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(33)

The Uranium Market’s Quick Sentiment Reversal with Important News from the US Tech Sector

The Uranium Market’s Quick Sentiment Reversal with Important News from the US Tech Sector

Justin Huh connect with Cory Fleck for an important discussion on the developments out of the US nuclear energy space. Microsoft has signed a power purchase agreement with Constellation which will als...

29 Syys 202442min

Uranium's Boring Summer a Perfect Setup for Contrarian Investors; Market Analysis with Fabi Lara

Uranium's Boring Summer a Perfect Setup for Contrarian Investors; Market Analysis with Fabi Lara

Trevor and Justin discuss the recent updates in the uranium market and nuclear energy sector. They highlight the quiet summer in the uranium market and the underperformance of equities. They also disc...

16 Elo 20241h 7min

Do Tech Companies Hold the Key to the Next Generation of Nuclear Power?

Do Tech Companies Hold the Key to the Next Generation of Nuclear Power?

The conversation explores the confluence between the utility and technology sectors in the context of nuclear energy and the growing demand for electricity. Justin and Trevor highlight the increasing ...

17 Kesä 202429min

Biden Bans Russian Uranium and a Potential Genius Move from NexGen

Biden Bans Russian Uranium and a Potential Genius Move from NexGen

In this episode of Going Nuclear, Trevor and Justin discuss the implications of the US ban on uranium imports from Russia. They explore the challenges this ban poses for utilities and the potential im...

17 Touko 202431min

Jenifer Avellaneda Diaz: Nuclear Advocacy and and Growing Support for Nuclear Energy

Jenifer Avellaneda Diaz: Nuclear Advocacy and and Growing Support for Nuclear Energy

Jenifer Avellaneda Diaz, a nuclear energy advocate and engineer for Westinghouse, discusses her passion for nuclear energy and the misconceptions surrounding it. She emphasizes the safety and security...

5 Huhti 202451min

Why Kuppy Believes this Uranium Cycle Will Go Higher than He Originally Expected

Why Kuppy Believes this Uranium Cycle Will Go Higher than He Originally Expected

Justin and Trevor welcome in Kuppy, CIO of Praetorian Capital and author of Kuppy’s Korner blog. Kuppy is one of the most outspoken investors who's known for being early into major asset moves. His ur...

28 Tammi 202439min

Doomberg on this Year's Nuclear Energy Challenges

Doomberg on this Year's Nuclear Energy Challenges

Justin and Trevor welcome in Doomberg, the outspoken green chicken, in this latest episode of Going Nuclear. Doomberg over the past few years has been a supporter of growing nuclear energy systems in ...

11 Tammi 202457min

Uranium's Pivotal Year and Where Supply Heads in the New Year

Uranium's Pivotal Year and Where Supply Heads in the New Year

We're back to wrap up the final year of the Going Nuclear Podcast with Justin and Trevor. No guest today as the two focus on the incredible year of nuclear energy and uranium equities. Justin opens up...

15 Joulu 202327min

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