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Justin Huhn Drops BOMBSHELL on Uranium Supply Crisis!

In it to Win it

Release Date: 05/22/2025

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Today, Steve Barton sits down with uranium expert Justin Huhn of Uranium Insider for one of the most incisive briefings on the global uranium market to date. In a razor-sharp dissection of nuclear energy’s future, Justin exposes the mounting disconnect between supply realities and investor expectations—and the complacency that threatens long-term energy security in the West.

Justin warns that utilities are running out of time. With only a fraction of annual demand secured in long-term contracts, and the spot market increasingly dominated by carry trades and short-term opportunism, the illusion of supply is about to be shattered. He breaks down the geopolitical fractures between East and West, where the East controls most enrichment capacity and uranium flow—while the West demands 70% of global nuclear fuel.

Yet this isn’t just a warning—it’s a roadmap. Justin explains why SMRs, despite skepticism, are already reshaping future demand, how U.S. policy shifts and Trump-era executive orders could accelerate mining approvals, and why the smart money is positioning for a breakout in uranium prices. He offers hard-hitting insights on term contracting, enrichment bottlenecks, and the strategic premium emerging for Western production.

This is the kind of clarity investors rarely get—an unfiltered, data-rich outlook from the front lines of the uranium bull market.

 

Connect with Justin Huhn!

Uranium Insider: https://members.uraniuminsider.com/a/41334/hfFkvWuq

Learn More: https://members.uraniuminsider.com/a/41334/hfFkvWuq

 

Key Topics Discussed:

Why the global uranium market is facing a severe supply-demand mismatch 

How utilities are quietly entering the spot market amid long-term contracting paralysis 

The growing East-West divide in uranium production, enrichment, and conversion capacity 

Why Small Modular Reactors (SMRs) are already influencing uranium demand ahead of schedule 

The geopolitical risks reshaping the nuclear fuel cycle—Russia, China, and Kazakh dominance 

Why Western production may soon command a strategic premium 

The truth about U.S. self-sufficiency in uranium conversion, enrichment, and fabrication 

How carry trades and pricing ceilings are distorting long-term supply signals 

Why Justin Huhn believes uranium prices will break higher before year-end 

The risks to ASX-listed uranium equities amid Australia’s proposed unrealized gains tax 

Why investors should expect multiple waves in this uranium bull market—not a straight line up

 

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Chapters:

00:00 Introduction and Justin’s macro-outlook on uranium 

07:03 Spot market activity as utilities dominate 

11:54 North American fuel infrastructure update 

15:49 Impact of expedited mine permits 

17:30 East versus West uranium supply chain 

25:25 Global uranium demand and supply imbalance 

28:24 Centrus Energy and HALEU capacity 

29:51 Uranium spot price bottom discussion 

30:58 What inning is the uranium bull market in 

37:22 Will there be another summer sell off 

39:32 Australian uranium stocks and tax concerns 

41:45 Unrealized capital gains impact on ASX stocks 

43:32 Is ASPIA a fraud 

44:26 Niger update and royalty funding 

46:12 When MOX fuel becomes economical 

47:43 France’s motivation for fuel reprocessing 

48:40 Uranium demand from SMRs versus large reactors 

51:59 When term contracting reaches replacement volumes 

53:33 China’s uranium projects and thorium news 

56:10 SPUT activity and market outlook 

01:01:39 Cameco Q1 earnings and bullish commentary 

01:07:23 Closing and how to follow Justin Huhn

 

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.

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