PODCAST · business
The Energy Show
by Crux Investor
A guide to all things uranium with Brandon Munro and other uranium experts.
Episodes
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The Multi-Year Oil Shock: Why Above $70 Crude Is the New Normal
Recording date: 4th September 2026 The oil market as Scott Lower, President & Chief Executive Officer of Dune Oil Corp., describes is defined less by a single catalyst than by the layering of several structural constraints that, together, argue for a sustained period of elevated prices. At the...
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Uranium's Contracting Freeze: What's Really Holding Equities Back
Recording date: 1st September 2026 Uranium's long-term price has climbed to $96 a pound, its first move since June and the first stretch in 20 months without a down-tick, while spot has pushed toward the $90 mark on the back of roughly 400,000 pounds of trading. Yet developer and explorer…
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Junior Miners ‘Lifestyle Companies’? Fact or Lazy Label.
Recording date: 28th July 2026 Chris Frostad, CEO of Purepoint Uranium, argues that the term “lifestyle company” is frequently misapplied to junior exploration firms, particularly those without revenue. He contends that a lack of revenue is inherent to the exploration stage and does not indicate...
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Uranium's Third Pullback: What Happens Next?
Recording date: 13th July 2026 Uranium equities are currently in their third significant pullback since 2021, with many producers, developers, and explorers trading 40–50% below their recent highs despite spot prices nearing $100 per pound earlier in 2026. According to Purepoint Uranium Group CEO...
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The Data on Uranium Exploration That Most Investors Ignore | Energy Show
Recording date: 23rd June 2026 An analysis of uranium exploration companies reveals a disconnect between improving commodity fundamentals and weak shareholder returns, driven largely by structural industry dynamics rather than market inefficiency. Reviewing 650 press releases from 40 companies…
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Australia’s Fuel Crisis Exposes Energy Weakness, Boosts Uranium Outlook
Recording date: 9th June 2026 Australia’s uranium sector is gaining renewed attention amid a convergence of energy insecurity, shifting political dynamics, and rising global demand. A recent fuel crisis, triggered by disruptions in the Strait of Hormuz and compounded by a refinery fire, exposed...
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The Uranium Illusion: Why Official Forecasts Hide a Looming Supply Squeeze
Recording date: 27th April 2026 Investors looking at official uranium industry reports are often misled by a fundamental data flaw. Organizations like the World Nuclear Association generate forecasts designed for policymakers and utilities rather than market investors. By conflating maximum...
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Uranium Exploration Investing: Patience, Discipline, and the Long Game
Recording date: 20th April 2026 The uranium exploration sector is not for the faint-hearted or the impatient. Discoveries typically require 6 to 10 or more years of systematic work, and the historical record is humbling: during the 2003–2007 uranium boom, roughly 60 companies deployed…
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Uranium Investing in 2026: Money May Move Down the Curve Whilst African Supply Moves East
Recording date: 23rd March 2026 Chris Frostad, CEO of Purepoint Uranium, recently provided critical insights into the uranium sector's current state, correcting market misconceptions and outlining investment opportunities amid evolving market dynamics. The discussion began with an important...
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Australian Uranium Sector Update: Policy Headwinds Meet Exploration Success
with Jonathan Fisher, CEO of Cauldron Energy Recording date: 11th February 2026 Cauldron Energy is capitalizing on strong exploration momentum despite Australia's complex political and regulatory environment, according to managing director Jonathan Fisher. The company has achieved three uranium...
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Uranium Market - The Structural Deficit Investors Are Missing
Recording date: 16th February 2026 The uranium market has undergone a fundamental transformation that challenges decades of conventional investment wisdom, according to analyst Chris Frostad's recent white paper "Why Uranium Supply Can't Repair Itself." Unlike previous boom-bust cycles where…
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Uranium Supply Squeeze Moves from Theoretical to Observable Reality
Recording date: 19th January 2025 The uranium market's long-anticipated supply crisis has moved from theoretical projection to measurable reality, according to uranium analyst Chris Frostad. Multiple converging indicators suggest the structural shortage is actively unfolding, creating what may be…
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Uranium Market Realities: Understanding Supply-Demand Dynamics Beyond the Headlines
Recording date: 12th January 2026 As nuclear energy gains renewed attention amid the global energy transition, uranium investors must grasp fundamental market dynamics that differ dramatically from other commodities. Chris Frostad, a uranium exploration veteran, recently outlined critical...
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Why Uranium's Next Move Will Be a Permanent Reset, Not a Temporary Cycle
Recording date: 6th January 2026 As uranium investors navigate 2026, Chris Frostad, CEO of Purepoint Uranium, outlined a market characterized by persistent uncertainty but increasingly favorable fundamentals for a sustained price increase. Price predictions from major financial institutions range...
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The Hard Truth About Funding and Failure in Uranium Exploration | The Energy Show
Recording date: 5th December 2025 Chris Frostad, CEO of Purepoint Uranium, delivers a sobering assessment of financing realities in the uranium exploration sector, systematically dismantling hopes for alternative capital sources while identifying critical markers that separate sustainable...
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Exploration Mining Finance Laid Bare: Dilution, Flow-Through & The Real Challenges
Recording date: 28th October 2025 Junior exploration companies operate under fundamentally different economics than traditional businesses, creating persistent challenges that investors must understand before allocating capital to the sector. Chris Frostad, CEO of Purepoint Uranium, recently...
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The 3 Catalysts Still Missing Before the Next Big Uranium Rally
Recording date: 13th October 2025 The Australian uranium market continues to lag North America significantly, hampered by liquidity concerns and political opposition to nuclear power that excludes uranium from critical mineral discussions with the United States. While Australian stocks have seen...
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Uranium Market Approaching Inflection Point as Supply Problems Outpace Solutions
Recording date: 20th October 2025 In a comprehensive analysis of uranium market fundamentals, Purepoint Uranium CEO Chris Frostad has clarified widespread misconceptions about supply and demand forecasts that have misled investors in recent years. His white paper examining World Nuclear…
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From Microsoft to SMRs: The New Faces Powering Nuclear’s Global Revival with Dustin Garrow
Recording date: 10th October 2025 The uranium and nuclear fuel industry is approaching a critical inflection point as demand forecasts accelerate while supply development remains hesitant and conditional. Following the 2025 World Nuclear Association conference in London, industry veteran Dustin...
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WA Uranium Policy Shift Meets Nuclear's Big Moment: Big Tech Joins the Fuel Cycle
Recording date: 24th September 2025 Western Australia's longstanding uranium mining ban faces its most significant challenge yet, as Premier Roger Cook publicly acknowledges reviewing restrictions that have blocked the state's substantial uranium resources from development. A parliamentary…
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Nuclear’s Turning Point: SMRs, Supply Deficits, and Big Tech Drive a New Uranium Era
Recording date: 5th September, 2025 The 2025 World Nuclear Association symposium in London marked a pivotal moment for the nuclear industry, with 1,100 delegates witnessing a fundamental shift from cautious optimism to genuine confidence in nuclear power's future. Industry participants reported a...
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Sprott Uranium Trust Doubles Target to $200M as Institutional Money Floods Back
Recording date: 7th July 2025 The uranium sector is experiencing a fundamental transformation that presents significant investment opportunities as institutional capital returns after years of market uncertainty. The most compelling evidence of this shift is Sprott Physical Uranium Trust's...
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Uranium Investors: Yearning For Better Days? What You Need to Know.
*Recording date: 30th May 2025 *Uranium Investment Summary: Market Dynamics and Opportunity* The uranium market presents a compelling investment opportunity driven by structural inefficiencies and fundamental supply-demand imbalances that sophisticated investors can capitalize on. Industry expert...
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The Uranium Squeeze: Why Global Policy Shifts Are Colliding with a Broken Supply Chain
with Jonathan Fisher, CEO of Cauldron Energy Recording date: 29th May 2025 The uranium sector is experiencing a significant transformation as global energy policy shifts create new investment opportunities amid persistent supply-demand imbalances. Recent developments in the United States and...
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Shell Prioritizes Profitable Growth Over Broad Energy Participation
Interview with Andreas Bork, VP Investor Relations, Shell Our Previous Interview: https://www.cruxinvestor.com/posts/balanced-approach-to-energy-transition-highlights-investment-potential-in-oil-gas-sector-6098 Recording date: 27 May 2025 Shell's recent strategic evolution illustrates how major...
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Understanding Uranium Exploration From Discovery to Development
Recording date: 23 May 2025 Uranium exploration in Canada's Athabasca Basin follows predictable patterns that investors should understand before committing capital. Analysis of major discoveries reveals that companies typically require 2.5 years and approximately $50 million in investment before...
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What to Look for in Uranium Juniors Before Investing
Recording date: 6th May 2025 As global energy demand shifts toward clean and reliable sources, uranium has re-emerged as a critical commodity. While the macro case for uranium remains strong, investing in early-stage uranium companies—particularly juniors—requires careful evaluation. In a recent...
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What Really Matters When Investing in Uranium
Recording date: 28th April 2025 Savvy uranium investors must look beyond deposit grades to identify companies with long-term potential, according to industry veteran Chris Frostad. While high-grade deposits remain attractive, several other critical variables significantly influence project…
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Bottom's In: Uranium Inflection Point Signals Decade Of Growth Ahead
The Energy Show, with Brandon Munro, Executive Chairman of Bannerman Energy Recording date: 28th April 2025 The Uranium Investment Case: Critical Supply Constraints Meet Growing Clean Energy Demand The uranium market is presenting investors with a compelling opportunity driven by one of the most...
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Uranium Industry "Not Prepared" for Coming Demand Surge
Recording date: 17th April 2025 The global uranium market is at a pivotal juncture, experiencing a standoff between utilities and producers. While term prices hold steady at around $80/lb, spot prices have weakened to $65/lb, with financial traders dominating over 90% of spot market transactions....
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Uncertain Markets See Investors Gravitate to Gold, Silver & Uranium
With John Ciampaglia, CEO of Sprott Asset Management Recording date: 16th April 2025 Strategic Metals in Uncertain Markets: Gold, Silver, and Uranium Outlook In a recent interview, Sprott Asset Management CEO John Ciampaglia shared insights on three strategic metals - gold, silver, and uranium -...
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Exploration Decline & a Fragile Rebound. Uranium Supply Crisis Isn't Solved Yet
With Chris Frostad, President & CEO of Purepoint Uranium Recording date: 14th April 2025 Previous interview https://youtu.be/ReHGUa7MlLE The global uranium market is experiencing a transformative moment that savvy investors shouldn't ignore. A decade of severe underinvestment following the 2011...
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Uranium Market Broken Despite Growing Need
Recording date: 10th of April, 2025 The uranium industry faces a significant structural supply deficit according to recent analysis of market conditions. The "Red Book," published by the Nuclear Energy Agency and International Atomic Energy Agency, relies on outdated data from 2021 and presents...
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The Right Way to Hunt for Uranium
With Chris Frostad, President & CEO, and Scott Frostad, VP Exploration of Purepoint Uranium Recording date: 18th March 2025 In a recent discussion, PurePoint Uranium's President & CEO Chris Frostad and VP of Exploration Scott Frostad shared valuable insights into uranium exploration strategies in...
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Uranium Market Faces Supply Challenges Amid Complex Forces & Skill Shortages
Recording date: 13th March 2025 The uranium market is experiencing significant turbulence as spot prices have dropped from highs in the $70-80 range to around $64 per pound. This decline stems from multiple factors including A&U's inventory liquidation, Trump administration tariff uncertainties,...
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Long-term Uranium Investors Find Value in Volatility
Interview with Troy Boisjoli, CEO of ATHA Energy, and Colin Healey, CEO of Premier American Uranium Recording date: 28th February 2025 The uranium sector presents a compelling investment case underpinned by a persistent supply-demand imbalance that continues to widen. Despite recent equity price...
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The Uranium Major-Junior Divide
Interview with Chris Frostad, President & CEO of Purepoint Uranium. Recording date: 24th February 2025 The uranium sector presents a unique investment opportunity characterized by high concentration among producers, with approximately 10 companies accounting for over 90% of global production.…
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Global Uranium Shortage Intensifies as Production Lags Demand
Recording date: 17th February 2025 Chris Frostad, CEO of Purepoint Uranium, sees the uranium market as midway through a significant upward cycle, with the long-term uranium price around $80/lb signaling growing utility interest in securing future supply. According to Frostad, the market is...
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Australia's Energy Plans Crumble Ahead of Critical Election
Recording date: 13th February 2025 Australia's energy sector faces transformative changes as it approaches a crucial federal election expected between late April and mid-May 2024. Jonathan Fisher, CEO of Cauldron Energy, predicts the incumbent Labor government will lose its majority, potentially...
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Nuclear Growth Driven by Utilities & Affordable Energy Demand Crisis, Not Silicon Valley
Recording date: 27th January 2025 The uranium sector is experiencing a significant disconnect between market performance and fundamental drivers. Despite uranium equities falling 20-25% in 2023, the underlying supply-demand dynamics continue to strengthen. This creates a compelling opportunity…
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Junior Mining Companies Rarely Spend Investor Money Wisely
Recording date: 20th January 2025 Junior mining companies, while crucial for new mineral discoveries, face significant scrutiny over their spending habits and capital allocation. Industry analysis reveals concerning patterns in how these companies manage investor funds, with implications for…
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How to Use Recent Uranium Price Rally to Pick Stocks
Interview with Colin Healey, CEO of Premier American Uranium Recording date: 17th January, 2025 Uranium is poised for a major bull market breakout, driven by the convergence of several powerful trends. The nuclear energy renaissance is gaining momentum worldwide, with governments and utilities...
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Why Patient Capital is Flooding Back to Uranium Markets
Recording date: 13th of January, 2025 The uranium market encountered significant headwinds in 2024, with spot prices remaining under pressure due to inventory liquidations and tepid buying interest. However, industry observers note encouraging signs in the contract market, where utilities conduct...
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Uranium Powers Forward as Supply Struggles to Match Accelerating Nuclear Demand
Recording date: 9th December 2024 The nuclear energy sector experienced a transformational year in 2024, marking a pivotal turning point for the industry. Surging demand for reliable, clean electricity driven by electrification and new technologies has led to a shift in sentiment toward nuclear...
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Inside Look at How Strategic Deals Saved Junior Mining Companies in 2024 and Set Stage for 2025
Recording date: 19th December 2024 The junior mining sector is adapting to a challenging market environment in 2024, particularly for companies with market capitalizations under $200 million. With traditional funding sources becoming scarce, these companies are implementing innovative strategies…
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Uranium's Pricing Paradox: Explorers Struggle as Nuclear Power Gains Favor
Interview with Chris Frostad, CEO of Purepoint Uranium Recording date: 4th of December, 2024 In a recent interview, Chris Frostad, CEO of Purepoint Uranium, provided insights into the current state of the uranium market and the challenges and opportunities facing the industry. As the world...
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Powering the Clean Energy Future and Uranium Portfolios at the New Orleans Investment Conference
Recording date: 23rd November 2024 The New Orleans Investment Conference provided valuable insights into the compelling investment case for uranium. As global energy markets evolve and the push for cleaner energy sources accelerates, uranium is emerging as a crucial fuel source for the growing...
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From 60th to 102nd: How Australia's Anti-Nuclear Stance Triggered an Economic Complexity Crisis
Recording date: 2nd December 2024 Australia's current energy situation serves as a cautionary tale about the challenges of transitioning to renewable energy without adequate baseload power. The country's heavy reliance on intermittent renewable sources, combined with its ban on nuclear energy…
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Uranium Supply Crunch: Industry Struggles so Investors Profit
The uranium market stands at a critical juncture where supply constraints are becoming increasingly evident, yet bringing new production online proves more challenging than many anticipated. Recent developments, from Russian export restrictions to technical setbacks at major projects, highlight…
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Surging Demand from Governments and Tech Giants Illuminate Uranium Investment Opportunity
Recording date: 11th November 2024 The global energy landscape is on the cusp of a profound transformation as the world grapples with the urgent need to decarbonize while meeting rising electricity demand. Nuclear power, with its reliable, carbon-free baseload generation, is poised to play a...
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Frequently Asked Questions
How many episodes does The Energy Show have?
The Energy Show currently has 110 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Energy Show about?
A guide to all things uranium with Brandon Munro and other uranium experts.
How often does The Energy Show release new episodes?
The Energy Show publishes regularly with 110 episodes available. Check the episode list for the typical release schedule.
Where can I listen to The Energy Show?
You can listen to The Energy Show on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Energy Show?
The Energy Show is created and hosted by Crux Investor.
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