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
59 episodes since 2023
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...
September 17, 2024
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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
September 10, 2024
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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...
September 03, 2024
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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?
August 27, 2024
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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
August 20, 2024
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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
August 13, 2024
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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
August 06, 2024
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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
July 30, 2024
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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
July 23, 2024
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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...
July 16, 2024
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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
July 09, 2024
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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!
July 02, 2024
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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
June 25, 2024
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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
June 18, 2024
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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...
June 11, 2024
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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
June 04, 2024
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Season 2
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Episode 44
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8:27
May 28, 2024: Repercussions of the US's Russian ban on uranium
Long term uranium prices up again in May US uranium prouduction plummets, heightening supply concernsIAEA focuses on nuclear securityCameco announces a $500 million debenture offering
May 28, 2024
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Season 2
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Episode 43
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8:07
May 22, 2024: Uranium prices may climb another 20% as markets assess Russian ban
Uranium markets evaluate the Russian banThe Russian U ban is officialMore restarts on the horizonNANO Nuclear completes IPO
May 22, 2024
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Season 2
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Episode 42
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8:48
May 14, 2024: Significant surge in uranium exports to Europe
Uranium prices coast while Cameco steers the shipSaskatchewan uranium sales surgeChina amps up their nuclear positionAnother developer steps into the spot market
May 14, 2024
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Season 2
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Episode 41
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8:59
May 7, 2024: Notable rise in the spot uranium prices
May kicked off with fervour in the uranium marketsBan on Russian uranium could hike prices 20%Restarting US reactorsCameco and Kazatomprom report quarterly earnings
May 07, 2024
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Season 2
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Episode 40
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8:31
April 30, 2024: More M&A in the uranium production space
World Nuclear Fuel cycle ignites tradingCameco steps up to aid Ukraine amid warGermany combats nuclear misinformationEnergy Fuels to acquire Base Resources, creating global critical minerals leader
April 30, 2024
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Season 2
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Episode 39
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9:35
April 23, 2024: Despite short-term volatility, long-term outlook remains bullish for uranium
Uranium price volatility spurs miner responsesUranium mine flooding raises concerns in Kurgan regionItalians go pro nuclearDoE looks to cut nuclear red tapeGoviex's Niger uranium project at risk as it fa...
April 23, 2024
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Season 2
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Episode 38
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9:49
April 16, 2024: Fuel gap forecast & tech triumph in exploration
Swiss Asset Management firm takes on the entire U fuel cycleCanaccord warns mines can't open quick enoughJapan needs new reactors to meet their climate commitmentsAmbient Noise Tomography revolutionizes uranium e...
April 16, 2024
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Season 2
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Episode 37
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10:12
April 9, 2024: Urgency of addressing supply shortages in the uranium market
More spot buying by SPUTRegulatory pause at NexGen potentially widens supply gapHow birch wood sanctions may lead to spot U purchasesSMR applications; from oilfields to the moonSurging uranium prices pro...
April 09, 2024
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Season 2
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Episode 36
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9:10