRs are being hailed as a transformative technology that could reshape how we build nuclear power
October uranium market shows spot softness and conversion demand spikeTech giants, SMRs, and the nuclear fuel futureNiger's uranium gambit and Orano's new challengesKazatomprom's Q3 surge and Kazakhstan's expandi...
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Season 2
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Episode 66
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10:21
October 29, 2024: Niger causes issues for Orano and solutions for Turkey
Uranium market softens as long-term Demand holds steadyOrano's Niger challenges deepen uranium supply strainTurkey’s alliance with Niger redefines uranium marketsJapan’s nuclear future in political limbo
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Season 2
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Episode 65
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10:53
October 22, 2024: The geopolitical landscape is shifting, and with it, the future availability of uranium for western reactor fleets
Purepoint and IsoEnergy forge strategic uranium partnershipTech investments boost uranium demand amid steady spot pricesKazakhstan's deals drive uranium demand to Canada
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Season 2
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Episode 64
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8:39
October 15, 2024: The West's current production capacity lags significantly behind the East
Spot market slows amid stable uranium pricesThe west scrambles to break free from Russian's uranium gripUEC prepares for production restart and strengthens US uranium assets
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Season 2
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Episode 63
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9:59
October 8, 2024: Despite uncertainty in pricing, sentiment around nuclear power sector continues to bolsterlong-term optimism
Uranium markets gains momentum in SeptemberKazakhstan's nuclear reactor dilemmaJapan's nuclear energy revivalIsoEnergy announces acquisition of Anfield Energy
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Season 2
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Episode 62
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10:29
October 1, 2024: The gap in supply diversification is a concern that cannot be ignored
U prices head back up and Sprott provides an updateKazakhstan warns of a significant U-gapRussian uranium attempts a backdoor to the US through ChinaThe US DOE comes up short on fuelFission Uranium provi...
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Season 2
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Episode 61
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9:56
September 24, 2024: World's biggest banks steps up for nuclear
Several utilities quietly engaging in direct discussions with suppliersBanking on nuclearThree Mile Island, AI and uranium demandUEC expands US uranium production
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Season 2
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Episode 60
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10:04
September 17, 2024: The potential split in uranium prices between East and West
Uranium price rises as WNA symposium spurs market interest post-holiday lullRussia threatens uranium restrictionsKazakhstan faces selling challenges US finds old sites for new nuclear power plantsUE...
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Season 2
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Episode 59
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9:33
September 10, 2024: The industry's growth potential is driven by increasing demand for clean energy and global climate commitment
WNA and Labor Day slow the U marketsThe World Nuclear SymposiumOrano brings enrichment to AmericaItaly joins the shift to lift nuclear bans
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Season 2
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Episode 58
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9:45
September 3, 2024: China expected to surpass both US and France in the numbers of operational reactors by 2030
Spot price doesn't react to Kazatomprom newsSMRs: A new narrative for uranium, but will it move the needle? Switzerland looks to lift nuclear banChina doubles down on nuclearATHA Energy provides sum...
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Season 2
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Episode 57
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9:45
