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 n ...
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Sput Podcasts
Uranium Insider's Justin Huhn and Mining Stock Daily's Trevor Hall provide the latest news and developments from the expanding nuclear power sector. Hear financial market updates, industry advancements, and uranium exploration news on every episode.
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September 16, 2025: Western nations are struggling to replace Russian supply quickly enough
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9:01Send us a text 👉 Join 10,000+ uranium investors getting our FREE monthly uranium newsletter & exclusive 2025 Uranium Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook This week on Uranium Spotlight Podcast: Spot price holds, volumes lag Cameco expands in Europe Ottawa snubs uranium in fast-track projects Kazatomprom triples explorati…
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September 9, 2025: $80 per pound is viewed as psychological threshold
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9:47Send us a text 👉 Join 10,000+ uranium investors getting our FREE monthly uranium newsletter & exclusive 2025 Uranium Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook This week on Uranium Spotlight Podcast: Spot market steadies Looming uranium supply crunch US eases import costs on uranium Kazatomprom triples exploration Bannerman se…
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September 2, 2025: Utilities may have little choice but to stepinto term contracting more aggressively
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11:09Send us a text 👉 Join 10,000+ uranium investors getting our FREE monthly uranium newsletter & exclusive 2025 Uranium Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook Spot price climbs as term market stays cautious Cameco cuts 2025 output, market tightens Sprott tightens the uranium market Russia cuts off France's uranium lifeline Ne…
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August 26, 2025: With less Kazakh material coming to market, the structural deficit only deepens
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10:14Send us a text 👉 Join 10,000+ uranium investors getting our FREE monthly uranium newsletter & exclusive 2025 Uranium Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook This week on Uranium Spotlight Podcast: Uranium prices edge higher Kazatomprom cuts deepens supply crunch India and the uranium crunch McLean Lake returns under Orano a…
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August 19, 2025: Term market continues to show more consistent activity
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10:09Send us a text 👉 Join 10,000+ uranium investors getting our FREE monthly uranium newsletter & exclusive 2025 Uranium Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook Spot rises as term demand builds India opens uranium market to private capital Europe's next nuclear shift: Switzerland GoviEx restructures on ASX Powered by Purepoint …
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Beyond the Spot: Understanding Uranium's Long-term Contracts
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29:55In this episode of "Going Nuclear," Justin and Trevor dive into the complexities of long-term contracting in the uranium market. They discuss the recent trends, including the strategic moves by utilities and the unique approaches of international players like Korea. With insights into the evolving pricing dynamics and the implications for future su…
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August 12, 2025: Spot volatility paired with contract demand offers both risk and strategic opportunity
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11:20Send us a text 👉 Join 10,000+ uranium investors getting our FREE monthly uranium newsletter & exclusive 2025 Uranium Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook Spot rises as term demand builds India moves to open nuclear sector to private investment US uranium output surges but sill miles from meeting demand Denison cleared to…
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August 5, 2025: Long-term demand continues to build
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11:26Send us a text 👉 Join 10,000+ uranium investors getting our FREE monthly uranium newsletter & exclusive 2025 Uranium Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook Russia eyes Niger uranium Russia targets Tanzania reserves Boss Energy stumbles on costs and output Cameco, KAP and Orano reinforce uranium bull case Powered by Purepoi…
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July 29, 2025: Utilities may soon have to accept higher term pricing
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11:49Send us a text 👉 Join 10,000+ uranium investors getting our FREE monthly uranium newsletter & exclusive 2025 Uranium Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook Uranium stuck at 72/$80 Eu-US deal tightens uranium market Tanzania's uranium won't solve the West's supply crunch Paladin's setback highlights supply fragility Purepoi…
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July 22, 2025: Sustained, growing term demand signals ongoing confidence in longer-term fundamentals
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11:13Send us a text 👉 Join 10,000+ investors getting our FREE monthly uranium newsletter + receive the exclusive 2025 Uranium Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook Uranium spot slips as term demand builds Japan eyes new reactors, boosting uranium demand US uranium output falls short again Saskatchewan's McLean Lake delivers ne…
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July 15, 2025: Why diciplined, longer-term fundamentals still drive the story despite near-term volatility
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11:37Send us a text Uranium market finds tis footing after sharp pullback Namibia's pivotal role in uranium supply UxC warns "Manhattan Project 30" faces execution risks India's nuclear build to boost uranium Uranium's mid-year breakout signals next bull market leg Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…
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July 8, 2025: The backdrop for uranium equities remain constructive
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11:15Send us a text 👉 Join 10,000+ investors getting our FREE monthly uranium newsletter + receive the exclusive 2025 Uranium Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook Spot price slips but fundamentals hold firm Orano's Niger loss underscores diversification EU uranium supply risks deepen China's nuclear surge Dorado JV confirms u…
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July 1, 2025: Volume and Staying Power Matters More Than a Single Print
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11:47Send us a text ✅ [Free] 2025 Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook Spot climbs to $78.75 on financial buying surge EU stockpiling could drive uranium demand Western supply squeeze deepens Europe's uranium shortfall looms Wildfire-tested, still on track Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) htt…
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June 24, 2025: It's clear the uranium sector has entered a new phase
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10:32Send us a text ✅ [Free] 2025 Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook Spot surge driven by SPUT, not utilities Spot market tightens as demand outpaces supply Niger seizes Orano mine signals rising geopolitical risks Uranium rally hits eleven weeks Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://pur…
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Implications on the Uranium Spot Market following SPUT's $200M Bought Deal
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26:24Trevor Hall and Justin Huhn discuss the explore the recent developments in the spot uranium market, including significant financial movements by the Sprott Physical Uranium Trust, and the implications for uranium prices and equities. The conversation also touches on the expected utility demand and seasonal trends, as well as the increasing interest…
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June 17, 2025: The signal is clear - demand is growing, and the market knows it
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11:27Send us a text ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter SPUT sparks momentum after flat week India signals surge in uranium demand Kazakhstan chooses east World Bank boosts nuclear demand SPUT secures $200M to buy uranium - equities rally Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https…
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June 10, 2025: Utilities are still aggressively contracting
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10:56Send us a text Spot price slips, but long-term uranium fundamentals hold firm Geopolitics tighten the screws on uranium supply Westinghouse sparks a US reactor revival, but where is the fuel? NexGen's next hot zone Premier acquires Nuclear Fuels, builds US uranium giant ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter…
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Takeaways from Trump's Nuclear Energy Orders and an Interview with Rebecca Tuhus-Dubrow
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56:04In this episode, Trevor and Justin discuss the recent executive orders aimed at expanding nuclear energy in the U.S., including plans for new reactors and regulatory reforms. They analyze market reactions to these developments, investor sentiment, and the implications for uranium stocks. The episode also features an interview with Rebecca Tuhus-Dub…
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June 3, 2025: Spot market activity is not the full story
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10:50Send us a text ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter Spot cools but long-term price holds firm East-West divide deepens in global uranium supply Saskatchewan surges past uranium sales targets Why nuclear is critical to grid reliability Paladin lawsuits test uranium optimism ✅ Weekly Uranium Spotlight Podcas…
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May 27, 2025: Uranium continues to edge higher - a slow tightening that reflects real fundamentals
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11:14Send us a text ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter Quiet strength, tightening market Trump's uranium gamble creates Canadian opportunity 2024 uranium supply rises - but still falls short New targets, fresh drills, big summer ahead ✅ Weekly Uranium Spotlight Podcast: Youtube.com/@purepointuranium Powered b…
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Private Capital and Federal Policy - Steve Everley's Insights into Washington's Nuclear Ambitions
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58:50In this episode, Trevor Hall and Justin Hune discuss the recent fluctuations in the uranium market, highlighting the wild sentiment swings and significant policy reversals in nuclear energy across various countries. They delve into the ambitious goals set by the U.S. to quadruple nuclear capacity by 2050, the challenges of financing nuclear project…
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May 20, 2025: The question now is whether buyers will blink or sellers will soften
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10:41Send us a text ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter Quiet market, firm sellers, waiting buyers Orano's Niger exit signals geopolitical shift in uranium supply India clears path for nuclear surge Kazatomprom, sulphuric acid, and the shifting supply chain Denison clears path to build Phoenix Powered by Purep…
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May 13, 2025: Utilities are busy responding to and evaluating new procurement requests
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10:30Send us a text ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter Spot market firms amid utility demand shift Russia out, Canada in for EU uranium Niger escalates uranium seizure battle with Orano Denmark backs nuclear SPUT locks in cash, holds the line on uranium Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTC…
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May 6, 2025: The structural uranium supply shortfall isn't going away
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11:02Send us a text ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter Uranium carry trade returns Australia rejects nuclear Gitzel: Supply risk outweighs demand risk Junior stay lean as uranium swings Energy Fuels provides Pinyon Plain production update Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) http…
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April 29, 2025: There is a structural supply deficit
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10:37Send us a text Uranium spot price first as utilities test the market Saskatchewan's uranium surge Uranium supply crisis deepens Africa's shifting uranium power dynamics IsoEnergy expands Hurricane deposit and joins NYSE American Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…
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April 22, 2025: We are seeing notable shift in behaviour from utilities
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9:20Send us a text Quiet week, strategic moves Mounting supply risks beneath a quiet uranium market Paladin's production woes ripple through a tight uranium market Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/By Purepoint Uranium Group Inc.
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How Geopolitical Uncertainties are Influencing the Uranium Market and Nuclear Projects
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29:40Trevor Hall and Justin Huhn share insights into a rather bleak uranium and nuclear energy market, exploring the geopolitical influences, tariff impacts, and the dynamics of American nuclear projects. They analyze the volatility in the market, the reliance on foreign uranium, and the implications for future pricing and equity trends. The conversatio…
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April 15, 2025: While spot market may look quiet, strategic positioning is already underway
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10:44Send us a text Quiet week, subtle shift Red Book 2024 undershoots the uranium supply crunch Kazakhstan signals eastward shift in uranium strategy Russia tightens its grip on African uranium Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/By Purepoint Uranium Group Inc.
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April 8, 2025: Utilities remain confident about uranium availability but suppliers are more cautious
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11:15Send us a text Uranium market holds flat as equities falter and volumes thin Market survey signals rising uranium price expectations amid supply concerns India clears the way for private nuclear investment Purepoint pushes ahead on multiple fronts in the Athabasca Basin Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://pure…
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April 1, 2025: US-designed SMRs may have a broader global market than previously assumed
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10:19Send us a text Spot price slips, term price hold firm at $80 India to buildUS-designed SMRs in nuclear breakthrough Paladin's setback adds to market uncertainty Homeland Uranium stakes big in Colorado and begins trading Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…
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March 25, 2025: Uranium market continues to firm up underneath the surface
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11:25Send us a text Spot price rises $1 despite light trading Production setbacks tighten uranium market again Why US uranium self-sufficient isn't economically realistic Uranium volatility driven by headlines, not fundamentals NexGen delivers strongest discovery-phase hole at PCE Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https:…
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March 18, 2025: Forward demand fundamentals suggest a potential shift in buying momentum
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10:31Send us a text Uranium market activity remains sudbued US nuclear fuel crisis and geopolitical risks Sprott on tariffs, Russian uranium and market opportunities Orano, ITOCHU and Navoiyuran expand uranium production in Uzbekistan Purepoint and Cameco target high-potential uranium zone at Smart Lake Powered by Purepoint Uranium Group Inc. (TSXV: PTU…
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March 11, 2025: While prices are soft today, fundamentals remain tight
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8:27Send us a text Uranium prices slip as market stays quiet Tariff turmoil shakes uranium markets Germany's path to lower energy costs Goviex moves Muntanga closer to production Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/By Purepoint Uranium Group Inc.
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March 4, 2025: The broader outlook for uranium remains positive, driven by increasing global demand & potential supply constraint
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10:06Send us a text Uranium prices hold steady, while supply risks loom Do uranium juniors need a massive discovery to win? Germany's pro-nuclear shift and its impact on uranium investors Westinghouse ramps up, but can uranium supply keep up? Laramide expands uranium resources at Westmoreland Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: P…
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February 25, 2025: The gap between spot and ter, pricing remains a dynamic to watch in the weeks ahead
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10:27Send us a text Spot price steady but market remains cautious Orano shifts focus as uranium market tightens Australia's uranium shift toward mining powerhouse India's private sector fuels new uranium demand Cameco delivers strong earnings amid uranium market tightness Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoi…
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Matthew Wald on the Balance of Private Investment and Public Policy Support Needed for Nuclear Energy
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59:37In the first segment of this Going Nuclear podcast, Trevor and Justin discuss insights from the Nuclear Financing Summit, highlighting the growing interest in nuclear energy from tech companies and the implications of political changes in the U.S. They explore the challenges and opportunities in the nuclear sector, particularly in relation to energ…
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February 18, 2025: How investors should be taking advantage of this mid-cycle dip
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10:00Send us a text Spot uranium slips as market activity slows Spotting uranium juniors before the market does Expanding nuclear's role beyond power generation Spain moves to extend nuclear power and lift uranium ban Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…
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February 11, 2025: Several utilities are expected to enter the term market in the coming months
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9:00Send us a text Spot uranium slips as market activity slows Centrus' supply deal raises questions on uranium sourcing India's nuclear expansion sparks corporate interest BHP eases uranium supply fears as prices stay strong Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…
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February 4, 2025: All eyes on the evolving tariff situation
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10:50Send us a text Uranium prices drop as market reacts to tariff uncertainty India's nuclear expansion and the growing uranium supply crunch Trump pushes to restore uranium's critical status Australia's nuclear pivot and its impact on uranium markets NexGen expands drill program as Patterson East Trend gains momentum Powered by Purepoint Uranium Group…
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DeepSeek Routes Nuclear Equities with the Market Void of Mid-Tier Uranium Producers
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55:58Trevor Hall and Justin Huhn discuss the fallout of the nuclear energy market, particularly in light of recent events in the tech sector and their implications for uranium stocks. They explore the impact of AI on energy demand, the resilience of nuclear energy amidst market volatility, and legislative efforts to promote nuclear energy in various reg…
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January 28, 2025: Uranium market faces a fundamental supply deficit, producing ~30% less uranium than global consumption
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11:28Send us a text Uranium spot prices dip amid active market China's DeepSeek AI reshapes energy and uranium expectations JV Ink reopens amid geopolitical tensions Orano files arbitration over Niger uranium mine dispute Purepoint and IsoEnergy announce 2025 exploration plan and budget Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) …
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January 21, 2025: Long-term demand for uranium remains robust
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10:35Send us a text Uranium market holds steady with long-term strength Kazatomprom reflects on the past and eyes the future China's reported uranium discoveries raise more questions Ontario's nuclear matins spark uranium demand questions IsoEnergy and Anfield part ways Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint…
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Why Market Reform is Essential for the Deployment of New Technologies in Nuclear Energy
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58:40Brett Rampal discusses his journey into nuclear engineering, the evolution of nuclear energy politics over the past two decades, and his current role at Veriten. He highlights the challenges and opportunities in the nuclear energy sector, particularly regarding investment and public perception. The discussion also touches on the changing political …
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January 14, 2025: Policy shift could be a game-changer for the nuclear energy industry
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10:44Send us a text Uranium spot price dips to $73.50 China's mysterious 'ultra-large' uranium claim Brazil boosts critical minerals with $820M financing NRC fast-tracks reactor approval to boost nuclear growth Forum identifies potential new uranium zone at Tatiggaq Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…
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January 7, 2025: With spot prices recovering & long-term concerns driving investment, stage is set for a dynamic year
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10:25Send us a text Uranium prices rebound as 2025 begins Kazakhstan mine shutdown sparks uranium market concerns Canada looks to regain uranium dominance Paladin-Fission deal secures approval amid tightened controls on China Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…
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December 17, 2024: Geopolitical risks have yet to significantly impact the spot market
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10:58Send us a text Uranium spot prices dip amid seasonal slowdown More tariff tensions on uranium markets Niger escalates uranium disputes Australia's nuclear ambitions Sprott expands $1B ATM program for uranium purchases Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…
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December 10, 2024: We are skipping this week's Uranium Spotlight Podcast
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0:34Send us a text We’ll be skipping this week’s episode of the Uranium Spotlight Podcast. But don’t worry—we’ll be back next week with more insights, updates, and conversations about the uranium sector. Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/By Purepoint Uranium Group Inc.
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December 3, 2024: Uranium is one of few "Indispensable Goods" that the US cannot produce in sufficient quantities domestically
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12:11Send us a text Uranium spot gains amid term quiet Tariffs and tensions in uranium supply Global uranium revival and the uranium supply challenge Purepoint Uranium pinpoints new exploration opportunities at Russell South Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…
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Understanding Utility Procurement Dynamics in Nuclear Energy with Joe Kelly
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57:21In this episode of Going Nuclear, Trevor Hall and Justin Huhn discuss the latest developments in the nuclear energy and uranium sectors, focusing on Russian restrictions on enriched uranium and the complexities these restrictions introduce to the supply chain. They analyze the current state of uranium equities, market trends, and the potential for …
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November 26, 2024: US utilities are left with limited fuel options
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11:39Send us a text Uranium spot prices slide amid geopolitical shifts Geopolitics driving the uranium squeeze in the US Romania's nuclear ambitions face supply challenges Purepoint & Cameco reignite exploration at Smart Lake Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…
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