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March 25, 2025: Uranium market continues to firm up underneath the surface
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…

11 months, 3 weeks ago

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March 18, 2025: Forward demand fundamentals suggest a potential shift in buying momentum
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 opportun…

1 year ago

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March 11, 2025: While prices are soft today, fundamentals remain tight
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 cl…

1 year ago

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March 4, 2025: The broader outlook for uranium remains positive, driven  by increasing global demand & potential supply constraint
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 …

1 year ago

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February 25, 2025: The gap between spot and ter, pricing remains a dynamic to watch in the weeks ahead
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 powerho…

1 year ago

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February 18, 2025: How investors should be taking advantage of this mid-cycle dip
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 generation…

1 year ago

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February 11, 2025: Several utilities are expected to enter the term market in the coming months
February 11, 2025: Several utilities are expected to enter the term market in the coming months

Season 3 Episode 78

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Spot uranium slips as market activity slowsCentrus' supply deal raises questions on uranium sourcingIndia's nuclear expansion sparks corpo…

1 year, 1 month ago

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February 4, 2025: All eyes on the evolving tariff situation
February 4, 2025: All eyes on the evolving tariff situation

Season 3 Episode 77

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Uranium prices drop as market reacts to tariff uncertainty India's nuclear expansion and the growing uranium supply crunchTrump pushes to …

1 year, 1 month ago

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January 28, 2025: Uranium market faces a fundamental supply deficit, producing ~30% less uranium than global consumption
January 28, 2025: Uranium market faces a fundamental supply deficit, producing ~30% less uranium than global consumption

Season 3 Episode 76

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Uranium spot prices dip amid active marketChina's DeepSeek AI reshapes energy and uranium expectationsJV Ink reopens amid geopolitical ten…

1 year, 1 month ago

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January 21, 2025: Long-term demand for uranium remains robust
January 21, 2025: Long-term demand for uranium remains robust

Season 3 Episode 75

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Uranium market holds steady with long-term strengthKazatomprom reflects on the past and eyes the futureChina's reported uranium discoverie…

1 year, 1 month ago

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