Uranium Market Minute Podcast
by Justin Huhn
In this daily podcast, Justin Huhn discusses the ins and outs of the uranium investing world. Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Disclaimer: Nothing in this podcast should be considered investing advice. We are not financial advisors, and this podcast does NOT contain financial advice. Anything you hear in this podcast should be considered for educational or entertainment purposes, ONLY. Always do your own due diligence.
Episodes
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Episode 216: The Eastern Engine: Russia, China, & India
Download "The Case For Uranium": https://bit.ly/4lqtwfF This video is intended for entertainment and educational purposes ONLY. Always do your own due diligence before making any financial decisions. In this episode, Justin discusses the aggressive uranium procurement activities of the big...
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Episode 215: Tradable Uranium Seasonality
To join Uranium Insider's email list: https://www.uraniuminsider.com/email-list-opt-in This podcast is intended for entertainment and educational purposes ONLY. Always do your own due diligence before making any financial decisions. In this episode, Justin discusses the incredible consistency of...
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Episode 214: Primary & Secondary Demand, and the Uranium Supply Chain
To join Uranium Insider's email list: https://bit.ly/4p6b3pN This video is intended for entertainment and educational purposes ONLY. Always do your own due diligence before making any financial decisions. In this episode, Justin discusses the de-risked primary and secondary demand, and the…
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Episode 213: 2025 – Fueling the Next Move for URANIUM
Justin discusses the supply and demand developments for the uranium market for 2025, and how they are setting up the next move for uranium in 2026. To join our email list, click here: https://bit.ly/4p6b3pN
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Episode 212: Let It HAPPEN
Justin discusses the complex dynamic between nuclear utility fuel buyers and the current uranium pricing terms from producers.
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Episode 211: Name Your TERMS
Justin discusses the physical uranium market terms, and the implications for investors.
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Episode 210: The Coming Uranium Supply Crisis
Justin 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
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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
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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...
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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.
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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.
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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
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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
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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.
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Episode 201: Uranium Contracting Cycle in FULL FORCE
To secure your attendance at our upcoming Webinar: https://bit.ly/3HSyOPo
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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:...
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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.
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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.
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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
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Episode 195: Cameco Plants Its Flag; SPUT Leads the Pack
Justin discusses Cameco's 'watershed' acquisition. www.uraniuminsider.com/newsletter
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Episode 194: Japan to Extend NPPs Beyond 60 Years?
www.uraniuminsider.com/newsletter
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Episode 193: Bring On Q4
https://www.uraniuminsider.com/newsletter
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Episode 192: Pickering Saved! Japan Looks to Build NEW Advanced Nuclear Plants
To join Uranium Insider Pro: https://www.uraniuminsider.com/newsletter
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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
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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
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Episode 189: Microsoft Looking Globally at SMR Potential
Justin discusses new developments in the world of SMRs.
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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.
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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:...
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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
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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
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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
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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
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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
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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/
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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...
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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
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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
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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
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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…
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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
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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
About this show
In this daily podcast, Justin Huhn discusses the ins and outs of the uranium investing world. Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Disclaimer: Nothing in this podcast should be considered investing advice. We are not financial advisors, and this podcast does NOT contain financial advice. Anything you hear in this podcast should be considered for educational or entertainment purposes, ONLY. Always do your own due diligence.
Hosted by
Justin Huhn
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