Justin Huhn of Uranium Insider returns to break down the uranium market's evolving supply-demand imbalance and what it means for investors now.

📩 Uranium Insider Justin Huhn Newsletter

📩 Substack

👉 Technical Analysis Video Series

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

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

In this episode of In It To Win It discusses that with 165–170 million pounds of mine supply versus more than 200 million pounds of reactor demand, the structural deficit remains intact as reactor life extensions continue to de-risk consumption for decades ahead. He explains why demand visibility over a 5–6 year horizon is far clearer than supply, and why secondary factors like inventory restocking, sovereign stockpiling, and financial buying, highlighted by Sprott's recent capital raise and purchases, are adding pressure beneath the surface.

The discussion dives into major developments reshaping the sector, including Bannerman's Etango offtake agreement with CNNC, reported talks between NextGen and hyperscale data center operators over Arrow production, and what drove the recent spike to $103 followed by a pullback to the $83–$84 range. Huhn also addresses how many uranium companies are truly investable, NuScale's positioning amid regulatory shifts, tranche-based entry strategies for equities, and whether production growth from Mongolia and Uzbekistan threatens the broader thesis. If you value disciplined uranium market analysis, like, share, and subscribe for more in-depth coverage.

Key Insights in this episode

✅ Uranium demand is increasingly "de-risked" through reactor life extensions

✅ 165–170M lbs supply vs 200M+ lbs demand signals deficit

✅ Secondary demand from restocking and financial buying adds pressure

✅ Sprott purchases and trader activity drove recent price volatility

✅ $83–$84 appears to be a higher structural floor for spot uranium

✅ Bannerman's CNNC offtake tightens future available supply

✅ NextGen–hyperscaler talks could reshape long-term offtake markets

✅ Fewer than 50 uranium companies have truly investable assets

📩 Uranium Insider Justin Huhn Newsletter

📩 Substack

👉 Technical Analysis Video Series

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

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Chapters

00:00 Uranium Market Update with Justin Huhn

00:45 Macro Supply and Demand Overview

01:21 Reactor Life Extensions and Demand Growth

04:18 Secondary Demand and Inventory Dynamics

09:56 Spot Price Volatility and Term Pricing

11:05 Sprott Buying and Trader Activity

16:06 How Many Uranium Companies Exist

17:09 NuScale SMR and NRC Approval Status

20:51 Are Uranium Stocks Good Entry Points

23:52 Mongolia and Uzbekistan Supply Impact

26:13 Premium Segment and Where to Follow

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 #UraniumStocks #NuclearEnergy #UraniumMarket #JustinHuhn #UraniumInsider #NextGenEnergy #Sprott #NuclearPower #CommodityInvesting #EnergyTransition #SMR #NuScale #MiningStocks #SpotPrice #UraniumInvesting #Commodities #ResourceStocks #EnergyMarkets #SupplyDeficit #SteveBarton #InItToWinIt