In this episode of Going Nuclear, Trevor Hall and Justin Huhn sit down with Colin Healey, CEO of Premier American Uranium, for a wide-ranging discussion on the future of uranium exploration and production in the United States. Colin shares his perspective after more than 16 years as a leading uranium equity analyst, explaining why today&#x27;s supply-demand fundamentals, government policy, and growing nuclear demand create one of the strongest setups the sector has seen in decades. The conversation also explores Premier American Uranium&#x27;s portfolio in Wyoming and New Mexico, the challenges and opportunities of permitting new uranium projects, and why domestic production has become a strategic priority for the United States. Trevor, Justin, and Colin also discuss the role of utilities, evolving contracting dynamics, and why the uranium market may be entering a period where producers have greater influence over pricing than ever before.

Why America Needs More Uranium Mines: In-depth with Colin Healey

Going Nuclear with Justin Huhn and Trevor Hall

Welcome back to another episode of Going Nuclear, everybody with myself, Trevor Hall and the one and only Justin Huhn. Happy summer, Justin. Good to see you, man. Happy summer. Always good to see you. How are you doing? You know, I'm pretty good. I'm pretty good. I will tell you. So I know like we talk about kind of timeliness, seasonalities of markets once in a while.

And there's been this old adage of, you know, summer doldrums, doldrums sell in May, go away. I mean, in the general market, there's a lot of things happening to keep your head on a swivel. But in the uranium market here, Justin, I mean, I feel like nobody's experiencing summer doldrums quite like the uranium investor right now. It's pretty quiet. It's really quiet out there. And I guess technically the summer isn't even here for another three or four days, right?

But yeah, it's here early this year. Yeah, it's you know, it's it's not really it's an easy to explain phenomenon. It's basically the the primary drivers for movement in the physical market are the nuclear utilities. And a lot of the fuel buyers for the utilities just basically take the summer off. And it's not to say they take the entire summer off and they're not working.

But it's the the uranium market slows down in the summer almost every year. I would say three out of every four years since I've been following it, it slows down in the summer and the equities tend to follow suit. So people get bored and they sell. Oftentimes the spot price stagnates or maybe drops a little bit. It's actually holding pretty firm here for the last two, two and a half months, right around 85.

Why America Needs More Uranium Mines: In-depth with Colin Healey

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Why America Needs More Uranium Mines: In-depth with Colin Healey

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.