Wednesday, October 8, 2025

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Uranium Squeeze: Devastating for Consumers, Windfall for Producers

Uranium is our hot topic in this episode of the Daily Dive featuring Joe Kelly, CEO of Uranium Markets. With his expertise as a uranium broker and 30 years experience in the financial industry, Joe sits down to dive deep on what’s happening in the uranium market, including the 2015 Iran nuclear deal (0:51) and the countries looking for nuclear power (1:50). He also shares his thoughts on Cameco’s Blind River refinery situation (3:25), Kazakhstan’s capability of a nuclear power program (4:45), and the idea of a potential uranium market squeeze (5:55).

Uranium Markets has a full-service nuclear fuels brokerage desk assisting its customers to optimize their positions in the uranium market. The firm takes pride in combining its strong financial brokerage experience and a deep understanding of the uranium marketplace.


The author has no securities or affiliations related to any organization mentioned. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.

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