Justin Huhn of Uranium Insider shares his thoughts on the state of the uranium market, outlining key supply, demand and price developments. He also weighs in on sentiment, saying sector negativity is part of why he sees a strong buying opportunity.
"A lot of signals are aligning right now that lead me to believe that if the bottom isn't perfectly in right now, we are very, very close," he said.
This interview was filmed on October 14, 2026.
0:00 - Intro
0:17 - Uranium bottoming now?
4:03 - Why stocks aren't moving
7:42 - Potential breakout catalyst
11:07 - East/west utilities split
17:46 - Paladin's latest results
21:10 - Spot market activity
25:54 - Uranium price outlook
28:27 - Kazatomprom and Russia
30:57 - Why is Russia buying?
36:12 - US / South Korea deal
39:02 - Trading vs. buy and hold
42:37 - Contrarian strategy is key
47:23 - What inning is this?
49:18 - Outro
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