Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
Teljes hossz:
6 h 44 min
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
October 22, 2024: The geopolitical landscape is shifting, and with it, the future availability of uranium for western reactor fleets
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
08:39
October 15, 2024: The West's current production capacity lags significantly behind the East
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:59
October 8, 2024: Despite uncertainty in pricing, sentiment around nuclear power sector continues to bolsterlong-term optimism
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:29
October 1, 2024: The gap in supply diversification is a concern that cannot be ignored
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:56
September 24, 2024: World's biggest banks steps up for nuclear
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:04
September 17, 2024: The potential split in uranium prices between East and West
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:33
September 10, 2024: The industry's growth potential is driven by increasing demand for clean energy and global climate commitment
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:45
September 3, 2024: China expected to surpass both US and France in the numbers of operational reactors by 2030
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:45
August 27, 2024: A cautious yet strategic balance between current prices and future demand expectations
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:21
August 20, 2024: The global supply of uranium is increasingly becoming a tale of two halves
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
08:58
August 13, 2024: Global uranium demand set to surge through 2025 and beyond
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:21
August 6, 2024: With producers now securing contracts at elevated levels, revenue for uranium companies is likely to rise
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:07
July 30, 2024: Uranium and mining equities have outperformed other commodities over the past 5 years
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:36
July 23, 2024: Uranium spot price has leveled off at ~$US$88/lb despite continued geopolitical influences
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:36
July 16, 2024: A spike in uranium prices won't cure the supply deficit
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:40
