Uranium's Pivotal Year and Where Supply Heads in the New Year

Uranium's Pivotal Year and Where Supply Heads in the New Year

Author: Going Nuclear December 15, 2023 Duration: 27:44

We're back to wrap up the final year of the Going Nuclear Podcast with Justin and Trevor. No guest today as the two focus on the incredible year of nuclear energy and uranium equities. Justin opens up about the House Bill which passed to ban the importation of Russian enriched uranium into the US. There are, however, some caveats to this story. All this while the world continues to accept nuclear energy as the best-case scenario for the future of base load energy.


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: 33

Going Nuclear with Justin Huhn and Trevor Hall
Podcast Episodes
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Duration: 22:01
Trevor and Justin discuss the current state of the uranium market, focusing on recent trends, Cameco's quarterly financials, and strategic partnerships in the nuclear sector. They analyze the implications of market corre…
Beyond the Spot: Understanding Uranium's Long-term Contracts [not-audio_url] [/not-audio_url]

Duration: 29:55
In this episode of "Going Nuclear," Justin and Trevor dive into the complexities of long-term contracting in the uranium market. They discuss the recent trends, including the strategic moves by utilities and the unique a…