Shows
WTFinanceA Guide to Uranium Markets & Nuclear Economics with Justin HuhnOn this episode of the WTFinance podcast I had the pleasure of welcoming on Justin Huhn. Justin is the founder and publisher of Uranium Insider. During our conversation we spoke about the uranium market, fundamental risks, economics of nuclear and uranium mines, small modular reactors and more. I hope you enjoy!0:00 - Introduction 0:15 - Uranium market overview7:15 - Fundamental risks9:10 - Russia large exposure11:30 - Economics of Uranium mines21:23 - Fuel cost vs fossil fuels22:38 - Uranium miners outperformance28:55 - Modelling future demand35:45 - Small Modular Reactors37:14 - Uranium portfolios42:11 - One message to takeaway?Justin Huhn is a...
2025-12-3145 min
Uranium Market Minute PodcastEpisode 212: Let It HAPPENJustin discusses the complex dynamic between nuclear utility fuel buyers and the current uranium pricing terms from producers.
2025-12-0642 min
Palisades Gold RadioJustin Huhn: ‘Unbelievable Opportunity’ in Uranium & The Case for $100+ Term MarketsStijn Schmitz welcomes Justin Huhn to the show. Justin Huhn is Founder & Publisher of Uranium Insider Pro. In this comprehensive discussion, Huhn provides an in-depth analysis of the current uranium market, highlighting its unique supply and demand dynamics. The uranium market is currently experiencing a significant bull run, with demand projections showing substantial growth. The World Nuclear Association’s 2025 reference scenario indicates uranium demand could be 50% higher by 2040 compared to 2019. Key demand drivers include electricity growth, clean energy mandates, and energy security concerns, with nuclear energy capacity projected to grow at approximately 4% annually.
On the supply side, th...
2025-11-2452 minUranium Market Minute PodcastEpisode 211: Name Your TERMSJustin discusses the physical uranium market terms, and the implications for investors.
2025-08-3035 minUranium Market Minute PodcastEpisode 210: The Coming Uranium Supply CrisisJustin discusses Uranium Insider's Supply and Demand modeling, and the concerning current and future projected supply deficit. To download Uranium Insider's "The Case for Uranium" White Paper, click here: https://bit.ly/4lqtwfF
2025-06-141h 09
In it to Win itJustin 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 sh...
2025-05-221h 08In it to Win itJustin 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 sh...
2025-05-221h 08In 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...
2025-02-261h 21In it to Win itInvesting 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 significance...
2024-12-111h 06In it to Win itInvesting 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 significance...
2024-12-111h 06Uranium Market Minute PodcastEpisode 209: Big Tech & Nuclear – A LOVE StoryJustin 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
2024-10-2131 min
The Raise Your Average™ PodcastJustin Huhn: The Generational Bull Case for UraniumUranium 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...
2024-08-131h 16Insight is Capital™ PodcastJustin Huhn: The Generational Bull Case for UraniumUranium 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...
2024-08-131h 16Uranium Market Minute PodcastEpisode 208: Uranium is now a DEMAND StoryTo 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.
2024-04-2231 minUranium Market Minute PodcastEpisode 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.
2024-02-0528 minUranium Market Minute PodcastEpisode 206: Uranium Supply is BrokenTo 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.
2023-12-1633 minUranium Market Minute PodcastEpisode 204: Inflection PointJustin 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
2023-09-0929 minUranium Market Minute PodcastEpisode 203 – Ontari OH YesJustin 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
2023-07-2134 minUranium Market Minute PodcastEpisode 202: Thinly Sliced YellowCakeJustin discusses the incredibly thin physical uranium market, Kazakhstan/Russia complications, China's continued nuclear growth, and the uranium equities market.
2023-06-2534 minUranium Market Minute PodcastEpisode 199: The LAST Necessary Pound Sets the PriceJustin 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/
2022-12-0427 minUranium Market Minute PodcastEpisode 198: COP-27 – Finally, Nuclear Has a Seat at the TableJustin discusses the current market moves for uranium, and the long-term outlook for nuclear.
2022-11-1317 minUranium Market Minute PodcastEpisode 197: IEA Proposes a DOUBLING of NuclearJustin 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.
2022-10-2928 minUranium Market Minute PodcastEpisode 196: Consultants Raise WARNING FlagJustin discusses the 'sea change' in language from the primary nuclear consultants, and the shift for utilities' focus. www.uraniuminsider.com/newsletter
2022-10-2128 minUranium Market Minute PodcastEpisode 195: Cameco Plants Its Flag; SPUT Leads the PackJustin discusses Cameco's 'watershed' acquisition. www.uraniuminsider.com/newsletter
2022-10-1318 minUranium Market Minute PodcastEpisode 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
2022-09-2813 minUranium Market Minute PodcastEpisode 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
2022-09-2821 minUranium Market Minute PodcastEpisode 189: Microsoft Looking Globally at SMR PotentialJustin discusses new developments in the world of SMRs.
2022-09-2720 minUranium Market Minute PodcastEpisode 188: The Bifurcated Uranium Market is Likely to RemainJustin discusses the tricky situation Kazakhstan finds itself in and the implications for this bifurcated uranium market.
2022-09-2417 minUranium Market Minute PodcastEpisode 187: Mom and Pop Have Given UpJustin 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
2022-09-2319 minUranium Market Minute PodcastEpisode 186: "We Live in the Fuel Cycle." – Mike AlkinJustin 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
2022-09-2216 minUranium Market Minute PodcastEpisode 185: How the Spot and Term Markets are ConnectedJustin 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
2022-09-2112 minUranium Market Minute PodcastEpisode 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
2022-09-1726 minUranium Market Minute PodcastEpisode 183: The Spot Market Doesn't Matter...But it Really DoesJustin 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
2022-09-1617 minUranium Market Minute PodcastEpisode 182: Xi Jinping Backs Kazakhstan SovereigntyJustin 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
2022-09-1506 minUranium Market Minute PodcastEpisode 181: U.S. DOE Sets Stage for SMRs to Replace Former Coal PlantsJustin 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/
2022-09-1417 minUranium Market Minute PodcastEpisode 180: Govt. Policy Changes De-Risking the Uranium InvestmentJustin 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
2022-09-1315 minUranium Market Minute PodcastEpisode 179: U3O8 Price Discovery INCOMINGJustin 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
2022-09-0911 minUranium Market Minute PodcastEpisode 178: China in "Fleet Mode," Urenco ExpandingJustin 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
2022-09-0813 minUranium Market Minute PodcastEpisode 177: California Votes to Save Diablo CanyonJustin 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
2022-09-0715 minUranium Market Minute PodcastEpisode 177: Money Needs a Place to GOJustin 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
2022-09-0119 minUranium Market Minute PodcastEpisode 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
2022-08-3113 minUranium Market Minute PodcastEpisode 174: Uranium's Recognition Day Follow ThroughJustin 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
2022-08-3014 minUranium Market Minute PodcastEpisode 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
2022-08-2609 minUranium Market Minute PodcastEpisode 172: The Next Move for Spot Could be VIOLENTJustin 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
2022-08-2614 minUranium Market Minute PodcastEpisode 171: Recognition Day on BIG Japan NewsJustin 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
2022-08-2518 minUranium Market Minute PodcastEpisode 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
2022-08-2314 minUranium Market Minute PodcastEpisode 169: KAP Updates & 2024 GuidanceJustin discusses this morning's Operational Update from Kazatomprom. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-2011 minUranium Market Minute PodcastEpisode 168: Summertime Blues, Autumn GREENJustin 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
2022-08-1818 minUranium Market Minute PodcastEpisode 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
2022-08-1009 minUranium Market Minute PodcastEpisode 166: Uranium M&A HEATING UPJustin 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
2022-08-1014 minUranium Market Minute PodcastEpisode 165: Summer Doldrums, Autumn Starting GunJustin 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
2022-08-0411 minUranium Market Minute PodcastEpisode 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
2022-08-0409 minUranium Market Minute PodcastEpisode 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
2022-08-0319 minUranium Market Minute PodcastEpisode 162: Kazatomprom Q2 Operational UpdateJustin discusses some noteworthy elements of Kazatomprom's Q2 Operational Update. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-08-0115 minUranium Market Minute PodcastEpisode 161: SMR Demand Potential NOT Baked InJustin 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/
2022-07-2919 minUranium Market Minute PodcastEpisode 160: Nuclear Gaining Federal Support?Justin discusses in-brief the Senate bills on the table that include support for domestic nuclear.
2022-07-2909 minUranium Market Minute PodcastEpisode 159: Cameco Q2 Conference Call – Bull ConfirmedJustin 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
2022-07-2716 minUranium Market Minute PodcastEpisode 158: The World is Waking Up to Nuclear EnergyJustin 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
2022-07-2615 minUranium Market Minute PodcastEpisode 157: A Big Week for the Uranium MarketJustin 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
2022-07-2614 minUranium Market Minute PodcastEpisode 156: Conversion is Pointing the WayJustin 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
2022-07-2116 minUranium Market Minute PodcastEpisode 155: CAPEX & Production Costs Will Support MUCH Higher PricesJustin 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
2022-07-2028 minUranium Market Minute PodcastEpisode 154: Japan Takes New Steps Towards RestartsJustin discusses Japan's new steps towards restarting their idled nuclear reactor fleet. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
2022-07-1920 minUranium Market Minute PodcastEpisode 153: NEI Conference & Enrichment's FutureJustin 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
2022-07-1516 minUranium Market Minute PodcastEpisode 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
2022-07-1423 minUranium Market Minute PodcastEpisode 151: Nuclear Officially GREENJustin 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
2022-07-1210 minUranium Market Minute PodcastEpisode 150: Uranium–Enrichment Dynamic is ReversingIn 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/
2022-07-1240 minUranium Market Minute PodcastEpisode 149: Kazakhstan Plants Their FlagJustin discusses the recent political turmoil in Kazakhstan and the folly of the German Green party.
2022-07-1217 minUranium Market Minute PodcastEpisode 148: China Showing UpJustin discusses China's impressive nuclear buildout schedule. Bloor St. Capital Interview with Paul Ma of CGN Mining: https://youtu.be/mZHRSjd5LsQ
2022-07-0815 minUranium Market Minute PodcastEpisode 147: Nuclear is GREEN in the EU TaxonomyJustin discusses the current uranium market and the news of the inclusion of nuclear into the EU Green Taxonomy.
2022-07-0733 minUranium Market Minute PodcastEpisode 146: The IEA Says: Nuclear is ESSENTIALJustin 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
2022-07-0115 minUranium Market Minute PodcastEpisode 145: Small Modular Reactor REVOLUTIONJustin 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.
2022-06-3023 minUranium Market Minute PodcastEpisode 144: East/West Bifurcation While Japan Accelerates RestartsJustin 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.
2022-06-2919 minUranium Market Minute PodcastEpisode 143: The Entire Fuel Cycle Continues to Move UPJustin discusses the recently-posted month-end pricing for all elements of the nuclear fuel cycle...and they ALL are UP.
2022-06-2810 minUranium Market Minute PodcastEpisode 142: A Market Ripe for Supply DisruptionJustin discusses the news this morning of a Canadian freighter refusing to load Russia EUP for delivery to the U.S.
2022-06-2421 minUranium Market Minute PodcastEpisode 141: Footnotes First – Fire-Breathing ChatJustin discusses the fuel cycle, sector breakdown, and the Red Cloud Summer Uranium Conference Fireside Chat featuring Mike Alkin, Marcelo Lopez, and Guy Keller.
2022-06-2421 minUranium Market Minute PodcastEpisode 140: Awareness of the PendulumJustin discusses the affects of inflation for mining projects' CAPEX, and the importance for investors to recognize the swinging pendulum of investor fear/greed.
2022-06-2221 minUranium Market Minute PodcastEpisode 139: The REAL Price of UraniumJustin discusses the recent market volatility as well as the pricing of a recently-signed long-term uranium contract.
2022-06-1821 minUranium Market Minute PodcastEpisode 138: Digging to ChinaJustin discusses the whipsaw market and the recent uranium "discovery" in China.
2022-06-1111 minUranium Market Minute PodcastEpisode 137: A Sense of Where We StandIn today's episode, Justin discusses the uranium market's volatility and invokes Howard Marks' ageless wisdom.
2022-06-1018 minUranium Market Minute PodcastEpisode 133: SPUT 30k' View, & A Deal w/ DiabloJustin gives a broad view of the Sprott Physical Uranium Trust and updates the latest development to save Diablo Canyon NPP in California.
2022-06-0421 minUranium Market Minute PodcastEpisode 132: Good Morning VIETNAMJustin discusses the move towards nuclear energy by both Vietnam and Saudi Arabia.
2022-06-0310 minUranium Market Minute PodcastEpisode 131: Always Poke Holes in Your ThesisJustin discusses the current situation with half of France's reactor fleet offline.
2022-05-2710 minUranium Market Minute PodcastEpisode 130: URNM Down UnderJustin briefly discusses today's movement of the markets and the launch of a uranium ETF on the ASX.
2022-05-2610 minUranium Market Minute PodcastEpisode 129: The Fuel Cycle WHIPJustin discusses the 'whip-like' nature of the fuel cycle.
2022-05-2616 minUranium Market Minute PodcastEpisode 128: Japanese Restarts AcceleratingJustin shares some data and expectations of Japan's accelerated move to restart idled nukes.
2022-05-2511 minUranium Market Minute PodcastEpisode 127: SUPPLY RISKJustin discusses the fragile state of the nuclear fuel markets and what that means for the price of uranium and uranium investments going forward.
2022-05-2425 minUranium Market Minute PodcastEpisode 126: Decoupling is ComingJustin highlights the outperformance of uranium shares relative to the broad market during times of mild weakness.
2022-05-1909 minUranium Market Minute PodcastEpisode 124: Spot, Mid-Term, & Long-Term U3O8In today's episode, Justin discusses the price reporting machinations for the U3O8 market.
2022-05-1815 minUranium Market Minute PodcastEpisode 121: Baby with the Bathwater – Why I am Calm During This StormJustin discusses the continuing market turmoil and why he is not concerned about uranium.
2022-05-1315 minUranium Market Minute PodcastEpisode 120: RISK-OFF Consequences for the Uranium PriceJustin discusses the knock-on effects of weak capital markets for the uranium market and the price of uranium going forward.
2022-05-1121 minUranium Market Minute PodcastEpisode 118: Weak Hands Vs. CONTRARIANSIn 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.
2022-05-1021 minUranium Market Minute PodcastEpisode 117: Early DaysIn 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.
2022-05-0613 minUranium Market Minute PodcastEpisode 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.
2022-05-0517 minUranium Market Minute PodcastEpisode 115: The Only Prescription is MORE FLYWHEELIn 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.
2022-05-0409 minUranium Market Minute PodcastEpisode 114: Supply Response Moves Slowly...Equities Do NOTIn this episode, Justin highlights the "secondary sanctioning" that nuclear utilities are taking part in.
2022-05-0312 minUranium Market Minute PodcastEpisode 113: Nuclear Picking Up Steam During Energy CRISISIn 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.
2022-04-2917 minUranium Market Minute PodcastEpisode 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.
2022-04-2810 minUranium Market Minute PodcastEpisode 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.
2022-04-2718 minUranium Market Minute PodcastEpisode 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.
2022-04-2615 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...
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