Going Nuclear with Justin Huhn and Trevor Hall

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.

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.

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.

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.

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.

Justin and Trevor connect for another installment of the podcast after a very wild and bullish month of September for uranium's spot market and its equities. The two cover a number of different topics which were foundational for the move higher in spot price, including a fundamental supply and demand problem for uranium moving forward.

It has been a very eventful summer for uranium and the nuclear energy industry. Not only has spot price for Uranium run over $60 per pound, but the narrative and sentiment surround nuclear energy also continues to improve. Host Trevor Hall and Justin Huhn discuss the moves in price along with some of the micro news out of the sector over the past couple weeks, including news out of the Sprott Physical Uranium Trust. The two then welcom in Adam Rozencwajg of Goehring & Rozencwajg to diccuss their thesis behind investing in the uranium market. The group published a quareter newsletter a couple week ago which broke down the thesis, arguing that the uranium bear market is over and we are now in the very early innings of the next bull market.

In this latest episode of Going Nuclear, Justin and Trevor welcome Jeff Geringer. Jeff has worked in many different roles within the nuclear energy cycle. From mine developer to engineering and fuel buying, Jeff has a wide-ranging approach to uranium and nuclear energy. And in this complex world of improved sentiment and struggling junior equities, Jeff's ideas on the ghost of uranium's bull market past is indeed worth mentioning. Before the interview Trevor and Justin cover a few topics of uranium's geopolitics along with a future supply crunch fastly approaching the utilities.

Today, Justin and Trevor welcome in Bram Vanderelst. Bram is a uranium trader and Director, Head of uranium at Curzon. Curzon is working with Zuri Invest to lauch a new physical uranium investment tool called the uranium Activity Managed Certificate. The Investment objective is to provide direct investment exposure in physical uranium. As the uranium market is highly regulated, the physical uranium is acquired and held by the Special Purpose Vehicle in the name of the Actively Managed Certificate at a leading uranium storage facility. Bram, Justin and Trevor discuss the current physical uranium market and why this current setup is being seen as very bullish for the spot price. We also talk about the benefits and risks of bringing another uranium investment tool to the market and how utility companies may be watching closely at these developments.

In this installment of Going Nuclear, Justin and Trevor hash out a few of the news headlines regarding nuclear energy and uranium exploration from the past couple weeks, including some good news for nuclear energy in the USA and not so great of news out of Europe. The two then welcome in Andrew Weekly of Smith Weekly to talk about his investment and thoughts on the uranium sector. Andrew is an outspoken critic of the junior uranium equity sector despite being very bullish on the sector. He believes there are some great opportunities right now as the sector is beat up and bruised. Andrew also talks about why some of the global OEMs are noticing opportunities for nuclear energy and why there are starting to take a look at small module reactors.

Justin Huhn of Uranium Insider and Trevor Hall of Mining Stock Daily reconnect for another installment of "Going Nuclear with Justin Huhn and Trevor Hall". The past month gave the two lots to discuss, including intriguing conversations regarding nuclear energy at the World Economic Forum in Davos a few weeks back. The source of the conversation comes from the like of Hollywood, of all places, and well-known film director Oliver Stone. And as Justin departs, Trevor connects with Garrett Ainsworth, a well-respected and successful geologist with a background in uranium exploration. Trevor and Garrett tackle some technical, high-level discussions on uranium deposits, why they form and what makes the Athabasca Basic somewhat of a mystery, despite its endowment of uranium mineralization. And with first-hand knowledge of Swedish uranium mining law, Garrett also shares his updates on the country lifting its moratorium on uranium mining.

Justin Huhn of Uranium Insider and Trevor Hall of Mining Stock Daily are together for the first installment of this new podcast series. Today we launch "Going Nuclear" with a well-known executive in the uranium sector, John Ciampaglia of the Sprott Physical Uranium Trust. John and the Sprott team launched the trust in the fall of 2021 and took the Uranium sector by storm. It was incredible timing and placed a resurgence in utility of uranium, but also in its spot price and connected company equities. We talk with John about the fundamentals behind Sprott, how its traded after a full year on the market, and why the company considers itself adhering to incredible responsibility in the future of nuclear energy.

ClearComm is now launching the "Going Nuclear with Justin Huhn and Trevor Hall" podcast. Justin Huhn, the author of Uranium Insider, and Trevor Hall, host of Mining Stock Daily, discuss the publication of this new podcast and what angles of the uranium and nuclear energy industry they look to tackle for listeners in 2023.