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Chris Frostad ยท 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

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June 9, 2026: Roughly 70% of utilities are contracting at triple digit prices

09 Jun 2026
8m
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June 2, 2026: Utilities continue to recognize the growing challenges of securing future supply

02 Jun 2026
10m
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May 26, 2026: Term market is sending a stronger signal

26 May 2026
12m
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May 19, 2025: Short Term Spot Pricing Remains Volatile, While Long Term Contracting Cycle Continues to Deepen

19 May 2026
11m
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May 12, 2026: The uranium market is entering a period where operational resilience may become as important as grade and scale

12 May 2026
11m
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May 5, 2026: Spot market is quiet, but term market continues to show steady utility interest

05 May 2026
8m
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April 28, 2026: Spot pricing remains resilient, even when day to day activity softens

28 Apr 2026
9m
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April 21, 2026: Spot prices push higher on renewed buying

21 Apr 2026
8m
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April 14, 2026: Even minimal buying pressure is enough to move prices higher in a thin market

14 Apr 2026
7m
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April 7, 2026: Spot market remains thin and responsive

07 Apr 2026
12m
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March 31, 2026: This is a market building tension rather than releasing it

31 Mar 2026
9m
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March 24, 2026: A softer but active spot market

24 Mar 2026
9m
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March 17, 2026: Governments around the world are accelerating nuclear construction

17 Mar 2026
8m
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March 10, 2026: Uranium prices ease after two weeks of softer spot activity

10 Mar 2026
10m
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March 3, 2026: We are taking a pause for PDAC 2026

03 Mar 2026
0m
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February 24, 2026: The steady grind higher in the long-term price is an important signal

24 Feb 2026
10m
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February 17, 2026: Spot remains highly sensitive to marginal buying

17 Feb 2026
10m
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February 10, 2026: Spot volatility should not be mistaken for easing fundamentals

10 Feb 2026
8m
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February 3, 2026: Financial buying is now colliding with a structurally constrained spot market

03 Feb 2026
6m
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January 27, 2026: Uranium prices step higher as availability tightens

27 Jan 2026
8m
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