The Oversupply of Uranium in the Utilities

The environment of that oversupply the last decade really created this false sense of security. The utilities could buy these carry trade pounds so easily, so abundantly, and so cheaply for so long. It hurt the producers for a very long time. Why didn't they load their inventories? Because they've had this abundant Uranium available for as long as they can remember.

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Clay Finck chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:46 - An overview of the uranium market and what market forces have an influence on price.

11:10 - Ways in which a retail investor can take a position in the uranium sector.

15:15 - The role that the Sprott Physical Uranium Trust plays in the overall market for uranium.

23:13 - Why nuclear reactors are currently purchasing less uranium than they actually consume.

25:53 - What has kept the nuclear energy sector from becoming a primary source of energy in the US or in other developed countries, and how might that change in the future?

42:13 - How cyclicality plays into the uranium market and where Justin believes we are at in the bull uranium cycle.

47:52 - The tell tale signs that Justin looks for when selling his uranium positions.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Related episode: Listen to MI068: Investing In Commodities w/ David Morgan, or watch the video.

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