Uranium Unleashed Podcast
Uranium UnleashedStrategic intelligence on global uranium and copper markets—institutional-grade insights on project development, industry catalysts, and market dynamics from over 20 years of international mineral exploration experience uraniumunleashed.substack.com
| Publishes | Daily | Episodes | 82 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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China's nuclear construction program remains the world's largest and fastest-expanding power buildout. As of mid-September 2026, the country operates approximately 63 commercial power reactors (~64 GWe total capacity) with another 38 to 4... more
Show Notes
Overview & Episode Summary Uranium closed last week at $90/lb—its highest level in nearly two years—following the World Nuclear Association (WNA) Symposium in London. With the conference delegates heading home, the market faces a critical... more
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Episode Description
The uranium market enters the second week of September with powerful momentum, sitting at a six-month high of $89.50/lb. As the entire nuclear industry heads to London for the World Nuclear Association (WNA) Symposium, we stand a... more
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit uraniumunleashed.substack.com/subscribe
Episode Description
Are nuclear utilities making a multi-million dollar miscalculation? This week, we dive into the high-stakes game of chicken playing out in the global uranium market. While spot prices hover at $89.85/lb U₃O₈, long-term term indic... more
The uranium market enters September with serious wind in its sails. After months of sideways consolidation, the weekly spot price closed at $89.50/lb—a massive $1.75 jump since mid-July, the highest reading in six months, and sits within reach of the... more
The $88 Breakout: NECX Dallas, Paladin Results, and the Uranium Week Ahead
After a six-month grind at $86.50, the spot market is finally on the move—just as the nuclear industry’s major players gather in Dallas.
Show Notes
The Six-Month Ceiling Sh... more
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Frequently Asked Questions About Uranium Unleashed Podcast
What is Uranium Unleashed Podcast about and what kind of topics does it cover?
The program provides data-driven, macro-to-micro analysis of uranium markets, with frequent dives into policy shifts, geopolitical tensions, supply-chain bottlenecks, and long-term contracting as the primary drivers of price and market structure. Episodes emphasize how utilities, miners, sovereign actors, and financiers are positioning for a structurally tight market, with recurring themes around spot versus term pricing, enrichment capacity, and the role of downstream demand such as AI data centers and small modular reactors. Noteworthy qualities include a heavy emphasis on multi-year fundamentals, congestion bottlenecks in mining and processing, and a market-structure lens that contrasts headline spot moves with longer-term strategic flow... more
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Which podcasts are similar to Uranium Unleashed Podcast?
These podcasts share a similar audience with Uranium Unleashed Podcast:
1. Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World
2. Macro Voices
3. Money of Mine
4. The Joe Rogan Experience
5. Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth
How many episodes of Uranium Unleashed Podcast are there?
Uranium Unleashed Podcast launched 6 months ago and published 82 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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Recent guests on Uranium Unleashed Podcast include:
1. Dastin Kosherbaev
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