Justin Huhn: The Uranium Market Is Setting Up for a Major Move

Justin Huhn of Uranium Insider argues that the uranium market is moving toward a serious supply problem as utilities contract fuel into the early-to-mid 2030s while many of the mines needed to meet that demand have yet to begin construction. He explains why long-term uranium prices are rising, why the biggest pinch point may ultimately be uranium itself rather than conversion or enrichment, and how new reactor construction in the U.S. and abroad could tighten the market further.

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0:00 The uranium supply squeeze

1:02 Why Justin is bullish on the sector

4:49 Uranium demand could double by 2040

6:31 The supply deficit investors should focus on

8:14 Why the early 2030s matter right now

11:35 U.S. plans to massively expand nuclear power

19:19 Europe’s heat waves and nuclear capacity

23:28 Uranium Royalty’s Sweetwater acquisition

28:07 The debt behind the Sweetwater deal

29:17 Why Wyoming matters for uranium

32:01 Conversion, enrichment, and the fuel cycle

36:03 Why uranium may be the real bottleneck

40:32 NexGen Energy begins construction at Arrow

42:09 BHP’s interest in NexGen

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