All Episodes
Episodes
Episode 147: Nuclear is GREEN in the EU Taxonomy
Justin discusses the current uranium market and the news of the inclusion of nuclear into the EU Green Taxonomy.
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Episode 146: The IEA Says: Nuclear is ESSENTIAL
Justin discusses some big news items for nuclear and uranium. To get email alerts from World Nuclear News: http://members.world-nuclear.org/iMIS20/WNA/Newsletter_Subscription/Select_Subscription_Options.aspx To...
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Episode 145: Small Modular Reactor REVOLUTION
Justin discusses the rapid increase in attention Small Modular Reactors (SMRs) are getting in multiple countries, globally, and the implications on the demand picture for uranium.
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Episode 144: East/West Bifurcation While Japan Accelerates Restarts
Justin discusses the increasing bifurcation of the uranium market with the G7 announcing their intentions to decrease reliance on Russia. Meanwhile, Japan PM Kishida reiterates a commitment to accelerate nuclear...
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Episode 143: The Entire Fuel Cycle Continues to Move UP
Justin discusses the recently-posted month-end pricing for all elements of the nuclear fuel cycle...and they ALL are UP.
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Episode 142: A Market Ripe for Supply Disruption
Justin discusses the news this morning of a Canadian freighter refusing to load Russia EUP for delivery to the U.S.
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Episode 141: Footnotes First – Fire-Breathing Chat
Justin discusses the fuel cycle, sector breakdown, and the Red Cloud Summer Uranium Conference Fireside Chat featuring Mike Alkin, Marcelo Lopez, and Guy Keller.
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Episode 140: Awareness of the Pendulum
Justin discusses the affects of inflation for mining projects' CAPEX, and the importance for investors to recognize the swinging pendulum of investor fear/greed.
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Episode 139: The REAL Price of Uranium
Justin discusses the recent market volatility as well as the pricing of a recently-signed long-term uranium contract.
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Episode 138: Digging to China
Justin discusses the whipsaw market and the recent uranium "discovery" in China.
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Episode 137: A Sense of Where We Stand
In today's episode, Justin discusses the uranium market's volatility and invokes Howard Marks' ageless wisdom.
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Episode 136: Support for Nuclear in Germany is Bild-ing
The Bild newspaper in Germany recently published an article demanding that Germany keep its three remaining nuclear plants online.
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