All Episodes
Episodes
Episode 188: The Bifurcated Uranium Market is Likely to Remain
Justin discusses the tricky situation Kazakhstan finds itself in and the implications for this bifurcated uranium market.
View Episode
Episode 187: Mom and Pop Have Given Up
Justin discusses the despondent sentiment in markets, and the importance of understanding the fuel cycle dynamics in order to NOT get shaken out of volatile markets. Register for Bloor Street Capital's 'Uranium...
View Episode
Episode 186: "We Live in the Fuel Cycle." – Mike Alkin
Justin pays homage to Mike Alkin and discusses the importance of understanding the uranium fuel cycle. https://www.macrovoices.com/ To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 185: How the Spot and Term Markets are Connected
Justin discusses the spot price smash and how the spot and term uranium markets are connected. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 184: Pullback Before a Strong Seasonal Run?
Justin discusses further uranium market bifurcation, China's aggressive buildouts, and uranium stock seasonality. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 183: The Spot Market Doesn't Matter...But it Really Does
Justin discusses the nuances of the uranium spot market and how it is relevant for investors.
To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 182: Xi Jinping Backs Kazakhstan Sovereignty
Justin discusses Xi Jinping's visit to Kazakhstan and his statement of support for the country. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 181: U.S. DOE Sets Stage for SMRs to Replace Former Coal Plants
Justin discusses multiple bullish pieces of macro nuclear news. https://www.energy.gov/ne/articles/doe-report-finds-hundreds-retiring-coal-plant-sites-could-convert-nuclear...
View Episode
Episode 180: Govt. Policy Changes De-Risking the Uranium Investment
Justin discusses further positive news on the policy front for nuclear in the United States. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode
Episode 179: U3O8 Price Discovery INCOMING
Justin discusses the changes in the nuclear fuel procurement for western utilities. https://twitter.com/uraniuminsider/status/1567654673208975360?s=20&t=D_vzeb-EAyfc1BaCv5KCEQ To join Uranium Insider Pro Quarterly...
View Episode
Episode 178: China in "Fleet Mode," Urenco Expanding
Justin discusses China's potential to build TEN reactors, annually. Additionally, he speaks on the news of Urenco re-opening its centrifuge manufacturing facility and what that means for the fuel cycle. To receive a...
View Episode
Episode 177: California Votes to Save Diablo Canyon
Justin discusses the recent news of California voting to save the Diablo Canyon Nuclear Power Plant. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
View Episode