Uranium Unleashed Podcast

Kazakhstan’s strategic shift toward a "value over volume" model and its impact on the global uranium market . By implementing production cuts and enacting stricter subsoil laws , the state-owned producer Kazatomprom is consolidating control over supply and acting as a price maker similar to an OPEC member. This is a public episode. If you'd like to discuss this with other subscribers or get access...

Rosatom’s vertical integration model creates a self-reinforcing demand mechanism that fundamentally alters global market dynamics. By controlling every stage of the nuclear fuel cycle 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

Kazakhstan’s strategic shift toward a "value over volume" model and its impact on the global uranium market. 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

The Reporting Gap: Standard models often assume the "Ghost Mine" is still open. In reality, not only has that 20-million-pound supply vanished, but the new inefficiency requires an additional 20 million pounds of production. This is a 40-million-pound swing —equivalent to two of the world’s largest mines disappearing overnight This is a public episode. If you'd like to discuss this with other subs...

In response to a severe winter storm in 2026, the U.S. Department of Energy issued an emergency mandate allowing Texas grid operators to tap into private backup generators to maintain stability. This directive specifically targets AI data centers and large industrial consumers, requiring them to utilize on-site power or reduce usage to prioritize residential heating and critical services . This is...

Transatlantic trade tensions and their potential to disrupt the United States’ nuclear energy expansion between 2025 and 2026. While domestic policies like the ADVANCE Act aim to fast-track Small Modular Reactors (SMRs) , the American industry remains heavily dependent on European supply chains for critical specialized components and fuel services. This is a public episode. If you'd like to discus...

Experts highlight a major reporting gap , noting that standard models fail to account for this 40-million-pound market swing caused by enrichment bottlenecks. 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

5 Things Everyone Gets Wrong About Niger's Uranium Boom Introduction: The Story You Haven't Been Told Open any mainstream analyst report on Niger, and you'll find the same boilerplate warnings: "high-risk jurisdiction," "West African coup risk," "nationalization concerns." The country is routinely dismissed as a Tier 3 mining destination where capital goes to die. But this surface-level analysis m...

More Than Just a Price Spike If you follow financial markets, you’ve likely seen the headlines. Uranium prices surged to a 17-year high in early 2024, briefly peaking at an astonishing $106 per pound in February. While the price has since settled, the story of a commodity waking from a decade-long slumber has captured investor attention worldwide. But the real story is far more nuanced and surpris...

Here’s a short bullet point summary of the upcoming week’s uranium industry news and developments for November 16–22, 2025: * Uranium spot price stable around $77.20 per pound U3O8 with futures maintaining strong contango through 2027, reflecting ongoing supply deficits and bullish long-term demand. discoveryalert+2 ​ * U.S. recent policy shift: uranium officially reinstated as a critical mineral,...

The uranium market is entering a period of fundamental tension. Spot prices hit $82.63/lb in 2025 before settling around $78/lb—signals of a market under structural stress. This isn’t a temporary squeeze. It’s the beginning of a supply-demand imbalance that will define energy geopolitics through 2030. The Bull Case: Unstoppable Demand Three forces are converging to create durable, accelerating ura...

Introduction This report provides a comprehensive and balanced analysis of the global uranium market, offering a strategic outlook for the 2026-2030 period. The analysis examines the structural drivers propelling demand, the significant constraints limiting supply, and the countervailing risks that could introduce volatility. Recent market dynamics, including spot prices hitting a 2025 high of $82...