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

Justin Huhn of ‪@UraniumInsider‬ shares his latest thoughts on uranium supply, demand and prices, emphasizing that it's still ""very early"" in the cycle and that at this point no further catalysts are needed.

""How long could this investment play out? We could have some kind of exogenous event come in and disrupt supply in the next one or two or three years and send us on a spike. Or we could have just a continued slow progression of supply coming online insufficient to meet demand that has a much more gradual steady increase in price,"" he said. ""Both of those things are possible.""

❓Where is uranium in the current cycle? Tell us in the comments!

This interview was filmed on June 3, 2025.

#Investing #Nuclear #Uranium

0:00 - Intro
0:17 - Trump's executive orders
7:41 - US project fast tracking
10:34 - Uranium supply ""mirage""
18:28 - When will utilities step up?
24:08 - Spot and term prices in 2025
27:11 - Outlook for uranium stocks
34:25 - Meta / Constellation deal
38:59 - SPUT's US$25.5 million raise
42:23 - Will SPUT ever sell uranium?
45:11 - ""Very, very early"" in cycle
52:41 - Outro