Uranium Market Minute Podcast

Justin discusses the complex dynamic between nuclear utility fuel buyers and the current uranium pricing terms from producers.

Justin discusses the physical uranium market terms, and the implications for investors.

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

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

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.

Justin discusses the recent 4Q Trading and Market Update from Kaztomprom, the world's largest producer of uranium.

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.

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

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

Justin discusses the incredibly thin physical uranium market, Kazakhstan/Russia complications, China's continued nuclear growth, and the uranium equities market.

To secure your attendance at our upcoming Webinar: https://bit.ly/3HSyOPo

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/

Justin discusses the current market moves for uranium, and the long-term outlook for 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.

Justin discusses the 'sea change' in language from the primary nuclear consultants, and the shift for utilities' focus. www.uraniuminsider.com/newsletter

Justin discusses Cameco's 'watershed' acquisition. www.uraniuminsider.com/newsletter

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To join Uranium Insider Pro: https://www.uraniuminsider.com/newsletter

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

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

Justin discusses new developments in the world of SMRs.

Justin discusses the tricky situation Kazakhstan finds itself in and the implications for this bifurcated uranium market.

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

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

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

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

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

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

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/

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

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

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

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

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

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

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

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

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

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

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

Justin discusses this morning's Operational Update from Kazatomprom. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV

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

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

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

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

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

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

Justin discusses some noteworthy elements of Kazatomprom's Q2 Operational Update. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV

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/