Explore every episode of the podcast Uranium Market Minute Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Episode 212: Let It HAPPEN | 06 Dec 2025 | 00:42:47 | |
Justin discusses the complex dynamic between nuclear utility fuel buyers and the current uranium pricing terms from producers. | |||
| Episode 211: Name Your TERMS | 30 Aug 2025 | 00:35:45 | |
Justin discusses the physical uranium market terms, and the implications for investors. | |||
| Episode 201: Uranium Contracting Cycle in FULL FORCE | 08 May 2023 | 00:42:33 | |
To secure your attendance at our upcoming Webinar: https://bit.ly/3HSyOPo | |||
| Episode 199: The LAST Necessary Pound Sets the Price | 04 Dec 2022 | 00:27:40 | |
Justin highlights a number of fundamental developments for the uranium sector, including the principle that it is NOT the cheapest producer that sets the market price, but the marginal producer. To read Mikko Leivo's post that is discussed in this episode, visit: https://kontraaja.com/2022/12/04/uraanifundamentit-vahvemmat-kuin-koskaan/ | |||
| Episode 198: COP-27 – Finally, Nuclear Has a Seat at the Table | 13 Nov 2022 | 00:17:31 | |
Justin discusses the current market moves for uranium, and the long-term outlook for nuclear. | |||
| Episode 197: IEA Proposes a DOUBLING of Nuclear | 29 Oct 2022 | 00:28:26 | |
Justin discusses the increasingly positive adoption of Nuclear, globally. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV To join Uranium Insider Pro: https://www.uraniuminsider.com/newsletter This podcast is intended for entertainment and educational purposes ONLY. | |||
| Episode 196: Consultants Raise WARNING Flag | 20 Oct 2022 | 00:28:02 | |
Justin discusses the 'sea change' in language from the primary nuclear consultants, and the shift for utilities' focus. www.uraniuminsider.com/newsletter | |||
| Episode 195: Cameco Plants Its Flag; SPUT Leads the Pack | 13 Oct 2022 | 00:18:34 | |
Justin discusses Cameco's 'watershed' acquisition. www.uraniuminsider.com/newsletter | |||
| Episode 194: Japan to Extend NPPs Beyond 60 Years? | 08 Oct 2022 | 00:13:59 | |
www.uraniuminsider.com/newsletter | |||
| Episode 193: Bring On Q4 | 01 Oct 2022 | 00:08:15 | |
https://www.uraniuminsider.com/newsletter | |||
| Episode 192: Pickering Saved! Japan Looks to Build NEW Advanced Nuclear Plants | 29 Sep 2022 | 00:07:19 | |
To join Uranium Insider Pro: https://www.uraniuminsider.com/newsletter | |||
| Episode 191: Adjust Those Models – More Life Extensions? | 28 Sep 2022 | 00:13:43 | |
Justin discusses EDF's consideration of life extensions for two nuclear plants set to shut down in 2024. To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsider.com/offers/mfha3eLU/checkout Doomberg on Palisades Gold Radio: https://www.youtube.com/watch?v=5GnkEEQOqV0 | |||
| Episode 210: The Coming Uranium Supply Crisis | 14 Jun 2025 | 01:09:01 | |
Justin discusses Uranium Insider's Supply and Demand modeling, and the concerning current and future projected supply deficit. To download Uranium Insider's "The Case for Uranium" White Paper, click here: https://bit.ly/4lqtwfF | |||
| Episode 190: Cameco "Bulking Up" | 28 Sep 2022 | 00:21:41 | |
Justin discusses Cameco's recent $1.5Billion shelf prospectus and the possible implications. To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsider.com/offers/mfha3eLU/checkout | |||
| Episode 189: Microsoft Looking Globally at SMR Potential | 26 Sep 2022 | 00:20:07 | |
Justin discusses new developments in the world of SMRs. | |||
| Episode 188: The Bifurcated Uranium Market is Likely to Remain | 23 Sep 2022 | 00:17:02 | |
Justin discusses the tricky situation Kazakhstan finds itself in and the implications for this bifurcated uranium market. | |||
| Episode 187: Mom and Pop Have Given Up | 22 Sep 2022 | 00:19:38 | |
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 | |||
| Episode 186: "We Live in the Fuel Cycle." – Mike Alkin | 21 Sep 2022 | 00:16:29 | |
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 | |||
| Episode 185: How the Spot and Term Markets are Connected | 21 Sep 2022 | 00:12:38 | |
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 | |||
| Episode 184: Pullback Before a Strong Seasonal Run? | 16 Sep 2022 | 00:26:59 | |
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 | |||
| Episode 183: The Spot Market Doesn't Matter...But it Really Does | 15 Sep 2022 | 00:17:46 | |
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 | |||
| Episode 182: Xi Jinping Backs Kazakhstan Sovereignty | 14 Sep 2022 | 00:06:37 | |
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 | |||
| Episode 181: U.S. DOE Sets Stage for SMRs to Replace Former Coal Plants | 13 Sep 2022 | 00:17:35 | |
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/ | |||
| Episode 209: Big Tech & Nuclear – A LOVE Story | 21 Oct 2024 | 00:31:25 | |
Justin discusses some of the recent headlines around the big tech companies embracing nuclear energy to support the growth of data centers. To register for the webinar, click here: https://bit.ly/409807t | |||
| Episode 180: Govt. Policy Changes De-Risking the Uranium Investment | 13 Sep 2022 | 00:15:19 | |
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 | |||
| Episode 179: U3O8 Price Discovery INCOMING | 08 Sep 2022 | 00:11:14 | |
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 | |||
| Episode 178: China in "Fleet Mode," Urenco Expanding | 07 Sep 2022 | 00:13:38 | |
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 | |||
| Episode 177: California Votes to Save Diablo Canyon | 06 Sep 2022 | 00:15:08 | |
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 | |||
| Episode 177: Money Needs a Place to GO | 31 Aug 2022 | 00:19:33 | |
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 | |||
| Episode 175: Is a Nuclear Renaissance Afoot? | 30 Aug 2022 | 00:13:55 | |
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 | |||
| Episode 174: Uranium's Recognition Day Follow Through | 29 Aug 2022 | 00:14:44 | |
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 | |||
| Episode 173: Uranium's Relative Strength...a Tell? | 26 Aug 2022 | 00:09:17 | |
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 | |||
| Episode 172: The Next Move for Spot Could be VIOLENT | 25 Aug 2022 | 00:14:52 | |
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 | |||
| Episode 171: Recognition Day on BIG Japan News | 24 Aug 2022 | 00:18:30 | |
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 | |||
| Episode 208: Uranium is now a DEMAND Story | 22 Apr 2024 | 00:31:56 | |
To download "The Case for Uranium" click here: https://www.uraniuminsider.com/case-for-uranium This video is intended for entertainment and educational purposes ONLY. Always do your own due diligence before making any financial decisions. Justin Huhn is the Founder and Publisher of the Uranium Insider Newsletter...the only investing newsletter that focuses solely on #uranium and publishes on a regular monthly basis. | |||
| Episode 170: Uranium Season INCOMING? | 23 Aug 2022 | 00:14:52 | |
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 | |||
| Episode 169: KAP Updates & 2024 Guidance | 19 Aug 2022 | 00:11:12 | |
Justin discusses this morning's Operational Update from Kazatomprom. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV | |||
| Episode 168: Summertime Blues, Autumn GREEN | 17 Aug 2022 | 00:18:09 | |
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 | |||
| Episode 167: But...What About CHERNOBYL?! | 10 Aug 2022 | 00:09:48 | |
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: https://bit.ly/3mUPRWV | |||
| Episode 166: Uranium M&A HEATING UP | 09 Aug 2022 | 00:14:23 | |
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
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| Episode 165: Summer Doldrums, Autumn Starting Gun | 04 Aug 2022 | 00:11:16 | |
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 | |||
| Episode 164: Scholz to Support German Nukes? | 03 Aug 2022 | 00:09:01 | |
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 | |||
| Episode 163: Nuclear on the Table Down Under? | 02 Aug 2022 | 00:19:39 | |
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 Aug 2022 | 00:15:06 | |
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 Jul 2022 | 00:19:23 | |
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 207: Is Kazatomprom About to Open up the Taps?? | 05 Feb 2024 | 00:28:06 | |
Justin discusses the recent 4Q Trading and Market Update from Kaztomprom, the world's largest producer of uranium. | |||
| Episode 160: Nuclear Gaining Federal Support? | 28 Jul 2022 | 00:09:40 | |
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 Jul 2022 | 00:16:08 | |
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 Jul 2022 | 00:15:09 | |
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 Jul 2022 | 00:14:10 | |
Justin discusses the potentially market-moving events of this week. | |||