Justin Huhn Uranium Insider: A Big Move Ahead in the Uranium Market?

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In this episode, Andy and Justin discuss the current state and future outlook of the uranium market. They delve into the recent price fluctuations, the differences between the spot and term markets, and the role of utilities in driving demand. They also explore the impact of global events such as the invasion of Ukraine and the shift towards clean energy on the uranium sector. Justin shares his insights on the expected quiet period in the uranium market and forecasts a potential big move later in the year. Stay tuned for detailed analysis and expert opinions on what’s driving the uranium market in 2023.
For more info on Justin Huhn and Uranium Insider visit:
www.uraniuminsider.com/
Follow on X
x.com/uraniuminsider
00:00 Market Predictions for the Year
00:24 Uranium Market Overview
01:11 Recent Market Movements
02:51 Understanding Term and Spot Prices
05:15 Utilities and Contracting Trends
08:08 Current Market Quietness
11:26 Global Demand and Supply Dynamics
16:28 Future Market Expectations
23:28 Final Thoughts and Predictions

Опубликовано:

2 авг 2024

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Комментарии : 45

@JohnTaylor-ts8wk Месяц назад

One thing you’re missing with Utilities: If costs go up because Uranium rockets higher, they can apply to pass the cost on to consumers. If they contract out 5 years at $100 and the price collapses to $40 again due to ill political winds, they have to eat that loss.

@fastpistonx Месяц назад

To me, all rotates around Kazatomprom providing 40% of supply. There are two issues with Kazatomprom namely: Difficulties they're having in extraction. Possible geopolitical sanctions on uranium supply against the West.

@wonder5549 Месяц назад

Not to mention they are way behind on finding new resources.... Lack of exploration!

@fastpistonx Месяц назад

@@wonder5549 Indeed, and throwing printed money at the problem won't fix anything, especially with 10-15 years permitting!!

@anastasiatoska3414 29 дней назад

Can someone mention the ticker they are referring to?

@naturalresourcestocks 29 дней назад

Hi Anastasia, what is the time stamp that you are referring ?

@marcmason9474 Месяц назад

U stocks and Silver absolutely decimated. Ive held the est of the best since Feb and im down

@anthonygargano1861 Месяц назад

The Uranium miners have done extremely well over the last three years - they will also do well again over the next three years - be patient.

@naturalresourcestocks Месяц назад

^well said

@squishyplums2415 Месяц назад

bullshit

@yangwarren9954 13 дней назад

Believe me, all in Apple is much better investment than uranium crap

@yangwarren9954 13 дней назад

Believe me, all in Apple is much better investment than uranium crap

@user-qe2ep3hi5l Месяц назад

Since when is a big mkt correction quite?

@johnchew503 Месяц назад

Why aren't the UR equities down more like 50% or 70%? Damn. Let's hope for MUCH lower prices to add on. Love to see Ur below $50.

@stephenpaul4258 Месяц назад

If it goes to 50 then thats the end of the market. U sound like a gold bug.

@stephenpaul4258 Месяц назад

The UR stocks are going to be as tricky as trading gold miners. Move in and out on technicals otherwise u will loose your shirt.

@user-qe2ep3hi5l Месяц назад

Interesting UI staff disputes " easy money" has been made but JH says it has...

@PhongMike Месяц назад

I'm frustrated with Uranium miners as their stocks have been on idle for half of the year ..however I still believe in another bullrun this year...Keep Nexgen Fission....

@erachampions Месяц назад

Justin is the Buddy Holly of all things Uranium.

@user-qe2ep3hi5l Месяц назад

JH spends more time hawking newsletter than responding to his subscribers..

@squishyplums2415 Месяц назад

Uranium is a crap investment. I held uranium stocks 7 years. I am up and down on my uranium stocks, overall I am up but not up by much. Uranium is almost as bad as silver stocks. Cryptos are a better money maker.

@yangwarren9954 13 дней назад

Simply all in Apple is much better investment 😂

@sashaliss2962 Месяц назад

If markets will go down, and looks like the markets are topping all Ur stocks will go down with it regarding of spot or term price. Also, I question deficit thesis at this point. New reactors take a long time to build, they don't need Ur now, may be 5 years from.now

@naturalresourcestocks Месяц назад

This is an election year, I am in the camp that thinks it is likely stocks will continue to go up through the fall. See Bob Miner interview about to drop. As far as uranium supply deficits are concerned, Justin addresses this in the video. Utility companies (world wide) are signing contracts thst are 15 years out, and past agreements are coming due and being renegotiated. So Uranium producers look to have a very steady stream of income at much higher prices for the years to come.

@rec0nstruct Месяц назад

What a worthless discussion. All softball questions with the same exact talking points used in every interview. No real commentary on the equities which have been dead money for the last 3 years. The opportunity cost on this trade has been huge, and people like JH refuse to acknowledge it.

@libertyhart3273 Месяц назад

If your uranium stocks haven't moved in the last 3 years then you picked duds. The good companies have moved significantly, Cameco went from $20 to $50 in that time frame. Don't blame your failures on other people.

@naturalresourcestocks Месяц назад

Thanks for the feedback

@naturalresourcestocks Месяц назад

^yep

@rec0nstruct Месяц назад

@@libertyhart3273 Aside from Cameco, which I'll remind you is NOT in Justin's portfolio of companies he recommends. Look at the indices to get a better picture.

@jackkij4482 Месяц назад

Is JH smoking crack?

@KatyYoder-cq1kc Месяц назад

Save Democracy and Regulate control of Uranium.

@naturalresourcestocks Месяц назад

Haha

@edwinlor7932 Месяц назад

Yea, the thesis is not wrong maybe, but not nearly as good as Justin or Quakes or anyone would want you to believe. If you wanted pounds now, you can get it. The deficit is overblown... IF there was indeed a true deficit to begin with. Nexgen just bought and proved it not long ago. If this takes 2 or 3 decades to play out, you might as well be wrong on the whole deal.

@tonyperrotti5049 Месяц назад

Nexgen didn't purchase those lbs ın the spot market

@edwinlor7932 Месяц назад

@@tonyperrotti5049 i see. so who sold it? If I knew someting will increase in price, wouldn't I hold onto it?

@shakeypudding6563 Месяц назад

Yep…the hype is done. I expect the cream of the producers to rise to the top while all the useless ones to either to get bought out or to disappear.

@naturalresourcestocks Месяц назад

^yep

@padraicmcgross82 Месяц назад

Rick Rule thinks the easy money has been made and that we're at the later stage of this up cycle. A lot of price (fixes) contracts have been made. I'm still bullish for the next few years but a little less.