Recording date: 7th July 2025 The uranium sector is experiencing a fundamental transformation that presents significant investment opportunities as institutional capital returns after years of market uncertainty. The most compelling evidence of this shift is Sprott Physical Uranium Trust's dramatically oversubscribed capital raise, which doubled fr…

*Recording date: 30th May 2025 *Uranium Investment Summary: Market Dynamics and Opportunity* The uranium market presents a compelling investment opportunity driven by structural inefficiencies and fundamental supply-demand imbalances that sophisticated investors can capitalize on. Industry expert Chris Frostad's recent analysis reveals critical ins…

with Jonathan Fisher, CEO of Cauldron Energy Recording date: 29th May 2025 The uranium sector is experiencing a significant transformation as global energy policy shifts create new investment opportunities amid persistent supply-demand imbalances. Recent developments in the United States and Australia are reshaping the investment landscape for uran…

Interview with Andreas Bork, VP Investor Relations, Shell Our Previous Interview: https://www.cruxinvestor.com/posts/balanced-approach-to-energy-transition-highlights-investment-potential-in-oil-gas-sector-6098 Recording date: 27 May 2025 Shell's recent strategic evolution illustrates how major integrated oil companies are positioning themselves fo…

Recording date: 23 May 2025 Uranium exploration in Canada's Athabasca Basin follows predictable patterns that investors should understand before committing capital. Analysis of major discoveries reveals that companies typically require 2.5 years and approximately $50 million in investment before announcing formal resource estimates. Modern standard…

Recording date: 6th May 2025 As global energy demand shifts toward clean and reliable sources, uranium has re-emerged as a critical commodity. While the macro case for uranium remains strong, investing in early-stage uranium companies—particularly juniors—requires careful evaluation. In a recent conversation, Purepoint Uranium CEO Chris Frostad out…

Recording date: 28th April 2025 Savvy uranium investors must look beyond deposit grades to identify companies with long-term potential, according to industry veteran Chris Frostad. While high-grade deposits remain attractive, several other critical variables significantly influence project success. Jurisdictional factors present surprising challeng…

The Energy Show, with Brandon Munro, Executive Chairman of Bannerman Energy Recording date: 28th April 2025 The Uranium Investment Case: Critical Supply Constraints Meet Growing Clean Energy Demand The uranium market is presenting investors with a compelling opportunity driven by one of the most favorable supply-demand imbalances in the commodity s…

Recording date: 17th April 2025 The global uranium market is at a pivotal juncture, experiencing a standoff between utilities and producers. While term prices hold steady at around $80/lb, spot prices have weakened to $65/lb, with financial traders dominating over 90% of spot market transactions. Industry experts at the recent World Nuclear Fuel Cy…

With John Ciampaglia, CEO of Sprott Asset Management Recording date: 16th April 2025 Strategic Metals in Uncertain Markets: Gold, Silver, and Uranium Outlook In a recent interview, Sprott Asset Management CEO John Ciampaglia shared insights on three strategic metals - gold, silver, and uranium - highlighting their investment potential in today's vo…

With Chris Frostad, President & CEO of Purepoint Uranium Recording date: 14th April 2025 Previous interview https://youtu.be/ReHGUa7MlLE The global uranium market is experiencing a transformative moment that savvy investors shouldn't ignore. A decade of severe underinvestment following the 2011 Fukushima disaster has created a structural supply def…

Recording date: 10th of April, 2025 The uranium industry faces a significant structural supply deficit according to recent analysis of market conditions. The "Red Book," published by the Nuclear Energy Agency and International Atomic Energy Agency, relies on outdated data from 2021 and presents overly optimistic projections about uranium production…

With Chris Frostad, President & CEO, and Scott Frostad, VP Exploration of Purepoint Uranium Recording date: 18th March 2025 In a recent discussion, PurePoint Uranium's President & CEO Chris Frostad and VP of Exploration Scott Frostad shared valuable insights into uranium exploration strategies in the Athabasca Basin of northern Saskatchewan, one of…

Recording date: 13th March 2025 The uranium market is experiencing significant turbulence as spot prices have dropped from highs in the $70-80 range to around $64 per pound. This decline stems from multiple factors including A&U's inventory liquidation, Trump administration tariff uncertainties, and ongoing geopolitical tensions with Russia. Despit…

Interview with Troy Boisjoli, CEO of ATHA Energy, and Colin Healey, CEO of Premier American Uranium Recording date: 28th February 2025 The uranium sector presents a compelling investment case underpinned by a persistent supply-demand imbalance that continues to widen. Despite recent equity price volatility, the fundamental thesis remains firmly int…

Interview with Chris Frostad, President & CEO of Purepoint Uranium. Recording date: 24th February 2025 The uranium sector presents a unique investment opportunity characterized by high concentration among producers, with approximately 10 companies accounting for over 90% of global production. This concentrated landscape creates distinctive dynamics…

Recording date: 17th February 2025 Chris Frostad, CEO of Purepoint Uranium, sees the uranium market as midway through a significant upward cycle, with the long-term uranium price around $80/lb signaling growing utility interest in securing future supply. According to Frostad, the market is positioned for further strengthening as utilities haven't y…

Recording date: 13th February 2025 Australia's energy sector faces transformative changes as it approaches a crucial federal election expected between late April and mid-May 2024. Jonathan Fisher, CEO of Cauldron Energy, predicts the incumbent Labor government will lose its majority, potentially leading to a minority government supported by the Gre…

Recording date: 27th January 2025 The uranium sector is experiencing a significant disconnect between market performance and fundamental drivers. Despite uranium equities falling 20-25% in 2023, the underlying supply-demand dynamics continue to strengthen. This creates a compelling opportunity for patient investors who understand the sector's uniqu…

Recording date: 20th January 2025 Junior mining companies, while crucial for new mineral discoveries, face significant scrutiny over their spending habits and capital allocation. Industry analysis reveals concerning patterns in how these companies manage investor funds, with implications for those seeking to invest in this high-risk sector. Recent …

Interview with Colin Healey, CEO of Premier American Uranium Recording date: 17th January, 2025 Uranium is poised for a major bull market breakout, driven by the convergence of several powerful trends. The nuclear energy renaissance is gaining momentum worldwide, with governments and utilities increasingly turning to nuclear power to meet rising el…

Recording date: 13th of January, 2025 The uranium market encountered significant headwinds in 2024, with spot prices remaining under pressure due to inventory liquidations and tepid buying interest. However, industry observers note encouraging signs in the contract market, where utilities conduct most of their purchasing, with prices showing streng…

Recording date: 9th December 2024 The nuclear energy sector experienced a transformational year in 2024, marking a pivotal turning point for the industry. Surging demand for reliable, clean electricity driven by electrification and new technologies has led to a shift in sentiment toward nuclear power. Reactors previously slated for closure are now …

Recording date: 19th December 2024 The junior mining sector is adapting to a challenging market environment in 2024, particularly for companies with market capitalizations under $200 million. With traditional funding sources becoming scarce, these companies are implementing innovative strategies to secure their future. Strategic partnerships with s…

Interview with Chris Frostad, CEO of Purepoint Uranium Recording date: 4th of December, 2024 In a recent interview, Chris Frostad, CEO of Purepoint Uranium, provided insights into the current state of the uranium market and the challenges and opportunities facing the industry. As the world increasingly turns to nuclear power as a clean energy solut…

Recording date: 23rd November 2024 The New Orleans Investment Conference provided valuable insights into the compelling investment case for uranium. As global energy markets evolve and the push for cleaner energy sources accelerates, uranium is emerging as a crucial fuel source for the growing nuclear power industry. At the heart of the bullish ura…

Recording date: 2nd December 2024 Australia's current energy situation serves as a cautionary tale about the challenges of transitioning to renewable energy without adequate baseload power. The country's heavy reliance on intermittent renewable sources, combined with its ban on nuclear energy, has led to significant economic consequences. According…

The uranium market stands at a critical juncture where supply constraints are becoming increasingly evident, yet bringing new production online proves more challenging than many anticipated. Recent developments, from Russian export restrictions to technical setbacks at major projects, highlight the growing gap between market expectations and operat…

Recording date: 11th November 2024 The global energy landscape is on the cusp of a profound transformation as the world grapples with the urgent need to decarbonize while meeting rising electricity demand. Nuclear power, with its reliable, carbon-free baseload generation, is poised to play a central role in this transition. For investors seeking to…

Recording date: 15th November 2024 Energy Show with Troy Boisjoli, CEO of ATHA Energy. Recent geopolitical developments have highlighted the growing supply-side scarcity in the uranium market, with Russia's announcement of temporary restrictions on enriched uranium exports to the US emphasizing the industry's bifurcated nature. The market structure…

The uranium mining industry and the prospects for nuclear energy in Australia are at a pivotal moment, shaped by a complex interplay of political, economic, and societal factors. In a recent interview with Crux Investor's Energy Show, Jonathan Fisher, CEO of Cauldron Energy, shed light on the current state of the sector and the potential catalysts …

Recording date: 7th October 2024 The uranium market is experiencing a significant transformation, presenting both opportunities and challenges for investors. Unlike the speculative boom of the early 2000s, today's market is characterized by fewer, more established companies with viable projects. This maturation has led to a more rational market whe…

With Colin Healey, CEO of Premier American Uranium Inc. Recording date: 11th October 2024 The uranium market is showing strong signs of recovery and potential growth, driven by increasing global support for nuclear energy as a clean, reliable power source. This shift presents a compelling opportunity for investors to consider adding uranium exposur…

With Andreas Bork, VP ESG Investor Relations of Shell Recording date: 18th October 2024 Shell's recent strategic shifts and market positioning offer valuable insights into the investment potential of the oil and gas sector in an evolving energy landscape. As outlined by Andreas Bork, Shell's General Manager in Investor Relations, the company has tr…

Recording date: 2nd November 2024 The global uranium market is experiencing significant structural changes that create compelling investment considerations. Recent developments point to tightening supply dynamics and growing demand, though investors should approach the sector with careful attention to fundamentals. Kazakhstan's Kazatomprom, the wor…

Recording date: 30th September 2024 The uranium market presents a unique investment landscape, characterized by its small size, complex exploration processes, and potential for significant returns. With approximately 20 publicly traded exploration companies, 20 developers, and only about half a dozen producers, the uranium sector offers investors a…

With Jonathan Fisher, CEO of Cauldron Energy Recording date: 26th September 2024 The uranium market is experiencing a resurgence of interest, driven by the global push for clean energy and the increasing recognition of nuclear power's role in achieving net-zero emissions goals. This renewed focus on nuclear energy has created potential opportunitie…

Recording date: 23rd September 2024 The uranium market is experiencing a gradual recovery, presenting both opportunities and challenges for investors. Industry experts, including Chris Frostad, emphasize that while progress is slower than some might hope, the overall trajectory remains positive. This measured optimism stems from improving fundament…

Recording date: 4th September 2024 The global nuclear energy sector is experiencing a significant resurgence, creating potentially lucrative opportunities in the uranium market. Industry experts and recent developments point to a growing imbalance between uranium supply and demand, which could drive prices higher in the coming years. At the recent …

Recording date: 3rd September 2024 The uranium market presents a complex yet potentially rewarding landscape for investors, characterized by long-term growth prospects tempered by near-term uncertainties. Recent developments and expert insights provide a nuanced picture of the sector's current state and future potential. Kazakhstan, the world's lar…

Conversation with Chris Frostad of Purepoint Uranium about market conditions. Recording date: 5th August 2024 Uranium Market Outlook: Key Considerations for Investors The uranium market in 2024 continues to present a compelling investment case, albeit with important nuances that investors should carefully consider. Despite recent production increas…

Recording date: 22nd July 2024 Investing in Uranium: Opportunities and Considerations The uranium market presents a unique investment opportunity as the world increasingly turns to nuclear power as a clean energy solution. However, navigating this sector requires understanding its complexities and the different types of companies involved. Market S…

With Chris Frostad, President & CEO of Purepoint Uranium Recording date: 15th July 2024 The uranium market is experiencing a significant shift, presenting potentially lucrative opportunities for investors. Industry experts point to a growing supply-demand imbalance that could drive uranium prices higher in the coming years. Chris Frostad, an experi…

Recording date: 26th June 2024 Uranium Investment Outlook: Navigating the Nuclear Renaissance The global uranium market is experiencing a resurgence of interest, driven by the growing recognition of nuclear energy's role in achieving decarbonization goals. For investors, this presents opportunities and challenges in a sector poised for potential gr…

Interview with John Ciampaglia, CEO of Sprott Asset Management Our previous interview: https://www.cruxinvestor.com/posts/uraniums-bull-run-pauses-but-why-bigger-gains-lie-ahead-5083 Recording date: 12th June 2024 John Ciampaglia, CEO of Sprott Asset Management, provided an update on the outlook for uranium, copper, gold, and silver. He noted that …

Recording date: 20th May 2024 The uranium market is experiencing a transformative shift that presents a timely opportunity for investors. A confluence of factors, including rising global demand for clean energy, geopolitical developments, and supply constraints, are creating a bullish outlook for uranium prices and mining companies. One of the most…

Recording date: 16th May 2024 The uranium market is on the cusp of a major inflection point, presenting a compelling opportunity for investors. Various factors, including supply constraints, geopolitical shifts, and growing demand, are aligning to create a potentially powerful tailwind for uranium prices and the companies positioned to benefit from…

Recording date: 24th April 2024 The uranium market is experiencing a fascinating period of transition, presenting both challenges and opportunities for investors. In a recent discussion, industry experts Dustin Garrow and Matt delved into the key takeaways from the World Nuclear Fuel Cycle conference in Almaty, Kazakhstan, and explored the current …

With Brandon Munro, Executive Chairman & MD of Bannerman Energy Ltd, and Todd Ross, MD & CEO of Nordic Nickel Ltd. Recording date: 11th April 2024 Resource Sector M&A: Navigating Challenges and Opportunities Mergers and acquisitions (M&A) play a crucial role in the resource sector, enabling companies to achieve synergies, access capital, and advanc…

Recording date: 28th March 2024 Interview with Brandon Munro, CEO of Bannerman Energy The Compelling Investment Case for Uranium Uranium is at an intriguing inflection point for investors. Despite recent quietness in uranium equities, the nuclear fuel's underlying fundamentals are strengthening and pointing towards a potentially sustained bull mark…