Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Steve Barton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Barton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Justin Huhn Confirms 30 Million Pound Uranium Deficit Is Real!

45:11
 
Share
 

Manage episode 514426589 series 2616418
Content provided by Steve Barton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Barton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Justin Huhn of Uranium Insider joins In It To Win It to provide an expert breakdown of the uranium market as it faces growing supply challenges. He discusses production issues from Cameco and Kazakhstan, along with China's continued uranium stockpiling in Africa. Huhn explains why the global market now faces a multi-year supply shortfall of over 30 million pounds, reinforcing a long-term bullish outlook.

He outlines the potential of laser enrichment technology through Cameco's investment in GLE and shares insight on why US uranium independence by 2028 remains unlikely. The conversation also covers weak term contracting volumes, rising interest from data center operators in nuclear energy, and the risks and rewards of uranium equities like OKLO. For more expert market coverage, make sure to like, share, and subscribe.

Connect with Justin Huhn!

Uranium Insider

🔥 Key Topics Discussed

✅ 30M+ pound uranium supply shortfall in 2025 and beyond

✅ Cameco and Kazakhstan production cuts shaking the market

✅ China’s uranium strategy through Africa and Kazakhstan

✅ Why US uranium independence by 2028 is a fantasy

✅ Cameco’s laser enrichment tech and the 2030 conversion breakthrough

✅ Utility term contracting at historic lows despite looming deficits

✅ Uranium equities like OKLO surging on hype not fundamentals

✅ Impact of data center energy demand on nuclear build-out

✅ Trading uranium volatility with 68% YTD portfolio performance

✅ Why uranium has the strongest supply-demand setup in years

Affiliates /Tools for Success that I Love and find Helpful:

Join Our Free and Premium Newsletter

Technical Analysis Series

New Orleans Investment Conference Nov 2-5-2025

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Newsletter

Chapters:

00:00 Welcome with Justin Huhn from Uranium Insider

05:23 China uranium supply and trade war impact

09:02 Laser enrichment tech and Cameco’s GLE stake

12:51 How to spot the top and exit uranium trades

17:19 Data center demand bubble and uranium outlook

21:33 Nuclear vs natural gas for powering data centers

23:50 Energy Fuels and the rare earths opportunity

27:41 Lightbridge fuel rods and future uranium supply

29:22 Meme stocks and speculative uranium equities

34:58 OKLO and the rise of uranium meme mania

36:13 Term contracting volumes and utility buying

40:24 US uranium enrichment by 2028 unlikely

42:13 What you get with a Uranium Insider membership

43:53 Why tracking the physical market really matters

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

#Uranium #NuclearEnergy #JustinHuhn #Cameco #Kazakhstan #UraniumStocks #UraniumInsider #NuclearFuel #GLE #UraniumMarket #DataCenters #RareEarths #Commodities #EnergyCrisis #Investing2025 #InItToWinIt #SteveBarton

  continue reading

230 episodes

Artwork
iconShare
 
Manage episode 514426589 series 2616418
Content provided by Steve Barton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Barton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Justin Huhn of Uranium Insider joins In It To Win It to provide an expert breakdown of the uranium market as it faces growing supply challenges. He discusses production issues from Cameco and Kazakhstan, along with China's continued uranium stockpiling in Africa. Huhn explains why the global market now faces a multi-year supply shortfall of over 30 million pounds, reinforcing a long-term bullish outlook.

He outlines the potential of laser enrichment technology through Cameco's investment in GLE and shares insight on why US uranium independence by 2028 remains unlikely. The conversation also covers weak term contracting volumes, rising interest from data center operators in nuclear energy, and the risks and rewards of uranium equities like OKLO. For more expert market coverage, make sure to like, share, and subscribe.

Connect with Justin Huhn!

Uranium Insider

🔥 Key Topics Discussed

✅ 30M+ pound uranium supply shortfall in 2025 and beyond

✅ Cameco and Kazakhstan production cuts shaking the market

✅ China’s uranium strategy through Africa and Kazakhstan

✅ Why US uranium independence by 2028 is a fantasy

✅ Cameco’s laser enrichment tech and the 2030 conversion breakthrough

✅ Utility term contracting at historic lows despite looming deficits

✅ Uranium equities like OKLO surging on hype not fundamentals

✅ Impact of data center energy demand on nuclear build-out

✅ Trading uranium volatility with 68% YTD portfolio performance

✅ Why uranium has the strongest supply-demand setup in years

Affiliates /Tools for Success that I Love and find Helpful:

Join Our Free and Premium Newsletter

Technical Analysis Series

New Orleans Investment Conference Nov 2-5-2025

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Newsletter

Chapters:

00:00 Welcome with Justin Huhn from Uranium Insider

05:23 China uranium supply and trade war impact

09:02 Laser enrichment tech and Cameco’s GLE stake

12:51 How to spot the top and exit uranium trades

17:19 Data center demand bubble and uranium outlook

21:33 Nuclear vs natural gas for powering data centers

23:50 Energy Fuels and the rare earths opportunity

27:41 Lightbridge fuel rods and future uranium supply

29:22 Meme stocks and speculative uranium equities

34:58 OKLO and the rise of uranium meme mania

36:13 Term contracting volumes and utility buying

40:24 US uranium enrichment by 2028 unlikely

42:13 What you get with a Uranium Insider membership

43:53 Why tracking the physical market really matters

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

#Uranium #NuclearEnergy #JustinHuhn #Cameco #Kazakhstan #UraniumStocks #UraniumInsider #NuclearFuel #GLE #UraniumMarket #DataCenters #RareEarths #Commodities #EnergyCrisis #Investing2025 #InItToWinIt #SteveBarton

  continue reading

230 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play