Recorded on March 27 2026
Ticker: NUCL on Nasdaq
Steve Yang sits down with Mark Mukhija, CEO of Eagle Nuclear Energy Corp, to break down why Eagle Nuclear believes it has one of the most important domestic uranium stories in the market right now. Trading on Nasdaq under NUCL, the company is advancing the Aurora Project on the Oregon Nevada border while positioning around a major U.S. uranium supply gap and a broader push for domestic energy security. In this interview, Mark explains Eagle’s claim to the largest conventional measured and indicated uranium deposit in the United States, the Nevada-side processing plan, the jurisdictional strategy across Oregon and Nevada, and why the McDermitt caldera matters. He also walks through infrastructure, water, permitting, nearby mining activity, the company’s roughly 31 million dollar cash position, share structure, and how management is thinking about execution before any future financing. The conversation also covers Eagle’s SMR technology angle, why management sees it as upside optionality, and why the uranium asset remains the core focus for NUCL today. Near the end, Mark outlines the summer work program, the pre-feasibility path, and the catalysts investors should be watching next as Eagle Nuclear works to de-risk and advance Aurora. Like, subscribe, and ring the bell. #Millettian
Key topics
Eagle Nuclear Energy Corp
NUCL
Nasdaq
Aurora Project
U.S. uranium supply gap
Domestic uranium
Oregon and Nevada strategy
Nevada processing plan
McDermitt caldera
Power, water, and permitting
SMR technology
Summer work program
Pre-feasibility path
Guest or company links
Host Steve Yang Natural Resource Stocks
Website https://www.NaturalResourceStocks.net
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LinkedIn https://www.linkedin.com/in/thesteveyang/
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Chapters
00:00 Intro and ticker
00:48 Eagle Nuclear overview
01:43 Aurora Project and resource size
02:48 U.S. uranium supply gap
03:25 Oregon and Nevada strategy
05:00 Infrastructure, water, and permits
05:46 Advanced exploration and pre-feasibility path
07:24 Map, airport, and McDermitt caldera
08:12 Cash position and SMR optionality
10:09 Share structure and ownership
12:25 Market cap and investor case
13:16 Mark Mukhija background and team
15:24 Why investors may care
16:19 July work program and next catalysts
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