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
68 episodes
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
July 9, 2024: US bolsters domestic supply
June uranium market reviewUS uranium policy meets pending supply challengesIndia's nuclear expansion: fueling growth and global competitionNiger nixes Goviex uranium mining license
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Season 2
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Episode 49
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11:13
July 2, 2024: Uranium Spotlight Podcast returns July 9, 2024
The full episode of the Uranium Spotlight will return on July 9, 2024. Enjoy the Canada Day and July 4th Celebrations!
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Season 2
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Episode 48
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0:37
June 25, 2024: Uranium Miners Leading Market Higher
Term uranium price continues to riseNiger pulls licenses at ImourarenSprott provides a uranium market updateJapan builds first new reactorPalladin swallows Fission Uranium
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Season 2
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Episode 47
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9:16
June 18, 2024: Notable activity in the uranium market
Uranium orders come back into the marketThe battle for Orano's uranium mines in NigerChina outpaces US nuclear technologyFrance's nuclear expansionsGlobal Atomic keeps Dasa on track
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Season 2
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Episode 46
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8:44
June 11, 2024: Heightened uranium exploration activity in Canada's north
Despite WNFM distractions, market activity surges at week's endUS EIA releases Annual Uranium Market Report60% of Australians want nuclearNTPC looks to double India's nuclear outputExploration drilling i...
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Season 2
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Episode 45
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10:16
June 4, 2024: Reduced utility spot buying indicates shift towards long-term contracting strategies
2024 uranium updateJapan's nuclear fleet grows demonstrating resilience and safetyUS nuclear expansion: initiatives, investments and challenges aheadSouth Korea demonstrates its bold nuclear ambitions
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Season 2
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Episode 44
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8:27
