The Global Uranium Market with Justin Huhn
ฝัง
- เผยแพร่เมื่อ 15 พ.ค. 2024
- Justin Huhn is the founder and publisher of the Uranium Insider, a uranium and nuclear focused newsletter providing insights on the market and company updates. Justin spoke about the recent rally in uranium prices, the countries and companies to monitor, potential M&A, ETFs, regulation updates and what might unfold in the uranium market in 2024.
Uranium Insider website - www.uraniuminsider.com/
Sponsors:
Power Metal Resources is a London-listed exploration company focused on resource prospect generation and value crystallization. With a global portfolio and a variety of commodity focuses.
www.powermetalresources.com/
Chapters:
00:00:00 Intro
00:01:23 What Has Unfolded In The Uranium Market Since 2023
00:05:27 The Current Uranium Market Cycles
00:11:13 Who Are The Companies/Countries To Watch
00:16:33 Uranium Contract Discussions
00:20:30 Uranium M&A?
00:22:56 Uranium ETFs
00:26:47 Regulation and Government acceptance
00:34:20 Uranium in 2024
00:38:05 Uranium Insider Offerings
00:41:56 Outro
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Please note, that the topics and stocks discussed in this podcast are not financial or investment advice.
Recorded at Podwave Studios 🎙️
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THANKS AGAIN JUSTIN
Gentlemen, Appreciate the content. Interesting to see Nuclear progression.
Justin is Mr Uranium and has the highest street cred possible on the subject. Have had faith in this industry since 2005 and Justin has given me hope in recent years that it has not been misplaced. Have been speculating a lot in the last couple of years having come to understand the sector much better, thanks to some extent to Justin's insights. That's not to say you should speculate but the key is that the sector is wild in terms of the swings you will see. If you are happy with that then go with it but know the risks and how to assess them.
love it, good interview
Would like to see more Q's that focus on how producers might devise a mechanism whereby price parameters for their contract books can be disclosed proving transparency.
Also Q's on buyer behaviors in the spot and contract markets - volumes, pricing -regionally, xtry.
Nuclear mining stocks💪Look at the diamant market too, now on the bottom.
Good idea. Will look around for someone to speak with.
LTBR Lightbridge energy has novel patents that is working with DOE to incorporate new fuel rods that will maximize output in U reactors. It would be a big factor in supplying the SMRs' that are needed in AI and other intensive projects that needs stable base load energy. It's a niche market that it has to itself just needs some PR to get it going.
Contracts from 2030 to 2035 with a ceiling of $120, $130+ --> seems like it would be far above $130+ in 2035 dollars vs. 2024 dollars.
The big three on ASX are BOE BMN and DYL. They will be huge for some years to come.
I don't see how there is enough future supply to match future demand
Don’t understand why Justin wouldn’t name people on Twitter, who give great information on the nuclear space. He gets a lot of promotion from them. Should give credit where credit is due.
What about ASX (& other) companies in Namibia. E.g. Bannerman ASX:BMN ?? And, by the way, in great part due to the naivety of most Australian investors, many of whom are blind members of the anti-nuclear green sect, I have already tripled+ my investments in ASX uranium miners and the only ASX ETF. Green uranium energy is inevitable people, whether you hate it or not, both mid and long-term. In the meantime, good luck to all U haters!
Hey George there’s 2 etfs asx:atom &asx :Urnm.cheers!
bro looks like ed norton
😂😂😂
Garrow Disputes that tail assays have much at all...
Garrow interview disputes that tail assays are rising much at all.....
I like how the host is looking at him with a frown & intent gaze. His frows of apparent worry must surely mean he's a serious & concerned investor 😂
Guest comes on, in the first minute starts using the acronym “RFP”, while never defining it. Host says nothing.
Here the army of 600 usd.
I am sure Justin is behind this, IT IS IMPOSSIBLE that one person could pay 600 if they have seen Justin baits and predictions.
Since 2020 he has failed all, when I say all it is all.
Waiting his 50x at 55 spot.
Absolutely crazy this guy is still looking for free promotion.
Nobody must believe these coments are fake. Please have a look at Justin interviews- comments since 2020, 2021.
Please go back, thanks god everything is recorded
😴😴😴😴
Justin is looking decidedly haggard. Time zone issues?
Yeah what about uranium used to make nuclear weapons?
What era are you living in, mate? The 1960-s? 1970-s? Grow up!
@@georget8019 hahah you know nothing mate
Probably in short supply too! 🤔
Justin, surely you've made enough money shilling your uranium newsletter to afford a hair transplant
Hey there, Chrome Dome! 😜
What enrichment companies are well positioned to capitalize on the Russian embargo?
I am a fellow bald, but very handsome as well as cute specimen; just like Justin. Don't listen to
@rickfool1452, Justin! 🤣
Don’t be a prick! If you don’t like don’t listen. Fool is right!
@@nickhornsey5719 I'll be what I want. And your uranium bandwagon tweets are garbage.
@@rickfool1452 your inputs on frowning and hairstyle say quite much how useless and unhappy you are :) you write a lot but bring no value
Timestamps??