Going Nuclear with Justin Huhn and Trevor Hall

Feb 21 2025 21 ep. 52 mins 63
Going Nuclear with Justin Huhn and Trevor Hall Podcast artwork

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.

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

Feb 21 2025 59 mins  
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 artifici

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

Feb 02 2025 55 mins  
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 th

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

Jan 16 2025 58 mins  
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 ener

Understanding Utility Procurement Dynamics in Nuclear Energy with Joe Kelly

Nov 28 2024 57 mins  
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 s

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

Sep 29 2024 42 mins  
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.

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

Aug 16 2024 67 mins  
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 upcomin

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

Jun 17 2024 29 mins  
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 buil

Biden Bans Russian Uranium and a Potential Genius Move from NexGen

May 17 2024 31 mins  
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&

Jenifer Avellaneda Diaz: Nuclear Advocacy and and Growing Support for Nuclear Energy

Apr 05 2024 51 mins  
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

Why Kuppy Believes this Uranium Cycle Will Go Higher than He Originally Expected

Jan 27 2024 39 mins  
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 fr