All Episodes
Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World — 17 episodes
August 18, 2026: The queue of unfilled demand keeps building
August 11, 2026: The competition for supply is only beginning
August 4, 2026: Utilities are quietly securing long-term supply as prices trend higher
July 28, 2026: Demand growth is outpacing mine development
July 21 2026: Utilities are quietly locking in supply well into the next decade
July 14 2026: Term market is where the real demand signal lives
July 7, 2026: The supply side of the ledger just got tighter
June 30, 2026: Incentive price required to bring on new uranium production appears to be steadily moving higher
June 23, 2026: Spot market remains well supported even during a seasonal slowdown
June 16, 2026: The underlying supply-demand balance continues to tighten
June 9, 2026: Roughly 70% of utilities are contracting at triple digit prices
June 2, 2026: Utilities continue to recognize the growing challenges of securing future supply
May 26, 2026: Term market is sending a stronger signal
May 19, 2025: While short term spot pricing remains volatile, the long term contracting cycle continues to deepen
May 12, 2026: The uranium market is entering a period where operational resilience may become as important as grade and scale
May 5, 2026: Spot market is quiet, but term market continues to show steady utility interest
April 28, 2026: Spot pricing remains resilient, even when day to day activity softens