Chris Frostad

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

Business EN ↓ 150 episodes

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...

Author

Chris Frostad

Episodes

July 15, 2025: Why diciplined, longer-term fundamentals still drive the story despite near-term volatility 15.07.2025 11:37

Send us Fan Mail Uranium market finds tis footing after sharp pullback Namibia's pivotal role in uranium supply UxC warns "Manhattan Project 30" faces execution risks India's nuclear build to boost uranium Uranium's mid-year breakout signals next bull market leg Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

July 8, 2025: The backdrop for uranium equities remain constructive 08.07.2025 11:15

Send us Fan Mail 👉 Join 10,000+ investors getting our FREE monthly uranium newsletter + receive the exclusive 2025 Uranium Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook Spot price slips but fundamentals hold firm Orano's Niger loss underscores diversification EU uranium supply risks deepen China's nuclear surge Dorado JV confirms uranium discovery on first holes Spons...

July 1, 2025: Volume and Staying Power Matters More Than a Single Print 01.07.2025 11:47

Send us Fan Mail ✅ [Free] 2025 Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook Spot climbs to $78.75 on financial buying surge EU stockpiling could drive uranium demand Western supply squeeze deepens Europe's uranium shortfall looms Wildfire-tested, still on track Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

June 24, 2025: It's clear the uranium sector has entered a new phase 24.06.2025 10:32

Send us Fan Mail ✅ [Free] 2025 Portfolio Handbook: https://mailchi.mp/eccb4d0a28c4/2025handbook Spot surge driven by SPUT, not utilities Spot market tightens as demand outpaces supply Niger seizes Orano mine signals rising geopolitical risks Uranium rally hits eleven weeks Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

June 17, 2025: The signal is clear - demand is growing, and the market knows it 17.06.2025 11:27

Send us Fan Mail ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter SPUT sparks momentum after flat week India signals surge in uranium demand Kazakhstan chooses east World Bank boosts nuclear demand SPUT secures $200M to buy uranium - equities rally Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

June 10, 2025: Utilities are still aggressively contracting 10.06.2025 10:56

Send us Fan Mail Spot price slips, but long-term uranium fundamentals hold firm Geopolitics tighten the screws on uranium supply Westinghouse sparks a US reactor revival, but where is the fuel? NexGen's next hot zone Premier acquires Nuclear Fuels, builds US uranium giant ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter ✅ Weekly Uranium Spotlight Podcast: You...

June 3, 2025: Spot market activity is not the full story 03.06.2025 10:50

Send us Fan Mail ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter Spot cools but long-term price holds firm East-West divide deepens in global uranium supply Saskatchewan surges past uranium sales targets Why nuclear is critical to grid reliability Paladin lawsuits test uranium optimism ✅ Weekly Uranium Spotlight Podcast: Youtube.com/@purepointuranium Sponsored by...

May 27, 2025: Uranium continues to edge higher - a slow tightening that reflects real fundamentals 27.05.2025 11:14

Send us Fan Mail ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter Quiet strength, tightening market Trump's uranium gamble creates Canadian opportunity 2024 uranium supply rises - but still falls short New targets, fresh drills, big summer ahead ✅ Weekly Uranium Spotlight Podcast: Youtube.com/@purepointuranium Sponsored by Purepoint Uranium Group Inc. (TSXV: P...

May 20, 2025: The question now is whether buyers will blink or sellers will soften 20.05.2025 10:41

Send us Fan Mail ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter Quiet market, firm sellers, waiting buyers Orano's Niger exit signals geopolitical shift in uranium supply India clears path for nuclear surge Kazatomprom, sulphuric acid, and the shifting supply chain Denison clears path to build Phoenix Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTC...

May 13, 2025: Utilities are busy responding to and evaluating new procurement requests 13.05.2025 10:30

Send us Fan Mail ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter Spot market firms amid utility demand shift Russia out, Canada in for EU uranium Niger escalates uranium seizure battle with Orano Denmark backs nuclear SPUT locks in cash, holds the line on uranium Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purep...

May 6, 2025: The structural uranium supply shortfall isn't going away 06.05.2025 11:02

Send us Fan Mail ✅ [Free] Monthly Uranium Newsletter: https://mailchi.mp/1d9bda86ced8/newsletter Uranium carry trade returns Australia rejects nuclear Gitzel: Supply risk outweighs demand risk Junior stay lean as uranium swings Energy Fuels provides Pinyon Plain production update Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

April 29, 2025: There is a structural supply deficit 29.04.2025 10:37

Send us Fan Mail Uranium spot price first as utilities test the market Saskatchewan's uranium surge Uranium supply crisis deepens Africa's shifting uranium power dynamics IsoEnergy expands Hurricane deposit and joins NYSE American Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

April 22, 2025: We are seeing notable shift in behaviour from utilities 22.04.2025 9:20

Send us Fan Mail Quiet week, strategic moves Mounting supply risks beneath a quiet uranium market Paladin's production woes ripple through a tight uranium market Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

April 15, 2025: While spot market may look quiet, strategic positioning is already underway 15.04.2025 10:44

Send us Fan Mail Quiet week, subtle shift Red Book 2024 undershoots the uranium supply crunch Kazakhstan signals eastward shift in uranium strategy Russia tightens its grip on African uranium Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

April 8, 2025: Utilities remain confident about uranium availability but suppliers are more cautious 08.04.2025 11:15

Send us Fan Mail Uranium market holds flat as equities falter and volumes thin Market survey signals rising uranium price expectations amid supply concerns India clears the way for private nuclear investment Purepoint pushes ahead on multiple fronts in the Athabasca Basin Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

April 1, 2025: US-designed SMRs may have a broader global market than previously assumed 01.04.2025 10:19

Send us Fan Mail Spot price slips, term price hold firm at $80 India to buildUS-designed SMRs in nuclear breakthrough Paladin's setback adds to market uncertainty Homeland Uranium stakes big in Colorado and begins trading Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

March 25, 2025: Uranium market continues to firm up underneath the surface 25.03.2025 11:25

Send us Fan Mail Spot price rises $1 despite light trading Production setbacks tighten uranium market again Why US uranium self-sufficient isn't economically realistic Uranium volatility driven by headlines, not fundamentals NexGen delivers strongest discovery-phase hole at PCE Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

March 18, 2025: Forward demand fundamentals suggest a potential shift in buying momentum 18.03.2025 10:31

Send us Fan Mail Uranium market activity remains sudbued US nuclear fuel crisis and geopolitical risks Sprott on tariffs, Russian uranium and market opportunities Orano, ITOCHU and Navoiyuran expand uranium production in Uzbekistan Purepoint and Cameco target high-potential uranium zone at Smart Lake Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-p...

March 11, 2025: While prices are soft today, fundamentals remain tight 11.03.2025 8:27

Send us Fan Mail Uranium prices slip as market stays quiet Tariff turmoil shakes uranium markets Germany's path to lower energy costs Goviex moves Muntanga closer to production Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

March 4, 2025: The broader outlook for uranium remains positive, driven by increasing global demand & potential supply constraint 04.03.2025 10:06

Send us Fan Mail Uranium prices hold steady, while supply risks loom Do uranium juniors need a massive discovery to win? Germany's pro-nuclear shift and its impact on uranium investors Westinghouse ramps up, but can uranium supply keep up? Laramide expands uranium resources at Westmoreland Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoi...

February 25, 2025: The gap between spot and ter, pricing remains a dynamic to watch in the weeks ahead 25.02.2025 10:27

Send us Fan Mail Spot price steady but market remains cautious Orano shifts focus as uranium market tightens Australia's uranium shift toward mining powerhouse India's private sector fuels new uranium demand Cameco delivers strong earnings amid uranium market tightness Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

February 18, 2025: How investors should be taking advantage of this mid-cycle dip 18.02.2025 10:00

Send us Fan Mail Spot uranium slips as market activity slows Spotting uranium juniors before the market does Expanding nuclear's role beyond power generation Spain moves to extend nuclear power and lift uranium ban Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

February 11, 2025: Several utilities are expected to enter the term market in the coming months 11.02.2025 9:00

Send us Fan Mail Spot uranium slips as market activity slows Centrus' supply deal raises questions on uranium sourcing India's nuclear expansion sparks corporate interest BHP eases uranium supply fears as prices stay strong Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/

February 4, 2025: All eyes on the evolving tariff situation 04.02.2025 10:50

Send us Fan Mail Uranium prices drop as market reacts to tariff uncertainty India's nuclear expansion and the growing uranium supply crunch Trump pushes to restore uranium's critical status Australia's nuclear pivot and its impact on uranium markets NexGen expands drill program as Patterson East Trend gains momentum Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTU...

January 28, 2025: Uranium market faces a fundamental supply deficit, producing ~30% less uranium than global consumption 28.01.2025 11:28

Send us Fan Mail Uranium spot prices dip amid active market China's DeepSeek AI reshapes energy and uranium expectations JV Ink reopens amid geopolitical tensions Orano files arbitration over Niger uranium mine dispute Purepoint and IsoEnergy announce 2025 exploration plan and budget Sponsored by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/about-purepoint/