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.