Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
Duração total:
6 h 26 min
September 29, 2026: Uranium's Next Threshold
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:31
September 22, 2026: The uranium that can be mined at a reasonable cost is shrinking
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:27
September 15, 2026: Utilities are assembling coverage for the back half of the next decade
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:08
September 8, 2026: Perceived tightness is not in today's inventory but in tomorrow's production
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:10
September 1, 2026: The takeaway is one of value rather than volume
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:32
August 25, 2026: Smaller share of eastern production reaching western hands
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
12:24
August 18, 2026: The queue of unfilled demand keeps building
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:07
August 11, 2026: The competition for supply is only beginning
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:09
August 4, 2026: Utilities are quietly securing long-term supply as prices trend higher
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:44
July 28, 2026: Demand growth is outpacing mine development
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:51
July 21 2026: Utilities are quietly locking in supply well into the next decade
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:19
July 14 2026: Term market is where the real demand signal lives
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:39
July 7, 2026: The supply side of the ledger just got tighter
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:11
June 30, 2026: Incentive price required to bring on new uranium production appears to be steadily moving higher
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
08:48
June 23, 2026: Spot market remains well supported even during a seasonal slowdown
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
12:38
June 16, 2026: The underlying supply-demand balance continues to tighten
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:06
June 9, 2026: Roughly 70% of utilities are contracting at triple digit prices
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
08:25
June 2, 2026: Utilities continue to recognize the growing challenges of securing future supply
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:04
May 26, 2026: Term market is sending a stronger signal
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
12:15
May 19, 2025: While short term spot pricing remains volatile, the long term contracting cycle continues to deepen
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:21
May 12, 2026: The uranium market is entering a period where operational resilience may become as important as grade and scale
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:10
May 5, 2026: Spot market is quiet, but term market continues to show steady utility interest
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
08:52
April 28, 2026: Spot pricing remains resilient, even when day to day activity softens
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:08
April 21, 2026: Spot prices push higher on renewed buying
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
08:24
April 14, 2026: Even minimal buying pressure is enough to move prices higher in a thin market
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
07:55
April 7, 2026: Spot market remains thin and responsive
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
12:52
March 31, 2026: This is a market building tension rather than releasing it
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:43
March 24, 2026: A softer but active spot market
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:59
March 17, 2026: Governments around the world are accelerating nuclear construction
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
08:47
March 10, 2026: Uranium prices ease after two weeks of softer spot activity
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:36
March 3, 2026: We are taking a pause for PDAC 2026
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
00:46
February 24, 2026: The steady grind higher in the long-term price is an important signal
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:30
February 17, 2026: Spot remains highly sensitive to marginal buying
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:23
February 10, 2026: Spot volatility should not be mistaken for easing fundamentals
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
08:47
February 3, 2026: Financial buying is now colliding with a structurally constrained spot market
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
06:36
January 27, 2026: Uranium prices step higher as availability tightens
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
08:24
January 20, 2026: Uranium prices continue to firm
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:08
January 13, 2026: Spot prices continue to firm in a thin market
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
07:33
January 6, 2026: Uranium entered 2026 with clear upward momentum driven by fundamentals, not excitement
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:35
December 23, 2025: What actually shaped the uranium market in 2025
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
08:57
