Justin Huhn: The Uranium Market Is Setting Up for a Major Move

Justin Huhn of Uranium Insider argues that the uranium market is moving toward a serious supply problem as utilities contract fuel into the early-to-mid 2030s while many of the mines needed to meet that demand have yet to begin construction. He explains why long-term uranium prices are rising, why the biggest pinch point may ultimately be uranium itself rather than conversion or enrichment, and how new reactor construction in the U.S. and abroad could tighten the market further. Check out Uranium Insider: https://x.com/uraniuminsider https://www.uraniuminsider.com/ Follow Darrell on X: https://x.com/MoneyLevelsShow Follow the VRIC on X: https://x.com/vricmedia Follow the VRIC on Instagram:   / vric_media   Learn to invest alongside the top minds in commodities. Join The Commodity University today: https://join.thecommodityuniversity.c... Sign up for Jay’s newsletter at https://2ly.link/211gx 0:00 The uranium supply squeeze 1:02 Why Justin is bullish on the sector 4:49 Uranium demand could double by 2040 6:31 The supply deficit investors should focus on 8:14 Why the early 2030s matter right now 11:35 U.S. plans to massively expand nuclear power 19:19 Europe’s heat waves and nuclear capacity 23:28 Uranium Royalty’s Sweetwater acquisition 28:07 The debt behind the Sweetwater deal 29:17 Why Wyoming matters for uranium 32:01 Conversion, enrichment, and the fuel cycle 36:03 Why uranium may be the real bottleneck 40:32 NexGen Energy begins construction at Arrow 42:09 BHP’s interest in NexGen Copyright © 2026 Cambridge House International Inc. All rights reserved.