Going Nuclear with Justin Huhn and Trevor Hall

Clear Commodity Network
Clear Commodity Network
  • 4.6 (10)
  • Investing
  • Updated Monthly

Uranium Insider's Justin Huhn and Mining Stock Daily's Trevor Hall provide the latest news and developments from the expanding nuclear power sector. Hear financial market updates, industry advancements, and uranium exploration news on every episode.

  1. Jun 18

    Why America Needs More Uranium Mines: In-depth with Colin Healey

    In this episode of Going Nuclear, Trevor Hall and Justin Huhn sit down with Colin Healey, CEO of Premier American Uranium, for a wide-ranging discussion on the future of uranium exploration and production in the United States. Colin shares his perspective after more than 16 years as a leading uranium equity analyst, explaining why today's supply-demand fundamentals, government policy, and growing nuclear demand create one of the strongest setups the sector has seen in decades. The conversation also explores Premier American Uranium's portfolio in Wyoming and New Mexico, the challenges and opportunities of permitting new uranium projects, and why domestic production has become a strategic priority for the United States. Trevor, Justin, and Colin also discuss the role of utilities, evolving contracting dynamics, and why the uranium market may be entering a period where producers have greater influence over pricing than ever before.

  2. May 22

    The Race to Solve Nuclear Waste Storage | Rod Baltzer

    Deep Isolation CEO Rod Baltzer joins Going Nuclear to discuss one of the least understood but most important challenges facing the future of nuclear energy: long-term nuclear waste disposal. The conversation explores how Deep Isolation is applying advanced directional drilling technology from the oil and gas sector to create deep borehole disposal systems designed to safely isolate spent nuclear fuel far underground for thousands of years. Rod explains the current bottlenecks surrounding nuclear waste management, the economics of storage and disposal, and why solving the backend of the fuel cycle is becoming increasingly important as small modular reactors and advanced nuclear technologies scale globally. From public market ambitions and international partnerships to the engineering behind disposal canisters and horizontal boreholes, this episode offers a rare deep dive into the future of nuclear waste infrastructure.

  3. May 6

    Everything Is Bullish… So Why Isn’t Uranium Moving?

    In this episode of Going Nuclear, Trevor Hall and Justin Huhn unpack the growing disconnect between quiet uranium markets and increasingly bullish fundamentals building beneath the surface. The conversation dives into a wave of global reactor restarts, shifting energy policy toward sovereignty, and why the nuclear narrative has moved beyond decarbonization toward grid stability and security. Justin also outlines how U.S. regulatory reform and fuel cycle constraints could reshape the long-term uranium market, even as prices remain rangebound today. It’s a timely look at why the “de-risking” of nuclear may not be priced in—yet.

  4. Apr 6

    Nuclear in a Box: Sam Gibson on Hadron Energy's Factory-Fabricated Microreactors

    Trevor Hall and Justin Huhn kick off this episode of Going Nuclear by analyzing how the ongoing conflict in the Middle East has accelerated a "snowballing" global theme of sovereign energy security. The hosts discuss the current market conditions and the strategic importance of long-term uranium contracting, specifically highlighting India’s recent massive procurement of nearly 50 million pounds. They also examine Germany’s public expressions of regret regarding its shuttered nuclear fleet while noting positive regulatory momentum for life extensions at California's Diablo Canyon. The conversation then shifts to the frontier of nuclear technology with Sam Gibson, CEO of Hadron Energy, who is developing a 10-megawatt micro-reactor small enough to fit in a shipping container. Gibson details how his company leverages 70 years of light water reactor history to create factory-fabricated units that can be transported by semi-truck and are currently leading the way in NRC licensing. He explains that while remote communities and military bases offer vital use cases, data centers are the fastest-moving early adopters currently driving the company's multiple gigawatts of potential demand. Finally, the episode explores Hadron's transition to the public markets through a strategic merger, positioning the company to own and operate the resilient, carbon-free energy infrastructure of the 2030s.

  5. Mar 12

    Andrew Weekly on Camouflaged Risk: Why Government Funding Can’t Solve the Uranium Expertise Deficit

    In this episode of Going Nuclear, Andrew Weekley of Smith Weekly Research joins the program to discuss the necessity of adaptation and capital preservation amidst heightening global volatility and geopolitical friction. Weekley details his current defensive posture of keeping "one foot out" of the market by maintaining high cash reserves, citing concerns over broad market manipulation and the impending risk of a significant correction. The conversation explores the structural challenges facing the uranium industry, specifically the severe lack of technical expertise and the logistical hurdles likely to delay anticipated greenfield production restarts. Finally, the episode highlights the importance of identifying company-specific value creators and explains why the team remains cautiously optimistic about the long-term outcomes for uranium, gold, and silver despite near-term market "chop".

  6. Feb 17

    Blue Energy's Jake Jurewicz on De-Risking New Nuclear Power

    Jake Jurewicz, co-founder and CEO of Blue Energy, discusses the innovative approaches his company is taking to address the challenges of nuclear energy development. He emphasizes the importance of financing, prefabrication, and strategic partnerships in making nuclear power more viable and attractive to investors. The discussion also touches on the transition from gas to nuclear, site selection for small modular reactors (SMRs), and the regulatory environment affecting the industry. Jurewicz expresses optimism about the future of nuclear energy and the potential for a renaissance in the sector as demand for clean energy continues to grow.

  7. Jan 16

    The 'Breakneck' Push to Onshore US Nuclear Security

    Steffan Szumowski, a 16-year US Nuclear Navy veteran and author of "The Nuclear Review," joins the show to discuss the accelerating momentum of the domestic nuclear industry under the current administration. The conversation covers the Department of Energy's ambitious "breakneck" push to have three new reactors attain criticality by July 4, 2026, supported by new pilot programs for both reactors and fuel. Szumowski explains the strategic effort to onshore the supply chain by awarding $900 million contracts to companies like Centris and Orano to build domestic enrichment capacity and eliminate reliance on Russian supply. The guests explore how the massive power needs of AI data centers are driving "hyperscaler" deals with advanced reactor companies like Oklo and TerraPower, even as debate continues over the future of large-scale AP1000 deployments. Szumowski shares insights from his experience operating submarine reactors and highlights why real engineering progress is the only way to win the race among 126 different small modular reactor designs. Support for this podcast and all of Clear Commodity Network comes from TerraHutton.

  8. 11/06/2025

    Uranium Market Musings: Spot Remains Strong while Equities Correct

    Trevor and Justin discuss the current state of the uranium market, focusing on recent trends, Cameco's quarterly financials, and strategic partnerships in the nuclear sector. They analyze the implications of market corrections, the challenges faced by uranium producers, and the potential for future growth driven by new technologies and government initiatives.

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Ratings & Reviews

4.6
out of 5
10 Ratings

About

Uranium Insider's Justin Huhn and Mining Stock Daily's Trevor Hall provide the latest news and developments from the expanding nuclear power sector. Hear financial market updates, industry advancements, and uranium exploration news on every episode.

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