Justin Huhn on the Uranium Supply Crunch, ETF Impact & China's Influence on the Market

Feb 2, 2024

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We interviewed Justin Huhn, founder of the Uranium Insider newsletter, to get up to speed on all things yellowcake.

The conversation ran through what’s the latest from the big players (Kazatomprom & Cameco), how are the Canadian projects shaping up, why the uranium ETF’s have changed the game, the huge role the China plays in the nuclear industry, Justin’s thoughts on the African hopefuls, spot + contract pricing dynamic’s and a whole lot more.

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All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

Chapters:
(0:00:00) Introduction
(0:02:15) Saving cash at the mine site
(0:05:10) The next Mayor
(0:07:27) Justin Huhn joins
(0:09:40) How's Kazatomprom supply
(0:13:34) Spot price exposure?
(0:18:08) Kazakhstan's relationship with Russia and China
(0:20:35) Effect of US Senate bill have?
(0:22:52) Why can't KAP get Sulphuric Acid?
(0:28:58) Cigar Lake and McCarthur River Issues?
(0:32:42) Where does Nexgen fit into potential M&A?
(0:38:31) Could the physcial uranium trust sell down?
(0:47:13) What are the potential catalysts for Uranium to go down?
(1:01:07) What is the role of China with Uranium?
(1:11:35) Olympic Dams contribution
(1:14:14) Namibian Projects

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