Uranium Market Minute Podcast: Recent Episodes
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.
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.
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 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 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/
Justin discusses in-brief the Senate bills on the table that include support for domestic nuclear.
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
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
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
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
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
Justin discusses Japan's new steps towards restarting their idled nuclear reactor fleet. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV
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
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
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
Justin discusses the recent political turmoil in Kazakhstan and the folly of the German Green party.
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/
Justin discusses China's impressive nuclear buildout schedule. Bloor St. Capital Interview with Paul Ma of CGN Mining: https://youtu.be/mZHRSjd5LsQ
Justin discusses the current uranium market and the news of the inclusion of nuclear into the EU Green Taxonomy.
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
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.
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.
Justin discusses the recently-posted month-end pricing for all elements of the nuclear fuel cycle...and they ALL are UP.
Justin discusses the news this morning of a Canadian freighter refusing to load Russia EUP for delivery to the U.S.
Justin discusses the fuel cycle, sector breakdown, and the Red Cloud Summer Uranium Conference Fireside Chat featuring Mike Alkin, Marcelo Lopez, and Guy Keller.
Justin discusses the affects of inflation for mining projects' CAPEX, and the importance for investors to recognize the swinging pendulum of investor fear/greed.
Justin discusses the recent market volatility as well as the pricing of a recently-signed long-term uranium contract.
In today's episode, Justin discusses the uranium market's volatility and invokes Howard Marks' ageless wisdom.
The Bild newspaper in Germany recently published an article demanding that Germany keep its three remaining nuclear plants online.
The energy crises that have plagued Europe and now Japan appear to be coming to the states.
Justin gives a broad view of the Sprott Physical Uranium Trust and updates the latest development to save Diablo Canyon NPP in California.
Justin briefly discusses today's movement of the markets and the launch of a uranium ETF on the ASX.
Justin shares some data and expectations of Japan's accelerated move to restart idled nukes.
Justin discusses the fragile state of the nuclear fuel markets and what that means for the price of uranium and uranium investments going forward.
Justin highlights the outperformance of uranium shares relative to the broad market during times of mild weakness.
According to Grant Isaac of Cameco, we are in the early innings of a contracting cycle from a very strong base.
In today's episode, Justin discusses the price reporting machinations for the U3O8 market.
Kazatomprom-funded ANU Energy has launched and raised an oversubscribed $74mil in seed funding.
Justin discusses the continuing market turmoil and why he is not concerned about uranium.
Justin discusses the knock-on effects of weak capital markets for the uranium market and the price of uranium going forward.
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.
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.
In this episode, Justin discusses this morning's Cameco Q1 Conference Call and the improving fundamentals for the uranium sector.
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.
In this episode, Justin highlights the "secondary sanctioning" that nuclear utilities are taking part in.
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.
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.
In today's episode, Justin discusses the implications of an IAEA study showing drastically reduced inventory levels for both US and European nuclear utilities.
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.