Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World

podcast

In a world transitioning towards cleaner and greener energy solutions, one element takes center stage: uranium. Uranium Spotlight is your weekly podcast de...

Business 160 recordings 2023 → today Weekly updated 2 days ago
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December 2, 2025: Pricing stability in a quiet week highlights how tight the prompt market remains Chris Frostad · contributed by Lukas · Dec 2, 2025
November 25, 2025: Price separation between discretionary material and contracted pounds is increasing Chris Frostad · contributed by Lukas · Nov 25, 2025
November 18, 2025: Market remains physically active even as prices step down Chris Frostad · contributed by Lukas · Nov 18, 2025
November 11, 2025: Tightness remains defined by access and timing rather than headline prints Chris Frostad · contributed by Lukas · Nov 11, 2025
November 4, 2025: Several utilities are expected to re-enter the market in the coming months Chris Frostad · contributed by Lukas · Nov 4, 2025
October 28, 2025: Physical tightness is still very real even when the spot tape wobbles Chris Frostad · contributed by Lukas · Oct 28, 2025
October 21, 2025: Current prices are now being treated as the floor, not the ceiling Chris Frostad · contributed by Lukas · Oct 21, 2025
October 14, 2025: Supply discipline and limited new mine capacity remain bullish forces Chris Frostad · contributed by Lukas · Oct 14, 2025
October 7, 2025: Consolidation near $80 per pound signals a more sustainable base for the next leg higher Chris Frostad · contributed by Lukas · Oct 7, 2025
September 30, 2025: Uranium's supply-demand imbalance is no longer just a spot market story Chris Frostad · contributed by Lukas · Sep 30, 2025
September 23, 2025: The arrival of new heavyweight traders and global banks signals growing confidence in uranium's future Chris Frostad · contributed by Lukas · Sep 23, 2025
September 16, 2025: Western nations are struggling to replace Russian supply quickly enough Chris Frostad · contributed by Lukas · Sep 16, 2025
September 9, 2025: $80 per pound is viewed as psychological threshold Chris Frostad · contributed by Lukas · Sep 9, 2025
September 2, 2025: Utilities may have little choice but to stepinto term contracting more aggressively Chris Frostad · contributed by Lukas · Sep 2, 2025
August 26, 2025: With less Kazakh material coming to market, the structural deficit only deepens Chris Frostad · contributed by Lukas · Aug 26, 2025
August 19, 2025: Term market continues to show more consistent activity Chris Frostad · contributed by Lukas · Aug 19, 2025
August 12, 2025: Spot volatility paired with contract demand offers both risk and strategic opportunity Chris Frostad · contributed by Lukas · Aug 12, 2025
August 5, 2025: Long-term demand continues to build Chris Frostad · contributed by Lukas · Aug 5, 2025
July 29, 2025: Utilities may soon have to accept higher term pricing Chris Frostad · contributed by Lukas · Jul 29, 2025
July 22, 2025: Sustained, growing term demand signals ongoing confidence in longer-term fundamentals Chris Frostad · contributed by Lukas · Jul 22, 2025
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Chris Frostad

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In a world transitioning towards cleaner and greener energy solutions, one element takes center stage: uranium. Uranium Spotlight is your weekly podcast dedicated to unraveling the enigmatic world of uranium and its pivotal role in the global energy landscape.As uranium supply tightens and nuclear demand soars, the stage is set for a monumental shift in uranium prices. But what factors will d...

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