Justin Huhn of Uranium Insider shares his forecast for the uranium sector, weighing in on supply, demand and prices. While the market is currently in a pullback, he believes the long-term outlook remains strong — and in the short term, he sees uranium as "very tradable."

"It can be difficult to put money to work when the sector has pulled back, when the volatility's high, when sentiment is very, very poor," Huhn acknowledged. "(But) that's the time when you actually want to be buying."

This interview was filmed on May 21, 2026.

0:00 - Intro

0:19 - Cashed up, waiting to buy

2:33 - Spot vs. term uranium prices

5:58 - Sellers have the upper hand

8:50 - Steady climb vs. price spike

12:29 - Major producer pipelines

18:45 - Iran war impact on uranium

23:08 - AI demand for uranium

29:46 - Market is "very tradable"

35:26 - This has never happened

42:09 - Outro

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