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
74 episodes
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
August 27, 2024: A cautious yet strategic balance between current prices and future demand expectations
Uranium market holds steadyKazatomprom's 2025 production forecasts shake the marketChina harnesses thoriumIndia ramps up SMR buildsFission Uranium comes up short on votes - déjà vu?
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Season 2
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Episode 56
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10:21
August 20, 2024: The global supply of uranium is increasingly becoming a tale of two halves
Uranium market sees mild declineRussian deals further divide the uranium marketChina's global uranium power playGlobal Atomic receives formal Nigerian support for Dasa
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Season 2
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Episode 55
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8:58
August 13, 2024: Global uranium demand set to surge through 2025 and beyond
Term market is poised for more activity in the coming monthsAustralia continues to block mining EIA releases dual reportCANDU againCameco questions Kazakstan's new tax policy
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Season 2
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Episode 54
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9:21
August 6, 2024: With producers now securing contracts at elevated levels, revenue for uranium companies is likely to rise
Uranium prices hold their groundKazatomprom overshoots estimatesIs Australia missing the uranium boat?Reactor construction surgesCameco's Q2 results impress
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Season 2
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Episode 53
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9:07
July 30, 2024: Uranium and mining equities have outperformed other commodities over the past 5 years
Sprott provides an update on the uranium sectorAustralia puts a halt to the Jabiluka mineIndia's government finally allows its private sector into the nuclear industryFramatome to provide fuel to Slovakia
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Season 2
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Episode 52
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10:36
July 23, 2024: Uranium spot price has leveled off at ~$US$88/lb despite continued geopolitical influences
DOE issues its first waiver for Russian importsTurkey scrambles to find uranium fuelChina strengthens domestic uranium sourcesKazakhstan's domestic uranium demandsIsoEnergy sells Argentine assets
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Season 2
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Episode 51
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10:36
July 16, 2024: A spike in uranium prices won't cure the supply deficit
Uranium prices remain on solid groundKazakhstan levies new mineral extraction taxesIndia and Russia continue to get closerThe next nuclear shortage - skilled labour Boss Energy readies its first shi...
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Season 2
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Episode 50
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10:40
