Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
Total duration:
7 h 01 min
November 25, 2025: Price separation between discretionary material and contracted pounds is increasing
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:55
November 18, 2025: Market remains physically active even as prices step down
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:40
November 11, 2025: Tightness remains defined by access and timing rather than headline prints
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:20
November 4, 2025: Several utilities are expected to re-enter the market in the coming months
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:43
October 28, 2025: Physical tightness is still very real even when the spot tape wobbles
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
07:44
October 21, 2025: Current prices are now being treated as the floor, not the ceiling
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:35
October 14, 2025: Supply discipline and limited new mine capacity remain bullish forces
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:53
October 7, 2025: Consolidation near $80 per pound signals a more sustainable base for the next leg higher
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:17
September 30, 2025: Uranium's supply-demand imbalance is no longer just a spot market story
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
08:37
September 23, 2025: The arrival of new heavyweight traders and global banks signals growing confidence in uranium's future
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:32
September 16, 2025: Western nations are struggling to replace Russian supply quickly enough
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:01
September 9, 2025: $80 per pound is viewed as psychological threshold
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
09:47
September 2, 2025: Utilities may have little choice but to stepinto term contracting more aggressively
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
11:09
August 26, 2025: With less Kazakh material coming to market, the structural deficit only deepens
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:14
August 19, 2025: Term market continues to show more consistent activity
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
10:09
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
