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Artwork for The Energy Show

The Energy Show

Crux Investor
Uranium
Nuclear Energy
Supply
Flow-Through Financing
Exploration
Small Modular Reactors
Exploration Financing
Uranium Exploration
Private Money
Australia
Western Australia
Demand
Public Markets / Equity Financing
Industry Conferences / Event Dynamics
Cauldron Energy
Price
Cameco
Sprott
Uranium Prices
Smrs

A guide to all things uranium with Brandon Munro and other uranium experts.

PublishesTwice monthlyEpisodes105Founded2 years ago
Number of ListenersCategories
Business NewsInvestingNewsBusiness

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Artwork for The Energy Show

Latest Episodes

Recording date: 9th June 2026

Australia’s uranium sector is gaining renewed attention amid a convergence of energy insecurity, shifting political dynamics, and rising global demand. A recent fuel crisis, triggered by disruptions in the Strait of Hor... more

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Recording date: 27th April 2026

Investors looking at official uranium industry reports are often misled by a fundamental data flaw. Organizations like the World Nuclear Association generate forecasts designed for policymakers and utilities rather th... more

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Recording date: 20th April 2026

The uranium exploration sector is not for the faint-hearted or the impatient. Discoveries typically require 6 to 10 or more years of systematic work, and the historical record is humbling: during the 2003–2007 uranium... more

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Recording date: 23rd March 2026

Chris Frostad, CEO of Purepoint Uranium, recently provided critical insights into the uranium sector's current state, correcting market misconceptions and outlining investment opportunities amid evolving market dynami... more

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with Jonathan Fisher, CEO of Cauldron Energy

Recording date: 11th February 2026

Cauldron Energy is capitalizing on strong exploration momentum despite Australia's complex political and regulatory environment, according to managing director Jonathan... more

Recording date: 16th February 2026

The uranium market has undergone a fundamental transformation that challenges decades of conventional investment wisdom, according to analyst Chris Frostad's recent white paper "Why Uranium Supply Can't Repair Itse... more

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Recording date: 19th January 2025

The uranium market's long-anticipated supply crisis has moved from theoretical projection to measurable reality, according to uranium analyst Chris Frostad. Multiple converging indicators suggest the structural shor... more

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Recording date: 12th January 2026

As nuclear energy gains renewed attention amid the global energy transition, uranium investors must grasp fundamental market dynamics that differ dramatically from other commodities. Chris Frostad, a uranium explora... more

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Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Chris Frosted
Mineral exploration executive discussed in the episode
Episode: Uranium Exploration Investing: Patience, Discipline, and the Long Game
Chris Frostad
Uranium industry executive (guest on episode)
Episode: Why Uranium's Next Move Will Be a Permanent Reset, Not a Temporary Cycle
Guy Keller
Founder/Manager of Nuclear Energies Opportunities Fund and Global Natural Resource Fund
Nuclear Energies Opportunities Fund
Episode: The 3 Catalysts Still Missing Before the Next Big Uranium Rally
Dustin Garrow
Industry veteran, energy analyst and commentator on uranium markets
Episode: From Microsoft to SMRs: The New Faces Powering Nuclear’s Global Revival with Dustin Garrow
Brandon Munro
Uranium industry expert
Energy industry commentator
Episode: Nuclear’s Turning Point: SMRs, Supply Deficits, and Big Tech Drive a New Uranium Era

Hosts

Matt
Host of the show, providing market insights and hypotheses
Chris Frostad
Host discussing uranium markets, investments, and mining finance mechanics

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Talking Points

Recent interactions between the hosts and their guests.

Why Uranium's Next Move Will Be a Permanent Reset, Not a Temporary Cycle
Q: What signals would indicate a real tightening or a coming plateau in prices, and when might we see that?
A credible signal would be sustained contraction activity from utilities, increased long-term contracting, and a shift in long-term floor pricing; the discussion suggests a potential plateau rather than a quick spike, with signs appearing later in 2026 to early 2027 as new supply comes online and demand remains solid.
Why Uranium's Next Move Will Be a Permanent Reset, Not a Temporary Cycle
Q: So how do you foresee price movement in the next two years, and what should investors be watching besides the uranium price itself?
Investors should look beyond spot price to fundamentals like inventory dynamics, utilities contracting behavior, and the development timeline of individual projects; watch for long-term demand signals and credible contracting activity, as well as the resilience of supply from major producers.
From Microsoft to SMRs: The New Faces Powering Nuclear’s Global Revival with Dustin Garrow
Q: How real is the threat of greenfield projects versus restarting and ramping existing facilities?
There's a clear shift toward greenfields being essential to meet the projected demand, but execution risks, permitting, and capital costs remain major barriers; stakeholders are signaling that both greenfield development and restart of existing plants will be needed.
From Microsoft to SMRs: The New Faces Powering Nuclear’s Global Revival with Dustin Garrow
Q: What signals from WNA and other industry groups are you reading about the demand side of uranium in the next decade?
The guest highlights a broad-based push from utilities and tech-driven demand, with data centers and SMR prospects increasing the need for stable, long-term fuel supplies; there is a trend toward more aggressive term contracting even as market prices show volatility.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About The Energy Show

What is The Energy Show about and what kind of topics does it cover?

This show centers on uranium markets, mining finance, and nuclear energy, featuring in-depth conversations with investors, operators, and policy insiders. Episodes typically dissect market dynamics, supply-demand fundamentals, and the financing mechanics behind exploration and development, often contrasting price signals with real-world project timelines. Notable traits include candid critiques of industry data transparency, a disciplined, long-term investment lens, and a frequent focus on how policy, geopolitics, and technology (notably SMRs and nuclear fuel cycles) shape opportunities for investors and operators alike. The format leans into expert perspectives, practical portfolio guidance, and realistic timelines, making it a likely stro... more

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Which podcasts are similar to The Energy Show?

These podcasts share a similar audience with The Energy Show:

1. Company Interviews
2. Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth
3. Money of Mine
4. Macro Voices
5. Odd Lots

How many episodes of The Energy Show are there?

The Energy Show launched 2 years ago and published 105 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Energy Show?

Recent guests on The Energy Show include:

1. Chris Frosted
2. Chris Frostad
3. Guy Keller
4. Dustin Garrow
5. Brandon Munro

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