Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
- Business · Investing
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About
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 drive this change? Join us weekly as we embark on an informative journey, to explore the events and news shaping the uranium market.The information presented here is not investment advice. Instead, our goal is to offer an u...
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Recent episodes
- November 10, 2026: Utility contracting has already outrun last year's pace
- November 3, 2026: Only term contracts underwrite new mines
- October 27, 2026: Contracts being signed are the signals to watch
- October 20, 2026: Contracts come before new mines
- October 13, 2026: Weekly tenders mask utility activity
- October 6, 2026: Why term and share prices diverge
- September 29, 2026: Uranium's Next Threshold
- September 22, 2026: The uranium that can be mined at a reasonable cost is shrinking
- September 15, 2026: Utilities are assembling coverage for the back half of the next decade
- September 8, 2026: Perceived tightness is not in today's inventory but in tomorrow's production
