Going Nuclear with Justin Huhn and Trevor Hall Beyond the Spot: Understanding Uranium's Long-term Contracts
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Aug 14, 2025 Explore the intriguing world of uranium contracts and market dynamics. The hosts reveal how utilities are strategizing amidst fluctuating prices. Discover the urgency of nuclear energy driven by rising electricity demand and pilot program approvals. AI's energy needs raise sustainability questions, intensifying the call for uranium. Delve into the unique approaches of international players and the shifts towards a seller's market, showing how these factors will shape the future of the nuclear energy landscape.
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Uranium Investing Versus Blackjack
- Justin jokes he wins more in uranium investing than at blackjack.
- He calls uranium investing “informed gambling” compared with casino play.
Life Extensions Drive Stable Demand
- Existing nuclear plants are getting life extensions, de-risking near-term uranium demand.
- That sustained demand supports higher long-term contract activity and commodity strength.
Physical Market Signals A Price Move
- Physical-market signs point to an imminent next leg up for uranium prices.
- Long-term contracting activity and stable spot trading hint at a bullish move.