Uranium Market Minute Podcast

Justin discusses in-brief the Senate bills on the table that include support for domestic nuclear.

Justin discusses the very bullish elements of today's Q2 Conference Call with Cameco. Kuppy's brilliant thread: https://twitter.com/hkuppy/status/1552295308423442432?s=20&t=lH7sJNsJg5AVAbEvu2FjnQ To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV

Justin discusses the "big day" coming tomorrow with the July Fed meeting and Cameco's Q2 Conference Call, as well as multiple international developments in terms of adoption or re-embracing of nuclear. Cameco's Q2 Conference Call: https://www.cameco.com/invest/events-presentations/2022-q2-conference-call-and-webcast To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV

Justin discusses the potentially market-moving events of this week. Cameco's Q2 Conference Call: https://www.cameco.com/invest/events-presentations/2022-q2-conference-call-and-webcast

Justin discusses the incredible fundamental base the uranium thesis is building, and the big move in conversion pricing and its implications for U3O8. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV

Justin discusses the updated expected CAPEX to restart Langer Heinrich and the market's expectations for future production. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV

Justin discusses Japan's new steps towards restarting their idled nuclear reactor fleet. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV

Justin discusses next week's NEI Conference in D.C., and the implications of a bifurcating market. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV

Justin discusses the waiver given to a Canadian shipper of Russian EUP to the U.S. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV

Justin discusses the official inclusion of nuclear energy into the EU Green Taxonomy, and the immediate effects already taking place. To receive a sample Newsletter, click here: https://bit.ly/3mUPRWV

In this 150th Episode, Justin discusses the uranium–enrichment dynamic that is at a very important inflection point. The article that Justin discusses in this episode: https://atompeace.org/enrichment-supply-effects-on-uranium-prices/

Justin discusses the recent political turmoil in Kazakhstan and the folly of the German Green party.

Justin discusses China's impressive nuclear buildout schedule. Bloor St. Capital Interview with Paul Ma of CGN Mining: https://youtu.be/mZHRSjd5LsQ

Justin discusses the current uranium market and the news of the inclusion of nuclear into the EU Green Taxonomy.

Justin discusses some big news items for nuclear and uranium. To get email alerts from World Nuclear News: http://members.world-nuclear.org/iMIS20/WNA/Newsletter_Subscription/Select_Subscription_Options.aspx To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV

Justin discusses the rapid increase in attention Small Modular Reactors (SMRs) are getting in multiple countries, globally, and the implications on the demand picture for uranium.

Justin discusses the increasing bifurcation of the uranium market with the G7 announcing their intentions to decrease reliance on Russia. Meanwhile, Japan PM Kishida reiterates a commitment to accelerate nuclear restarts amidst an energy crisis and heat wave.

Justin discusses the recently-posted month-end pricing for all elements of the nuclear fuel cycle...and they ALL are UP.

Justin discusses the news this morning of a Canadian freighter refusing to load Russia EUP for delivery to the U.S.

Justin discusses the fuel cycle, sector breakdown, and the Red Cloud Summer Uranium Conference Fireside Chat featuring Mike Alkin, Marcelo Lopez, and Guy Keller.

Justin discusses the affects of inflation for mining projects' CAPEX, and the importance for investors to recognize the swinging pendulum of investor fear/greed.

Justin discusses the recent market volatility as well as the pricing of a recently-signed long-term uranium contract.

Justin discusses the whipsaw market and the recent uranium "discovery" in China.

In today's episode, Justin discusses the uranium market's volatility and invokes Howard Marks' ageless wisdom.

The Bild newspaper in Germany recently published an article demanding that Germany keep its three remaining nuclear plants online.

The energy crises that have plagued Europe and now Japan appear to be coming to the states.

Justin gives a broad view of the Sprott Physical Uranium Trust and updates the latest development to save Diablo Canyon NPP in California.

Justin discusses the move towards nuclear energy by both Vietnam and Saudi Arabia.

Justin discusses the current situation with half of France's reactor fleet offline.

Justin briefly discusses today's movement of the markets and the launch of a uranium ETF on the ASX.

Justin discusses the 'whip-like' nature of the fuel cycle. 

Justin shares some data and expectations of Japan's accelerated move to restart idled nukes.

Justin discusses the fragile state of the nuclear fuel markets and what that means for the price of uranium and uranium investments going forward.

Justin highlights the outperformance of uranium shares relative to the broad market during times of mild weakness.

According to Grant Isaac of Cameco, we are in the early innings of a contracting cycle from a very strong base.

In today's episode, Justin discusses the price reporting machinations for the U3O8 market.

Kazatomprom-funded ANU Energy has launched and raised an oversubscribed $74mil in seed funding.

Justin discusses the continuing market turmoil and why he is not concerned about uranium.

Justin discusses the knock-on effects of weak capital markets for the uranium market and the price of uranium going forward.

M&A continues in the uranium space.

In this episode, Justin discusses the steep selloff that hit all markets today, including uranium, and why during times like these he zooms out and focuses on the fundamentals.

In this episode Justin highlights the sector carnage and takes a long-term zoomed-out view of the early outperformance of URA relative to the S&P.

In this episode, Justin discusses this morning's Cameco Q1 Conference Call and the improving fundamentals for the uranium sector.

In today's episode, Justin discussed the bounce in the markets and the new exchanges for the Sprott Uranium Miners ETF and a new Global X uranium ETF on the London Stock Exchange.

In this episode, Justin highlights the "secondary sanctioning" that nuclear utilities are taking part in.

In this episode, Justin discussed the relative outperformance of the uranium sector vs. the S&P in 2022 ytd, as well as some important developments for support of nuclear energy in the United States.

SPUT's application for an NYSE/ARCA listing has been rejected by the SEC. In this episode, Justin discusses the implications of this decision on the uranium market going forward.

In today's episode, Justin discusses the implications of an IAEA study showing drastically reduced inventory levels for both US and European nuclear utilities.

Long-term SWU prices make a huge jump up this past week. In this episode, Justin discusses the implications of this jump on the rest of the nuclear fuel cycle and our investments in uranium mining stocks.