Justin Huhn

Uranium Market Minute – Episode 215: Tradable Uranium Seasonality

Preview:Justin Huhn, founder of Uranium Insider, argues that investors repeatedly make the mistake of judging the uranium thesis by the volatile spot price rather than the steadily rising long-term contract price. He walks through the consistent uptrend in the term market since mid-2021, the seasonal summer weakness pattern, and historical data showing ~90% average returns from Q2/Q3 lows to Q1/Q2 peaks over the past six years using URA as a proxy. He frames the current summer doldrums as a buying opportunity, highlights his dynamic model portfolio's 87.2% return since February 2025 vs. URNM's ~47%, and maintains that the "big money" is still ahead given uncovered utility demand exceeding a billion pounds through 2040 and the potential entry of hyperscalers into nuclear fuel contracting.

Justin Huhn: The Uranium Supply Crisis Is Worse Than Investors Realize

Preview:Justin Huhn argues the uranium market is still in the early-to-middle phase of a structural bull case: demand is already largely de-risked, supply is tight, and current spot/term prices are still too low to incentivize enough new greenfield production. He is more constructive on large, liquid names, physical uranium, and the broader sector than on speculative explorers, and he says the best edge is often trading the sector’s volatility rather than trying to pick every small developer.

Uranium Market Minute – Episode 214: Primary & Secondary Demand, and the Uranium Supply Chain

Preview:Justin Hune argues the uranium market has moved from a purely narrative bull case to a fundamentally derisked demand story that is already visible in real-world contracting and reactor buildout. He says primary demand alone is enough to strain supply, and secondary demand from restocking, strategic stockpiling, financial buying, military needs, and potential hyperscaler/SMR activity could add further upside.

The Next Uranium Supply Shock Has Already Started! Justin Huhn

Preview:Justin Huhn argues uranium is in the early stages of a supply squeeze, but the signal is showing up first in the term market rather than spot. He says utilities are back in the long-term market in meaningful numbers, contracting smaller volumes for 2027-2033 delivery, while spot is still drifting and equities have pulled back after getting overheated. His main message is that investors are underestimating how much higher incentive prices need to go to bring on enough new supply, especially as inflation, higher capital costs, and rising taxes push project economics higher.

Justin Huhn: My Uranium Strategy — Cashed Up, Waiting to Deploy

Preview:Justin Huhn argues the uranium market remains structurally bullish even though prices are pulling back in the near term. He says long-term contracting is active, inventories and secondary supply are thin, new supply is hard to bring online, and hyperscaler/data-center demand may become a major new buyer over time, making current weakness a buying opportunity.

Stop Buying Gold: Uranium Has Way More Upside

Preview:A panel interview with Darrell Thomas, Rick Rule, and Justin Hume argues that uranium still has substantial upside because demand is growing, above-ground inventories are tighter than they look, and geopolitical disruptions are increasing the appeal of nuclear power and stockpiling.

Virtual Nuclear Energy & Uranium Conference | Learn the Benefits of Nuclear Energy

Preview:This is a virtual uranium conference dominated by one core message: uranium fundamentals are very strong, but prices and equities are still being held back by sentiment, timing, and market structure. Across the interviews, speakers repeatedly argued that demand is rising, supply is disciplined, contracting is lagging replacement rates, and geopolitical shocks are reinforcing nuclear’s appeal as an energy-security asset.

Uranium Market Update | Justin Huhn and Jimmy Connor

Preview:This interview is a bullish uranium market update centered on supply-demand tightness, rising nuclear buildout, and near-term volatility. Justin Huhn argues the sector remains in a longer-term bull market despite a recent pullback in uranium equities, with spot uranium consolidating after an early-2026 surge and the term market grinding higher toward $90/lb.

Uranium Insider’s Justin Huhn on Kazatomprom’s India Deal, Supply Tightness, SMRs, & Uranium Stocks

Preview:Justin Huhn argues the uranium market remains structurally tight, with Kazatomprom’s India deal reinforcing a broader shift of future supply toward Eastern sovereign buyers and away from the West. He remains bullish on uranium prices and especially on small/mid-cap developers, while treating data centers, SMRs, and possible U.S. strategic buying as additional upside catalysts rather than the core thesis.

Justin Huhn on Uranium’s $103 Spike Shock

Preview:Steve Barton interviews Justin Huhn of Uranium Insider about uranium supply/demand, the recent spot-price spike and retrace, and what recent deal activity means for the sector. Huhn stays broadly bullish, arguing demand keeps rising, supply growth remains uncertain, and recent big developments around Bannerman and NextGen point to stronger long-term fundamentals.

Justin Huhn: How to Not Waste This Bull Market

Preview:Justin Huhn argues the uranium bull market is real, long, and still early enough that the biggest mistake is getting shaken out by volatility. He says investors should focus on conviction, avoid leverage and short-dated options, and use weakness to add rather than panic-sell. The interview also covers dilution in mining financings, the growing AI/data-center nuclear buildout, and why utilities and tech companies are increasingly locking in power and fuel.

A Guide to Uranium Markets & Nuclear Economics with Justin Huhn

Preview:Justin Huhn gives a detailed bullish framework for uranium: the market is structurally undersupplied, the fuel cycle is slow, utilities are still undercovered, and contract pricing likely needs to rise to stimulate new mine supply. He argues the spot price is only part of the story; term pricing, carry trades, utility contracting, and producer contract terms are more important for the next several years.

Uranium Market Minute – Episode 213: 2025 – Fueling the Next Move for URANIUM

Preview:Justin Hune argues 2025 ended far stronger for uranium than it began: the spring selloff was brutal, but physical tightness, heavy financial buying, reactor life extensions, and weak supply growth all point to higher prices into 2026.

Uranium Market Minute – Episode 212: Let It HAPPEN

Preview:Justin Hune argues the uranium market is moving toward an unavoidable repricing because utilities can no longer rely on abundant secondary supply, cheap fixed-price contracts, or easy spot purchases. He says long-term contract terms are now too producer-friendly for utilities to ignore forever, so they are delaying rather than solving the problem.

Justin Huhn: 'Unbelievable Opportunity' in Uranium & The Case for $100+ Term Markets

Preview:Justin Huhn argues uranium is still early in a long bull cycle, with demand structurally upgraded by electricity growth, AI/data centers, energy security, and new nuclear policy support, while mine supply remains constrained by long development timelines and weak price incentives. He thinks the market needs $100+/lb term prices to unlock meaningful new supply, but even then the bottleneck is likely years of execution risk, not geology. He recommends physical uranium plus diversified small-cap exposure, while warning that some of the enthusiasm in SMRs and developers can distract from the immediate need for large-reactor buildout and contracting discipline.

URANIUM Supply Shock Intensifies: Prices Have 'No Choice' But to Moon

Preview:A uranium-focused panel argues the sector has entered a more constructive phase: spot and term prices have started to move higher, utilities are still under-covered, and production misses across the supply chain are reinforcing a structural deficit. The speakers say Trump administration support for nuclear adds demand optionality, but the main thesis is still supply scarcity and delayed contracting, not AI or SMR hype.

Justin Huhn Confirms 30 Million Pound Uranium Deficit Is Real!

Preview:Justin Huhn argues the uranium market remains structurally bullish despite a recent equity surge and some minor supply downgrades. He says the U.S. still needs life extensions, the market is still roughly 30 million pounds short this year, utilities are not yet back in size on term, and spot buying plus thin inventories are setting up a favorable backdrop. He also says data-center demand is a tailwind, but even if that narrative weakens, uranium remains bullish because the underlying reactor fleet and supply deficit do not depend on it.

Justin Huhn: Uranium Supply Crisis Presents Huge Opportunity

🔴 Did Smart Money Just Buy URANIUM Stocks? (will they go higher?) | Justin Huhn

Preview:Justin Huhn argues the uranium sector is still early in a larger bull market, with recent SPUT/ETF flows and improving term pricing suggesting more upside ahead. He says utilities have not yet returned in size, so the biggest leg may still be in front of the market, even if miners or ETFs pause in the near term.

Uranium Market Minute – Episode 211: Name Your TERMS

Preview:Justin Huhn of Uranium Insider delivers a detailed breakdown of the uranium long-term contracting market, arguing that utilities are running out of the "flex" levers (quantity flexibilities in legacy contracts, secondary supplies, and above-ground inventories) that allowed them to avoid signing large new contracts. He contends that the market is entering unprecedented territory: a contracting cycle where uncovered demand out to 2040 exceeds 2 billion pounds, yet the mines needed to supply late-decade deliveries haven't been built. Huhn sees the current August RFP activity as a tell that utilities are being forced into the market, and he expects a strong seasonal run from September through February, with the next 12-24 months being "extremely constructive" for uranium equities.

🔴 HUGE NEWS! Did Trump Just Signal HIGHER URANIUM PRICES? | Justin Huhn

Preview:Justin Huhn (Uranium Insider) joins host Danny to discuss the uranium market setup heading into Q4 2025. He argues that an unusual pickup in term market RFPs during the typically slow summer, combined with a 12-month stagnation in the long-term uranium price at ~$80/lb, signals utilities are finally dipping their toes back in. Huhn expects a major price move similar to late 2023 once volumes increase, driven by enormous uncovered utility demand (~500M lbs through 2035), limited seller willingness at current prices, and broad political tailwinds for nuclear. The recent 15% pullback in mining stocks is viewed as a buying opportunity.

🔴 Is It Still Early to Buy Uranium Stocks? | Justin Huhn

Preview:Justin Huhn argues uranium is still early in a long bull market despite a sharp 10–12 week rally. He thinks the recent SPUT fundraise, improving spot market dynamics, and still-undersupplied utility contracting backdrop set up another major leg higher for uranium miners and the physical price, though he cautions the sector is overbought short term and could consolidate for weeks.

Uranium Market Minute – Episode 210: The Coming Uranium Supply CRISIS

Preview:Justin Huhn of Uranium Insider presents his firm's internal supply-demand modeling showing a cumulative 10-year uranium deficit exceeding 400 million pounds. He argues the demand story is de-risked (AI data centers, life extensions, SMRs) while supply is structurally insufficient — with no inventory buffer, greenfield projects unlikely to deliver on time, and utilities largely uncovered starting 2031. He sees a price-must-rise thesis: term price needs to exceed $100/lb to incentivize new mines, and contracting volumes remain at only ~28% of replacement rate year-to-date. Technically, URA has posted 10 consecutive positive weeks but is overbought with negative RSI divergence, suggesting a summer pullback that he frames as a buying opportunity before the next leg higher.

Justin Huhn: Uranium Game On — Supply "Mirage," De-risked Demand, Next Price Move

Preview:Justin Huhn argues the uranium market is still early in a multi-year bull cycle because demand has been de-risked while supply remains far more fragile than it looks. He says Trump’s nuclear executive orders, AI/data-center buildout, utility contracting behavior, and repeated project delays all point to a physically tight market that should force higher prices later in 2025 and beyond.

🔴 Will The Trump Uranium Wartime Act Send Uranium Stocks SKY HIGH? | Justin Huhn

Preview:Danny interviews Justin Huhn of Uranium Insider about the uranium sector’s recent selloff and rebound, arguing that the thesis never broke—only valuations and sentiment did. Justin says physical-market conditions, especially utilities stepping back in, a firmer spot market, and Trump’s pro-nuclear executive orders, make the current reset a favorable entry point for uranium equities and physical exposure.