Tom welcomes back Justin Huhn for a in-depth discussion about the Uranium market and the potential risks if there's a nuclear weapon exchange in the conflict between Israel and Iran. They discusses how nuclear powers handle enrichment and how the Uranium fuel cycle operates.
Justin sees potential for growth in the Uranium market due to an increase in SMR demand and global efforts towards sustainable energy sources. He also warns against a possible overbought situation in the short term but emphasizes the importance of watching the physical market dynamics and Sprott's activities to spot potential buying opportunities.
Timestamps:00:00:00 - Introduction00:00:41 - Iran Conflict Concerns00:04:32 - Enrichment & Grades00:08:40 - Plutonium Details00:09:36 - Market Reaction & Risks00:13:16 - Uranium Supply & Demand00:22:10 - Project Approvals & Risk00:26:37 - Sprott Deal & Canacord00:34:08 - Sprott SPUT Holdings00:38:55 - Banks & Sentiment Shifts00:44:07 - Investor Hangover00:52:30 - Concluding Thoughts00:56:12 - Wrap Up
Guest Links:Website: https://www.uraniuminsider.comNewsletter: https://www.uraniuminsider.com/newsletterX: https://x.com/UraniumInsider
Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Through the combination of rigorous fundamental analysis and Justin's thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro's "Focus List," as well as the most opportune times for entry or exit.
Justin is frequently asked to offer his commentary on various media forums, including Crux Investor, Smith Weekly, Palisades Gold Radio, Mining Stock Education, and Mining Stock Daily. He also regularly participates in the post-earnings commentary that is broadcast immediately after industry majors release quarterly earnings.
