Understanding Utility Procurement Dynamics in Nuclear Energy with Joe Kelly

Understanding Utility Procurement Dynamics in Nuclear Energy with Joe Kelly

In this episode of Going Nuclear, Trevor Hall and Justin Huhn discuss the latest developments in the nuclear energy and uranium sectors, focusing on Russian restrictions on enriched uranium and the complexities these restrictions introduce to the supply chain. They analyze the current state of uranium equities, market trends, and the potential for future price movements.


In the second segment of the episode, Joe Kelly discuss the physical nuclear energy market, focusing on uranium supply and demand dynamics, utility procurement strategies, and potential catalysts for market movement. Joe shares insights from his extensive experience in the uranium market, highlighting the importance of real-time price discovery and the evolving landscape of nuclear energy. The discussion also touches on the impact of policy changes and the future outlook for nuclear energy, emphasizing the positive sentiment surrounding the industry.

Jaksot(32)

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

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 geo...

12 Maalis 1h 4min

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

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 fin...

17 Helmi 1h

The 'Breakneck' Push to Onshore US Nuclear Security

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 administ...

16 Tammi 53min

Uranium Market Musings: Spot Remains Strong while Equities Correct

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 implicat...

6 Marras 202522min

From Order Book to Construction: X-Energy Accelerates TX-1 and Project Delivery

From Order Book to Construction: X-Energy Accelerates TX-1 and Project Delivery

The latest episode of Going Nuclear welcomes Dr. Benjamin Reinke, Vice President of Global Business Development and Deputy Chief Commercial Officer at X-Energy. X-Energy is a leading American nuclear ...

6 Loka 20251h 7min

Inside the Uranium Market Surge and Holtec's Historic Palisades Restart

Inside the Uranium Market Surge and Holtec's Historic Palisades Restart

In the first half of the show, Trevor and Justin dive into the latest developments in the uranium market. Fresh off a trip to the World Nuclear Association's 50th-anniversary conference in London, Jus...

26 Syys 202555min

Beyond the Spot: Understanding Uranium's Long-term Contracts

Beyond the Spot: Understanding Uranium's Long-term Contracts

In this episode of "Going Nuclear," Justin and Trevor dive into the complexities of long-term contracting in the uranium market. They discuss the recent trends, including the strategic moves by utilit...

14 Elo 202529min

Implications on the Uranium Spot Market following SPUT's $200M Bought Deal

Implications on the Uranium Spot Market following SPUT's $200M Bought Deal

Trevor Hall and Justin Huhn discuss the explore the recent developments in the spot uranium market, including significant financial movements by the Sprott Physical Uranium Trust, and the implications...

19 Kesä 202526min

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