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

ByChris Frostad

Send us a text ✅ Download Behind the Curve: When the Uranium Market Turns White Paper now at: https://uraniumspotlight.com/shopping This week on Uranium Spotlight Podcast: Spot market steadyKazakstan tightens controlNiger shifts the balanceChina's uranium surge Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/

121 episodes•0 subscribers•0 Total Listens

Episode Playlist

50 episodes
December 17, 2024: Geopolitical risks have yet to significantly impact the spot market
Dec 17, 2024•—

December 17, 2024: Geopolitical risks have yet to significantly impact the spot market

January 7, 2025: With spot prices recovering & long-term concerns driving investment, stage is set for a dynamic year
Jan 7, 2025•—

January 7, 2025: With spot prices recovering & long-term concerns driving investment, stage is set for a dynamic year

January 14, 2025: Policy shift could be a game-changer for the nuclear energy industry
Jan 14, 2025•—

January 14, 2025: Policy shift could be a game-changer for the nuclear energy industry

January 21, 2025: Long-term demand for uranium remains robust
Jan 21, 2025•—

January 21, 2025: Long-term demand for uranium remains robust

January 28, 2025: Uranium market faces a fundamental supply deficit, producing ~30% less uranium than global consumption
Jan 28, 2025•—

January 28, 2025: Uranium market faces a fundamental supply deficit, producing ~30% less uranium than global consumption

February 4, 2025: All eyes on the evolving tariff situation
Feb 4, 2025•—

February 4, 2025: All eyes on the evolving tariff situation

February 11, 2025: Several utilities are expected to enter the term market in the coming months
Feb 11, 2025•—

February 11, 2025: Several utilities are expected to enter the term market in the coming months

February 18, 2025: How investors should be taking advantage of this mid-cycle dip
Feb 18, 2025•—

February 18, 2025: How investors should be taking advantage of this mid-cycle dip

February 25, 2025: The gap between spot and ter, pricing remains a dynamic to watch in the weeks ahead
Feb 25, 2025•—

February 25, 2025: The gap between spot and ter, pricing remains a dynamic to watch in the weeks ahead

March 4, 2025: The broader outlook for uranium remains positive, driven by increasing global demand & potential supply constraint
Mar 4, 2025•—

March 4, 2025: The broader outlook for uranium remains positive, driven by increasing global demand & potential supply constraint

March 11, 2025: While prices are soft today, fundamentals remain tight
Mar 11, 2025•—

March 11, 2025: While prices are soft today, fundamentals remain tight

March 18, 2025: Forward demand fundamentals suggest a potential shift in buying momentum
Mar 18, 2025•—

March 18, 2025: Forward demand fundamentals suggest a potential shift in buying momentum

March 25, 2025: Uranium market continues to firm up underneath the surface
Mar 25, 2025•—

March 25, 2025: Uranium market continues to firm up underneath the surface

April 1, 2025: US-designed SMRs may have a broader global market than previously assumed
Apr 1, 2025•—

April 1, 2025: US-designed SMRs may have a broader global market than previously assumed

April 8, 2025: Utilities remain confident about uranium availability but suppliers are more cautious
Apr 8, 2025•—

April 8, 2025: Utilities remain confident about uranium availability but suppliers are more cautious

April 15, 2025: While spot market may look quiet, strategic positioning is already underway
Apr 15, 2025•—

April 15, 2025: While spot market may look quiet, strategic positioning is already underway

April 22, 2025: We are seeing notable shift in behaviour from utilities
Apr 22, 2025•—

April 22, 2025: We are seeing notable shift in behaviour from utilities

April 29, 2025: There is a structural supply deficit
Apr 29, 2025•—

April 29, 2025: There is a structural supply deficit

May 6, 2025: The structural uranium supply shortfall isn't going away
May 6, 2025•—

May 6, 2025: The structural uranium supply shortfall isn't going away

May 13, 2025: Utilities are busy responding to and evaluating new procurement requests
May 13, 2025•—

May 13, 2025: Utilities are busy responding to and evaluating new procurement requests

May 20, 2025: The question now is whether buyers will blink or sellers will soften
May 20, 2025•—

May 20, 2025: The question now is whether buyers will blink or sellers will soften

May 27, 2025: Uranium continues to edge higher - a slow tightening that reflects real fundamentals
May 27, 2025•—

May 27, 2025: Uranium continues to edge higher - a slow tightening that reflects real fundamentals

June 3, 2025: Spot market activity is not the full story
Jun 3, 2025•—

June 3, 2025: Spot market activity is not the full story

June 10, 2025: Utilities are still aggressively contracting
Jun 10, 2025•—

June 10, 2025: Utilities are still aggressively contracting

June 17, 2025: The signal is clear - demand is growing, and the market knows it
Jun 17, 2025•—

June 17, 2025: The signal is clear - demand is growing, and the market knows it

June 24, 2025: It's clear the uranium sector has entered a new phase
Jun 24, 2025•—

June 24, 2025: It's clear the uranium sector has entered a new phase

July 1, 2025: Volume and Staying Power Matters More Than a Single Print
Jul 1, 2025•—

July 1, 2025: Volume and Staying Power Matters More Than a Single Print

July 8, 2025: The backdrop for uranium equities remain constructive
Jul 8, 2025•—

July 8, 2025: The backdrop for uranium equities remain constructive

July 15, 2025: Why diciplined, longer-term fundamentals still drive the story despite near-term volatility
Jul 15, 2025•—

July 15, 2025: Why diciplined, longer-term fundamentals still drive the story despite near-term volatility

July 22, 2025: Sustained, growing term demand signals ongoing confidence in longer-term fundamentals
Jul 22, 2025•—

July 22, 2025: Sustained, growing term demand signals ongoing confidence in longer-term fundamentals

July 29, 2025: Utilities may soon have to accept higher term pricing
Jul 29, 2025•—

July 29, 2025: Utilities may soon have to accept higher term pricing

August 5, 2025: Long-term demand continues to build
Aug 5, 2025•—

August 5, 2025: Long-term demand continues to build

August 12, 2025: Spot volatility paired with contract demand offers both risk and strategic opportunity
Aug 12, 2025•—

August 12, 2025: Spot volatility paired with contract demand offers both risk and strategic opportunity

August 19, 2025: Term market continues to show more consistent activity
Aug 19, 2025•—

August 19, 2025: Term market continues to show more consistent activity

August 26, 2025: With less Kazakh material coming to market, the structural deficit only deepens
Aug 26, 2025•—

August 26, 2025: With less Kazakh material coming to market, the structural deficit only deepens

September 2, 2025: Utilities may have little choice but to stepinto term contracting more aggressively
Sep 2, 2025•—

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

September 9, 2025: $80 per pound is viewed as psychological threshold
Sep 9, 2025•—

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

September 16, 2025: Western nations are struggling to replace Russian supply quickly enough
Sep 16, 2025•—

September 16, 2025: Western nations are struggling to replace Russian supply quickly enough

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

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

September 30, 2025: Uranium's supply-demand imbalance is no longer just a spot market story
Sep 30, 2025•—

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

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

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

October 14, 2025: Supply discipline and limited new mine capacity remain bullish forces
Oct 14, 2025•—

October 14, 2025: Supply discipline and limited new mine capacity remain bullish forces

October 21, 2025: Current prices are now being treated as the floor, not the ceiling
Oct 21, 2025•—

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

October 28, 2025: Physical tightness is still very real even when the spot tape wobbles
Oct 28, 2025•—

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

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

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

November 11, 2025: Tightness remains defined by access and timing rather than headline prints
Nov 11, 2025•—

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

November 18, 2025: Market remains physically active even as prices step down
Nov 18, 2025•—

November 18, 2025: Market remains physically active even as prices step down

November 25, 2025: Price separation between discretionary material and contracted pounds is increasing
Nov 25, 2025•—

November 25, 2025: Price separation between discretionary material and contracted pounds is increasing

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

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

December 9, 2025: Price stability does not mean market softness
Dec 9, 2025•—

December 9, 2025: Price stability does not mean market softness

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