Everything Is Bullish… So Why Isn’t Uranium Moving?

Everything Is Bullish… So Why Isn’t Uranium Moving?

Author: Going Nuclear May 6, 2026 Duration: 25:21

In this episode of Going Nuclear, Trevor Hall and Justin Huhn unpack the growing disconnect between quiet uranium markets and increasingly bullish fundamentals building beneath the surface. The conversation dives into a wave of global reactor restarts, shifting energy policy toward sovereignty, and why the nuclear narrative has moved beyond decarbonization toward grid stability and security. Justin also outlines how U.S. regulatory reform and fuel cycle constraints could reshape the long-term uranium market, even as prices remain rangebound today. It’s a timely look at why the “de-risking” of nuclear may not be priced in—yet.


For anyone trying to make sense of the complex and rapidly changing world of nuclear energy and its markets, Going Nuclear with Justin Huhn and Trevor Hall offers a clear signal through the noise. This isn't just broad commentary; it's a focused dive led by two analysts deeply embedded in the sector. Justin Huhn, from Uranium Insider, and Trevor Hall, of Mining Stock Daily, combine their distinct perspectives to break down the week's most important developments. You'll hear their conversations move seamlessly from high-level financial market shifts and policy changes affecting utilities down to the granular details of specific uranium exploration projects and mining company updates. The discussion is grounded in real-time news, offering listeners not just information but context on how a new contract, a geopolitical event, or a technological advancement might ripple through the investment landscape. Tuning into this podcast feels like getting a direct briefing from informed colleagues who cut through the hype. They examine the practical realities of the nuclear fuel cycle, the economics behind new reactor technologies, and the investment implications of it all, providing a consistent and detailed resource for anyone with a professional or serious personal interest in the energy transition's most pivotal industry.
Author: Language: English Episodes: 34

Going Nuclear with Justin Huhn and Trevor Hall
Podcast Episodes
Introducing the Going Nuclear Podcast [not-audio_url] [/not-audio_url]

Duration: 8:08
ClearComm is now launching the "Going Nuclear with Justin Huhn and Trevor Hall" podcast. Justin Huhn, the author of Uranium Insider, and Trevor Hall, host of Mining Stock Daily, discuss the publication of this new podcas…