Uranium Unleashed Podcast

Uranium Unleashed
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Strategic intelligence on global uranium and copper markets—institutional-grade insights on project development, industry catalysts, and market dynamics from over 20 years of international mineral exploration experience uraniumunleashed.substack.com

  1. 22h ago

    The $20 Policy Gap & The 40-Cent Spark: Uranium Unleashed Mid-Week Review

    EPISODE OVERVIEW After a month of flat-line trading at the $86.00 mark, the uranium spot market finally flashed a sign of life this week, ticking up to $86.90. But the real action is happening beneath the surface in the Q2 earnings prints. This mid-week review breaks down the fascinating, divergent tales of two producers: Ur-Energy, which is pumping record domestic pounds but selling them at a massive $19.65 discount to spot, and NexGen Energy, which is locking in major long-term utility contracts at full market prices years before its first production. We analyze the policy bottlenecks of Section 232, the forward contracting rush, and the key late-week catalysts that could break this market wide open. KEY TAKEAWAYS & DISCUSSION POINTS 1. The Spot Market Finally Flashes a Signal Breaking the Flat: After four consecutive weeks of completely flat trading at $86.00/lb, the spot price ticked up 40 cents to $86.90/lb on Tuesday. Equilibrium Under Pressure: While a 40-cent move is small in absolute terms, it signals that the month-long buyer-seller standoff is beginning to yield to mounting supply pressures. The Thursday Test: All eyes now turn to the upcoming weekly TradeTech/UxC prints. A sustained move above $87.00 would confirm a true breakout, while a reversion below $86.50 suggests the market is still waiting for a more powerful external catalyst to move directionally. 2. Ur-Energy: Record Growth Meets the Legacy Contract Trap Sizzling Production, Shirley Basin Online: Ur-Energy delivered an outstanding operational quarter, processing 140,873 lbs of U₃O₈ (a massive 47.4% increase quarter-on-quarter and 25.7% year-on-year). Growth was bolstered by the newly authorized Shirley Basin operation in Wyoming, which chipped in its first 10,634 lbs. The $19.65 Pricing Anomaly: Despite operating as the fastest-growing ISR producer in the US with highly competitive cash costs of $40.20/lb, Ur-Energy’s realized sales price averaged just $66.85/lb—nearly $20 below current spot. The Section 232 Policy Gap: This pricing discount is a direct result of a legacy contract book and a lag in policy implementation. While Section 232 established a domestic preference framework in January 2026, regulators have yet to publish the critical "domestic content thresholds." Until utilities are legally mandated to buy a specific percentage of US-origin uranium, they have no commercial incentive to pay the premium domestic producers need. 3. NexGen Energy: The Power of Forward Conviction Rook I Progressing on Budget: NexGen's Q2 report confirmed that its premier Athabasca Basin asset remains on schedule and on budget against its C$2.2 billion estimate. With a strong C$970 million liquidity position and key milestones like the site airstrip and diffuser installation underway, the developer is executing cleanly. Securing the Future Stack: NexGen has successfully locked in 11.3 million pounds in forward contracts with US utilities at market prices. The Utility Rush: The fact that utilities are aggressively contracting these future pounds (for 2030 and 2031 delivery) before the mine is even built shows profound anxiety over future supply. Between China's massive 41-unit reactor pipeline, India's sovereign resource competition, and the fast-approaching 2028 Russian SWU waiver deadline, utilities realize that late-2020s commercial inventory is rapidly evaporating. 4. Late-Week Catalysts to Watch Weekly Spot Prints: Watch Thursday’s TradeTech and UxC prints to see if the $86.90 spot tick holds or expands. Section 232 Progress: Any sudden Federal Register publication of domestic content guidelines will immediately re-rate US domestic producers. NTPC India Shortlist: India’s major sovereign procurement evaluation is nearing its decision window. Any award to Canadian or Australian assets will permanently shrink the available supply pool for Western buyers. MARKET SNAPSHOT & KEY METRICS Uranium Spot Price (U₃O₈): $86.90/lb (+$0.40 WTD) Long-Term Price Indicator: $97.00/lb (12% premium over spot) Ur-Energy Q2 Production: 140,873 lbs (+47.4% Q/Q) Ur-Energy Cash Cost: $40.20/lb Ur-Energy Realized Price: $66.85/lb (vs. spot gap of –$19.65/lb) NexGen Contracted Volume: 11.3 Million Lbs (at market-determined pricing) NexGen Balance Sheet Liquidity: C$970 Million FEATURED SOURCES Ur-Energy Q2 2026 Press Release & Earnings Call (August 10–11, 2026) NexGen Energy Q2 2026 Financial Results & Rook I Construction Update (August 10–11, 2026) TradeTech / UxC Weekly Spot and Long-Term Price Indicators (August 2026) Federal Register / Department of Energy Policy Briefings (Section 232 Frameworks) 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

  2. 2d ago

    Uranium Unleashed: The Week Ahead That Could Break the Spot Ceiling

    Episode Overview The uranium market enters a pivotal week under a darkened geopolitical sky. With the US-Iran ceasefire functionally dead, the naval blockade reimposed, and the Strait of Hormuz variable live again, the spot market sits at a tense four-week flat of $86.50/lb. In this episode, we break down why the Middle East escalation is making nuclear energy security visceral for utility boardrooms, and we preview the critical Q2 2026 earnings from US domestic producer Ur-Energy and Athabasca development heavyweight NexGen Energy. Key Takeaways & Market Implications The Geopolitical Overhang & The Hormuz Variable Ceasefire Collapse: The 14-point US-Iran MOU signed on June 17 has broken down, with the US reimposing its naval blockade and Iran’s foreign minister accusing Washington of violating the nuclear clause. The Strait of Hormuz: Active Houthi proxy activity has resumed. While uranium does not physically transit the Strait, any closure or threat to the Strait accelerates the utility-side argument for nuclear energy as a highly secure, geopolitically insulated fuel source. Price Dynamics: If the Strait remains open but tense, expect a geopolitical premium of $2–4/lb to bleed back into the spot price. A full closure could trigger an immediate $5–10/lb spot price spike, while a diplomatic resolution would likely unwind the premium back to the low-$80s. The Hard Calendar: Q2 2026 Earnings & Operating Updates Ur-Energy (URG) — Monday after Market Close: Lost Creek, Wyoming: As one of the few operating US-origin ISR mines, we are watching production volume growth to see if they are building meaningful domestic supply. Realized Price: Where Ur-Energy is selling its pounds will indicate if they are capturing the $97 term premium or selling into the $86.50 spot market. Section 232 Inquiries: Watch for any commercial confirmation that US utilities are explicitly referencing domestic sourcing procurement frameworks in sales conversations. NexGen Energy (NXE) — Monday/Tuesday: Rook I Project Milestones: Summer construction is underway in the Athabasca Basin. Key watchpoints include confirmation of the 5,840-foot airstrip extension, the shaft freeze timeline (early 2027), and any revision to the C$2.2 billion construction cost estimate. Strategic Contracting: NexGen disclosed a new term sheet committing 1.3 million pounds to a US utility at market-related prices, bringing their pre-production contracted total to 11.3 million pounds. Expected Policy & Supply Catalysts Section 232 Domestic Content Threshold: Sector analysts are on high alert for a BIS or DOE Federal Register notice establishing the exact percentage of uranium US utilities must source domestically. A threshold set at or above 15% would be a major re-rating event for domestic producers like UEC, Energy Fuels, and enCore Energy. DOE Nuclear Campus Hosting Agreements: Five finalist states were selected in July, with Utah already signing an MOU. Tennessee and Oklahoma are the frontrunners to announce initial hosting terms or site preferences this week, moving the $50 billion campus program closer to reality. Lotus Resources (Kayelekera Mine, Malawi): Following an early-August restart, the focus shifts to the ramp-up trajectory toward a steady-state 2.4 million pounds per year targeted for Q4 2026. Additional Developing Stories to Watch Kazatomprom H1 Data: First-half production rose 10% YoY and sales volume grew 19% YoY, which challenges the supply-discipline narrative. However, their realized price of $67.88/lb (a 22% discount to spot) reflects legacy contracts that will eventually roll off. NTPC India Tenders: Bid evaluation for overseas mine acquisitions closed in mid-July. A shortlist targeting Canadian, Australian, or Kazakh assets could emerge soon, reducing the pool of commercially available supply for Western utilities. Niger-Orano ICSID Arbitration: SOMAÏR uranium remains under legal lock; watch for any further unauthorized shipments or sales in defiance of the tribunal's orders. Scheduled Week at a Glance Monday: Ur-Energy (URG) Q2 earnings release (after close) & NexGen Energy (NXE) Q2 earnings/Rook I construction update. Tuesday: Ur-Energy conference call (11:00 AM ET) & NexGen analyst reaction/target revisions. Wednesday: Mid-week spot price check (watching for breakouts from the $86.50 consolidation) & DOE Nuclear Campus state MOU watch. Thursday: Section 232 Federal Register watch, NTPC India shortlist watch, and Lotus Resources ramp-up updates. Friday: Weekly TradeTech/UxC spot price indicators to confirm if the four-week flat has broken. Disclaimer: Not financial advice. For informational and educational purposes only. Always conduct your own due diligence before investing. 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

  3. Aug 5

    China Just Changed the Uranium Thesis: What 8 New Reactors Mean for Investors

    Episode Description In this episode, we break down China's sudden approval of eight new nuclear reactors across four coastal provinces and explore why this is a massive structural game-changer for the global uranium market . We analyze Beijing's aggressive stockpiling strategy, their $5.8 billion fuel import surge, and how state-backed supply capture in Namibia, Kazakhstan, and Russia is quietly starving Western utilities of physical supply. Whether you're a commodities investor, a nuclear energy follower, or a policy watcher, this episode delivers the high-impact insights you need to understand where the uranium market is headed over the next decade . Episode Chapters Introduction: The Headline Shock Overview: Setting the stage with China's latest massive approval of eight new nuclear reactors across four coastal provinces (Zhejiang, Guangdong, Liaoning, and Shandong). The Big Picture: Why this is not just a power-sector story, but a structural shift that transitions uranium from a cyclical commodity to a multi-decade growth market . Inside the $25 Billion Buildout The Details: Breakdown of the RMB 160 billion to 170+ billion ($25 billion) capital commitment. The Growth Curve: China's aggressive push to reach 110 GW of capacity by 2030, up from the ~62 GW operating in mid-2026. The Tech: Standardizing domestically developed third-generation reactor designs like the Hualong One and CAP1000 to replicate and scale at record speeds. Beijing's "Three-Thirds" Sourcing Strategy The Blueprint: Understanding China's masterplan for securing its nuclear fuel cycle: 1/3 domestic production, 1/3 overseas equity ownership, and 1/3 open-market purchases. The Stockpile Surge: Why China spent an unprecedented $5.8 billion on nuclear fuel imports (natural uranium, enriched uranium, and fabricated fuel) in 2025 alone. Squeezing the West: The Overseas Sourcing Battle Equity Capture: China’s dominant equity stakes in world-class Namibian mines (such as Husab and Rössing). The Geopolitical Moat: Sourcing enriched uranium from Russia and locking up supply from Kazakhstan . The Impact on Utilities: How China's aggressive "supply securitization" is isolating Western utilities and structurally tightening the global spot and contract markets. Investor Playbook: The Multi-Decade Bull Case The Real Thesis: Why the true bullish setup is the combination of rapid reactor growth PLUS aggressive supply securitization . Equities to Watch: The strongest case for uranium producers and developers who can deliver high-quality, non-Russian supply into a structurally short market. Key Signals to Monitor: Tracking Chinese import volumes, new overseas mine acquisitions, and the delta between reactor approvals and actual grid connections. Key Takeaways & Episode Wrap-up Summary: Final thoughts on why this indicates a longer-duration structural thesis rather than a short-term trading cycle. Key Data Points Grounded in This Episode 8 Reactors Approved: Split evenly with two units each across Zhejiang, Guangdong, Liaoning, and Shandong. RMB 160–170+ Billion ($25B USD equivalent): Estimated total investment for this approval wave. 62 GW to 110 GW: The massive expansion curve from mid-2026 operating capacity to the 2030 national target. 39 Units under Construction: The existing construction pipeline prior to these 8 new units. $5.8 Billion: China's total expenditure on nuclear fuel imports in 2025. References & Deep Dive Sources China’s Atomic Surge: Accelerating Nuclear Expansion and Uranium Demand The Dragon’s Grip on Global Uranium Supply 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

  4. Aug 3

    Uranium’s Structural Breakout? Why Cameco’s $93 Realised Price Changes Everything This Week

    Last week's earnings binary is officially behind us, and the structural thesis for uranium has never been stronger. In this episode, we dive deep into why Cameco’s Q2 earnings "miss" is actually a major bullish signal for the sector. We look past the backward-looking EPS headline to the number that actually validates the uranium bull market: a record-setting realized price and raised full-year guidance. As we enter a vital "digestion week" for the sector, we map out the high-probability catalysts, geopolitics, and supply-chain warnings that could trigger the next leg up for uranium equities. 🎙️ Key Topics Covered (No Timestamps) The Cameco EPS Headfake vs. Realized Price RealityWe break down Cameco's Q2 results. While consensus EPS missed ($0.13 versus $0.36), the stock climbed because of a stunning realized price of $93.13 per pound and an upgraded full-year guidance of $91–$96. Discover why this validation of term-market strength is the forward-looking signal long-term investors should focus on. The NEI Utility Working Conference in SeattleThe industry’s key buyers and producers are gathering in Seattle. We explain what to watch for, including signs of spot purchasing appetite at the current $86 spot price and how utilities are responding to recent geopolitical and earnings shifts. The Kazatomprom Q2 Update WatchThe world's largest producer is expected to release its Q2 Operations and Trading Update this week. We highlight the three crucial metrics to watch: actual production volume trends, whether their realized sales price is closing the gap with spot, and commentary on the persistent sulphuric acid supply constraints in Kazakhstan. NexGen's Nine-Week Silence: Is the Athabasca Basin Ready to Rock?It has been nine weeks since NexGen received its CNSC construction license for Rook I, but earthworks mobilization has not been announced. We discuss why a commencement announcement is a major looming catalyst that could re-rate the stock in a single session. US-Iran Ceasefire Fragility & The Geopolitical PremiumWith ceasefire talks competing with active military exchanges and drone attacks in the Strait of Hormuz, we look at the direct implications of energy security and the uranium spot price. DOE Nuclear Campuses & Section 232Following the DOE's $50B candidate state announcements, we outline the state-level frameworks to watch. Plus, we explore who wins immediately if a Section 232 domestic content determination drops this week. Cigar Lake Suspension UpdateCameco's highest-grade operating mine remains suspended following a surface infrastructure incident. We discuss how this ongoing Q3 issue could impact near-term supply dynamics. The Wild Card ConfluenceWhat happens if NexGen announces shaft freeze operations in the exact same week Kazatomprom warns of acid shortages? We analyze this low-probability, high-impact scenario that could break uranium out above $90 spot. 📚 Featured Companies & Sector Tickers Cameco Corp (CCJ / CCO) Kazatomprom (KAP) NexGen Energy (NXE) Uranium Energy Corp (UEC) Energy Fuels (UUUU) Disclaimer: Not financial advice. For informational and educational purposes only. Always conduct your own due diligence. 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. Aug 1

    The $150 Secret: Why the Uranium Spot Market is Lying to You

    Episode Description & Show Notes The uranium spot price has been consolidating in a tight band around $86, leaving many retail investors wondering if the nuclear thesis has stalled. But behind the scenes, a massive divergence is opening up. Long-term term contracts are printing near $150 per pound—a staggering 74% premium over spot. In this episode of Uranium Unleashed, we break down Issue #31 of our Week in Review and look at why the spot price is now the least informative indicator in the market. We dive into the massive structural shifts taking place across corporate earnings, federal policy, and global supply chains that prove Western fuel-cycle sovereignty is no longer a talking point—it is a funded reality. Key Topics Covered: The Cameco Disconnect: Why Cameco (CCJ) rallied over 4% despite missing Q2 earnings, and how their newly raised 2026 realized-price guidance of $91–$96/lb reveals what utilities are actually paying. Enrichment as the "Throat" of the Fuel Cycle: Inside Washington's massive $2.7 billion enrichment contracts awarded to Centrus Energy (LEU), Orano, and American Centrifuge Operating. We explain why this represents genuine capacity building rather than mere policy press releases. The Sulfuric Acid Bottleneck: Why the world's largest producer, Kazatomprom, is locked into a 10% production cut for 2026 due to an ongoing chemical feedstock shortage—and why Western restarts like Paladin's Langer Heinrich can't close the gap alone. Overhauling the Nuclear Regulatory Commission (NRC): The details of the NRC's proposed $1.86 billion licensing modernization implementing the ADVANCE Act, and how a faster regulator means a steeper demand curve for nuclear fuel. Resources & Companies Mentioned: Cameco Corporation (NYSE: CCJ) Centrus Energy Corp. (NYSE: LEU) Paladin Energy (ASX: PDN) Energy Fuels (NYSE: UUUU) U.S. Department of Energy (DOE) Enrichment Program U.S. Nuclear Regulatory Commission (NRC) licensing overhaul Disclaimer: Uranium Unleashed is for informational and educational purposes only and does not constitute financial advice. Always conduct your own due diligence before making investment decisions. 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

  6. Jul 30

    The $50B Nuclear Land Grab: The Government Secretly Mapping the Future of Uranium

    Episode Overview & Show Notes In this mid-week review, we break down three explosive days in the nuclear sector. While equity markets experience pre-earnings jitters, the structural architecture of the domestic uranium thesis has never been stronger. Key Topics Covered: The Mega-Campus Shortlist: The US Department of Energy's monumental announcement naming Utah, Tennessee, Oklahoma, Louisiana, and Idaho as host contenders for Nuclear Lifecycle Innovation Campuses. Earmarked for the full fuel cycle—including enrichment, reprocessing, waste, advanced reactors, and co-located data centers—these sites represent up to $50 billion in potential capital investment per campus. We discuss Utah's immediate signing of a memorandum of understanding for a site in Tooele County. The Spot vs. Term Divergence: Why the spot price remains frozen at ~$86.05/lb for its eighth consecutive week while the long-term contract market climbs to 94–95/lb. We explain why utilities are willing to pay a historic 8–9 premium for future delivery and what this massive spread says about long-term supply scarcity. A New Critical Minerals Giant: Uranium Royalty Corp’s (URC) massive $1.9 billion enterprise value acquisition of Sweetwater Royalties, shifting its focus to include Wyoming's dominant trona deposits. We analyze why Uranium Energy Corp (UEC) quietly acquired a 7.7% strategic stake in the newly Nasdaq-listed entity. US Domestic Supply Goes Live: UEC’s Burke Hollow ISR project in South Texas commences production, cementing itself as the world's newest operating ISR mine and a prime beneficiary of pending domestic sourcing decisions. Noise vs. Signal in Cameco (CCJ): Parsing the pre-earnings sell-off in CCJ ahead of its critical Friday print. Why paper EPS declines are masking a highly robust commercial machine that has locked in over 28 million pounds in average annual deliveries for the next five years. 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

  7. Jul 28

    China’s Nuclear Surge: Inside the World’s Most Ambitious Energy Buildout

    Show Notes Episode Summary: As of mid-2026, China is a close second in terms of nuclear capacity with about 125 GW of electricity generation from operating reactors plus those under construction. In this episode, we’ll discuss the sheer scale of China’s nuclear build-up, presenting aggregated figures for the fleet and reviewing significant project milestones achieved in recent months. We will also take a closer look at the different reactor designs comprising China’s nuclear energy complex. The Fleet by the Numbers • Total (Operating + Under Construction): 125 GW of electricity generation capacity • Operating: 60 commercial reactors – 62 GWe • Under Construction: 36 reactors – 39 GWe (19 sites) • Approved but not started: 16 reactors • 2030 Target: The newly adopted 15th Five-Year Plan includes a target of 110 GWe of operational nuclear capacity by 2030 • Build Time: China’s nuclear construction industry is exceptionally efficient, with six-year average interval between reactor startups compared to nine years worldwide 2026 Highlights Changjiang Unit 3 (Hainan): Achieved first criticality on 10 July 2026 and is expected to connect to the grid in early 2027. Taipingling Unit 2 (Guangdong): First grid connection occurred on 4 July 2026. San’ao Unit 1 (Zhejiang): Entered commercial operation on 29 April 2026. Taipingling Unit 1 (Guangdong): Entered commercial operation on 19 April 2026 – the first Hualong One reactor in the Pearl River Delta region. Taipingling Unit 4 (Guangdong): Turning ceremony for the first nuclear safety-related concrete was held on 10 May 2026. Jinqimen Unit 2 (Zhejiang): Construction started on 7 April 2026. Xuwei Unit 1 (Jiangsu): The first nuclear power project within the 15th Five-Year Plan scope broke ground on 16 January 2026. Reactor Design Diversity and Key Projects Hualong One (HPR1000): China’s homegrown reactor design which serves as the workhorse of the nuclear power plant construction program. CAP1000: A localized variant of the AP1000 design. HTR-PM (Shidaowan): The world’s first commercial pebble-bed modular high-temperature gas-cooled reactor, which has been operating since December 2023. CFR-600 (Xiapu): A sodium-cooled fast reactor breed/burn design, CFR-600 is at the forefront of China’s closed fuel cycle program. Unit 1 has been operating since 2023; its sister reactor is expected to start up in 2026. ACP100 “Linglong One” (Changjiang): The world’s first commercial land-based SMR is now under construction. PWR-HTGR Coupling (Xuwei): Innovative integrated plant utilizing Hualong One PWR and commercial HTGR to produce both electricity and industrial steam. VVER-1200 (Xudapu): This Russian-designed PWR is under construction. It will be the first foreign pressurized water reactor built in China. 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

  8. Jul 27

    Uranium Unleashed Week Ahead: Will a US-Iran Ceasefire Test Spot Support, or Can Cameco's Q2 Earnings Spark a Nuclear Rally?

    Episode Overview This week is shaping up to be a convergence week for the uranium space, as a key structural catalyst and a geopolitical de-escalation attempt unfold on the same week. On the structural side, Cameco reports Q2 earnings on Friday, representing the first major producer report post the recent supply disruption normalization. At the same time, a de-facto ceasefire is being tested between the US and Iran. In this episode, we discuss both, focusing on whether physical market fundamentals will trump geopolitical frictions, and what are the key development and sovereign risk stories to watch. Key discussion points: The Geopolitical Off-Ramp & The Spot Price Floor With both the US and Iran declaring a pause in attacks for 2 consecutive days as of Sunday night, we discuss the implications for the uranium market. Why a formal ceasefire announcement would act as a "noise variable" that could see spot uranium test the lower bound of the $83 to $84/lb area How the structural long-term thesis remains intact despite the geopolitical risk premium unwind, with the $95/lb term price representing a critical anchor. The Cameco Q2 2026 Earnings Deep Dive (Friday, July 31) With the Cigar Lake production shutdown that started on July 1 (which falls within Q3) temporarily suspended, we review why Cameco's Q2 results should be viewed as "clean". The 3 key metrics to focus on that drive the structural bull case, including the value of long-term contracts booked in Q2, the realized price per pound, and the contribution from Westinghouse Electric Company. A closer look at Cameco's equity story, including its ~14% discount to its recent highs near 87.86, and the wide range of analyst estimates (0.26 to $0.36) that suggest meaningful uncertainty around the EPS outlook. Under-the-Radar Catalysts & Weekly Indicators NexGen Construction Watch: With Rook I's week 7 since the June 30 AGM, and no formal groundbreaking announcement to date, we take a closer look at the "summer 2026" start-up guidance and the margin of safety around that timeline. The Australia-India Layer: With Paladin, Boss, and Deep Yellow all facing commercial pressure to deliver offtake agreements, we discuss the implications of the July 9 framework for the uranium market, as well as Cameco's $2.6B landmark deal with India, and how it fits into this broader supply picture. The Niger 3-Layer Deadlock: With Global Atomic's Dasa project caught in the Cotonou corridor dispute, GoviEx's Madaouela renegotiations, and a formal freeze of the 1,800-tonne yellowcake inventory at SOMAIR, we discuss the implications for the uranium market. The Weekly Spot Pricing Print: A review of the TradeTech and UxC weekly indicators, and why the move below $84/lb or above $87/lb is critical for the next leg lower in the physical uranium price. 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

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Strategic intelligence on global uranium and copper markets—institutional-grade insights on project development, industry catalysts, and market dynamics from over 20 years of international mineral exploration experience uraniumunleashed.substack.com

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  • Creator
    Uranium Unleashed
  • Years Active
    2026
  • Episodes
    70
  • Rating
    Clean
  • Copyright
    © Uranium Unleashed
  • Show Website
    Uranium Unleashed Podcast

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