Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
By Chris Frostad
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Episodes: 121
Description
In a world transitioning towards cleaner and greener energy solutions, one element takes center stage: uranium.
Uranium Spotlight is your weekly podcast dedicated to unraveling the enigmatic world of uranium and its pivotal role in the global energy landscape.
As uranium supply tightens and nuclear demand soars, the stage is set for a monumental shift in uranium prices. But what factors will drive this change? Join us weekly as we embark on an informative journey, to explore the events and news shaping the uranium market.
The information presented here is not investment advice. Instead, our goal is to offer an unbiased and comprehensive review of recent events that could impact uranium prices.
| Episode | Date |
|---|---|
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December 9, 2025: Price stability does not mean market softness
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Dec 09, 2025 |
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December 2, 2025: Pricing stability in a quiet week highlights how tight the prompt market remains
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Dec 02, 2025 |
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November 25, 2025: Price separation between discretionary material and contracted pounds is increasing
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Nov 25, 2025 |
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November 18, 2025: Market remains physically active even as prices step down
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Nov 18, 2025 |
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November 11, 2025: Tightness remains defined by access and timing rather than headline prints
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Nov 11, 2025 |
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November 4, 2025: Several utilities are expected to re-enter the market in the coming months
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Nov 04, 2025 |
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October 28, 2025: Physical tightness is still very real even when the spot tape wobbles
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Oct 28, 2025 |
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October 21, 2025: Current prices are now being treated as the floor, not the ceiling
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Oct 21, 2025 |
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October 14, 2025: Supply discipline and limited new mine capacity remain bullish forces
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Oct 14, 2025 |
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October 7, 2025: Consolidation near $80 per pound signals a more sustainable base for the next leg higher
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Oct 07, 2025 |
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September 30, 2025: Uranium's supply-demand imbalance is no longer just a spot market story
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Sep 30, 2025 |
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September 23, 2025: The arrival of new heavyweight traders and global banks signals growing confidence in uranium's future
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Sep 23, 2025 |
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September 16, 2025: Western nations are struggling to replace Russian supply quickly enough
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Sep 16, 2025 |
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September 9, 2025: $80 per pound is viewed as psychological threshold
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Sep 09, 2025 |
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September 2, 2025: Utilities may have little choice but to stepinto term contracting more aggressively
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Sep 02, 2025 |
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August 26, 2025: With less Kazakh material coming to market, the structural deficit only deepens
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Aug 26, 2025 |
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August 19, 2025: Term market continues to show more consistent activity
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Aug 19, 2025 |
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August 12, 2025: Spot volatility paired with contract demand offers both risk and strategic opportunity
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Aug 12, 2025 |
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August 5, 2025: Long-term demand continues to build
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Aug 05, 2025 |
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July 29, 2025: Utilities may soon have to accept higher term pricing
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Jul 29, 2025 |
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July 22, 2025: Sustained, growing term demand signals ongoing confidence in longer-term fundamentals
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Jul 22, 2025 |
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July 15, 2025: Why diciplined, longer-term fundamentals still drive the story despite near-term volatility
|
Jul 15, 2025 |
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July 8, 2025: The backdrop for uranium equities remain constructive
|
Jul 08, 2025 |
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July 1, 2025: Volume and Staying Power Matters More Than a Single Print
|
Jul 01, 2025 |
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June 24, 2025: It's clear the uranium sector has entered a new phase
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Jun 24, 2025 |
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June 17, 2025: The signal is clear - demand is growing, and the market knows it
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Jun 17, 2025 |
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June 10, 2025: Utilities are still aggressively contracting
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Jun 10, 2025 |
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June 3, 2025: Spot market activity is not the full story
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Jun 03, 2025 |
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May 27, 2025: Uranium continues to edge higher - a slow tightening that reflects real fundamentals
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May 27, 2025 |
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May 20, 2025: The question now is whether buyers will blink or sellers will soften
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May 20, 2025 |
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May 13, 2025: Utilities are busy responding to and evaluating new procurement requests
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May 13, 2025 |
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May 6, 2025: The structural uranium supply shortfall isn't going away
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May 06, 2025 |
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April 29, 2025: There is a structural supply deficit
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Apr 29, 2025 |
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April 22, 2025: We are seeing notable shift in behaviour from utilities
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Apr 22, 2025 |
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April 15, 2025: While spot market may look quiet, strategic positioning is already underway
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Apr 15, 2025 |
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April 8, 2025: Utilities remain confident about uranium availability but suppliers are more cautious
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Apr 08, 2025 |
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April 1, 2025: US-designed SMRs may have a broader global market than previously assumed
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Apr 01, 2025 |
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March 25, 2025: Uranium market continues to firm up underneath the surface
|
Mar 25, 2025 |
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March 18, 2025: Forward demand fundamentals suggest a potential shift in buying momentum
|
Mar 18, 2025 |
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March 11, 2025: While prices are soft today, fundamentals remain tight
|
Mar 11, 2025 |
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March 4, 2025: The broader outlook for uranium remains positive, driven by increasing global demand & potential supply constraint
|
Mar 04, 2025 |
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February 25, 2025: The gap between spot and ter, pricing remains a dynamic to watch in the weeks ahead
|
Feb 25, 2025 |
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February 18, 2025: How investors should be taking advantage of this mid-cycle dip
|
Feb 18, 2025 |
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February 11, 2025: Several utilities are expected to enter the term market in the coming months
|
Feb 11, 2025 |
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February 4, 2025: All eyes on the evolving tariff situation
|
Feb 04, 2025 |
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January 28, 2025: Uranium market faces a fundamental supply deficit, producing ~30% less uranium than global consumption
|
Jan 28, 2025 |
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January 21, 2025: Long-term demand for uranium remains robust
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Jan 21, 2025 |
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January 14, 2025: Policy shift could be a game-changer for the nuclear energy industry
|
Jan 14, 2025 |
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January 7, 2025: With spot prices recovering & long-term concerns driving investment, stage is set for a dynamic year
|
Jan 07, 2025 |
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December 17, 2024: Geopolitical risks have yet to significantly impact the spot market
|
Dec 17, 2024 |
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December 10, 2024: We are skipping this week's Uranium Spotlight Podcast
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Dec 10, 2024 |
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December 3, 2024: Uranium is one of few "Indispensable Goods" that the US cannot produce in sufficient quantities domestically
|
Dec 03, 2024 |
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November 26, 2024: US utilities are left with limited fuel options
|
Nov 26, 2024 |
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November 19, 2024: Russia's importance to the global uranium market cannot be overstated
|
Nov 19, 2024 |
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November 12, 20224: Investor sentiment around Trump's second term leans bullish for advanced nuclear
|
Nov 12, 2024 |
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November 5, 2024: SMRs are being hailed as a transformative technology that could reshape how we build nuclear power
|
Nov 05, 2024 |
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October 29, 2024: Niger causes issues for Orano and solutions for Turkey
|
Oct 29, 2024 |
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October 22, 2024: The geopolitical landscape is shifting, and with it, the future availability of uranium for western reactor fleets
|
Oct 22, 2024 |
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October 15, 2024: The West's current production capacity lags significantly behind the East
|
Oct 15, 2024 |
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October 8, 2024: Despite uncertainty in pricing, sentiment around nuclear power sector continues to bolsterlong-term optimism
|
Oct 08, 2024 |
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October 1, 2024: The gap in supply diversification is a concern that cannot be ignored
|
Oct 01, 2024 |
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September 24, 2024: World's biggest banks steps up for nuclear
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Sep 24, 2024 |
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September 17, 2024: The potential split in uranium prices between East and West
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Sep 17, 2024 |
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September 10, 2024: The industry's growth potential is driven by increasing demand for clean energy and global climate commitment
|
Sep 10, 2024 |
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September 3, 2024: China expected to surpass both US and France in the numbers of operational reactors by 2030
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Sep 03, 2024 |
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August 27, 2024: A cautious yet strategic balance between current prices and future demand expectations
|
Aug 27, 2024 |
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August 20, 2024: The global supply of uranium is increasingly becoming a tale of two halves
|
Aug 20, 2024 |
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August 13, 2024: Global uranium demand set to surge through 2025 and beyond
|
Aug 13, 2024 |
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August 6, 2024: With producers now securing contracts at elevated levels, revenue for uranium companies is likely to rise
|
Aug 06, 2024 |
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July 30, 2024: Uranium and mining equities have outperformed other commodities over the past 5 years
|
Jul 30, 2024 |
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July 23, 2024: Uranium spot price has leveled off at ~$US$88/lb despite continued geopolitical influences
|
Jul 23, 2024 |
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July 16, 2024: A spike in uranium prices won't cure the supply deficit
|
Jul 16, 2024 |
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July 9, 2024: US bolsters domestic supply
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Jul 09, 2024 |
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July 2, 2024: Uranium Spotlight Podcast returns July 9, 2024
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Jul 02, 2024 |
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June 25, 2024: Uranium Miners Leading Market Higher
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Jun 25, 2024 |
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June 18, 2024: Notable activity in the uranium market
|
Jun 18, 2024 |
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June 11, 2024: Heightened uranium exploration activity in Canada's north
|
Jun 11, 2024 |
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June 4, 2024: Reduced utility spot buying indicates shift towards long-term contracting strategies
|
Jun 04, 2024 |
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May 28, 2024: Repercussions of the US's Russian ban on uranium
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May 28, 2024 |
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May 22, 2024: Uranium prices may climb another 20% as markets assess Russian ban
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May 22, 2024 |
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May 14, 2024: Significant surge in uranium exports to Europe
|
May 14, 2024 |
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May 7, 2024: Notable rise in the spot uranium prices
|
May 07, 2024 |
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April 30, 2024: More M&A in the uranium production space
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Apr 30, 2024 |
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April 23, 2024: Despite short-term volatility, long-term outlook remains bullish for uranium
|
Apr 23, 2024 |
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April 16, 2024: Fuel gap forecast & tech triumph in exploration
|
Apr 16, 2024 |
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April 9, 2024: Urgency of addressing supply shortages in the uranium market
|
Apr 09, 2024 |
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April 2, 2024: India to triple uranium demand
|
Apr 02, 2024 |
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March 26, 2024: Continued Growth for Uranium Prices
|
Mar 26, 2024 |
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March 19, 2024: Navigating safety risks of reactors and uranium mines
|
Mar 19, 2024 |
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March 12, 2024: Uranium and nuclear industries kicked into high gear
|
Mar 12, 2024 |
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March 5, 2024: An Athabasca Basin explorer shows investors what the coming year could hold
|
Mar 05, 2024 |
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February 27, 2024: Nuclear fuel has become a national security imperative worldwide
|
Feb 27, 2024 |
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February 20, 2024: Market participants closely eyeing new production
|
Feb 20, 2024 |
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February 13, 2024: Sporadic and Erratic Movements in the Spot Price
|
Feb 13, 2024 |
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February 6, 2024: Drama grows in Kazakhstan
|
Feb 06, 2024 |
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January 30, 2024: Long-term price breaks into incentive levels
|
Jan 30, 2024 |
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January 23, 2024: How high can uranium prices go?
|
Jan 23, 2024 |
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January 16, 2024: Cause and effect of last week's leap in uranium prices and equities
|
Jan 16, 2024 |
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January 9, 2024: Spot price doubled in 2023
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Jan 09, 2024 |
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December 19, 2023: Stories that made the biggest impact on the uranium market during 2023
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Dec 19, 2023 |
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December 12, 2023: Russian fuel vote dampens activity, but U prices rise again
|
Dec 12, 2023 |
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December 5, 2023: France's EDF to attempt to build one reactor a year
|
Dec 05, 2023 |
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November 28, 2023: Canada leading in nuclear power and nuclear fuel
|
Nov 28, 2023 |
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November 21, 2023: Uranium activity showcased significant movement
|
Nov 21, 2023 |
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November 14, 2023: Kazakhstan's stronghold on the nuclear sector
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Nov 14, 2023 |
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November 7, 2023: Uranium prices up slightly on sporadic activity
|
Nov 07, 2023 |
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October 31, 2023: Uranium prices hit a 15 year high
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Oct 31, 2023 |
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October 24, 2023: Uranium prices take another run
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Oct 24, 2023 |
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October 17, 2023: Reluctant uranium prices hug incentive levels
|
Oct 17, 2023 |
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October 10, 2023: Can Europe muscle its way to a nuclear solution?
|
Oct 10, 2023 |
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October 3, 2023: Uranium prices continue to surge
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Oct 03, 2023 |
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September 26, 2023: Strain of the global nuclear fuel supply; uranium spot price climbed to U$70.00/lb
|
Sep 26, 2023 |
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September 19, 2023: WNA's Global Nuclear Fuel report & equity market reaction to rising uranium prices
|
Sep 19, 2023 |
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September 14, 2023: Purepoint Uranium featured at The Northern Miner Podcast
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Sep 14, 2023 |
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September 12, 2023: Uranium market heads for a potential shortage
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Sep 12, 2023 |
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September 5, 2023: U prices jump; US and China's race to build new reactors
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Sep 05, 2023 |
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August 29, 2023: New figures set the stage for pending price movement
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Aug 29, 2023 |
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August 22, 2023: Changing policies affecting the world's shift to nuclear
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Aug 22, 2023 |
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August 15, 2023: SMR's expanding adoption
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Aug 15, 2023 |
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August 8, 2023: Ongoing global revival of nuclear power, Cameco & Kazataprom guidance
|
Aug 09, 2023 |
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August 1, 2023: Niger's coup, Japanese restarts
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Aug 09, 2023 |