Uranium Unleashed Podcast

By Uranium Unleashed

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Episodes: 94

Description

Strategic intelligence on global uranium and copper markets—institutional-grade insights on project development, industry catalysts, and market dynamics from over 20 years of international mineral exploration experience

uraniumunleashed.substack.com

Episode Date
Dinosaur Bones, Contract Gaps, and Acid Delays: What Cameco & Kazatomprom Signal for Uranium
Nov 02, 2026
China’s Secret Nuclear Surge: 103 Reactors and the Race to Overtake the US
Oct 30, 2026
America Is Resurrecting Dead Nuclear Reactors
Oct 28, 2026
$97 Uranium vs. a 13% Fund Discount: Who Is Wrong?
Oct 18, 2026
Kazatomprom's Silent Rejection: Why China Got the Uranium and Russia Got Denied
Oct 12, 2026
Uranium Market Update: Physical Term Prices Hold Steady at $97/lb
Oct 03, 2026
Can Niger Overtake Namibia as Africa’s Uranium Giant?
Oct 02, 2026
URANIUM: The $50 Billion Catalyst Week
Sep 28, 2026
Uranium Unleashed: Structural Signals Over Spot Signals (Week of September 21–25, 2026)
Sep 27, 2026
China Nuclear Builds Weekly Update — September 25, 2026
Sep 27, 2026
Uranium’s $90 Pivot: Kazatomprom’s Lockup & Westinghouse’s $50B IPO Shockwave
Sep 21, 2026
Uranium Long-Term Contract Price Breaks 2007 Peak as Term Hits $97/lb
Sep 19, 2026
China Is Building 40 Nuclear Reactors at Once—Here Is the 2030 Plan
Sep 15, 2026
Uranium Unleashed: Can $90 Hold or Fold in the Week Ahead?
Sep 14, 2026
Uranium Unleashed: The West Starts Building as the Enrichment Squeeze Takes Center Stage
Sep 11, 2026
Uranium’s $90 Inflection Point: Will London’s High-Stakes Summit Trigger a Massive Re-Rating?
Sep 07, 2026
The Russian-Kazakh Uranium Axis: Why Western Utilities Are Pricing In a Supply Squeeze
Sep 06, 2026
Uranium’s $9 Premium: Why Utilities Are Playing a Dangerous Game of Chicken
Sep 03, 2026
Crossing $90: Inside the Crucial Week for NexGen, Paladin, and the Nuclear Renaissance
Aug 31, 2026
The $88 Breakout: NECX Dallas, Paladin Results, and the Uranium Week Ahead
Aug 24, 2026
Pouring Concrete and Pushing Pounds: Rebuilding the Western Fuel Cycle | Week in Review
Aug 21, 2026
Uranium Unleashed: The $18 Gap and the Contracting Clock
Aug 17, 2026
Uranium Small & Mid-Cap Weekly Market Monitor August 2026
Aug 16, 2026
Uranium Unleashed Week in Review: The $80 Billion Signal of a Nuclear Industrial Cycle
Aug 15, 2026
The $20 Policy Gap & The 40-Cent Spark: Uranium Unleashed Mid-Week Review
Aug 12, 2026
Uranium Unleashed: The Week Ahead That Could Break the Spot Ceiling
Aug 10, 2026
China Just Changed the Uranium Thesis: What 8 New Reactors Mean for Investors
Aug 05, 2026
Uranium’s Structural Breakout? Why Cameco’s $93 Realised Price Changes Everything This Week
Aug 03, 2026
The $150 Secret: Why the Uranium Spot Market is Lying to You
Aug 01, 2026
The $50B Nuclear Land Grab: The Government Secretly Mapping the Future of Uranium
Jul 30, 2026
China’s Nuclear Surge: Inside the World’s Most Ambitious Energy Buildout
Jul 28, 2026
Uranium Unleashed Week Ahead: Will a US-Iran Ceasefire Test Spot Support, or Can Cameco's Q2 Earnings Spark a Nuclear Rally?
Jul 27, 2026
Uranium Unleashed: End of Week Review — The Day Miners Took the Wheel
Jul 25, 2026
The Saudi Nuclear Shockwave & Uranium’s Silent Bull Run
Jul 23, 2026
China’s Nuclear Surge: Inside the World’s Most Ambitious Energy Buildout
Jul 21, 2026
Uranium Unleashed: Geopolitical Stress Tests and the Hard Data Calendar (Week Ahead Part 2)
Jul 20, 2026
Uranium's Breaking Point: Cigar Lake, India Signals, and The Week Ahead (July 20–24, 2026)
Jul 19, 2026
Uranium Unleashed: The Centrifuge Bottleneck | Week in Review
Jul 18, 2026
Uranium Unleashed Mid-Week Review: Cigar Lake Restarts but Geopolitical Chaos Reignites
Jul 15, 2026
China’s Atomic Ambition: Inside the World’s Largest 125 GW Nuclear Build
Jul 14, 2026
Uranium Week Ahead: Inside the $85 Spot Price Ticking Clock
Jul 13, 2026
China's Global Uranium Pursuit: Securing the Nuclear Fuel Cycle
Jul 12, 2026
Uranium Unleashed: The Enrichment Bottleneck — Week in Review
Jul 11, 2026
Uranium Unleashed: The Mid-Week Infrastructure Reality Check
Jul 08, 2026
50 Reactors at a Time: The Scale of China’s Global Nuclear Lead
Jul 07, 2026
The Summer Construction Clock: Is the Western Supply Rebuild Running on Time?
Jul 06, 2026
The $94 Uranium Queue: Why Utilities Are Quietly Paying a Massive Premium for Fuel
Jul 04, 2026
Uranium's Mid-Week Verdict: Governance Over Ground-Breaks in a Flat Market
Jul 01, 2026
Atomic Momentum: Inside China’s Unprecedented Nuclear Expansion
Jun 30, 2026
The Week Ahead, June 29th- July 3rd. The Holiday Liquidity Trap: Why the Quietest Week in Uranium is the Most Dangerous
Jun 29, 2026
WEEK IN REVIEW - 23–27, 2026 - $17.5 Billion: The Week Nuclear Policy Turned into Real Capital
Jun 27, 2026
The $17.5B Nuclear Greenlight: Why Uranium's Sleepy Summer Just Ended
Jun 24, 2026
The Nuclear Dragon: Inside China’s Unprecedented 39-Reactor Surge
Jun 23, 2026
The Week Ahead. June 21 - 26th. Why This "Quiet" Week in Uranium Matters More Than It Looks
Jun 22, 2026
The Backdoor Fuel War: How Big Tech is Sidestepping the Uranium Mine Bottleneck
Jun 20, 2026
Uranium Unleashed Mid-Week Review: June 15–17, 2026
Jun 18, 2026
Uranium Hit $100 — Then a War Crashed It: The 17-Year High Nobody's Watching (Q1 2026 Review)
Jun 16, 2026
🎙️ Uranium’s Week Ahead Referendum: Will the Islamabad Declaration Evaporate the Spot Price Fear Bid?
Jun 15, 2026
🎙️ The Week in Review (June 8-12)- The Race for Western Nuclear Fuel Sovereignty
Jun 13, 2026
Mid-Week Review: The $9 Uranium Premium: UEC Earnings, Orano’s $1.6B Mine, & The 2026 Deficit
Jun 10, 2026
The Uranium Shock: Why AI is Triggering the Next Commodity Supercycle (Special Edition)
Jun 09, 2026
Uranium Unleashed: June 8-12th 2026 Market Intelligence Briefing
Jun 07, 2026
Uranium Unleased Podcast , Saturday June 6, 2026
Jun 06, 2026
The Uranium Unleashed Podcast
May 30, 2026
Atomic Architect: America’s Scramble for Argentine Nuclear Fuel
May 23, 2026
Supply Impact: Niger Coups vs. Cameco Flooding, An Unequal Frame
May 14, 2026
The Bushehr Escalation: Underpriced Risks in the Uranium Market
Apr 29, 2026
The Nuclear Silk Road
Apr 28, 2026
☢ URANIUM UNLEASHED — Issue #1
Apr 21, 2026
The Parallel Nuclear Order: BRICS, Rosatom, and the 2026 Global Shift
Apr 21, 2026
Strategic Market Analysis: Kazatomprom’s Production Evolution and Fiscal Transition (2024–2026)
Apr 18, 2026
The Diablo Canyon Paradox: Why a 20-Year License Means Almost Nothing
Apr 13, 2026
Linglong One: China’s SMR Advantage
Apr 07, 2026
The 2028 Uranium Deadline: Why Section 232 Changes Everything
Apr 02, 2026
Saskatchewan Uranium Sector: The Generational Construction Surge (2026)
Apr 01, 2026
Why India Chose Canada Over Russia for $2.6B in Uranium
Apr 01, 2026
Kazatomprom Cuts to 62M lbs: What Uranium Investors Are Missing
Mar 27, 2026
Thorium-Uranium Blends: The Nuclear Bridge to Sustainability
Feb 28, 2026
The End of Certainty: Uranium’s Structural Repricing
Feb 23, 2026
The Fragility of Enrichment: The Centrus Cylinder Crisis
Feb 17, 2026
Uranium Shell Game: Sanctions Loophole
Feb 12, 2026
How Tariffs Sabotage the Nuclear Renaissance
Feb 10, 2026
How One Country's Big Decision Affects a Global Price: The Story of Uranium
Feb 09, 2026
Russia's Stranglehold on Nuclear Fuel
Feb 03, 2026
Kazakhstan and the New Uranium Cartel Strategy
Jan 31, 2026
The 40-Million-Pound Ghost: Why Uranium's Real Deficit is Invisible
Jan 29, 2026
Cutting AI Power to Heat Homes
Jan 27, 2026
EU Tariffs Could Strangle The Nuclear Renaissance
Jan 27, 2026
The 40-Million-Pound Ghost: Why Uranium's Real Deficit is Invisible
Jan 26, 2026
5 Things Everyone Gets Wrong About Niger's Uranium Boom
Dec 26, 2025
Beyond the Hype: 4 Surprising Truths Shaking the Uranium Market
Dec 25, 2025
Uranium Renaissance: Critical Policy Shifts, Strategic Milestones, and Market Momentum Shape a Defining Week in November 2025
Nov 17, 2025
The Global Scramble for Uranium: Strategic Competition for Nuclear Fuel in an Era of Energy Transition
Nov 15, 2025
Uranium Market Analysis: Strategic Outlook for 2026-2030
Nov 14, 2025