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Showing episodes and shows of
Justin Huhn
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In it to Win it
Justin Huhn Drops BOMBSHELL on Uranium Supply Crisis!
Today, Steve Barton sits down with uranium expert Justin Huhn of Uranium Insider for one of the most incisive briefings on the global uranium market to date. In a razor-sharp dissection of nuclear energy’s future, Justin exposes the mounting disconnect between supply realities and investor expectations—and the complacency that threatens long-term energy security in the West. Justin warns that utilities are running out of time. With only a fraction of annual demand secured in long-term contracts, and the spot market increasingly dominated by carry trades and short-term opportunism, the illusion of supply is about to be s...
2025-05-22
1h 08
In it to Win it
Justin Huhn Drops BOMBSHELL on Uranium Supply Crisis!
Today, Steve Barton sits down with uranium expert Justin Huhn of Uranium Insider for one of the most incisive briefings on the global uranium market to date. In a razor-sharp dissection of nuclear energy’s future, Justin exposes the mounting disconnect between supply realities and investor expectations—and the complacency that threatens long-term energy security in the West. Justin warns that utilities are running out of time. With only a fraction of annual demand secured in long-term contracts, and the spot market increasingly dominated by carry trades and short-term opportunism, the illusion of supply is about to be s...
2025-05-22
1h 08
In it to Win it
🚨 Uranium Market ALERT: Justin Huhn’s Shocking Predictions!
🎙 Welcome to 'In It to Win It' with Steve Barton! Steve sits down with uranium expert Justin Huhn of Uranium Insider https://members.uraniuminsider.com/a/41334/hfFkvWuq, for a deep dive into the uranium market, exploring supply deficits, geopolitical risks, and investment strategies. With uranium prices at a crossroads and nuclear energy demand soaring, this is a must-watch for investors looking to capitalize on the next big move. 🔥 Key Topics Covered:✅ The Persistent Market Deficit – Why uranium supply remains constrained and when balance could be restored. ✅ Uranium Prices & Investing – How price movements impact mining projects and investment...
2025-02-26
1h 21
In it to Win it
🚨 Uranium Market ALERT: Justin Huhn’s Shocking Predictions!
🎙 Welcome to 'In It to Win It' with Steve Barton! Steve sits down with uranium expert Justin Huhn of Uranium Insider https://members.uraniuminsider.com/a/41334/hfFkvWuq, for a deep dive into the uranium market, exploring supply deficits, geopolitical risks, and investment strategies. With uranium prices at a crossroads and nuclear energy demand soaring, this is a must-watch for investors looking to capitalize on the next big move. 🔥 Key Topics Covered:✅ The Persistent Market Deficit – Why uranium supply remains constrained and when balance could be restored. ✅ Uranium Prices & Investing – How price movements impact mining projects and investment...
2025-02-26
1h 21
In it to Win it
Investing in Uranium: Strategies to Maximize Gains in 2025 with Justin Huhn!
Welcome to 'In It to Win It' with Steve Barton! In this must-watch episode, join Steve Barton as he sits down with uranium market expert Justin Huhn from Uranium Insider to discuss the current state and future of the uranium market. From supply-demand imbalances to the impact of geopolitical events and technological advancements, this episode dives deep into what’s shaping the nuclear fuel cycle today. Justin shares his in-depth analysis on how geopolitical events, including the Trump administration's policies, are likely to influence uranium prices. Learn how utility companies are adapting to supply chain disruptions, the si...
2024-12-11
1h 06
In it to Win it
Investing in Uranium: Strategies to Maximize Gains in 2025 with Justin Huhn!
Welcome to 'In It to Win It' with Steve Barton! In this must-watch episode, join Steve Barton as he sits down with uranium market expert Justin Huhn from Uranium Insider to discuss the current state and future of the uranium market. From supply-demand imbalances to the impact of geopolitical events and technological advancements, this episode dives deep into what’s shaping the nuclear fuel cycle today. Justin shares his in-depth analysis on how geopolitical events, including the Trump administration's policies, are likely to influence uranium prices. Learn how utility companies are adapting to supply chain disruptions, the si...
2024-12-11
1h 06
Uranium Market Minute Podcast
Episode 209: Big Tech & Nuclear – A LOVE Story
Justin discusses some of the recent headlines around the big tech companies embracing nuclear energy to support the growth of data centers. To register for the webinar, click here: https://bit.ly/409807t
2024-10-21
31 min
Insight is Capital™ Podcast
Justin Huhn: The Generational Bull Case for Uranium
Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie and Mike Philbrick on the show to discuss the unfolding generational bull case for uranium and the entire uranium and nuclear power generation sector. We explore the cyclical nature of the uranium market, current supply and demand dynamics, and the impact of geopolitical tensions. Justin provides valuable insights on the increasing interest in nuclear energy as a clean power source, driven by rising global electricity demand and technological advancements. He sheds light on the potential for significant market developments by 2029-2030, the importance of long-term contracts, and...
2024-08-13
1h 16
Uranium Market Minute Podcast
Episode 208: Uranium is now a DEMAND Story
To download "The Case for Uranium" click here: https://www.uraniuminsider.com/case-for-uranium This video is intended for entertainment and educational purposes ONLY. Always do your own due diligence before making any financial decisions. Justin Huhn is the Founder and Publisher of the Uranium Insider Newsletter...the only investing newsletter that focuses solely on #uranium and publishes on a regular monthly basis.
2024-04-22
31 min
Uranium Market Minute Podcast
Episode 207: Is Kazatomprom About to Open up the Taps??
Justin discusses the recent 4Q Trading and Market Update from Kaztomprom, the world's largest producer of uranium.
2024-02-05
28 min
Money of Mine
Justin Huhn on the Uranium Supply Crunch, ETF Impact & China's Influence on the Market
We interviewed Justin Huhn, founder of the Uranium Insider newsletter, to get up to speed on all things yellowcake. The conversation ran through what’s the latest from the big players (Kazatomprom & Cameco), how are the Canadian projects shaping up, why the uranium ETF’s have changed the game, the huge role the China plays in the nuclear industry, Justin’s thoughts on the African hopefuls, spot + contract pricing dynamic’s and a whole lot more.Enjoy Money Miners!All Money of Mine episodes are for informational purposes only and may contain forward-looking statement...
2024-02-02
1h 22
Macro Voices
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium and Uranium mining shares. ⚫ Follow Justin Huhn on X: https://twitter.com/uraniuminsider ⚫ Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com 🌟The Gold Standard of Profits🌟 𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩 Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘 webinar Monday January 15th, 2024 at 1:00pm ET Register here for 𝗙𝗥𝗘𝗘: https://www.bigpicturetrading.com/gold 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
2024-01-11
1h 30
Uranium Market Minute Podcast
Episode 206: Uranium Supply is Broken
To watch the free replay of our November Uranium Insider Members-Only Webinar, click HERE: https://t.co/2xtYbSdTtO In this episode, Justin discusses the current and forecasted supply shortfall for uranium, and the implications of a possible ban of Russian uranium imports to the United States.
2023-12-16
33 min
Uranium Market Minute Podcast
Episode 204: Inflection Point
Justin discusses the unique inflection point currently happening for both the physical uranium market and for uranium equities. To register for our free Uranium Masterclass, click here: https://bit.ly/44A9kzH
2023-09-09
29 min
Uranium Market Minute Podcast
Episode 203 – Ontari OH Yes
Justin discusses recent developments and the incredible success story that is nuclear power in Ontario, Canada. To register for the free "The Nuclear Renaissance is HERE" webinar mentioned in this episode, click this link: https://event.webinarjam.com/register/15/5y8zqhv
2023-07-21
34 min
Uranium Market Minute Podcast
Episode 202: Thinly Sliced YellowCake
Justin discusses the incredibly thin physical uranium market, Kazakhstan/Russia complications, China's continued nuclear growth, and the uranium equities market.
2023-06-25
34 min
Commodity Culture
Major Factors Working in Favor of Uranium and Nuclear Energy Right Now: Justin Huhn
Justin Huhn of Uranium Insider returns to lay out his thesis for uranium in 2023 and provide key updates on a variety of stories in the sector. Justin discusses a new physical uranium fund out of Kazakhstan, Germany's backwards energy policies, the main tailwinds driving uranium, and much more.Uranium Insider: https://www.uraniuminsider.comJustin Huhn on Twitter: https://twitter.com/uraniuminsiderFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
2023-01-25
40 min
Uranium Market Minute Podcast
Episode 199: The LAST Necessary Pound Sets the Price
Justin highlights a number of fundamental developments for the uranium sector, including the principle that it is NOT the cheapest producer that sets the market price, but the marginal producer. To read Mikko Leivo's post that is discussed in this episode, visit: https://kontraaja.com/2022/12/04/uraanifundamentit-vahvemmat-kuin-koskaan/
2022-12-04
27 min
Uranium Market Minute Podcast
Episode 198: COP-27 – Finally, Nuclear Has a Seat at the Table
Justin discusses the current market moves for uranium, and the long-term outlook for nuclear.
2022-11-13
17 min
Uranium Market Minute Podcast
Episode 197: IEA Proposes a DOUBLING of Nuclear
Justin discusses the increasingly positive adoption of Nuclear, globally. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV To join Uranium Insider Pro: https://www.uraniuminsider.com/newsletter This podcast is intended for entertainment and educational purposes ONLY.
2022-10-29
28 min
Uranium Market Minute Podcast
Episode 196: Consultants Raise WARNING Flag
Justin discusses the 'sea change' in language from the primary nuclear consultants, and the shift for utilities' focus. www.uraniuminsider.com/newsletter
2022-10-21
28 min
Uranium Market Minute Podcast
Episode 195: Cameco Plants Its Flag; SPUT Leads the Pack
Justin discusses Cameco's 'watershed' acquisition. www.uraniuminsider.com/newsletter
2022-10-13
18 min
Uranium Market Minute Podcast
Episode 191: Adjust Those Models – More Life Extensions?
Justin discusses EDF's consideration of life extensions for two nuclear plants set to shut down in 2024. To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsider.com/offers/mfha3eLU/checkout Doomberg on Palisades Gold Radio: https://www.youtube.com/watch?v=5GnkEEQOqV0
2022-09-28
13 min
Uranium Market Minute Podcast
Episode 190: Cameco "Bulking Up"
Justin discusses Cameco's recent $1.5Billion shelf prospectus and the possible implications. To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsider.com/offers/mfha3eLU/checkout
2022-09-28
21 min
Uranium Market Minute Podcast
Episode 189: Microsoft Looking Globally at SMR Potential
Justin discusses new developments in the world of SMRs.
2022-09-27
20 min
Uranium Market Minute Podcast
Episode 188: The Bifurcated Uranium Market is Likely to Remain
Justin discusses the tricky situation Kazakhstan finds itself in and the implications for this bifurcated uranium market.
2022-09-24
17 min
Uranium Market Minute Podcast
Episode 187: Mom and Pop Have Given Up
Justin discusses the despondent sentiment in markets, and the importance of understanding the fuel cycle dynamics in order to NOT get shaken out of volatile markets. Register for Bloor Street Capital's 'Uranium Conference 5.0': https://bit.ly/36JyRh0 Check out Kuppy's Event Driven Monitor: https://kedm.com/ To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-09-23
19 min
Uranium Market Minute Podcast
Episode 186: "We Live in the Fuel Cycle." – Mike Alkin
Justin pays homage to Mike Alkin and discusses the importance of understanding the uranium fuel cycle. https://www.macrovoices.com/ To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-09-22
16 min
Uranium Market Minute Podcast
Episode 185: How the Spot and Term Markets are Connected
Justin discusses the spot price smash and how the spot and term uranium markets are connected. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-09-21
12 min
Uranium Market Minute Podcast
Episode 184: Pullback Before a Strong Seasonal Run?
Justin discusses further uranium market bifurcation, China's aggressive buildouts, and uranium stock seasonality. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-09-17
26 min
Uranium Market Minute Podcast
Episode 183: The Spot Market Doesn't Matter...But it Really Does
Justin discusses the nuances of the uranium spot market and how it is relevant for investors. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-09-16
17 min
Uranium Market Minute Podcast
Episode 182: Xi Jinping Backs Kazakhstan Sovereignty
Justin discusses Xi Jinping's visit to Kazakhstan and his statement of support for the country. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-09-15
06 min
Commodity Culture
Uranium Setup Continues to Get Better Every Day: Justin Huhn
Justin Huhn of Uranium Insider joins the show to provide an update on the uranium sector and explain why he sees the fundamentals today as more bullish than ever. Justin breaks down how the Russia-Ukraine conflict has pushed the setup for uranium into a position of even greater strength and provides insight into the long-term contracting cycle that he says is really starting to take off.Uranium Insider: https://uraniuminsider.comJustin Huhn on Twitter: https://twitter.com/uraniuminsiderFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https...
2022-09-14
41 min
Uranium Market Minute Podcast
Episode 181: U.S. DOE Sets Stage for SMRs to Replace Former Coal Plants
Justin discusses multiple bullish pieces of macro nuclear news. https://www.energy.gov/ne/articles/doe-report-finds-hundreds-retiring-coal-plant-sites-could-convert-nuclear https://segracapital.com/commentary/the-advanced-nuclear-fuel-cycle-we-can-work-it-out/
2022-09-14
17 min
Uranium Market Minute Podcast
Episode 180: Govt. Policy Changes De-Risking the Uranium Investment
Justin discusses further positive news on the policy front for nuclear in the United States. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-09-13
15 min
Uranium Market Minute Podcast
Episode 179: U3O8 Price Discovery INCOMING
Justin discusses the changes in the nuclear fuel procurement for western utilities. https://twitter.com/uraniuminsider/status/1567654673208975360?s=20&t=D_vzeb-EAyfc1BaCv5KCEQ To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsider.com/offers/mfha3eLU/checkout
2022-09-09
11 min
Uranium Market Minute Podcast
Episode 178: China in "Fleet Mode," Urenco Expanding
Justin discusses China's potential to build TEN reactors, annually. Additionally, he speaks on the news of Urenco re-opening its centrifuge manufacturing facility and what that means for the fuel cycle. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-09-08
13 min
Uranium Market Minute Podcast
Episode 177: California Votes to Save Diablo Canyon
Justin discusses the recent news of California voting to save the Diablo Canyon Nuclear Power Plant. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-09-07
15 min
Uranium Market Minute Podcast
Episode 177: Money Needs a Place to GO
Justin discusses what he believes is the early stages of a money rotation into value, commodities, and uranium. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-09-01
19 min
Uranium Market Minute Podcast
Episode 175: Is a Nuclear Renaissance Afoot?
Justin discusses the very strong price action today for uranium equities with the backdrop of a weak S&P, and the prominent figures supporting nuclear energy. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-31
13 min
Uranium Market Minute Podcast
Episode 174: Uranium's Recognition Day Follow Through
Justin discusses the very strong relative moves the uranium market made today on the heels of a breakout week last week. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-30
14 min
Uranium Market Minute Podcast
Episode 173: Uranium's Relative Strength...a Tell?
Justin discusses the heavy selling across markets, and the potential implications for a relatively strong uranium sector. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-26
09 min
Uranium Market Minute Podcast
Episode 172: The Next Move for Spot Could be VIOLENT
Justin discusses the reverse carry trade and how it is unlikely to provide as much of a 'buffer' during the next period of significant financial flows into the Sprott Physical Uranium Trust. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-26
14 min
Uranium Market Minute Podcast
Episode 171: Recognition Day on BIG Japan News
Justin discusses the breakout moves across the uranium sector today and the positive news out of Japan. Cantor Fitzgerald Uranium Report: http://www.cantorcanada.com/sites/default/files/20220824Uranium_0.pdf To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsider.com/offers/mfha3eLU/checkout
2022-08-25
18 min
Uranium Market Minute Podcast
Episode 170: Uranium Season INCOMING?
Justin discusses the factors that could lead to a strong end-of-year for uranium. To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsider.com/offers/mfha3eLU/checkout To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-23
14 min
Uranium Market Minute Podcast
Episode 169: KAP Updates & 2024 Guidance
Justin discusses this morning's Operational Update from Kazatomprom. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-20
11 min
Uranium Market Minute Podcast
Episode 168: Summertime Blues, Autumn GREEN
Justin discusses the summer doldrums, rising tensions in Kazakhstan, and the volatility of resource bull markets. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-18
18 min
Uranium Market Minute Podcast
Episode 167: But...What About CHERNOBYL?!
Justin discussed in-brief the misconceptions around Chernobyl and how it is in-fact a testament to the relative safety of nuclear energy. @MadiHilly's fantastic thread on Chernobyl: https://twitter.com/MadiHilly/status/1557399822600216577?s=20&t=rKtMVFTnLUjQ64m0fQM-pQ Free Documentary – How Animals Reclaimed Chernobyl: https://youtu.be/XaUNhqnpiOE To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-10
09 min
Uranium Market Minute Podcast
Episode 166: Uranium M&A HEATING UP
Justin discusses the exciting developments in the M&A space for uranium mining companies. NOT bearish. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-10
14 min
Uranium Market Minute Podcast
Episode 165: Summer Doldrums, Autumn Starting Gun
Justin discusses the low volume markets and what he believes is coming for the uranium market in the Autumn. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-04
11 min
Uranium Market Minute Podcast
Episode 164: Scholz to Support German Nukes?
Justin discusses the news today that German Chancellor Olaf Scholz is in support of keeping Germany's last three nuclear plants in operation. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-04
09 min
Uranium Market Minute Podcast
Episode 163: Nuclear on the Table Down Under?
Justin discusses a proposal by the Opposition leader in Australia to re-examine nuclear. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-03
19 min
Uranium Market Minute Podcast
Episode 162: Kazatomprom Q2 Operational Update
Justin discusses some noteworthy elements of Kazatomprom's Q2 Operational Update. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-01
15 min
Uranium Market Minute Podcast
Episode 161: SMR Demand Potential NOT Baked In
Justin discusses the excellent write-up from Segra Capital on SMRs and future demand. https://segracapital.com/commentary/the-advanced-nuclear-fuel-cycle-we-can-work-it-out/
2022-07-29
19 min
Uranium Market Minute Podcast
Episode 160: Nuclear Gaining Federal Support?
Justin discusses in-brief the Senate bills on the table that include support for domestic nuclear.
2022-07-29
09 min
Uranium Market Minute Podcast
Episode 159: Cameco Q2 Conference Call – Bull Confirmed
Justin discusses the very bullish elements of today's Q2 Conference Call with Cameco. Kuppy's brilliant thread: https://twitter.com/hkuppy/status/1552295308423442432?s=20&t=lH7sJNsJg5AVAbEvu2FjnQ To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-07-27
16 min
Uranium Market Minute Podcast
Episode 158: The World is Waking Up to Nuclear Energy
Justin discusses the "big day" coming tomorrow with the July Fed meeting and Cameco's Q2 Conference Call, as well as multiple international developments in terms of adoption or re-embracing of nuclear. Cameco's Q2 Conference Call: https://www.cameco.com/invest/events-presentations/2022-q2-conference-call-and-webcast To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-07-26
15 min
Uranium Market Minute Podcast
Episode 157: A Big Week for the Uranium Market
Justin discusses the potentially market-moving events of this week. Cameco's Q2 Conference Call: https://www.cameco.com/invest/events-presentations/2022-q2-conference-call-and-webcast
2022-07-26
14 min
Uranium Market Minute Podcast
Episode 156: Conversion is Pointing the Way
Justin discusses the incredible fundamental base the uranium thesis is building, and the big move in conversion pricing and its implications for U3O8. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-07-21
16 min
Uranium Market Minute Podcast
Episode 155: CAPEX & Production Costs Will Support MUCH Higher Prices
Justin discusses the updated expected CAPEX to restart Langer Heinrich and the market's expectations for future production. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-07-20
28 min
Uranium Market Minute Podcast
Episode 154: Japan Takes New Steps Towards Restarts
Justin discusses Japan's new steps towards restarting their idled nuclear reactor fleet. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-07-19
20 min
Uranium Market Minute Podcast
Episode 153: NEI Conference & Enrichment's Future
Justin discusses next week's NEI Conference in D.C., and the implications of a bifurcating market. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-07-15
16 min
Uranium Market Minute Podcast
Episode 152: Canadian Shipper Gets a 1-yr "PASS"
Justin discusses the waiver given to a Canadian shipper of Russian EUP to the U.S. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-07-14
23 min
Uranium Market Minute Podcast
Episode 151: Nuclear Officially GREEN
Justin discusses the official inclusion of nuclear energy into the EU Green Taxonomy, and the immediate effects already taking place. To receive a sample Newsletter, click here: https://bit.ly/3mUPRWV
2022-07-12
10 min
Uranium Market Minute Podcast
Episode 150: Uranium–Enrichment Dynamic is Reversing
In this 150th Episode, Justin discusses the uranium–enrichment dynamic that is at a very important inflection point. The article that Justin discusses in this episode: https://atompeace.org/enrichment-supply-effects-on-uranium-prices/
2022-07-12
40 min
Uranium Market Minute Podcast
Episode 149: Kazakhstan Plants Their Flag
Justin discusses the recent political turmoil in Kazakhstan and the folly of the German Green party.
2022-07-12
17 min
Uranium Market Minute Podcast
Episode 148: China Showing Up
Justin discusses China's impressive nuclear buildout schedule. Bloor St. Capital Interview with Paul Ma of CGN Mining: https://youtu.be/mZHRSjd5LsQ
2022-07-08
15 min
Uranium Market Minute Podcast
Episode 147: Nuclear is GREEN in the EU Taxonomy
Justin discusses the current uranium market and the news of the inclusion of nuclear into the EU Green Taxonomy.
2022-07-07
33 min
Uranium Market Minute Podcast
Episode 146: The IEA Says: Nuclear is ESSENTIAL
Justin discusses some big news items for nuclear and uranium. To get email alerts from World Nuclear News: http://members.world-nuclear.org/iMIS20/WNA/Newsletter_Subscription/Select_Subscription_Options.aspx To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-07-01
15 min
Uranium Market Minute Podcast
Episode 145: Small Modular Reactor REVOLUTION
Justin discusses the rapid increase in attention Small Modular Reactors (SMRs) are getting in multiple countries, globally, and the implications on the demand picture for uranium.
2022-06-30
23 min
Uranium Market Minute Podcast
Episode 144: East/West Bifurcation While Japan Accelerates Restarts
Justin discusses the increasing bifurcation of the uranium market with the G7 announcing their intentions to decrease reliance on Russia. Meanwhile, Japan PM Kishida reiterates a commitment to accelerate nuclear restarts amidst an energy crisis and heat wave.
2022-06-29
19 min
Uranium Market Minute Podcast
Episode 143: The Entire Fuel Cycle Continues to Move UP
Justin discusses the recently-posted month-end pricing for all elements of the nuclear fuel cycle...and they ALL are UP.
2022-06-28
10 min
Uranium Market Minute Podcast
Episode 142: A Market Ripe for Supply Disruption
Justin discusses the news this morning of a Canadian freighter refusing to load Russia EUP for delivery to the U.S.
2022-06-24
21 min
Uranium Market Minute Podcast
Episode 141: Footnotes First – Fire-Breathing Chat
Justin discusses the fuel cycle, sector breakdown, and the Red Cloud Summer Uranium Conference Fireside Chat featuring Mike Alkin, Marcelo Lopez, and Guy Keller.
2022-06-24
21 min
Uranium Market Minute Podcast
Episode 140: Awareness of the Pendulum
Justin discusses the affects of inflation for mining projects' CAPEX, and the importance for investors to recognize the swinging pendulum of investor fear/greed.
2022-06-22
21 min
Uranium Market Minute Podcast
Episode 139: The REAL Price of Uranium
Justin discusses the recent market volatility as well as the pricing of a recently-signed long-term uranium contract.
2022-06-18
21 min
Uranium Market Minute Podcast
Episode 138: Digging to China
Justin discusses the whipsaw market and the recent uranium "discovery" in China.
2022-06-11
11 min
Uranium Market Minute Podcast
Episode 137: A Sense of Where We Stand
In today's episode, Justin discusses the uranium market's volatility and invokes Howard Marks' ageless wisdom.
2022-06-10
18 min
Uranium Market Minute Podcast
Episode 133: SPUT 30k' View, & A Deal w/ Diablo
Justin gives a broad view of the Sprott Physical Uranium Trust and updates the latest development to save Diablo Canyon NPP in California.
2022-06-04
21 min
Uranium Market Minute Podcast
Episode 132: Good Morning VIETNAM
Justin discusses the move towards nuclear energy by both Vietnam and Saudi Arabia.
2022-06-03
10 min
Uranium Market Minute Podcast
Episode 131: Always Poke Holes in Your Thesis
Justin discusses the current situation with half of France's reactor fleet offline.
2022-05-27
10 min
Uranium Market Minute Podcast
Episode 130: URNM Down Under
Justin briefly discusses today's movement of the markets and the launch of a uranium ETF on the ASX.
2022-05-26
10 min
Uranium Market Minute Podcast
Episode 129: The Fuel Cycle WHIP
Justin discusses the 'whip-like' nature of the fuel cycle.
2022-05-26
16 min
Uranium Market Minute Podcast
Episode 128: Japanese Restarts Accelerating
Justin shares some data and expectations of Japan's accelerated move to restart idled nukes.
2022-05-25
11 min
Uranium Market Minute Podcast
Episode 127: SUPPLY RISK
Justin discusses the fragile state of the nuclear fuel markets and what that means for the price of uranium and uranium investments going forward.
2022-05-24
25 min
Uranium Market Minute Podcast
Episode 126: Decoupling is Coming
Justin highlights the outperformance of uranium shares relative to the broad market during times of mild weakness.
2022-05-19
09 min
Uranium Market Minute Podcast
Episode 124: Spot, Mid-Term, & Long-Term U3O8
In today's episode, Justin discusses the price reporting machinations for the U3O8 market.
2022-05-18
15 min
Uranium Market Minute Podcast
Episode 121: Baby with the Bathwater – Why I am Calm During This Storm
Justin discusses the continuing market turmoil and why he is not concerned about uranium.
2022-05-13
15 min
Uranium Market Minute Podcast
Episode 120: RISK-OFF Consequences for the Uranium Price
Justin discusses the knock-on effects of weak capital markets for the uranium market and the price of uranium going forward.
2022-05-11
21 min
Uranium Market Minute Podcast
Episode 118: Weak Hands Vs. CONTRARIANS
In this episode, Justin discusses the steep selloff that hit all markets today, including uranium, and why during times like these he zooms out and focuses on the fundamentals.
2022-05-10
21 min
Uranium Market Minute Podcast
Episode 117: Early Days
In this episode Justin highlights the sector carnage and takes a long-term zoomed-out view of the early outperformance of URA relative to the S&P.
2022-05-06
13 min
Uranium Market Minute Podcast
Episode 116: Fundamentals Will WIN in the End...
In this episode, Justin discusses this morning's Cameco Q1 Conference Call and the improving fundamentals for the uranium sector.
2022-05-05
17 min
Uranium Market Minute Podcast
Episode 115: The Only Prescription is MORE FLYWHEEL
In today's episode, Justin discussed the bounce in the markets and the new exchanges for the Sprott Uranium Miners ETF and a new Global X uranium ETF on the London Stock Exchange.
2022-05-04
09 min
Uranium Market Minute Podcast
Episode 114: Supply Response Moves Slowly...Equities Do NOT
In this episode, Justin highlights the "secondary sanctioning" that nuclear utilities are taking part in.
2022-05-03
12 min
Uranium Market Minute Podcast
Episode 113: Nuclear Picking Up Steam During Energy CRISIS
In this episode, Justin discussed the relative outperformance of the uranium sector vs. the S&P in 2022 ytd, as well as some important developments for support of nuclear energy in the United States.
2022-04-29
17 min
Uranium Market Minute Podcast
Episode 112: SPUT NYSE Listing...Now What?
SPUT's application for an NYSE/ARCA listing has been rejected by the SEC. In this episode, Justin discusses the implications of this decision on the uranium market going forward.
2022-04-28
10 min
Uranium Market Minute Podcast
Episode 111: Inventory Drawdown is Upon Us...
In today's episode, Justin discusses the implications of an IAEA study showing drastically reduced inventory levels for both US and European nuclear utilities.
2022-04-27
18 min
Uranium Market Minute Podcast
Episode 110: Long-Term SWU & the "Trickle Down"
Long-term SWU prices make a huge jump up this past week. In this episode, Justin discusses the implications of this jump on the rest of the nuclear fuel cycle and our investments in uranium mining stocks.
2022-04-26
15 min
Living Your Greatness
#39 Justin Huhn: Uranium Is the Fuel of the Future and a Once-In-A-Lifetime Investment Opportunity
Justin Huhn the founder and publisher at Uranium Insider Newsletter. Justin has been researching the uranium market for the past four years and has thousands of hours of research under his belt. Justin has been trading the markets for close to a decade, having learned to invest with technical trading; more specifically, trend-following. Justin was taught by a long-time veteran momentum trader who took him under his wing. This combination of in-depth fundamental analysis in the uranium sector and experience with technical analysis gave birth to the Uranium Insider newsletter. Uranium Insider has been an incredible experience...
2021-11-01
1h 00
Mining Stock Education
Justin Huhn: This Is Going To Be A Long-term Uranium Bull Market
We are entering a long-term uranium bull market says Justin Huhn of UraniumInsider.com. In this interview Justin discusses the significance of many recent catalysts within the uranium sector. He also shares his outlook for this uranium upcycle and how he is going about investing in uranium companies.Justin Huhn has been studying the uranium market for over three years, with many thousands of hours of research under his belt. He has been trading the markets for close to a decade, and learned to invest with technical trading - more specifically, trend-following. He was taught by a long-time...
2020-04-27
28 min