All episodes
Episode 216: The Eastern Engine: Russia, China, & India
Episode 215: Tradable Uranium Seasonality
Episode 214: Primary & Secondary Demand, and the Uranium Supply Chain
Episode 213: 2025 – Fueling the Next Move for URANIUM
Episode 212: Let It HAPPEN
Episode 211: Name Your TERMS
Episode 210: The Coming Uranium Supply Crisis
Episode 209: Big Tech & Nuclear – A LOVE Story
Episode 208: Uranium is now a DEMAND Story
Episode 207: Is Kazatomprom About to Open up the Taps??
Episode 206: Uranium Supply is Broken
Episode 204: Inflection Point
Episode 203 – Ontari OH Yes
Episode 202: Thinly Sliced YellowCake
Episode 201: Uranium Contracting Cycle in FULL FORCE
Episode 199: The LAST Necessary Pound Sets the Price
Episode 198: COP-27 – Finally, Nuclear Has a Seat at the Table
Episode 197: IEA Proposes a DOUBLING of Nuclear
Episode 196: Consultants Raise WARNING Flag
Episode 195: Cameco Plants Its Flag; SPUT Leads the Pack
Episode 194: Japan to Extend NPPs Beyond 60 Years?
Episode 193: Bring On Q4
Episode 192: Pickering Saved! Japan Looks to Build NEW Advanced Nuclear Plants
Episode 191: Adjust Those Models – More Life Extensions?
Episode 190: Cameco "Bulking Up"
Episode 189: Microsoft Looking Globally at SMR Potential
Episode 188: The Bifurcated Uranium Market is Likely to Remain
Episode 187: Mom and Pop Have Given Up
Episode 186: "We Live in the Fuel Cycle." – Mike Alkin
Episode 185: How the Spot and Term Markets are Connected
Episode 184: Pullback Before a Strong Seasonal Run?
Episode 183: The Spot Market Doesn't Matter...But it Really Does
Episode 182: Xi Jinping Backs Kazakhstan Sovereignty
Episode 181: U.S. DOE Sets Stage for SMRs to Replace Former Coal Plants
Episode 180: Govt. Policy Changes De-Risking the Uranium Investment
Episode 179: U3O8 Price Discovery INCOMING
Episode 178: China in "Fleet Mode," Urenco Expanding
Episode 177: California Votes to Save Diablo Canyon
Episode 177: Money Needs a Place to GO
Episode 175: Is a Nuclear Renaissance Afoot?
Episode 174: Uranium's Recognition Day Follow Through
Episode 173: Uranium's Relative Strength...a Tell?
Episode 172: The Next Move for Spot Could be VIOLENT
Episode 171: Recognition Day on BIG Japan News
Episode 170: Uranium Season INCOMING?
Episode 169: KAP Updates & 2024 Guidance
Episode 168: Summertime Blues, Autumn GREEN
Episode 167: But...What About CHERNOBYL?!
Episode 166: Uranium M&A HEATING UP
Episode 165: Summer Doldrums, Autumn Starting Gun
Episode 164: Scholz to Support German Nukes?
Episode 163: Nuclear on the Table Down Under?
Episode 162: Kazatomprom Q2 Operational Update
Episode 161: SMR Demand Potential NOT Baked In
Episode 160: Nuclear Gaining Federal Support?
Episode 159: Cameco Q2 Conference Call – Bull Confirmed
Episode 158: The World is Waking Up to Nuclear Energy
Episode 157: A Big Week for the Uranium Market
Episode 156: Conversion is Pointing the Way
Episode 155: CAPEX & Production Costs Will Support MUCH Higher Prices
Episode 154: Japan Takes New Steps Towards Restarts
Episode 153: NEI Conference & Enrichment's Future
Episode 152: Canadian Shipper Gets a 1-yr "PASS"
Episode 151: Nuclear Officially GREEN
Episode 150: Uranium–Enrichment Dynamic is Reversing
Episode 149: Kazakhstan Plants Their Flag
Episode 148: China Showing Up
Episode 147: Nuclear is GREEN in the EU Taxonomy
Episode 146: The IEA Says: Nuclear is ESSENTIAL
Episode 145: Small Modular Reactor REVOLUTION
Episode 144: East/West Bifurcation While Japan Accelerates Restarts
Episode 143: The Entire Fuel Cycle Continues to Move UP
Episode 142: A Market Ripe for Supply Disruption
Episode 141: Footnotes First – Fire-Breathing Chat
Episode 140: Awareness of the Pendulum
Episode 139: The REAL Price of Uranium
Episode 138: Digging to China
Episode 137: A Sense of Where We Stand
Episode 136: Support for Nuclear in Germany is Bild-ing
Episode 134: U.S. Energy Crisis INCOMING?
Episode 133: SPUT 30k' View, & A Deal w/ Diablo
Episode 132: Good Morning VIETNAM
Episode 131: Always Poke Holes in Your Thesis
Episode 130: URNM Down Under
Episode 129: The Fuel Cycle WHIP
Episode 128: Japanese Restarts Accelerating
Episode 127: SUPPLY RISK
Episode 126: Decoupling is Coming
Episode 125: Contracting Cycle is Just Beginning
Episode 124: Spot, Mid-Term, & Long-Term U3O8
Episode 123: ANU Energy LAUNCHES
Episode 121: Baby with the Bathwater – Why I am Calm During This Storm
Episode 120: RISK-OFF Consequences for the Uranium Price
Episode 119: Cameco & Orano Increase Stake at Cigar Lake
Episode 118: Weak Hands Vs. CONTRARIANS
Episode 117: Early Days
Episode 116: Fundamentals Will WIN in the End...
Episode 115: The Only Prescription is MORE FLYWHEEL
Episode 114: Supply Response Moves Slowly...Equities Do NOT
Episode 113: Nuclear Picking Up Steam During Energy CRISIS