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Episodes
Episode 114: Supply Response Moves Slowly...Equities Do NOT
In this episode, Justin highlights the "secondary sanctioning" that nuclear utilities are taking part in.
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Episode 113: Nuclear Picking Up Steam During Energy CRISIS
In this episode, Justin discussed the relative outperformance of the uranium sector vs. the S&P in 2022 ytd, as well as some important developments for support of nuclear energy in the United States.
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Episode 112: SPUT NYSE Listing...Now What?
SPUT's application for an NYSE/ARCA listing has been rejected by the SEC. In this episode, Justin discusses the implications of this decision on the uranium market going forward.
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Episode 111: Inventory Drawdown is Upon Us...
In today's episode, Justin discusses the implications of an IAEA study showing drastically reduced inventory levels for both US and European nuclear utilities.
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Episode 110: Long-Term SWU & the "Trickle Down"
Long-term SWU prices make a huge jump up this past week. In this episode, Justin discusses the implications of this jump on the rest of the nuclear fuel cycle and our investments in uranium mining stocks.
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