Going Nuclear With Justin Huhn And Trevor Hall podcast

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Going Nuclear with Justin Huhn and Trevor Hall

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Uranium Insider's Justin Huhn and Mining Stock Daily's Trevor Hall provide the latest news and developments from the expanding nuclear power sector. Hear financial market updates, industry advancements, and uranium exploration news on every episode.

23 episoder

#Trading #Business #Nuclear

Going Nuclear with Justin Huhn and Trevor Hall

18 subscribers

updated for 8 dager siden

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23 episoder

#Trading #Business #Nuclear

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Going Nuclear with Justin Huhn and Trevor Hall

1
Private Capital and Federal Policy - Steve Everley's Insights into Washington's Nuclear Ambitions 58:50

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58:50

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 various countries. They delve into the ambitious goals set by the U.S. to quadruple nuclear capacity by 2050, the challenges of financing nuclear projects, and the dynamics of the spot price in the uranium market. The conversation sets the stage for an insightful discussion with guest expert Steve Everly from FTI Consulting, focusing on energy policies and the future of nuclear energy. Steve discusses his extensive background in energy policy, particularly focusing on nuclear energy. He highlights the unique gaps that nuclear can fill in the energy landscape, especially in light of the growing need for reliable, low-carbon energy sources. The discussion covers the current investment landscape for nuclear energy, the role of private capital, and the importance of federal incentives. Everley also addresses the challenges in the supply chain for nuclear fuel and the increasing interest from tech companies in investing in nuclear energy solutions.…

Going Nuclear with Justin Huhn and Trevor Hall

1
How Geopolitical Uncertainties are Influencing the Uranium Market and Nuclear Projects 29:40

for 6 weeks siden29:40

29:40

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. They analyze the volatility in the market, the reliance on foreign uranium, and the implications for future pricing and equity trends. The conversation emphasizes the importance of understanding market signals and the potential for price movements in the coming year.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Matthew Wald on the Balance of Private Investment and Public Policy Support Needed for Nuclear Energy 59:37

for 14 weeks siden59:37

59:37

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 the implications of political changes in the U.S. They explore the challenges and opportunities in the nuclear sector, particularly in relation to energy demand and the race for artificial intelligence. The conversation also touches on the historical context of nuclear disarmament and its potential impact on the uranium market. In the second segment, the hosts provide an enlightening conversation. Matt Wald discusses his extensive background in nuclear energy journalism, the evolution of nuclear technology, and the current landscape of small modular reactors (SMRs). He emphasizes the importance of integrating nuclear energy into the broader energy system, addressing challenges such as regulatory hurdles and the need for a skilled workforce. The discussion also touches on the political dynamics affecting nuclear energy in the U.S., the rapid nuclear developments in China and India, and the critical need for reliable energy sources to meet growing electricity demands. Wald advocates for a balanced approach to energy production, highlighting the role of nuclear energy in achieving a low-carbon future.…

Going Nuclear with Justin Huhn and Trevor Hall

1
DeepSeek Routes Nuclear Equities with the Market Void of Mid-Tier Uranium Producers 55:58

for 17 weeks siden55:58

55:58

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 impact of AI on energy demand, the resilience of nuclear energy amidst market volatility, and legislative efforts to promote nuclear energy in various regions. The discussion emphasizes the long-term growth potential of nuclear energy and the importance of existing infrastructure in meeting future energy needs. Bram Vanderelst of Curzom Uranium then joins Trevor and Justin for his second time on the podcast to discuss the current state of the uranium market, focusing on recent trends, investor sentiment, and the role of utilities. He highlights the challenges faced by junior producers and the dynamics of inventory management. The discussion also touches on the future of uranium supply and demand, particularly in the context of European production and regulatory hurdles. Bram emphasizes the importance of understanding market sentiment and the potential for significant price movements as utilities reassess their procurement strategies.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Why Market Reform is Essential for the Deployment of New Technologies in Nuclear Energy 58:40

for 19 weeks siden58:40

58:40

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 opportunities in the nuclear energy sector, particularly regarding investment and public perception. The discussion also touches on the changing political landscape surrounding nuclear energy and the importance of addressing public sentiment and regulatory environments to foster growth in the industry. The conversation delves into the evolving landscape of nuclear energy, emphasizing the importance of community ownership, bipartisan support, and regulatory momentum. The discussion highlights the challenges and opportunities in deploying advanced reactor designs and the potential for new nuclear plants in response to growing energy demand. Brett relfects on the historical context of nuclear energy policy and the need for strategic investments to ensure a sustainable energy future.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Understanding Utility Procurement Dynamics in Nuclear Energy with Joe Kelly 57:21

for 26 weeks siden57:21

57:21

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.…

Going Nuclear with Justin Huhn and Trevor Hall

1
The Uranium Market’s Quick Sentiment Reversal with Important News from the US Tech Sector 42:58

for 35 weeks siden42:58

42:58

Justin Huh connect with Cory Fleck for an important discussion on the developments out of the US nuclear energy space. Microsoft has signed a power purchase agreement with Constellation which will also revive the Three Mile Island power plant in Pennsylvania. Justin and Cory talk about the growing demand for electricity and why this is an important decision to supply this demand.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Uranium's Boring Summer a Perfect Setup for Contrarian Investors; Market Analysis with Fabi Lara 1:07:28

for 41 weeks siden1:07:28

1:07:28

Trevor and Justin discuss the recent updates in the uranium market and nuclear energy sector. They highlight the quiet summer in the uranium market and the underperformance of equities. They also discuss the impact of the yen carry trade unwind and the overreaction to production increase in Kazakhstan. They mention the low trading volume in the spot and term markets and the upcoming events that could create pressure in the market. They emphasize the importance of seasonality and the expected increase in demand from utilities in the coming months. The two hosts then welcome in Fabi Lara, a well recognized contrarian investor and mastermind of uranium equities. The conversation between Trevor, Fabi, and Justin revolves around the current state of the mining sector, particularly uranium stocks. They discuss the challenges of investing in a boring market, the contrarian mentality required for success, and the importance of understanding supply and demand fundamentals. They also touch on the oversaturation of exploration companies and the potential for a future bull market in the mining sector. Overall, the conversation provides insights into the mindset and strategies of successful mining investors. The conversation revolves around the long-term outlook for the uranium market and the factors that could impact its growth. The speakers discuss the potential for a sustained uptick in uranium prices, driven by a lack of supply and increasing demand. They also explore the influence of general commodities resurgence on the spot price of uranium and uranium equities. The conversation concludes with a discussion on the current market risks and the importance of trading against psychology.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Do Tech Companies Hold the Key to the Next Generation of Nuclear Power? 29:29

for 49 weeks siden29:29

29:29

The conversation explores the confluence between the utility and technology sectors in the context of nuclear energy and the growing demand for electricity. Justin and Trevor highlight the increasing electricity demand driven by the growth of data centers and AI technology. Tech companies, such as Microsoft, are making moves to generate their own power and resources, including building data centers powered by nuclear energy. The conversation also touches on the role of regulation and policy in supporting the growth of nuclear energy and addressing the challenges of meeting energy demand. The potential migration of data centers to regions with abundant resources, such as the Western US, is also discussed. The conversation concludes with a discussion on the labeling and nuances of renewable energy and the need for a deeper understanding of the environmental and societal impacts of different energy sources.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Biden Bans Russian Uranium and a Potential Genius Move from NexGen 31:12

for 1 year siden31:12

31:12

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.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Jenifer Avellaneda Diaz: Nuclear Advocacy and and Growing Support for Nuclear Energy 51:57

for 1 year siden51:57

51:57

Jenifer Avellaneda Diaz, a nuclear energy advocate and engineer for Westinghouse, discusses her passion for nuclear energy and the misconceptions surrounding it. She emphasizes the safety and security of nuclear power and the need for accurate information. Jenifer also talks about the shift in sentiment towards nuclear energy and the growing support for it globally. She highlights the importance of reusing spent fuel and the potential for small modular reactors. Jenifer encourages people to advocate for nuclear energy and contact lawmakers to support its growth. She also mentions the need for a skilled workforce in the nuclear industry.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Why Kuppy Believes this Uranium Cycle Will Go Higher than He Originally Expected 39:51

for 1 year siden39:51

39:51

Justin and Trevor welcome in Kuppy, CIO of Praetorian Capital and author of Kuppy’s Korner blog. Kuppy is one of the most outspoken investors who's known for being early into major asset moves. His uranium trade idea over the past few. years is not any different. We talk about the fundamentals behind the spot price move in uranium, if the sentiment behind the move is too frothy, and why he thinks the end move will be much higher than where we are now, but with load of volatility in between.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Doomberg on this Year's Nuclear Energy Challenges 57:32

for 1 year siden57:32

57:32

Justin and Trevor welcome in Doomberg, the outspoken green chicken, in this latest episode of Going Nuclear. Doomberg over the past few years has been a supporter of growing nuclear energy systems in the West. But he's also become a little bit a critic. We dive into why he thinks nuclear energy might take a breather this year. In fact, he believe a fossil fuel energy glut might be the culprit to taming nuclear expectations, despite a continued run in the uranium spot price.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Uranium's Pivotal Year and Where Supply Heads in the New Year 27:44

for 1 year siden27:44

27:44

We're back to wrap up the final year of the Going Nuclear Podcast with Justin and Trevor. No guest today as the two focus on the incredible year of nuclear energy and uranium equities. Justin opens up about the House Bill which passed to ban the importation of Russian enriched uranium into the US. There are, however, some caveats to this story. All this while the world continues to accept nuclear energy as the best-case scenario for the future of base load energy.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Rolls Royce Small Modular Reactors - British Engineering of Clean Energy 1:15:07

for 2 years siden1:15:07

1:15:07

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 and how it plans to implement its vision with Great British Nuclear well into the year 2050. Mr. Keeling shares insights with Justin and Trevor about the global adoption of SMRs, Rolls Royce's competitive advantage in the SMR marketplace, and why its technology is uniquely adaptable to both current energy infrastructure and future builds.…

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