Justin Huhn

Uranium Market Minute Podcast

Business EN ↓ 102 episodes

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.

Author

Justin Huhn

Episodes

Episode 163: Nuclear on the Table Down Under? 02.08.2022 19:39

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

Episode 162: Kazatomprom Q2 Operational Update 01.08.2022 15:06

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

Episode 161: SMR Demand Potential NOT Baked In 29.07.2022 19:23

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/

Episode 160: Nuclear Gaining Federal Support? 28.07.2022 9:40

Justin discusses in-brief the Senate bills on the table that include support for domestic nuclear.

Episode 159: Cameco Q2 Conference Call – Bull Confirmed 27.07.2022 16:08

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

Episode 158: The World is Waking Up to Nuclear Energy 26.07.2022 15:09

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

Episode 157: A Big Week for the Uranium Market 25.07.2022 14:10

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

Episode 156: Conversion is Pointing the Way 21.07.2022 16:43

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

Episode 155: CAPEX & Production Costs Will Support MUCH Higher Prices 20.07.2022 28:14

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

Episode 154: Japan Takes New Steps Towards Restarts 19.07.2022 20:18

Justin discusses Japan's new steps towards restarting their idled nuclear reactor fleet. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV

Episode 153: NEI Conference & Enrichment's Future 15.07.2022 16:27

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

Episode 152: Canadian Shipper Gets a 1-yr "PASS" 13.07.2022 23:38

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

Episode 151: Nuclear Officially GREEN 12.07.2022 10:35

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

Episode 149: Kazakhstan Plants Their Flag 12.07.2022 17:04

Justin discusses the recent political turmoil in Kazakhstan and the folly of the German Green party.

Episode 150: Uranium–Enrichment Dynamic is Reversing 12.07.2022 40:11

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/

Episode 148: China Showing Up 07.07.2022 15:49

Justin discusses China's impressive nuclear buildout schedule. Bloor St. Capital Interview with Paul Ma of CGN Mining: https://youtu.be/mZHRSjd5LsQ

Episode 147: Nuclear is GREEN in the EU Taxonomy 06.07.2022 33:11

Justin discusses the current uranium market and the news of the inclusion of nuclear into the EU Green Taxonomy.

Episode 146: The IEA Says: Nuclear is ESSENTIAL 30.06.2022 15:48

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

Episode 145: Small Modular Reactor REVOLUTION 30.06.2022 23:32

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.

Episode 144: East/West Bifurcation While Japan Accelerates Restarts 28.06.2022 19:09

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.

Episode 143: The Entire Fuel Cycle Continues to Move UP 27.06.2022 10:28

Justin discusses the recently-posted month-end pricing for all elements of the nuclear fuel cycle...and they ALL are UP.

Episode 142: A Market Ripe for Supply Disruption 24.06.2022 21:13

Justin discusses the news this morning of a Canadian freighter refusing to load Russia EUP for delivery to the U.S.

Episode 141: Footnotes First – Fire-Breathing Chat 23.06.2022 21:47

Justin discusses the fuel cycle, sector breakdown, and the Red Cloud Summer Uranium Conference Fireside Chat featuring Mike Alkin, Marcelo Lopez, and Guy Keller.

Episode 140: Awareness of the Pendulum 22.06.2022 21:55

Justin discusses the affects of inflation for mining projects' CAPEX, and the importance for investors to recognize the swinging pendulum of investor fear/greed.

Episode 139: The REAL Price of Uranium 17.06.2022 21:37

Justin discusses the recent market volatility as well as the pricing of a recently-signed long-term uranium contract.