Boom, Bust and BS

The Oregon Group
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Join the team behind The Oregon Group as we sit back and chat over the boom, bust and b******t of commodity cycles.In each episode, our expert hosts (and guests) explore the latest trends, hidden opportunities, insider insights, and expose the hype, that can often distorts investor judgment.“Boom, Bust, and BS” isn’t just another financial podcast – it’s your essential companion for staying ahead in the high-stakes world of critical minerals and energy intelligence. Whether you’re a seasoned investor or new to the commodities game, our show will help you with the knowledge to make informed decisions and spot the next big market move before it happens.Subscribe now to “Boom, Bust, and BS” and join the savvy investors who are already tuning in to cut through the noise and capitalize on the real opportunities.

  1. 5d ago

    Russia’s enriched uranium is offline — and the fuel crisis is coming

    EPISODE 23: Anthony Milewski and Christian Purefoy chat to Fletcher Newton from Revelation Nuclear — a long time uranium market consultant. Russia’s enriched uranium is effectively coming off Western markets, reshaping the global nuclear fuel landscape. US sanctions and import bans on Russian low‑enriched uranium, combined with Moscow’s own export restrictions, are forcing utilities to secure alternative supplies from Western enrichers like Urenco and Orano, and to lean more heavily on secondary inventories and under‑used capacity elsewhere. This is happening while nuclear demand accelerates from life‑extensions, new builds and data‑centre‑driven electricity growth, tightening an already stressed fuel cycle. Because Russia still controls a large share of global enrichment capacity, taking its material “offline” for Western buyers creates a structural supply squeeze rather than a temporary blip. Contracting is shifting to long‑term, higher‑priced deals with non‑Russian suppliers, while “friendly” origin enrichment and EUP are already commanding a premium. For investors and utilities, the key themes now are: security of supply, higher conversion and enrichment prices, and growing leverage for Western uranium miners and fuel cycle companies as the market reprices away from Russian material over the rest of this decade. "Utilities use enriched uranium, it's got to come out of an enrichment plant, and we know Russia has met a large portion of that enrichment demand for many years. But they're outof the market in 2027, so then the question is, how soon are we going to see new enrichment capacity?" — Fletcher Newton, Revelation Nuclear Disclaimer The Oregon Group retains full editorial control over all content on this podcast. While sponsored placements may appear, all opinions remain solely those of The Oregon Group. Authors may receive compensation, but statements are made independently and without sponsor influence. The Oregon Group, its affiliates, employees, or interviewees may hold positions in securities or commodities mentioned and may trade them. Readers should assume such financial interests exist. Market projections and outlooks are forward-looking and inherently uncertain; unforeseen events may impact outcomes. Information is as of its publication date, with no obligation to update. This site provides general financial content, not investment advice. The Oregon Group is a publisher, not an investment advisor, and does not offer personalized financial guidance. Readers should conduct their own research and consult professional advisors before making investment decisions. Neither The Oregon Group nor its affiliates accept liability for any loss from reliance on this content. Use of this site or affiliated accounts constitutes agreement to this disclaimer and our terms of use. Unauthorized reproduction is illegal. For the complete Terms and Conditions of use, please visit https://theoregongroup.com/terms-and-conditions/

  2. 5d ago

    Uranium prices headed to $200?

    EPISODE 22: Anthony Milewski and Christian Purefoy chat to special guest investor Mike Beck about the price of uranium and the supply-demand dynamic that may push the price significantly higher to $200. Uranium prices are holding near multi‑year highs as the market wrestles with a structural supply deficit, underinvestment in new mines, and growing nuclear demand from life‑extensions, new builds and future SMRs. Utilities are rushing to secure long‑term uranium supply amid geopolitics, sanctions on Russian nuclear fuel, and the push for energy security in the US, Europe and Asia. That combination is tightening the global uranium market, pushing more capital toward advanced exploration and brownfield restart projects rather than unproven greenfield ideas. "In the next six months you'll be seeing long-term contracts being signed at $150, $180, and probably in excess of $200 — because, if you look at the fundamentals, fuel represents such a small fraction of the operating costs compared to the capital costs that's gone into building the nuclear reactors — the price elasticity is off the charts, you will pay whatever yo uhave to pay" — Mike Beck, investor Disclaimer The Oregon Group retains full editorial control over all content on this podcast. While sponsored placements may appear, all opinions remain solely those of The Oregon Group. Authors may receive compensation, but statements are made independently and without sponsor influence. The Oregon Group, its affiliates, employees, or interviewees may hold positions in securities or commodities mentioned and may trade them. Readers should assume such financial interests exist. Market projections and outlooks are forward-looking and inherently uncertain; unforeseen events may impact outcomes. Information is as of its publication date, with no obligation to update. This site provides general financial content, not investment advice. The Oregon Group is a publisher, not an investment advisor, and does not offer personalized financial guidance. Readers should conduct their own research and consult professional advisors before making investment decisions. Neither The Oregon Group nor its affiliates accept liability for any loss from reliance on this content. Use of this site or affiliated accounts constitutes agreement to this disclaimer and our terms of use. Unauthorized reproduction is illegal. For the complete Terms and Conditions of use, please visit https://theoregongroup.com/terms-and-conditions/

  3. 5d ago

    Uranium mining in South America

    EPISODE 21: Anthony Milewski and Christian Purefoy chat to special guest Steven Gold, CEO of Jaguar Uranium, developing uranium assets in Argentina and Colombia, to create a leading supply for the world’s future energy needs. Uranium prices are holding near multi‑year highs as the market wrestles with a structural supply deficit, underinvestment in new mines, and growing nuclear demand from life‑extensions, new builds and future SMRs. Utilities are rushing to secure long‑term uranium supply amid geopolitics, sanctions on Russian nuclear fuel, and the push for energy security in the US, Europe and Asia. That combination is tightening the global uranium market, pushing more capital toward advanced exploration and brownfield restart projects rather than unproven greenfield ideas. South America is emerging as a key uranium mining growth region, with Argentina and Colombia at the centre of new exploration. Companies like Jaguar Uranium are advancing large near‑surface projects such as Laguna Salada and Huemul in Argentina and the Berlin project in Colombia, leveraging historic drilling, existing infrastructure and supportive “green energy transition” policies to accelerate timelines. These South American uranium assets aim to supply future nuclear energy demand while offering US‑aligned, non‑Russian uranium supply options, making “uranium mining in South America” and “Argentina Colombia uranium projects” increasingly important themes for investors focused on the nuclear fuel cycle. "When you look around the world and ask, "Where will the next big uranium supply come from?" It's our opinion that, against the backdrop of South America being quite experienced for centuries on the mining side ... you'd be hard pressed to find a jurisdiction where the US is not incredibly eager to do business" — Steven Gold, CEO, Jaguar Uranium. Disclaimer The Oregon Group retains full editorial control over all content on this podcast. While sponsored placements may appear, all opinions remain solely those of The Oregon Group. Authors may receive compensation, but statements are made independently and without sponsor influence. The Oregon Group, its affiliates, employees, or interviewees may hold positions in securities or commodities mentioned and may trade them. Readers should assume such financial interests exist. Market projections and outlooks are forward-looking and inherently uncertain; unforeseen events may impact outcomes. Information is as of its publication date, with no obligation to update. This site provides general financial content, not investment advice. The Oregon Group is a publisher, not an investment advisor, and does not offer personalized financial guidance. Readers should conduct their own research and consult professional advisors before making investment decisions. Neither The Oregon Group nor its affiliates accept liability for any loss from reliance on this content. Use of this site or affiliated accounts constitutes agreement to this disclaimer and our terms of use. Unauthorized reproduction is illegal. For the complete Terms and Conditions of use, please visit https://theoregongroup.com/terms-and-conditions/

  4. 5d ago

    Uranium in Namibia

    EPISODE 20: Anthony Milewski and Christian Purefoy chat to Nathan Chutas, CEO and Director, of Skeleton Coast Uranium focused on discovering the next major uranium deposit in Namibia. Uranium is trading near a six‑month high of around $90 per pound as supply risks collide with accelerating nuclear demand. Delays at Kazatomprom’s new sulphuric acid plant are constraining future output from the world’s largest producer, just as governments and utilities ramp up reactor life extensions, new‑build plans and fuel contracting to meet electrification and AI data‑centre‑driven power needs.  At the same time, long‑term contracts are tightening uncovered utility requirements into the 2030s, reinforcing the sense that the market is shifting from a one‑off price spike to a structurally tighter “second nuclear age.” And Nambia is the world's third largest supplier of uranium, with 7,333 tonnes of uranium production in 2024, providing an estimated 10% of global supply. "Namibia is a big player in the global uranium market, and Namibia's got some things going for it that make it more attractive than other places — it's a stable jurisdiction, it's mining friendly, and there's three operating uranium mines and projects that are permitted with infrastructure and port facilities" — Nathan Chutas, CEO and Director, of Skeleton Coast Uranium Disclaimer The Oregon Group retains full editorial control over all content on this podcast. While sponsored placements may appear, all opinions remain solely those of The Oregon Group. Authors may receive compensation, but statements are made independently and without sponsor influence. The Oregon Group, its affiliates, employees, or interviewees may hold positions in securities or commodities mentioned and may trade them. Readers should assume such financial interests exist. Market projections and outlooks are forward-looking and inherently uncertain; unforeseen events may impact outcomes. Information is as of its publication date, with no obligation to update. This site provides general financial content, not investment advice. The Oregon Group is a publisher, not an investment advisor, and does not offer personalized financial guidance. Readers should conduct their own research and consult professional advisors before making investment decisions. Neither The Oregon Group nor its affiliates accept liability for any loss from reliance on this content. Use of this site or affiliated accounts constitutes agreement to this disclaimer and our terms of use. Unauthorized reproduction is illegal. For the complete Terms and Conditions of use, please visit https://theoregongroup.com/terms-and-conditions/

  5. 5d ago

    Big uranium supply deficit incoming

    EPISODE 19: Christian Purefoy chats to Simon Clarke, Chairman of Myriad Uranium, unlocking strategic uranium deposits for the US supply chain in Wyoming, New Mexico and Arizona. Simon Clarke is "live" from the World Nuclear Symposium 2026 in London. Uranium is trading near a six‑month high of around $90 per pound as supply risks collide with accelerating nuclear demand. Delays at Kazatomprom’s new sulphuric acid plant are constraining future output from the world’s largest producer, just as governments and utilities ramp up reactor life extensions, new‑build plans and fuel contracting to meet electrification and AI data‑centre‑driven power needs.  At the same time, long‑term contracts are tightening uncovered utility requirements into the 2030s, reinforcing the sense that the market is shifting from a one‑off price spike to a structurally tighter “second nuclear age.” "Everything I'm hearing about new reactors coming online, small modular reactors, new advances in technology... so it's very clear there's a big deficit coming in uranium, and this is set up to go significantly higher" — Simon Clarke, Chairman of Myriad Uranium Disclaimer The Oregon Group retains full editorial control over all content on this podcast. While sponsored placements may appear, all opinions remain solely those of The Oregon Group. Authors may receive compensation, but statements are made independently and without sponsor influence. The Oregon Group, its affiliates, employees, or interviewees may hold positions in securities or commodities mentioned and may trade them. Readers should assume such financial interests exist. Market projections and outlooks are forward-looking and inherently uncertain; unforeseen events may impact outcomes. Information is as of its publication date, with no obligation to update. This site provides general financial content, not investment advice. The Oregon Group is a publisher, not an investment advisor, and does not offer personalized financial guidance. Readers should conduct their own research and consult professional advisors before making investment decisions. Neither The Oregon Group nor its affiliates accept liability for any loss from reliance on this content. Use of this site or affiliated accounts constitutes agreement to this disclaimer and our terms of use. Unauthorized reproduction is illegal. For the complete Terms and Conditions of use, please visit https://theoregongroup.com/terms-and-conditions/

  6. 5d ago

    Uranium supply deficit is structural

    EPISODE 18: Christian Purefoy chats to Frederico Figueira de Chaves , CEO of Fusion Fuel,  delivers practical solutions for a transforming global energy landscape through an integrated platform spanning gas distribution, uranium royalties, hydrogen innovation, and biomass steam generation. Uranium is trading near a six‑month high of around $90 per pound as supply risks collide with accelerating nuclear demand. Delays at Kazatomprom’s new sulphuric acid plant are constraining future output from the world’s largest producer, just as governments and utilities ramp up reactor life extensions, new‑build plans and fuel contracting to meet electrification and AI data‑centre‑driven power needs.  At the same time, long‑term contracts are tightening uncovered utility requirements into the 2030s, reinforcing the sense that the market is shifting from a one‑off price spike to a structurally tighter “second nuclear age.” "The deficit in energy, especially uranium and nuclear energy, is structural. Demand is growing massively and there's no way you can mine supply quick enough right now" — Frederico Figueira de Chaves, CEO of Fusion Fuel Disclaimer The Oregon Group retains full editorial control over all content on this podcast. While sponsored placements may appear, all opinions remain solely those of The Oregon Group. Authors may receive compensation, but statements are made independently and without sponsor influence. The Oregon Group, its affiliates, employees, or interviewees may hold positions in securities or commodities mentioned and may trade them. Readers should assume such financial interests exist. Market projections and outlooks are forward-looking and inherently uncertain; unforeseen events may impact outcomes. Information is as of its publication date, with no obligation to update. This site provides general financial content, not investment advice. The Oregon Group is a publisher, not an investment advisor, and does not offer personalized financial guidance. Readers should conduct their own research and consult professional advisors before making investment decisions. Neither The Oregon Group nor its affiliates accept liability for any loss from reliance on this content. Use of this site or affiliated accounts constitutes agreement to this disclaimer and our terms of use. Unauthorized reproduction is illegal. For the complete Terms and Conditions of use, please visit https://theoregongroup.com/terms-and-conditions/

  7. 5d ago

    Uranium prices at turning point

    EPISODE 17: Anthony Milewski and Christian Purefoy chat to Dev Randhawa, CEO and Chairman of F3 Uranium, and Ross McElroy, Strategic Advisor. F3 has assembled the team responsible for 4 major uranium discoveries in the Athabasca Basin, including 2 in the last 3 years. Dev and Ross are "live" from the World Nuclear Symposium 2026 in London. Uranium is trading near a six‑month high of around $90 per pound as supply risks collide with accelerating nuclear demand. Delays at Kazatomprom’s new sulphuric acid plant are constraining future output from the world’s largest producer, just as governments and utilities ramp up reactor life extensions, new‑build plans and fuel contracting to meet electrification and AI data‑centre‑driven power needs.  At the same time, long‑term contracts are tightening uncovered utility requirements into the 2030s, reinforcing the sense that the market is shifting from a one‑off price spike to a structurally tighter “second nuclear age.” "We've hit an all-time high now on long-term uranium contracts. We've beaten the record prices from 2007-8" — Dev Randhawa, CEO and Chairman, F3 Uranium  Disclaimer The Oregon Group retains full editorial control over all content on this podcast. While sponsored placements may appear, all opinions remain solely those of The Oregon Group. Authors may receive compensation, but statements are made independently and without sponsor influence. The Oregon Group, its affiliates, employees, or interviewees may hold positions in securities or commodities mentioned and may trade them. Readers should assume such financial interests exist. Market projections and outlooks are forward-looking and inherently uncertain; unforeseen events may impact outcomes. Information is as of its publication date, with no obligation to update. This site provides general financial content, not investment advice. The Oregon Group is a publisher, not an investment advisor, and does not offer personalized financial guidance. Readers should conduct their own research and consult professional advisors before making investment decisions. Neither The Oregon Group nor its affiliates accept liability for any loss from reliance on this content. Use of this site or affiliated accounts constitutes agreement to this disclaimer and our terms of use. Unauthorized reproduction is illegal. For the complete Terms and Conditions of use, please visit https://theoregongroup.com/terms-and-conditions/

  8. 5d ago

    Uranium prices to beat all-time highs?

    EPISODE 16: Anthony Milewski and Christian Purefoy chat to Phil Williams, CEO and Director of ISOEnergy, a globally diversified uranium company with substantial current and historical mineral resources in top uranium mining jurisdictions of Canada, the US and Australia.  Phil Williams is "live" from the World Nuclear Symposium 2026 in London. Uranium is trading near a six‑month high of around $90 per pound as supply risks collide with accelerating nuclear demand. Delays at Kazatomprom’s new sulphuric acid plant are constraining future output from the world’s largest producer, just as governments and utilities ramp up reactor life extensions, new‑build plans and fuel contracting to meet electrification and AI data‑centre‑driven power needs.  At the same time, long‑term contracts are tightening uncovered utility requirements into the 2030s, reinforcing the sense that the market is shifting from a one‑off price spike to a structurally tighter “second nuclear age.” "There is a healthy level of panic setting in on the buyer side, Where are we going to get the uranium supply from?" — Phil Williams, CEO and Director, ISO Energy Disclaimer The Oregon Group retains full editorial control over all content on this podcast. While sponsored placements may appear, all opinions remain solely those of The Oregon Group. Authors may receive compensation, but statements are made independently and without sponsor influence. The Oregon Group, its affiliates, employees, or interviewees may hold positions in securities or commodities mentioned and may trade them. Readers should assume such financial interests exist. Market projections and outlooks are forward-looking and inherently uncertain; unforeseen events may impact outcomes. Information is as of its publication date, with no obligation to update. This site provides general financial content, not investment advice. The Oregon Group is a publisher, not an investment advisor, and does not offer personalized financial guidance. Readers should conduct their own research and consult professional advisors before making investment decisions. Neither The Oregon Group nor its affiliates accept liability for any loss from reliance on this content. Use of this site or affiliated accounts constitutes agreement to this disclaimer and our terms of use. Unauthorized reproduction is illegal. For the complete Terms and Conditions of use, please visit https://theoregongroup.com/terms-and-conditions/

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About

Join the team behind The Oregon Group as we sit back and chat over the boom, bust and b******t of commodity cycles.In each episode, our expert hosts (and guests) explore the latest trends, hidden opportunities, insider insights, and expose the hype, that can often distorts investor judgment.“Boom, Bust, and BS” isn’t just another financial podcast – it’s your essential companion for staying ahead in the high-stakes world of critical minerals and energy intelligence. Whether you’re a seasoned investor or new to the commodities game, our show will help you with the knowledge to make informed decisions and spot the next big market move before it happens.Subscribe now to “Boom, Bust, and BS” and join the savvy investors who are already tuning in to cut through the noise and capitalize on the real opportunities.

Information

  • Creator
    The Oregon Group
  • Years Active
    2025 - 2026
  • Episodes
    20
  • Rating
    Explicit
  • Copyright
    © 2026 Boom, Bust and BS
  • Show Website
    Boom, Bust and BS