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, Justin shares his key takeaways from the event, which saw record attendance and overwhelmingly positive sentiment from producers, utilities, and banks alike. Both discuss how the market focus has shifted decisively back to uranium after years of concentrating on conversion and enrichment services. They break down the recent surge in the uranium spot price.


For the second segment, Trevor and Justin are joined by a special guest, Pat O'Brien, Director of Government Affairs at Holtec. Pat gives an inside look at Holtec's groundbreaking project to restart the Palisades nuclear power plant in Michigan, which is poised to be the first US nuclear plant ever to be brought back online after a permanent shutdown. The restart project is on track to be completed "on time and under budget" thanks to a combination of private funding, $300 million in state grants, and a $1.52 billion loan from the Department of Energy.

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

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 produc...

18 Kesä 54min

The Race to Solve Nuclear Waste Storage | Rod Baltzer

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 conve...

22 Touko 34min

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

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 conver...

6 Touko 25min

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

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. T...

6 Huhti 52min

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

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