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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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January 20, 2026: Uranium prices continue to firm

20 Jan 2026
9m
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January 13, 2026: Spot prices continue to firm in a thin market

13 Jan 2026
7m
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January 6, 2026: Uranium entered 2026 with clear upward momentum driven by fundamentals, not excitement

06 Jan 2026
9m
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December 23, 2025: What actually shaped the uranium market in 2025

23 Dec 2025
8m
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December 16, 2025: Uranium prices are rising without excitement, which is often how stronger trends firms

16 Dec 2025
8m
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December 9, 2025: Price stability does not mean market softness

09 Dec 2025
9m
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This episode of the Uranium Spotlight Podcast, dated December 9th, 2025, reports on a flat uranium spot price amid thin trading, with the price holding at $75.85/pound. It highlights Kazakhstan's legislative move to consolidate its uranium sector by requiring Kazatomprom to hold 90% ownership in all renewed mining cont...

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December 2, 2025: Pricing stability in a quiet week highlights how tight the prompt market remains

02 Dec 2025
9m
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November 25, 2025: Price separation between discretionary material and contracted pounds is increasing

25 Nov 2025
9m
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November 18, 2025: Market remains physically active even as prices step down

18 Nov 2025
10m
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November 11, 2025: Tightness remains defined by access and timing rather than headline prints

11 Nov 2025
10m
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This episode of the Uranium Spotlight Podcast, hosted by Chris Frostad, provides an update on the uranium market as of November 11, 2025. It covers a slight ease in spot prices due to profit-taking, discusses a potential geopolitical issue involving Niger's uranium shipment to Russia, and highlights Hungary's move to d...

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November 4, 2025: Several utilities are expected to re-enter the market in the coming months

04 Nov 2025
11m
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October 28, 2025: Physical tightness is still very real even when the spot tape wobbles

28 Oct 2025
7m
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October 21, 2025: Current prices are now being treated as the floor, not the ceiling

21 Oct 2025
9m
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October 14, 2025: Supply discipline and limited new mine capacity remain bullish forces

14 Oct 2025
9m
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October 7, 2025: Consolidation near $80 per pound signals a more sustainable base for the next leg higher

07 Oct 2025
11m
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September 30, 2025: Uranium's supply-demand imbalance is no longer just a spot market story

30 Sep 2025
8m
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This episode of Uranium Spotlight, hosted by Chris Prostad, covers several key developments in the uranium market as of September 30th, 2025. The long-term uranium contract price increased by $2 to $82 a pound, matching the spot price, indicating sustained upward pressure across the fuel cycle with forward prices also ...

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September 23, 2025: The arrival of new heavyweight traders and global banks signals growing confidence in uranium's future

23 Sep 2025
10m
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September 16, 2025: Western nations are struggling to replace Russian supply quickly enough

16 Sep 2025
9m
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September 9, 2025: $80 per pound is viewed as psychological threshold

09 Sep 2025
9m
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September 2, 2025: Utilities may have little choice but to stepinto term contracting more aggressively

02 Sep 2025
11m
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