Justin Huhn, founder of Uranium Insider and one of the uranium sector's most closely followed market specialists, joins me to break down the supply, demand, pricing, and investment signals shaping today's nuclear fuel market.
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Recording Date 8-12-2026. In this episode, Justin explains why the uranium market could remain roughly 20 to 25 million pounds undersupplied this year, with mine production near 175 million pounds versus roughly 204 to 205 million pounds of reactor demand. We discuss why the real story isn't today's spot market but utility contracting for deliveries three to six years into the future, where long-term prices are approaching $100 per pound and some contracts are already being completed in triple digits.
Justin and I also examine whether the summer sell-off in uranium stocks has finally bottomed and why another 5% to 10% pullback could create a buying opportunity. We discuss investor sentiment, ETF flows, uranium's connection to the AI data-center boom, and nuclear reactor life extensions. Justin breaks down Cameco's Don Lake exploration potential, Global Atomic's financing challenges at Dasa in Niger, and the outlook for X-energy. We also explore the SMR race involving GE Vernova, TerraPower, Westinghouse, Holtec, BWXT, and Rolls-Royce, while explaining why investors need to watch both spot and long-term uranium prices.
Key Insights In This Episode
✅ Uranium faces a 20 to 25 million pound supply deficit.
✅ Long-term uranium contracts are already reaching triple digits.
✅ Uranium stocks may have already hit their summer bottom.
✅ Another 5% to 10% pullback could create a buying opportunity.
✅ AI data centers are strengthening the long-term nuclear demand story.
✅ SMRs are emerging as a major growth catalyst for nuclear energy.
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Uranium Insider Newsletter
Chapters
00:00 Welcome Back Justin Huhn
00:22 Uranium Supply Demand Deficit
02:53 Long Term Uranium Near $100
04:23 Is the Uranium Selloff Over
06:09 Uranium Investor Sentiment
10:14 AI Data Centers and Uranium Stocks
16:06 Cameco Don Lake Exploration
18:59 Global Atomic Dasa and Niger
20:56 X Energy and Nuclear Technology
29:53 Closing Thoughts and Premium Preview
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
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