Justin Huhn from Uranium Insider came on LEVRD for a Uranium and Nuclear market update. Plenty of implications with the Iran War, we chatted about what might be impacted the most and what might be left in the Uranium trade.
(0:00) INTRO
(1:32) Is Uranium now a consensus trade?
(4:30) Iran War impacting Uranium
(8:29) Hard Rock vs ISR in this market
(10:24) The Lotus saga
(14:03) Where is the bottleneck in the fuel cycle?
(16:48) Cameco priming for vertical integration
(21:50) Risks to Uranium market (other than a meltdown)
(24:09) American tailwinds for local projects
(25:40) Why punt Uranium complexities vs simpler gold punts
(28:00) Stock disappointments
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