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

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By: Chris Frostad

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 u...

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October 27, 2026: Contracts being signed are the signals to watch
October 27, 2026: Contracts being signed are the signals to watch episode artwork
#166
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This week on Uranium Spotlight: 

Quiet after HoustonAfrica needs a partnerPaks looks westCopper first, uranium second

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October 20, 2026: Contracts come before new mines
October 20, 2026: Contracts come before new mines episode artwork
#165
10/20/2026

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This week on Uranium Spotlight Podcast: 

Signing before HoustonProducers become consumersRosatom's warningTumas on hold

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October 13, 2026: Weekly tenders mask utility activity
October 13, 2026: Weekly tenders mask utility activity episode artwork
#164
10/13/2026

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This week on Uranium Spotlight Podcast: 

Counting the hidden poundsA vote against MoscowIndia's fuel gap Enrichment comes home


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October 6, 2026: Why term and share prices diverge
October 6, 2026: Why term and share prices diverge episode artwork
#163
10/06/2026

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This week on Uranium Spotlight Podcast: 

A market on holdRecord prices, falling sharesKazakhstan digs deeperMadaouela thinks bigger

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September 29, 2026: Uranium's Next Threshold
September 29, 2026: Uranium's Next Threshold episode artwork
#162
09/29/2026

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This week on Uranium Spotlight Podcast: 

When, not ifThe New Mexico questionThe acid testBeijing buys into Etango

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September 22, 2026: The uranium that can be mined at a reasonable cost is shrinking
September 22, 2026: The uranium that can be mined at a reasonable cost is shrinking episode artwork
#161
09/22/2026

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This week on Uranium Spotlight Podcast: 

Quiet after LondonSufficient resources, insufficient investmentWashington backs Dasa 

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September 15, 2026: Utilities are assembling coverage for the back half of the next decade
September 15, 2026: Utilities are assembling coverage for the back half of the next decade episode artwork
#160
09/15/2026

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This week on Uranium Spotlight Podcast: 

Steady hands in LondonFrom ambition to actionTwo roads off Russian fuelWhere the pounds are going

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September 8, 2026: Perceived tightness is not in today's inventory but in tomorrow's production
September 8, 2026: Perceived tightness is not in today's inventory but in tomorrow's production episode artwork
#159
09/08/2026

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This week on Uranium Spotlight Podcast: 

Steady into LondonThe third quarter resetSaskatchewan and the United Kingdom India secures its pounds

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September 1, 2026: The takeaway is one of value rather than volume
September 1, 2026: The takeaway is one of value rather than volume episode artwork
#158
09/01/2026

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This week on Uranium Spotlight Podcast: 

What the paper is worth The buyers who never cameThe cycle that never startedThe mine to magnet belt 

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August 25, 2026: Smaller share of eastern production reaching western hands
August 25, 2026: Smaller share of eastern production reaching western hands episode artwork
#157
08/25/2026

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This week on Uranium Spotlight Podcast: 

Buyers bid into a thin marketCentral Asia builds both ends of the cycleIreland reopens a settled questionFirst pounds from Shirley Basin 

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August 18, 2026: The queue of unfilled demand keeps building
August 18, 2026: The queue of unfilled demand keeps building episode artwork
#156
08/18/2026

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This week on Uranium Spotlight Podcast: 

The market that refuses to sit still The people who set the price are sounding the alarmThe ban that keeps not arrivingBHP circles the Athabasca Basin

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August 11, 2026: The competition for supply is only beginning
August 11, 2026: The competition for supply is only beginning episode artwork
#155
08/11/2026

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This week on Uranium Spotlight Podcast: 

Bids beneath the doldrumsIndia does the math Niger courts EuropeNew Mexico says stopAmerican waste American fuel

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August 4, 2026: Utilities are quietly securing long-term supply as prices trend higher
August 4, 2026: Utilities are quietly securing long-term supply as prices trend higher episode artwork
#154
08/04/2026

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This week on Uranium Spotlight Podcast: 

The summer slowdownAmerica's report cardChina builds and buysCameco stays on course

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July 28, 2026: Demand growth is outpacing mine development
July 28, 2026: Demand growth is outpacing mine development episode artwork
#153
07/28/2026

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This week on Uranium Spotlight Podcast: 

The summer bid94 reactors24 million poundsPaladin completes ramp up

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July 21 2026: Utilities are quietly locking in supply well into the next decade
July 21 2026: Utilities are quietly locking in supply well into the next decade episode artwork
#152
07/21/2026

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This week on Uranium Spotlight Podcast: 

Summer doldrumsA tale of two minesBehind the curveRoyalty redefined

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July 14 2026: Term market is where the real demand signal lives
July 14 2026: Term market is where the real demand signal lives episode artwork
#151
07/14/2026

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This week on Uranium Spotlight Podcast: 

Summer doldrumsThe bidding war down underChina looks in NamibiaATHA strikes twice

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July 7, 2026: The supply side of the ledger just got tighter
July 7, 2026: The supply side of the ledger just got tighter episode artwork
#150
07/07/2026

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This week on Uranium Spotlight Podcast: 

Summer standstillAcid testRacing for fuelGreen light for Denison Mines

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June 30, 2026: Incentive price required to bring on new uranium production appears to be steadily moving higher
June 30, 2026: Incentive price required to bring on new uranium production appears to be steadily moving higher episode artwork
#149
06/30/2026

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This week on Uranium Spotlight Podcast: 

Long-term market leads the wayCanada and US fave the same uranium challengePaladin extends the Patterson Lake story


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June 23, 2026: Spot market remains well supported even during a seasonal slowdown
June 23, 2026: Spot market remains well supported even during a seasonal slowdown episode artwork
#148
06/23/2026

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This week on Uranium Spotlight Podcast: 

Quiet market, higher priceKazatomprom stays disciplinedSaskatchewan looks to PolandPurepoint drills Dorado

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June 16, 2026: The underlying supply-demand balance continues to tighten
June 16, 2026: The underlying supply-demand balance continues to tighten episode artwork
#147
06/16/2026

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This week on Uranium Spotlight Podcast: 

Spot market holds groundWho will supply the West? India opens the doorProduction and leadership mover signal industry maturity

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June 9, 2026: Roughly 70% of utilities are contracting at triple digit prices
June 9, 2026: Roughly 70% of utilities are contracting at triple digit prices episode artwork
#146
06/09/2026

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This week on Uranium Spotlight Podcast: 

Term markets tell a different storyUtilities are already paying triple digitsChina and Russia strengthen their uranium allianceJapan moves further into the market

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June 2, 2026: Utilities continue to recognize the growing challenges of securing future supply
June 2, 2026: Utilities continue to recognize the growing challenges of securing future supply episode artwork
#145
06/02/2026

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This week on Uranium Spotlight Podcast: 

Long term strength emerges beneath a recovering spot maarketCameco expands its positionIndia wants more uranium than the market can easily provideRussia, Kazakhstan and China strengthen their nuclear axisIreland joins the growing glistening of nuclear converts

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May 26, 2026: Term market is sending a stronger signal
May 26, 2026: Term market is sending a stronger signal episode artwork
#144
05/26/2026

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This week on Uranium Spotlight Podcast: 

Long term price breaks higherNiger pushes western uranium further out A utility giant merger raises new uranium questionsIndia searches for uranium anywhere it can find itPremier American Uranium expands US growth pipeline 

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May 19, 2025: While short term spot pricing remains volatile, the long term contracting cycle continues to deepen
May 19, 2025: While short term spot pricing remains volatile, the long term contracting cycle continues to deepen episode artwork
#144
05/19/2026

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This week on Uranium Spotlight: 

Washington pushes nuclear off paper and into constructionThe US begins financing a nuclear buildout Russia, China and the fight for global uranium supplyGlobal Atomic adds another financing tool 

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May 12, 2026: The uranium market is entering a period where operational resilience may become as important as grade and scale
May 12, 2026: The uranium market is entering a period where operational resilience may become as important as grade and scale episode artwork
#142
05/12/2026

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This week on Uranium Spotlight Podcast: 

Weather risks exposure the fragility of uranium supplyFlooding in Saskwatchewan raises new supply concernsCME moves toward a physical uranium futures contractIreland signals a shift toward nuclear powerNexGen expands high grade growth at Patterson Corridor East

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May 5, 2026: Spot market is quiet, but term market continues to show steady utility interest
May 5, 2026: Spot market is quiet, but term market continues to show steady utility interest episode artwork
#141
05/05/2026

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This week on Uranium Spotlight Podcast: 

A quiet spot market starts to driftUr-Energy brings Shirley Basin back to lifeLotus shows the difference between mining ore and producing uranium Boss Energy highlights the fragility of new supply

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April 28, 2026: Spot pricing remains resilient, even when day to day activity softens
April 28, 2026: Spot pricing remains resilient, even when day to day activity softens episode artwork
#140
04/28/2026

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This week on Uranium Spotlight: 

Spot market holds firm despite a softer FridayFuel cycle leaders say the demand signal is now real More production is coming, but the gap remainsPurepoint turns geophysics into better drill decisions

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April 21, 2026: Spot prices push higher on renewed buying
April 21, 2026: Spot prices push higher on renewed buying episode artwork
#139
04/21/2026

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This week on Uranium Spotlight: 

Spot market re-accelerates on financial buying and conference momentumA billion dollar bet on uranium optionalityNamibia becomes a geopolitical battleground for uranium supply enCore resets leadership to drive execution and growth


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April 14, 2026: Even minimal buying pressure is enough to move prices higher in a thin market
April 14, 2026: Even minimal buying pressure is enough to move prices higher in a thin market episode artwork
#138
04/14/2026

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This week on Uranium Spotlight Podcast: 

A quiet market with firming pricesBostwana emerges as Orano repositions supplyUS production expands with Burke Hollow startupPurepoint expands Nova discovery at Dorado


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Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF)
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April 7, 2026: Spot market remains thin and responsive
April 7, 2026: Spot market remains thin and responsive episode artwork
#137
04/07/2026

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This week on Uranium Spotlight Podcast: 

A holiday week bid higherAmerica's supply problem is improving, but not solvedGermany's nuclear exit is coming back to haunt itUranium's reach extends far beyond the gridPaladin nears a meaningful milestone

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March 31, 2026: This is a market building tension rather than releasing it
March 31, 2026: This is a market building tension rather than releasing it episode artwork
#136
03/31/2026

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Tight range trading as structural signals buildAfrican supply moves forward but strategic control shifts eastKazakhstan tightens control over strategic assetsIndia signals a future supply crunchPaladin advances a tier one development in the Athabasca Basin

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March 24, 2026: A softer but active spot market
March 24, 2026: A softer but active spot market episode artwork
#135
03/24/2026

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This week on Uranium Spotlight podcast: 

A market testing lower levelsWhy US uranium still mattersKazakhstan's supply still isn't the West's solution 


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March 17, 2026: Governments around the world are accelerating nuclear construction
March 17, 2026: Governments around the world are accelerating nuclear construction episode artwork
#134
03/17/2026

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This week on Uranium Spotlight Podcast: 

A quiet week int he uranium spot marketEnrichment tightens behind the scenes Nuclear expansion speeds up around the world 


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March 10, 2026: Uranium prices ease after two weeks of softer spot activity
March 10, 2026: Uranium prices ease after two weeks of softer spot activity episode artwork
#133
03/10/2026

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This week on Uranium Spotlight Podcast: 

The spot market pauses after a volatile start of the yearCameco signs major uranium productionRussia moves to expand uranium productionConversion markets begin to tighten again Two major Canadian uranium mines move toward construction 

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March 3, 2026: We are taking a pause for PDAC 2026
March 3, 2026: We are taking a pause for PDAC 2026 episode artwork
#132
03/03/2026

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Full episode will be back on March 10, 2026

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February 24, 2026: The steady grind higher in the long-term price is an important signal
February 24, 2026: The steady grind higher in the long-term price is an important signal episode artwork
#131
02/24/2026

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This week on Uranium Spotlight: 

Spot holds firm as term market pushes higherKazatomprom calls extraordinary meeting for major India deal Niger's stockpile sales and ongoing instability Canada project approvals advance but timeline remain critical Orano delivers solid 2025 results as mining margins expand

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February 17, 2026: Spot remains highly sensitive to marginal buying
February 17, 2026: Spot remains highly sensitive to marginal buying episode artwork
#130
02/17/2026

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This week on Uranium Spotlight Podcast: 

Spot tightens as Yellow Cake reloadsChina consolidates Namibia supply through BannermanNiger hands Orano back its uranium India opens the door and Adani walks throughCameco and Paladin put producer leverage back on display 

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February 10, 2026: Spot volatility should not be mistaken for easing fundamentals
February 10, 2026: Spot volatility should not be mistaken for easing fundamentals episode artwork
#129
02/10/2026

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This week on Uranium Spotlight Podcast: 

Volatility returns to the spot marketStructural tightness moves from theory to realityUzbekistan deepens the East-West divideATHA Energy secures firepower for discovery at Angilak

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February 3, 2026: Financial buying is now colliding with a structurally constrained spot market
February 3, 2026: Financial buying is now colliding with a structurally constrained spot market episode artwork
#128
02/03/2026

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This week on Uranium Spotlight Podcast: 

Funds force a reset in the spot marketKazakhstan confirms the limits of supply growth Europe moves toward a harder energy divideIndia locks in long term Canadian supplyGeopolitical risk returns to the forefrontIsoEnergy raises capital into strength


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January 27, 2026: Uranium prices step higher as availability tightens
January 27, 2026: Uranium prices step higher as availability tightens episode artwork
#127
01/27/2026

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This week on Uranium Spotlight Podcast: 

Tightening availability drives another step higherNiger's uranium becomes a geopolitical chess pieceAfrica's uranium assets quietly repositionCanada looks east as the uranium trade map shiftsLaramide refocuses as Kazakhstan closes the door

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