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October 22, 2024: The geopolitical landscape is shifting, and with it,  the future availability of uranium for western reactor fleets
October 22, 2024: The geopolitical landscape is shifting, and with it, the future availability of uranium for western reactor fleets

Season 2 Episode 64

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Purepoint and IsoEnergy forge strategic uranium partnershipTech investments boost uranium demand amid steady spot pricesKazakhstan's …

1 year, 11 months ago

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October 15, 2024: The West's current production capacity lags significantly behind the East
October 15, 2024: The West's current production capacity lags significantly behind the East

Season 2 Episode 63

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Spot market slows amid stable uranium pricesThe west scrambles to break free from Russian's uranium gripUEC prepares for production r…

2 years ago

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October 8, 2024: Despite uncertainty in pricing, sentiment around nuclear power sector continues to bolsterlong-term optimism
October 8, 2024: Despite uncertainty in pricing, sentiment around nuclear power sector continues to bolsterlong-term optimism

Season 2 Episode 62

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Uranium markets gains momentum in SeptemberKazakhstan's nuclear reactor dilemmaJapan's nuclear energy revivalIsoEnergy announces acqu…

2 years ago

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October 1, 2024: The gap in supply diversification is a concern that cannot be ignored
October 1, 2024: The gap in supply diversification is a concern that cannot be ignored

Season 2 Episode 61

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U prices head back up and Sprott provides an updateKazakhstan warns of a significant U-gapRussian uranium attempts a backdoor to the …

2 years ago

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September 24, 2024: World's biggest banks steps up for nuclear
September 24, 2024: World's biggest banks steps up for nuclear

Season 2 Episode 60

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Several utilities quietly engaging in direct discussions with suppliersBanking on nuclearThree Mile Island, AI and uranium demandUEC …

2 years ago

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September 17, 2024: The potential split in uranium prices between East and West
September 17, 2024: The potential split in uranium prices between East and West

Season 2 Episode 59

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Uranium price rises as WNA symposium spurs market interest post-holiday lullRussia threatens uranium restrictionsKazakhstan faces sel…

2 years ago

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September 10, 2024: The industry's growth potential is driven by increasing demand for clean energy and global climate commitment
September 10, 2024: The industry's growth potential is driven by increasing demand for clean energy and global climate commitment

Season 2 Episode 58

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WNA and Labor Day slow the U marketsThe World Nuclear SymposiumOrano brings enrichment to AmericaItaly joins the shift to lift nuclea…

2 years, 1 month ago

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September 3, 2024: China expected to surpass both US and France in the numbers of operational reactors by 2030
September 3, 2024: China expected to surpass both US and France in the numbers of operational reactors by 2030

Season 2 Episode 57

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Spot price doesn't react to Kazatomprom newsSMRs: A new narrative for uranium, but will it move the needle? Switzerland looks to lift…

2 years, 1 month ago

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August 27, 2024: A cautious yet strategic balance between current prices and future demand expectations
August 27, 2024: A cautious yet strategic balance between current prices and future demand expectations

Season 2 Episode 56

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Uranium market holds steadyKazatomprom's 2025 production forecasts shake the marketChina harnesses thoriumIndia ramps up SMR buildsFi…

2 years, 1 month ago

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August 20, 2024: The global supply of uranium is increasingly becoming a tale of two halves
August 20, 2024: The global supply of uranium is increasingly becoming a tale of two halves

Season 2 Episode 55

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Uranium market sees mild declineRussian deals further divide the uranium marketChina's global uranium power playGlobal Atomic receive…

2 years, 1 month ago

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