Going Nuclear With Justin Huhn And Trevor Hall podcast

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Healthy Spaces

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AI for the Planet: From Tech Labs to Real Life 37:58

9 dagen geleden37:58

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Fighting climate change means juggling a thousand moving parts, from how we power our cities to how insects sustain our ecosystems. Artificial intelligence is uniquely equipped to take on that scale of challenge, analyzing massive data sets, predicting problems before they happen, and unlocking solutions humans alone could never achieve. In this episode, hosts Dominique Silva and guest co-host Rebecca Handfield (BrainBox AI) speak with Jean-Simon Venne, co-founder of BrainBox AI and leader of the BrainBox business at Trane Technologies, and Dr. David Rolnick, Assistant Professor at McGill University and co-founder of Climate Change AI. They share how AI can slash building emissions, extend equipment life, and open up new frontiers in biodiversity research. We also take a behind-the-scenes look at Trane Technologies’ new AI Lab in Montreal, where the next generation of HVAC innovation is being designed and created. With a focus on practical applications over theory, the lab is harnessing AI as a powerful ally in the fight against climate change, while keeping ethics, responsibility, and trust at the center of every breakthrough. About Healthy Spaces Healthy Spaces is a podcast by Trane Technologies where experts and disruptors explore how climate technology and innovation are transforming the spaces where we live, work, learn and play. This season, hosts Dominique Silva and Scott Tew bring a fresh batch of uplifting stories, featuring inspiring people who are overcoming challenges to drive positive change across multiple industries. We’ll discover how technology and AI can drive business growth, and help the planet breathe a little bit easier. Listen and subscribe to Healthy Spaces on your favorite podcast platforms. Links: A New Era for Smart Buildings with AI Controls and AI Agents - Press Release AI in the Built Environment, Sustainable Markets – White Paper Trane Technologies AI Lab - Website Digital Solutions: Using AI and Autonomous Control to Listen to Your Building - Blog How AI Can Help Dramatically Reduce Energy Demand and Emissions - Blog Trane Technologies Website Healthy Spaces YouTube Brainbox AI Website Climate Change AI Website Dominique Silva Profile Rebecca Handfield Profile Jean-Simon Venne Profile David Rolnick Profile…

Going Nuclear with Justin Huhn and Trevor Hall

Thuis series•Feed

Uranium Insider's Justin Huhn and Mining Stock Daily's Trevor Hall provide the latest news and developments from the expanding nuclear power sector. Hear financial market updates, industry advancements, and uranium exploration news on every episode.

28 afleveringen

#Trading #Business #Nuclear

Going Nuclear with Justin Huhn and Trevor Hall

19 subscribers

updated 2 dagen geleden

Thuis series•Feed

28 afleveringen

#Trading #Business #Nuclear

All episodes

Going Nuclear with Justin Huhn and Trevor Hall

1
From Order Book to Construction: X-Energy Accelerates TX-1 and Project Delivery 1:07:35

2 dagen geleden1:07:35

1:07:35

Going Nuclear with Justin Huhn and Trevor Hall

1
Inside the Uranium Market Surge and Holtec's Historic Palisades Restart 55:48

13 dagen geleden55:48

55:48

In the first half of the show, Trevor and Justin dive into the latest developments in the uranium market. Fresh off a trip to the World Nuclear Association's 50th-anniversary conference in London, Justin shares his key takeaways from the event, which saw record attendance and overwhelmingly positive sentiment from producers, utilities, and banks alike. Both discuss how the market focus has shifted decisively back to uranium after years of concentrating on conversion and enrichment services. They break down the recent surge in the uranium spot price. For the second segment, Trevor and Justin are joined by a special guest, Pat O'Brien, Director of Government Affairs at Holtec. Pat gives an inside look at Holtec's groundbreaking project to restart the Palisades nuclear power plant in Michigan, which is poised to be the first US nuclear plant ever to be brought back online after a permanent shutdown. The restart project is on track to be completed "on time and under budget" thanks to a combination of private funding, $300 million in state grants, and a $1.52 billion loan from the Department of Energy.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Beyond the Spot: Understanding Uranium's Long-term Contracts 29:55

8 weeks geleden29:55

29:55

In this episode of "Going Nuclear," Justin and Trevor dive into the complexities of long-term contracting in the uranium market. They discuss the recent trends, including the strategic moves by utilities and the unique approaches of international players like Korea. With insights into the evolving pricing dynamics and the implications for future supply, this episode offers a comprehensive look at how long-term contracts are shaping the uranium industry's landscape.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Implications on the Uranium Spot Market following SPUT's $200M Bought Deal 26:24

16 weeks geleden26:24

26:24

Trevor Hall and Justin Huhn discuss the explore the recent developments in the spot uranium market, including significant financial movements by the Sprott Physical Uranium Trust, and the implications for uranium prices and equities. The conversation also touches on the expected utility demand and seasonal trends, as well as the increasing interest from tech companies in the nuclear sector, highlighting Nvidia's investment in small modular reactors.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Takeaways from Trump's Nuclear Energy Orders and an Interview with Rebecca Tuhus-Dubrow 56:04

18 weeks geleden56:04

56:04

In this episode, Trevor and Justin discuss the recent executive orders aimed at expanding nuclear energy in the U.S., including plans for new reactors and regulatory reforms. They analyze market reactions to these developments, investor sentiment, and the implications for uranium stocks. The episode also features an interview with Rebecca Tuhus-Dubrow, author of the new book titled "Atomic Dreams: The New Nuclear Evangelists and the Fight for the Future of Energy". Justin and Rebecca discuss the evolving landscape of nuclear energy, particularly focusing on the Diablo Canyon plant in California. They explore community perspectives, shifting sentiments within the environmental movement, and the case for nuclear energy beyond climate concerns. The conversation also touches on the future of energy demand, challenges facing Diablo Canyon, and the potential of advanced nuclear technologies.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Private Capital and Federal Policy - Steve Everley's Insights into Washington's Nuclear Ambitions 58:50

20 weeks geleden58:50

58:50

In this episode, Trevor Hall and Justin Hune discuss the recent fluctuations in the uranium market, highlighting the wild sentiment swings and significant policy reversals in nuclear energy across various countries. They delve into the ambitious goals set by the U.S. to quadruple nuclear capacity by 2050, the challenges of financing nuclear projects, and the dynamics of the spot price in the uranium market. The conversation sets the stage for an insightful discussion with guest expert Steve Everly from FTI Consulting, focusing on energy policies and the future of nuclear energy. Steve discusses his extensive background in energy policy, particularly focusing on nuclear energy. He highlights the unique gaps that nuclear can fill in the energy landscape, especially in light of the growing need for reliable, low-carbon energy sources. The discussion covers the current investment landscape for nuclear energy, the role of private capital, and the importance of federal incentives. Everley also addresses the challenges in the supply chain for nuclear fuel and the increasing interest from tech companies in investing in nuclear energy solutions.…

Going Nuclear with Justin Huhn and Trevor Hall

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How Geopolitical Uncertainties are Influencing the Uranium Market and Nuclear Projects 29:40

25 weeks geleden29:40

29:40

Trevor Hall and Justin Huhn share insights into a rather bleak uranium and nuclear energy market, exploring the geopolitical influences, tariff impacts, and the dynamics of American nuclear projects. They analyze the volatility in the market, the reliance on foreign uranium, and the implications for future pricing and equity trends. The conversation emphasizes the importance of understanding market signals and the potential for price movements in the coming year.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Matthew Wald on the Balance of Private Investment and Public Policy Support Needed for Nuclear Energy 59:37

33 weeks geleden59:37

59:37

In the first segment of this Going Nuclear podcast, Trevor and Justin discuss insights from the Nuclear Financing Summit, highlighting the growing interest in nuclear energy from tech companies and the implications of political changes in the U.S. They explore the challenges and opportunities in the nuclear sector, particularly in relation to energy demand and the race for artificial intelligence. The conversation also touches on the historical context of nuclear disarmament and its potential impact on the uranium market. In the second segment, the hosts provide an enlightening conversation. Matt Wald discusses his extensive background in nuclear energy journalism, the evolution of nuclear technology, and the current landscape of small modular reactors (SMRs). He emphasizes the importance of integrating nuclear energy into the broader energy system, addressing challenges such as regulatory hurdles and the need for a skilled workforce. The discussion also touches on the political dynamics affecting nuclear energy in the U.S., the rapid nuclear developments in China and India, and the critical need for reliable energy sources to meet growing electricity demands. Wald advocates for a balanced approach to energy production, highlighting the role of nuclear energy in achieving a low-carbon future.…

Going Nuclear with Justin Huhn and Trevor Hall

1
DeepSeek Routes Nuclear Equities with the Market Void of Mid-Tier Uranium Producers 55:58

35 weeks geleden55:58

55:58

Trevor Hall and Justin Huhn discuss the fallout of the nuclear energy market, particularly in light of recent events in the tech sector and their implications for uranium stocks. They explore the impact of AI on energy demand, the resilience of nuclear energy amidst market volatility, and legislative efforts to promote nuclear energy in various regions. The discussion emphasizes the long-term growth potential of nuclear energy and the importance of existing infrastructure in meeting future energy needs. Bram Vanderelst of Curzom Uranium then joins Trevor and Justin for his second time on the podcast to discuss the current state of the uranium market, focusing on recent trends, investor sentiment, and the role of utilities. He highlights the challenges faced by junior producers and the dynamics of inventory management. The discussion also touches on the future of uranium supply and demand, particularly in the context of European production and regulatory hurdles. Bram emphasizes the importance of understanding market sentiment and the potential for significant price movements as utilities reassess their procurement strategies.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Why Market Reform is Essential for the Deployment of New Technologies in Nuclear Energy 58:40

38 weeks geleden58:40

58:40

Brett Rampal discusses his journey into nuclear engineering, the evolution of nuclear energy politics over the past two decades, and his current role at Veriten. He highlights the challenges and opportunities in the nuclear energy sector, particularly regarding investment and public perception. The discussion also touches on the changing political landscape surrounding nuclear energy and the importance of addressing public sentiment and regulatory environments to foster growth in the industry. The conversation delves into the evolving landscape of nuclear energy, emphasizing the importance of community ownership, bipartisan support, and regulatory momentum. The discussion highlights the challenges and opportunities in deploying advanced reactor designs and the potential for new nuclear plants in response to growing energy demand. Brett relfects on the historical context of nuclear energy policy and the need for strategic investments to ensure a sustainable energy future.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Understanding Utility Procurement Dynamics in Nuclear Energy with Joe Kelly 57:21

45 weeks geleden57:21

57:21

In this episode of Going Nuclear, Trevor Hall and Justin Huhn discuss the latest developments in the nuclear energy and uranium sectors, focusing on Russian restrictions on enriched uranium and the complexities these restrictions introduce to the supply chain. They analyze the current state of uranium equities, market trends, and the potential for future price movements. In the second segment of the episode, Joe Kelly discuss the physical nuclear energy market, focusing on uranium supply and demand dynamics, utility procurement strategies, and potential catalysts for market movement. Joe shares insights from his extensive experience in the uranium market, highlighting the importance of real-time price discovery and the evolving landscape of nuclear energy. The discussion also touches on the impact of policy changes and the future outlook for nuclear energy, emphasizing the positive sentiment surrounding the industry.…

Going Nuclear with Justin Huhn and Trevor Hall

1
The Uranium Market’s Quick Sentiment Reversal with Important News from the US Tech Sector 42:58

1 year geleden42:58

42:58

Justin Huh connect with Cory Fleck for an important discussion on the developments out of the US nuclear energy space. Microsoft has signed a power purchase agreement with Constellation which will also revive the Three Mile Island power plant in Pennsylvania. Justin and Cory talk about the growing demand for electricity and why this is an important decision to supply this demand.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Uranium's Boring Summer a Perfect Setup for Contrarian Investors; Market Analysis with Fabi Lara 1:07:28

1 year geleden1:07:28

1:07:28

Trevor and Justin discuss the recent updates in the uranium market and nuclear energy sector. They highlight the quiet summer in the uranium market and the underperformance of equities. They also discuss the impact of the yen carry trade unwind and the overreaction to production increase in Kazakhstan. They mention the low trading volume in the spot and term markets and the upcoming events that could create pressure in the market. They emphasize the importance of seasonality and the expected increase in demand from utilities in the coming months. The two hosts then welcome in Fabi Lara, a well recognized contrarian investor and mastermind of uranium equities. The conversation between Trevor, Fabi, and Justin revolves around the current state of the mining sector, particularly uranium stocks. They discuss the challenges of investing in a boring market, the contrarian mentality required for success, and the importance of understanding supply and demand fundamentals. They also touch on the oversaturation of exploration companies and the potential for a future bull market in the mining sector. Overall, the conversation provides insights into the mindset and strategies of successful mining investors. The conversation revolves around the long-term outlook for the uranium market and the factors that could impact its growth. The speakers discuss the potential for a sustained uptick in uranium prices, driven by a lack of supply and increasing demand. They also explore the influence of general commodities resurgence on the spot price of uranium and uranium equities. The conversation concludes with a discussion on the current market risks and the importance of trading against psychology.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Do Tech Companies Hold the Key to the Next Generation of Nuclear Power? 29:29

1 year geleden29:29

29:29

The conversation explores the confluence between the utility and technology sectors in the context of nuclear energy and the growing demand for electricity. Justin and Trevor highlight the increasing electricity demand driven by the growth of data centers and AI technology. Tech companies, such as Microsoft, are making moves to generate their own power and resources, including building data centers powered by nuclear energy. The conversation also touches on the role of regulation and policy in supporting the growth of nuclear energy and addressing the challenges of meeting energy demand. The potential migration of data centers to regions with abundant resources, such as the Western US, is also discussed. The conversation concludes with a discussion on the labeling and nuances of renewable energy and the need for a deeper understanding of the environmental and societal impacts of different energy sources.…

Going Nuclear with Justin Huhn and Trevor Hall

1
Biden Bans Russian Uranium and a Potential Genius Move from NexGen 31:12

1 year geleden31:12

31:12

In this episode of Going Nuclear, Trevor and Justin discuss the implications of the US ban on uranium imports from Russia. They explore the challenges this ban poses for utilities and the potential impact on the price of uranium. They also delve into the recent performance of uranium equities and the technical breakouts in the market. The conversation then shifts to NextGen Energy's controversial decision to take on debt to buy pounds of uranium on the market. Justin provides insights into the company's strategy and the potential benefits of holding physical inventory. Overall, the episode highlights the evolving dynamics in the uranium market and the opportunities and challenges for investors.…

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