Going Nuclear: How Uranium is Powering Portfolios with Trevor Hall & Justin Huhn
About this episode
The episode discusses the potential of uranium and nuclear power as a long-term solution for clean energy, exploring market dynamics and future developments.
In this episode of The Derivative, host Jeff Malec talks with uranium analyst Justin Huhn and mining and commodities commentator Trevor Hall of the Going Nuclear podcast about why uranium and nuclear power may be the most compelling long-term solution for clean baseload energy. They dig into the current uranium bull market, how AI and data centers are driving a step-change in electricity demand, what makes the uranium supply–demand setup unique versus oil and gas, and why life extensions of existing reactors matter so much. The discussion also takes its course exploring the future of SMRs and advanced reactors, the realities of nuclear safety and waste, the role of geopolitics and utilities, and what could propel the next major move in uranium prices. SEND IT! Chapters: 00:00-01:06= Intro 01:07-09:33 = Why Nuclear Now? The Case for Clean Baseload Power, AI Demand, and the Uranium Supply Squeeze 09:34-18:37 = Uranium as a Commodity: Mining, Supply Risks, Financial Players, and Long-Cycle Price Dynamics 18:38-28:50 = Nuclear Safety, Waste Myths, and Why Fossil Fuels Funded Anti-Nuclear Fear 28:51-39:59 = SMRs, Advanced Reactor Designs, and the Costly Lesson of Vogtle 40:00-50:20 =…
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