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.

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Rolls Royce Small Modular Reactors - British Engineering of Clean Energy

Rolls Royce Small Modular Reactors - British Engineering of Clean Energy

In this episode we welcome in Harry Keeling, Head of Industrial Markets with Rolls Royce Small Modular Reactors. Mr. Keeling provides a backdrop of how Rolls Royce began developing is SMR technology a...

1 Marras 20231h 15min

Rehashing Uranium's Wild September

Rehashing Uranium's Wild September

Justin and Trevor connect for another installment of the podcast after a very wild and bullish month of September for uranium's spot market and its equities. The two cover a number of different topics...

6 Loka 202331min

Adam Rozencwajg on this Uranium Bull Market's Early Innings

Adam Rozencwajg on this Uranium Bull Market's Early Innings

It has been a very eventful summer for uranium and the nuclear energy industry. Not only has spot price for Uranium run over $60 per pound, but the narrative and sentiment surround nuclear energy also...

6 Syys 20231h 4min

Jeff Geringer on Why Nuclear Energy Remains the Domain of the Optimist

Jeff Geringer on Why Nuclear Energy Remains the Domain of the Optimist

In this latest episode of Going Nuclear, Justin and Trevor welcome Jeff Geringer. Jeff has worked in many different roles within the nuclear energy cycle. From mine developer to engineering and fuel b...

5 Heinä 20231h 1min

Introducing the Uranium Managed Certificate from Zuri Invest

Introducing the Uranium Managed Certificate from Zuri Invest

Today, Justin and Trevor welcome in Bram Vanderelst. Bram is a uranium trader and Director, Head of uranium at Curzon. Curzon is working with Zuri Invest to lauch a new physical uranium investment too...

25 Touko 20231h 1min

Andrew Weekly: Engineering Firms are Noticing Nuclear Energy Opportunities while the Equities are a Mess

Andrew Weekly: Engineering Firms are Noticing Nuclear Energy Opportunities while the Equities are a Mess

In this installment of Going Nuclear, Justin and Trevor hash out a few of the news headlines regarding nuclear energy and uranium exploration from the past couple weeks, including some good news for n...

3 Huhti 20231h 22min

Summoning Oliver Stone and a High-Level Education of Uranium Deposits in the Athabasca Basin

Summoning Oliver Stone and a High-Level Education of Uranium Deposits in the Athabasca Basin

Justin Huhn of Uranium Insider and Trevor Hall of Mining Stock Daily reconnect for another installment of "Going Nuclear with Justin Huhn and Trevor Hall". The past month gave the two lots to discuss,...

14 Helmi 20231h 4min

Uranium Fundamentals, the Foundations of SPUT, and a Breakdown of Zeihan's Nuclear Energy Comments

Uranium Fundamentals, the Foundations of SPUT, and a Breakdown of Zeihan's Nuclear Energy Comments

Justin Huhn of Uranium Insider and Trevor Hall of Mining Stock Daily are together for the first installment of this new podcast series. Today we launch "Going Nuclear" with a well-known executive in t...

13 Tammi 20231h 9min

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