Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
Total duration:
7 h 04 min
August 12, 2025: Spot volatility paired with contract demand offers both risk and strategic opportunity
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:20
August 5, 2025: Long-term demand continues to build
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:26
July 29, 2025: Utilities may soon have to accept higher term pricing
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:49
July 22, 2025: Sustained, growing term demand signals ongoing confidence in longer-term fundamentals
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:13
July 15, 2025: Why diciplined, longer-term fundamentals still drive the story despite near-term volatility
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:37
July 8, 2025: The backdrop for uranium equities remain constructive
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:15
July 1, 2025: Volume and Staying Power Matters More Than a Single Print
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:47
June 24, 2025: It's clear the uranium sector has entered a new phase
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:32
June 17, 2025: The signal is clear - demand is growing, and the market knows it
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:27
June 10, 2025: Utilities are still aggressively contracting
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:56
June 3, 2025: Spot market activity is not the full story
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:50
May 27, 2025: Uranium continues to edge higher - a slow tightening that reflects real fundamentals
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:14
May 20, 2025: The question now is whether buyers will blink or sellers will soften
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:41
May 13, 2025: Utilities are busy responding to and evaluating new procurement requests
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:30
May 6, 2025: The structural uranium supply shortfall isn't going away
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:02
April 29, 2025: There is a structural supply deficit
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:37
April 22, 2025: We are seeing notable shift in behaviour from utilities
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:20
April 15, 2025: While spot market may look quiet, strategic positioning is already underway
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:44
April 8, 2025: Utilities remain confident about uranium availability but suppliers are more cautious
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:15
April 1, 2025: US-designed SMRs may have a broader global market than previously assumed
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:19
March 25, 2025: Uranium market continues to firm up underneath the surface
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:25
March 18, 2025: Forward demand fundamentals suggest a potential shift in buying momentum
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:31
March 11, 2025: While prices are soft today, fundamentals remain tight
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
08:27
March 4, 2025: The broader outlook for uranium remains positive, driven by increasing global demand & potential supply constraint
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:06
February 25, 2025: The gap between spot and ter, pricing remains a dynamic to watch in the weeks ahead
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:27
February 18, 2025: How investors should be taking advantage of this mid-cycle dip
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:00
February 11, 2025: Several utilities are expected to enter the term market in the coming months
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:00
February 4, 2025: All eyes on the evolving tariff situation
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:50
January 28, 2025: Uranium market faces a fundamental supply deficit, producing ~30% less uranium than global consumption
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:28
January 21, 2025: Long-term demand for uranium remains robust
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:35
January 14, 2025: Policy shift could be a game-changer for the nuclear energy industry
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:44
January 7, 2025: With spot prices recovering & long-term concerns driving investment, stage is set for a dynamic year
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:25
December 17, 2024: Geopolitical risks have yet to significantly impact the spot market
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:58
December 10, 2024: We are skipping this week's Uranium Spotlight Podcast
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
00:34
December 3, 2024: Uranium is one of few "Indispensable Goods" that the US cannot produce in sufficient quantities domestically
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
12:11
November 26, 2024: US utilities are left with limited fuel options
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:39
November 19, 2024: Russia's importance to the global uranium market cannot be overstated
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:10
November 12, 20224: Investor sentiment around Trump's second term leans bullish for advanced nuclear
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
12:45
November 5, 2024: SMRs are being hailed as a transformative technology that could reshape how we build nuclear power
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:21
October 29, 2024: Niger causes issues for Orano and solutions for Turkey
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:53
