Uranium Market Minute Podcast

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:...

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