Uranium Market Minute - Episode 208: Uranium is now a DEMAND Story

Рет қаралды 18,782

Күн бұрын

To download "The Case for Uranium" click here: www.uraniuminsider.com/case-f...
This video is intended for entertainment and educational purposes ONLY. Always do your own due diligence before making any financial decisions.
Justin Huhn is the Founder and Publisher of the Uranium Insider Newsletter...the only investing newsletter that focuses solely on #uranium and publishes on a regular monthly basis.
Tags:
Cameco CCJ Small Modular Reactor SMR Commodities Uranium Stock Markets Technical Analysis SP500 Dow Nasdaq Insider Picks Charts Resource Investing
#nuclear #gold #silver #inflation #recession #depression #bitcoin #dollar #dxy #macro #monetary #communism #capitalism #money #currency #debt #crisis #food #water #prepare #climatechange #energy #crypto #investing #ai

Пікірлер: 92

@Ashnola 3 ай бұрын

We know you're a busy guy with paying subcribers and therefore you don't owe us non-paying followers anything, but we really appreciate it when you take the time to give us an update, so thank you Justin!

@luisraya8734 3 ай бұрын

Super appreciated!

@UraniumInsider 3 ай бұрын

My pleasure. Will try to do these more frequently. 🍻

@jbweld6193 2 ай бұрын

Perhaps daily? @@UraniumInsider

@stephenpaul4258 3 ай бұрын

BOE ( ASX) just produced its first barrel. Now ready for full production

@JasonISF 3 ай бұрын

I wouldn't touch it as it isn't cheap anymore.

@socalsilver6397 3 ай бұрын

Good to see ya back with a update 👍🏼 Always look forward to hearing your thoughts and analysis. Thx bro

@kr0nz 3 ай бұрын

i can’t thank you enough for these videos. truly appreciate you keeping us normies informed!!

@luisraya8734 3 ай бұрын

Hahaha Normie here reporting for duty!

@robertharle6377 3 ай бұрын

Greetings from Australia. Thanks

@richardcychowski8380 3 ай бұрын

Well done Justin.... great informative report

@luisraya8734 3 ай бұрын

Thank you for the content been following you for a while now.

@johnbennett6142 3 ай бұрын

Thanks Justin.

@88peyote 3 ай бұрын

Amazing update! Thank you SER!!!

@desertcat8029 2 ай бұрын

Thanks for the update 👍

@wonder5549 3 ай бұрын

Go Justin! Keep up the great work! Yes, thank you for sharing....

@digger9970 3 ай бұрын

Wow. That was good. Exceptional.

@joecrawford6528 3 ай бұрын

Thanks Justin!

@jerryantonies5334 3 ай бұрын

Great job this is a perfect place to park money looking forward into the future.

@jimallen833 3 ай бұрын

Good to have you back JH!

@nwodestruction3903 3 ай бұрын

Thanks Justin. Always appreciate your input and encouragement to stick it out.

@AndreA-ir2is 3 ай бұрын

Korea built the 4 NPPs in The emirates, though, not in Egypt. Thanks as usual, Justin. From a happy UI member

@UraniumInsider 3 ай бұрын

Oops...you're absolutely right. Russia building Egypts plants.

@LegendaryPredecessor 2 ай бұрын

Just a headsup, the newly elected government in The Netherlands has plans to build 4 more nuclear plants. (currently The Netherlands has 1, which supplies about 3% of the grid's power)

@NeuroPulse 3 ай бұрын

☢️The legend is back☢️

@robsoul 2 ай бұрын

Love your videos!

@UraniumInsider Ай бұрын

Thank you!

@RationalSpeculator 3 ай бұрын

Excellent update. Good emphasis on the AI electricity demand -- yet another uranium demand driver that wasn't mentioned 5 years ago when I got onto the cycle.

@HI-ox6ie 3 ай бұрын

Whoop whoop 🎉

@marcmason9474 3 ай бұрын

Any thoughts on NuScale Power equity Justin?

@mutantryeff 3 ай бұрын

Only 100 more episodes to get to 3oh8

@UraniumInsider 3 ай бұрын

Haha true!

@AdamTV 3 ай бұрын

Are the floor prices for long term contracts inflation adjusted?

@UraniumInsider 3 ай бұрын

Depends on the contract, but for longer ones, yes they typically are. Cheers

@asafgr 3 ай бұрын

תודה

@pisipisi5071 3 ай бұрын

Andy says uranium always follow oil prices in a delayed manner. Gold and oil flies at the same time, i believe uranium has to follow this trend financially. Fundamentals supports overall thesis. Everything looks fantastic and constructive for the mid term.

@UraniumInsider 3 ай бұрын

Andy's ratio charts are great. Commodities moving up tends to be a tailwind for uranium even considering the uniqueness of this market.

@johnchow5958 3 ай бұрын

Thanks for sharing. My view is uranium stocks have topped for now and I will be buying much later on. Just my opinion.

@ScottsStockDueDiligence 2 ай бұрын

can you be a cohost on one of my livestreams?

@taintedseal 3 ай бұрын

Holding BOE, BMN and DYL

@lindsaymeech8618 3 ай бұрын

The big three. The very best ones to hold IMHO - from New Zealand.

@krisc.2478 3 ай бұрын

URA is at the near bottom of an over 1 year channel, on a daily chart.

@chrisrand675 3 ай бұрын

I don't recall Justin ever addressing capex and how in this interest rate market many miners find it much harder to fund capex as their borrowing is more expensive. Thoughts, Justin?

@UraniumInsider 3 ай бұрын

Depends on the project's scope and various other factors. Most are at least partially funded with equity, but you're right...borrowing is not cheap and that certainly influences the necessary contracting terms for to-be producers.

@johnzoppi8913 3 ай бұрын

we could still be years away from a real shortage in uranium because the spot price would be 300 lb?

@JacquesGauvin144000 3 ай бұрын

👍

@petp2801 3 ай бұрын

number of shares of URA is not constant over time. I dont think you can divide URA price by commodity price.

@UraniumInsider 3 ай бұрын

It's a general gauge, but you are correct

@lorer1326 3 ай бұрын

Nobody is talking about Centrus Energy anymore. Why? Is there any news on DOE RFP for HALEU production award date?

@centurione6489 3 ай бұрын

SAME QUESTION here!!! Me, I have been adding to LEU at every dip.

@joaquincortada1483 3 ай бұрын

Very interesting what you said about chat gpt using 10x the electricity compared to Google search. Data centers will be setting up shop right next to nuclear plants

@UraniumInsider 3 ай бұрын

Already are! Huge trend. Cheers

@mickbryan7716 3 ай бұрын

What about Australia now considering Uranium SMRs

@JasonISF 3 ай бұрын

We have to get rid of the Labor government first before that happens.

@leoworrall9449 2 ай бұрын

Get rid of 🤡 Bowen

@timastrom9449 3 ай бұрын

I’m starting to get really tired of my financial advisor taking taking so long to get back to me with his KZfaq videos

@friendlychat34 3 ай бұрын

He's busy, he's my financial advisor too 😂

@FamilyofFour30 15 күн бұрын

Wow, we really screwed the pooch with selling SMR at a loss and now watching it break all-time highs. That one hurts.

@willrino 3 ай бұрын

Justin is always all alone in the office

@reecemccullough4829 3 ай бұрын

Haha

@robertdagge200 3 ай бұрын

Everyone else works from home

@hottoys634 3 ай бұрын

Great information, keep it up!

@edwardk3 3 ай бұрын

He needs a dog

@ToxiqVowoVpixoT 3 ай бұрын

Justin does a lot of overtime. Always the last to leave the office 😁

@arrogantprickly 3 ай бұрын

If deficits are as large as many in the uranium community think, the reason is that there are sufficient inventories, at least for the moment. That's it. Nobody talks about inventories.

@taintedseal 3 ай бұрын

O sweet summer child, where were you last 2 years? Inventories were the hot topic.

@arrogantprickly 3 ай бұрын

@@taintedseal O sweet summer fetus, discussions of inventories were "the spot market is dry" or "commercial inventories are low." Nobody is digging and providing data. I've seen a million supply/demand charts, and virtually nothing on inventories. Clearly, inventories weren't as low as the narrative led people to believe.

@taintedseal 3 ай бұрын

@@arrogantprickly Justin himself made numerous videos on it, "the markets opaque and we don't know how much is out there." There was confusion on why the spot price was barely moving despite all the buying by sprott and this was linked to unknown inventories being sold off. That eventually dried up and price has moved both ways on very low volume since. Utilities are currently trying to sign long term contracts so they obviously don't have knowledge about these stock piles. That's as good as information as we can speculate on. I'd ask, can you provide a single example of a large stock pile waiting to be sold off? It's a lot easier to prove the existence of something than the opposite.

@taintedseal 3 ай бұрын

@@arrogantprickly well a better question is, on what data are you basing your assumption on? Just that there's a large supply demand gap?

@UraniumInsider 3 ай бұрын

A commodity doesn't rise in an oversupplied market. There are inventories in this industry...but the overhang of abundant, mobile inventory is over. It'll take years of supply ramping and high-volume contracting to build up commercial inventories to historically high levels.

@marcmason9474 2 ай бұрын

NexGen just rattled the market and itself