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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Avsnitt(37)

 China, Russia & Japan Are Buying Uranium—Where Is the West?

China, Russia & Japan Are Buying Uranium—Where Is the West?

The uranium spot price is back above $90 per pound, the long-term contract price has reached record nominal levels, and some of the world's largest nuclear fuel buyers are becoming increasingly aggres...

16 Sep 30min

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 Juni 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 Maj 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 Maj 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 Apr 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 Mars 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 Feb 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 Jan 53min

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