Uranium Unleashed Podcast

🎙️ The Race for Western Nuclear Fuel Sovereignty Episode Title: Rebuilding the Fuel Cycle: The 48-Minute Masterclass on Geopolitical Risk and Domestic Capitalization Podcast Series: Uranium Unleashed — Week in Review Hosts: Two Elite Nuclear Macro Strategists (Host A & Host B) Air Date: Week of June 12, 2026 📋 Executive Summary This 48-minute masterclass goes far beyond high-level headlines to co...

Uranium Unleashed — Mid-Week Review (June 10, 2026) Episode Summary In this Mid-Week Review, hosts Alex Reed and Jordan Voss break down the structural realities of the uranium market as of June 10, 2026. Despite significant capital flowing into Western uranium supply this week, every dollar committed confirms that the structural supply deficit will not be resolved before 2028 at the earliest. We e...

This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber. SUMMARY If you think the AI boom is just about semiconductors, you are missing the most critical bottleneck: electricity. In this episode, we unpack why tech hyperscalers like Meta and Microsoft are aggressively scrambling to lock in nuclear baseload power, and why Goldman Sach...

Show Notes: Uranium Unleashed — Week Ahead (June 8–12, 2026) Episode Focus: A transition from market sentiment to hard data and geopolitical reality. Key Topics & Segments: The Week in Frame: The uranium market has been running on strong sentiment—such as Goldman Sachs' SMR demand upgrades and Cameco deals—but this week tests the structural supply constraint thesis against real production numbers...

This week's market review reinforces the core thesis that the uranium sector's durable price floor is driven by a long-term structural supply deficit, rather than short-term spot price speculation. The review breaks down three major market drivers: NexGen Energy's upcoming mine construction, a massive demand forecast upgrade from Goldman Sachs regarding Small Modular Reactors (SMRs), and critical...

Uranium Unleashed Issue #7 (May 30, 2026) reports that while the uranium spot price saw a slight pullback to $84.50 per pound, the long-term fundamentals remain exceptionally strong. The market is driven by major catalysts, including NexGen Energy preparing for summer construction, Cameco securing a massive long-term contract with India, and Goldman Sachs forecasting a 2.3 billion pound cumulative...

The United States wants to lead the world in advanced nuclear energy, aiming to add 200 gigawatts of domestic capacity by 2050. But there’s a massive problem: it has almost no domestic uranium mining, only one conversion plant, and lacks commercial-scale enrichment capacity for the advanced fuels (like HALEU) required for next-generation reactors. To fill the void and break its heavy reliance on R...

Episode Title: China's Global Uranium Pursuit: Securing the Nuclear Fuel Cycle Episode Summary: In this episode, our hosts examine the global rush for uranium as the world eyes a nuclear energy renaissance. With uranium prices surging and strategic stocks low, we explore how China is executing a highly coordinated, state-directed strategy to lock down the global nuclear fuel cycle. From massive ac...

Supply Impact: Niger Coups vs. Cameco Flooding — An Unequal Frame Episode Summary This episode dissects the framing asymmetry in how the uranium industry and broader commodity markets process risk, specifically comparing the market's reaction to Niger's political coups versus the recent transport infrastructure failure at Cameco's McArthur River and Key Lake operations in Saskatchewan. Key Segment...

There has been of military strikes by the United States and Israel on or near Iran’s Bushehr nuclear power plant during a conflict in early 2026. Reports indicate that at least four projectiles have landed near the facility, with the most severe incident on April 4 killing a security guard and damaging an auxiliary building. In response to the escalating danger, the Russian state corporation Rosat...

The expansion of China’s nuclear energy sector and its aggressive strategy to export technology to the Global South through the Belt and Road Initiative . By 2026, China has established itself as a dominant force by offering a "Nuclear-in-a-Box" model that bundles advanced reactor designs with state-backed integrated financing . While Western nations like the United Kingdom have restricted Chinese...

Uranium Unleashed: Friday Closing Bell Podcast Issue #1: The HLRVI 2.0 Framework & The Sovereignty Shift Episode Overview: Welcome to the first episode of the Uranium Unleashed podcast! In this episode, we unpack the latest data from our proprietary HLRVI 2.0 Framework to analyze the momentum in the uranium sector. We discuss the market's bullish divergence, the concept of the "Sovereignty Shift,"...

Intelligence Briefing: The Parallel Nuclear Order & Russia's 2026 Startup Window Episode Overview The data suggests a fundamental realignment of the global nuclear architecture, driven by strategic assets within the BRICS framework rather than Western market participants. This briefing bypasses the mainstream market hype to analyze the empirical reality of the global nuclear supply chain. We exami...

Podcast Title: Uranium Unleashed Episode Focus: Navigating the Uranium Market with Kazatomprom Episode Description / Outline: This episode would provide an in-depth analysis of the current state of the global uranium market, focusing on the operations and strategies of Kazatomprom, the world’s largest uranium producer. The hosts would cover several key themes from the interview: Record Production...

Podcast Title: Uranium Unleashed Episode Focus: The Diablo Canyon Demand Mirage and the "Missing" 16 Million Pounds Episode Description / Outline: This episode would provide a contrarian, deep-dive analysis of the recent Nuclear Regulatory Commission (NRC) 20-year license renewal for California's Diablo Canyon power plant. The hosts would cover several key themes from the breaking news and market...

This podcast details the successful development of China’s Linglong One , which has become the world’s first operational commercial small modular reactor (SMR) . While Western nuclear projects face frequent delays and cancellations, China has maintained a disciplined construction timeline of 58 months by utilizing a standardized design and consistent state support. This reactor serves as a critica...

American nuclear energy sector. Although the United States relies on nuclear power for a fifth of its electricity, it remains dangerously dependent on foreign imports , particularly for the enriched fuel required to run reactors. The federal government has responded by designating uranium as a national security asset , a move intended to stimulate domestic production through massive financial inve...

A landmark $2.6 billion agreement between the Canadian company Cameco and India’s Department of Atomic Energy to provide 22 million pounds of uranium through 2035. This long-term contract serves as a cornerstone for India’s ambitious Nuclear Energy Mission , which aims to increase its generating capacity from 8.8 GW to 100 GW by 2047 . The deal also signals a significant diplomatic reset between C...

This podcast details a significant uranium mining construction surge in Saskatchewan’s Athabasca Basin, centered on the NexGen Energy Rook I and Denison Mines Phoenix projects. On March 5, 2026, NexGen received final federal approval to begin building the Rook I mine, which is positioned to become the world’s largest and most cost-effective source of uranium. Simultaneously, Denison Mines has reac...

The uranium market received two seismic signals in the opening weeks of March 2026, and the consensus response to both has been dangerously muted. Kazatomprom, the state-owned Kazakh producer that controls roughly 45% of global uranium mine output, quietly revised its 2026 production guidance down to just 62 million pounds of U3O8, a reduction of 23 million pounds from its once-projected 85 millio...

We examined the potential of thorium-uranium fuel blends to enhance the sustainability and efficiency of existing nuclear infrastructure. These hybrid fuels are designed to function within current reactor fleets , offering a practical method to extend global uranium reserves while significantly reducing long-lived radioactive waste . This is a public episode. If you'd like to discuss this with oth...

The global uranium market is facing a significant transformation as Kazatomprom , the world’s leading producer, shifts from a focus on volume to a strategy of long-term resource preservation . This decision to intentionally reduce output through the 2030s signals that the era of abundant, flexible supply is over, largely due to technical constraints in in-situ recovery (ISR) mining and depleting r...

A critical supply chain crisis threatening the United States' ambitions for nuclear fuel independence , specifically regarding High-Assay Low-Enriched Uranium ( HALEU ). 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

A complex geopolitical shell game wherein China appears to be facilitating the entry of Russian uranium into the United States despite formal trade bans. 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

As of January 2026, the U.S. nuclear industry faces a severe financial crisis termed the Greenland Surcharge , driven by a volatile mix of currency appreciation and aggressive trade tariffs . 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