PodcastSmallCaps Spotlight7:27

The nuclear comeback: uranium market overview with James Whelan

James Whelan

James Whelan

Host

October 16, 2026
Episode Overview

James Whelan opens Small Caps’ “Glow Up” uranium webinar with an overview of nuclear power demand, reactor construction, data-centre electricity requirements and the long lead times involved in bringing new uranium supply to market.

He introduces Alex Cheeseman of Greenvale Energy, Murray Hill of Elevate Uranium and Peter Moorhouse of Basin Energy, before outlining the demand scenarios and supply considerations that frame their presentations. This segment contains the webinar introduction and market overview; the company presentations are separate recordings.

Recorded on 16 October 2026. Company statements and proposed work programmes reflect the presentation at that time. General information only, not financial advice. Do your own research and seek independent professional advice.

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About the Host
James Whelan

James Whelan

Host & Market Analyst

Episode Info
Series
SmallCaps Spotlight
Episode
#1
Duration
7:27
Published
Oct 16, 2026· 10 days ago
Format
Audio
Transcript
Available