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 impact on the price of uranium. They also delve into the recent performance of uranium equities and the technical breakouts in the market. The conversation then shifts to NextGen Energy's controversial decision to take on debt to buy pounds of uranium on the market. Justin provides insights into the company's strategy and the potential benefits of holding physical inventory. Overall, the episode highlights the evolving dynamics in the uranium market and the opportunities and challenges for investors.

Episoder(33)

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 Jun 202526min

Takeaways from Trump's Nuclear Energy Orders and an Interview with Rebecca Tuhus-Dubrow

Takeaways from Trump's Nuclear Energy Orders and an Interview with Rebecca Tuhus-Dubrow

In this episode, Trevor and Justin discuss the recent executive orders aimed at expanding nuclear energy in the U.S., including plans for new reactors and regulatory reforms. They analyze market react...

3 Jun 202556min

Private Capital and Federal Policy - Steve Everley's Insights into Washington's Nuclear Ambitions

Private Capital and Federal Policy - Steve Everley's Insights into Washington's Nuclear Ambitions

In this episode, Trevor Hall and Justin Hune discuss the recent fluctuations in the uranium market, highlighting the wild sentiment swings and significant policy reversals in nuclear energy across var...

22 Mai 202558min

How Geopolitical Uncertainties are Influencing the Uranium Market and Nuclear Projects

How Geopolitical Uncertainties are Influencing the Uranium Market and Nuclear Projects

Trevor Hall and Justin Huhn share insights into a rather bleak uranium and nuclear energy market, exploring the geopolitical influences, tariff impacts, and the dynamics of American nuclear projects. ...

18 Apr 202529min

Matthew Wald on the Balance of Private Investment and Public Policy Support Needed for Nuclear Energy

Matthew Wald on the Balance of Private Investment and Public Policy Support Needed for Nuclear Energy

In the first segment of this Going Nuclear podcast, Trevor and Justin discuss insights from the Nuclear Financing Summit, highlighting the growing interest in nuclear energy from tech companies and th...

21 Feb 202559min

DeepSeek Routes Nuclear Equities with the Market Void of Mid-Tier Uranium Producers

DeepSeek Routes Nuclear Equities with the Market Void of Mid-Tier Uranium Producers

Trevor Hall and Justin Huhn discuss the fallout of the nuclear energy market, particularly in light of recent events in the tech sector and their implications for uranium stocks. They explore the impa...

3 Feb 202555min

Why Market Reform is Essential for the Deployment of New Technologies in Nuclear Energy

Why Market Reform is Essential for the Deployment of New Technologies in Nuclear Energy

Brett Rampal discusses his journey into nuclear engineering, the evolution of nuclear energy politics over the past two decades, and his current role at Veriten. He highlights the challenges and oppor...

16 Jan 202558min

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 co...

28 Nov 202457min

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