Chris Frostad · Investment

Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World

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 unbiased and comprehensive review of recent events that could impact uranium prices.

Episodes

September 22, 2026: The uranium that can be mined at a reasonable cost is shrinking

22 Sep 2026

10m

September 15, 2026: Utilities are assembling coverage for the back half of the next decade

15 Sep 2026

11m

AI processed

The global uranium market faces a structural shift as reactor growth transitions from ambition to execution, highlighting critical vulnerabilities in the front end of the fuel cycle. While spot prices remain thin, utilities are increasingly securing long-term supply, with demand for enrichment and fuel services extendi...

September 8, 2026: Perceived tightness is not in today's inventory but in tomorrow's production

08 Sep 2026

10m

September 1, 2026: The takeaway is one of value rather than volume

01 Sep 2026

August 25, 2026: Smaller share of eastern production reaching western hands

25 Aug 2026

12m

August 18, 2026: The queue of unfilled demand keeps building

18 Aug 2026

11m

August 11, 2026: The competition for supply is only beginning

11 Aug 2026

10m

August 4, 2026: Utilities are quietly securing long-term supply as prices trend higher

04 Aug 2026

July 28, 2026: Demand growth is outpacing mine development

28 Jul 2026

10m

July 21 2026: Utilities are quietly locking in supply well into the next decade

21 Jul 2026

10m

AI processed

The global uranium market is currently defined by a widening disconnect between stagnant spot trading and a surging long-term term market. While spot prices drift sideways in the mid-$80s due to geopolitical tensions in Iran and summer seasonality, utilities are aggressively securing supply for the next decade, pushing...

July 14 2026: Term market is where the real demand signal lives

14 Jul 2026

July 7, 2026: The supply side of the ledger just got tighter

07 Jul 2026

10m

June 30, 2026: Incentive price required to bring on new uranium production appears to be steadily moving higher

30 Jun 2026

June 23, 2026: Spot market remains well supported even during a seasonal slowdown

23 Jun 2026

12m

June 16, 2026: The underlying supply-demand balance continues to tighten

16 Jun 2026

10m

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