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April 22, 2025: We are seeing notable shift in behaviour from utilities
Season 3 Episode 88
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Quiet week, strategic movesMounting supply risks beneath a quiet uranium marketPaladin's production woes ripple through a tight uranium marketPowered by Purepoint Uranium Group Inc. (TS…
Published on 4 months, 2 weeks ago
April 15, 2025: While spot market may look quiet, strategic positioning is already underway
Season 3 Episode 87
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Quiet week, subtle shiftRed Book 2024 undershoots the uranium supply crunchKazakhstan signals eastward shift in uranium strategy Russia tightens its grip on African uraniumPowered by Pu…
Published on 4 months, 3 weeks ago
April 8, 2025: Utilities remain confident about uranium availability but suppliers are more cautious
Season 3 Episode 86
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Uranium market holds flat as equities falter and volumes thinMarket survey signals rising uranium price expectations amid supply concerns India clears the way for private nuclear invest…Published on 5 months ago
April 1, 2025: US-designed SMRs may have a broader global market than previously assumed
Season 3 Episode 85
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Spot price slips, term price hold firm at $80India to buildUS-designed SMRs in nuclear breakthroughPaladin's setback adds to market uncertainty Homeland Uranium stakes big in Colorado a…Published on 5 months, 1 week ago
March 25, 2025: Uranium market continues to firm up underneath the surface
Season 3 Episode 84
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Spot price rises $1 despite light tradingProduction setbacks tighten uranium market againWhy US uranium self-sufficient isn't economically realisticUranium volatility driven by headline…Published on 5 months, 2 weeks ago
March 18, 2025: Forward demand fundamentals suggest a potential shift in buying momentum
Season 3 Episode 83
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Uranium market activity remains sudbuedUS nuclear fuel crisis and geopolitical risksSprott on tariffs, Russian uranium and market opportunities Orano, ITOCHU and Navoiyuran expand urani…Published on 5 months, 3 weeks ago
March 11, 2025: While prices are soft today, fundamentals remain tight
Season 3 Episode 82
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Uranium prices slip as market stays quietTariff turmoil shakes uranium marketsGermany's path to lower energy costsGoviex moves Muntanga closer to productionPowered by Purepoint Uranium …
Published on 5 months, 4 weeks ago
March 4, 2025: The broader outlook for uranium remains positive, driven by increasing global demand & potential supply constraint
Season 3 Episode 81
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Uranium prices hold steady, while supply risks loomDo uranium juniors need a massive discovery to win?Germany's pro-nuclear shift and its impact on uranium investorsWestinghouse ramps u…Published on 6 months ago
February 25, 2025: The gap between spot and ter, pricing remains a dynamic to watch in the weeks ahead
Season 3 Episode 80
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Spot price steady but market remains cautious Orano shifts focus as uranium market tightensAustralia's uranium shift toward mining powerhouseIndia's private sector fuels new uranium dem…Published on 6 months, 2 weeks ago
February 18, 2025: How investors should be taking advantage of this mid-cycle dip
Season 3 Episode 79
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Spot uranium slips as market activity slowsSpotting uranium juniors before the market doesExpanding nuclear's role beyond power generationSpain moves to extend nuclear power and lift ur…Published on 6 months, 3 weeks ago