Épisodes

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

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    1. Uranium prices drop as market reacts to tariff uncertainty
    2. India's nuclear expansion and the growing uranium supply crunch
    3. Trump pushes to restore uranium's critical status
    4. Australia's nuclear pivot and its impact on uranium markets
    5. NexGen expands drill program as Patterson East Trend gains momentum

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

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    1. Uranium spot prices dip amid active market
    2. China's DeepSeek AI reshapes energy and uranium expectations
    3. JV Ink reopens amid geopolitical tensions
    4. Orano files arbitration over Niger uranium mine dispute
    5. Purepoint and IsoEnergy announce 2025 exploration plan and budget

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    11 min
  • January 21, 2025: Long-term demand for uranium remains robust
    Jan 21 2025

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    1. Uranium market holds steady with long-term strength
    2. Kazatomprom reflects on the past and eyes the future
    3. China's reported uranium discoveries raise more questions
    4. Ontario's nuclear matins spark uranium demand questions
    5. IsoEnergy and Anfield part ways

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    11 min
  • January 14, 2025: Policy shift could be a game-changer for the nuclear energy industry
    Jan 14 2025

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    1. Uranium spot price dips to $73.50
    2. China's mysterious 'ultra-large' uranium claim
    3. Brazil boosts critical minerals with $820M financing
    4. NRC fast-tracks reactor approval to boost nuclear growth
    5. Forum identifies potential new uranium zone at Tatiggaq

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    11 min
  • January 7, 2025: With spot prices recovering & long-term concerns driving investment, stage is set for a dynamic year
    Jan 7 2025

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    1. Uranium prices rebound as 2025 begins
    2. Kazakhstan mine shutdown sparks uranium market concerns
    3. Canada looks to regain uranium dominance
    4. Paladin-Fission deal secures approval amid tightened controls on China

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    10 min
  • December 17, 2024: Geopolitical risks have yet to significantly impact the spot market
    Dec 17 2024

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    1. Uranium spot prices dip amid seasonal slowdown
    2. More tariff tensions on uranium markets
    3. Niger escalates uranium disputes
    4. Australia's nuclear ambitions
    5. Sprott expands $1B ATM program for uranium purchases

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    11 min
  • December 10, 2024: We are skipping this week's Uranium Spotlight Podcast
    Dec 10 2024

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    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.

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    1 min
  • December 3, 2024: Uranium is one of few "Indispensable Goods" that the US cannot produce in sufficient quantities domestically
    Dec 3 2024

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    1. Uranium spot gains amid term quiet
    2. Tariffs and tensions in uranium supply
    3. Global uranium revival and the uranium supply challenge
    4. Purepoint Uranium pinpoints new exploration opportunities at Russell South

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    12 min