Everything Is Bullish… So Why Isn’t Uranium Moving?

About this episode

The episode discusses the disconnect between bullish uranium fundamentals and stagnant market prices.

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 conversation dives into a wave of global reactor restarts, shifting energy policy toward sovereignty, and why the nuclear narrative has moved beyond decarbonization toward grid stability and security. Justin also outlines how U.S. regulatory reform and fuel cycle constraints could reshape the long-term uranium market, even as prices remain rangebound today. It’s a timely look at why the “de-risking” of nuclear may not be priced in—yet.

People in this episode

Hosts: Trevor Hall, Justin Huhn

Topics covered

• uranium market
• nuclear energy
• energy policy
• grid stability
• regulatory reform
• decarbonization

Keywords

• uranium
• nuclear
• energy policy
• market analysis
• reactor restarts
• grid security
• regulatory reform

Mentioned in this episode

Organizations: U.S. regulatory, nuclear, uranium, global reactor, energy policy

More episodes of Going Nuclear with Justin Huhn and Trevor Hall

• The Race to Solve Nuclear Waste Storage | Rod Baltzer · May 22, 2026 · 35 min
• Nuclear in a Box: Sam Gibson on Hadron Energy's Factory-Fabricated Microreactors · April 6, 2026 · 52 min
• Andrew Weekly on Camouflaged Risk: Why Government Funding Can’t Solve the Uranium Expertise Deficit · March 12, 2026 · 1h 5m
• Blue Energy's Jake Jurewicz on De-Risking New Nuclear Power · February 17, 2026 · 1h 0m
• The 'Breakneck' Push to Onshore US Nuclear Security · January 16, 2026 · 53 min
• Uranium Market Musings: Spot Remains Strong while Equities Correct · November 6, 2025 · 22 min