All Episodes
Episodes
Episode 134: U.S. Energy Crisis INCOMING?
The energy crises that have plagued Europe and now Japan appear to be coming to the states.
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Episode 133: SPUT 30k' View, & A Deal w/ Diablo
Justin gives a broad view of the Sprott Physical Uranium Trust and updates the latest development to save Diablo Canyon NPP in California.
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Episode 132: Good Morning VIETNAM
Justin discusses the move towards nuclear energy by both Vietnam and Saudi Arabia.
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Episode 131: Always Poke Holes in Your Thesis
Justin discusses the current situation with half of France's reactor fleet offline.
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Episode 130: URNM Down Under
Justin briefly discusses today's movement of the markets and the launch of a uranium ETF on the ASX.
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Episode 129: The Fuel Cycle WHIP
Justin discusses the 'whip-like' nature of the fuel cycle.
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Episode 128: Japanese Restarts Accelerating
Justin shares some data and expectations of Japan's accelerated move to restart idled nukes.
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Episode 127: SUPPLY RISK
Justin discusses the fragile state of the nuclear fuel markets and what that means for the price of uranium and uranium investments going forward.
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Episode 126: Decoupling is Coming
Justin highlights the outperformance of uranium shares relative to the broad market during times of mild weakness.
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Episode 125: Contracting Cycle is Just Beginning
According to Grant Isaac of Cameco, we are in the early innings of a contracting cycle from a very strong base.
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Episode 124: Spot, Mid-Term, & Long-Term U3O8
In today's episode, Justin discusses the price reporting machinations for the U3O8 market.
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Episode 123: ANU Energy LAUNCHES
Kazatomprom-funded ANU Energy has launched and raised an oversubscribed $74mil in seed funding.
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