The Tech Giants Backing Uranium: Are You Ready?

The discussion begins with an overview of the uranium market’s exciting developments. Justin explains how tech companies are increasingly relying on small modular reactors to fuel their energy-hungry data centers, signaling a massive demand spike for uranium. The conversation touches on the current state of U.S. uranium production, the role of long-term contracting, and what geopolitical risks could mean for the market. The conversation also tackles modular reactors and how advancements in nuclear technology could revolutionize energy consumption.

Thank you for watching this deep dive into the uranium market! If you enjoyed the content, don’t forget to like, subscribe, and share this video with friends who are interested in commodities, nuclear energy, and investing in the future of technology. Stay tuned for more in-depth interviews and expert insights!

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Timestamps:
00:00 Justin Huhn of Uranium Insider
03:45 U.S. Uranium Production & Demand Explained
06:45 Fungible Uranium?
08:28 Uranium Market 2020 - 2021 Explosive Moves
16:12 Uranium Price: $80 Floor?
27:24 Kazatomprom Risks to URNM & Cameco
32:40 Long Term Contracts for 2024
35:00 Utility Companies Uranium Contracts
38:30 Supply Bottlenecks / Centrus: Mega Tons to Mega Watts
43:30 China has 600M lbs of Uranium
47:00 Niger Coup Updates
49:28 Small Modular Reactors and Their Growing Importance
53:00 Paladin Energy acquires Fission Uranium
54:24 Money Inflows to Uranium Sector
57:45 Spent Nuclear Fuel Recycling?
1:00:00 Australia & Canada Uranium Mining
1:02:10 Uranium Deficit for Many Years
1:06:40 The Role of AI in Driving Uranium Demand
1:09:45 US Nuclear Power Plant Restarts
1:14:30 Future Outlook for Uranium Miners and Investors

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#Uranium #NuclearPower #JustinHuhn #AI #UraniumMiners #ModularReactors #Energy #UraniumInsider #SmallModularReactors #Investing #Commodities #inittowinit #stevebarton

[nathanielringdahl]

Thanks for asking my question Steve, and Ty Justin for answering it. Cheers fellas

[patricka]

Thanks for asking by question Steve, much appreciated! Great interview as always!

[JV-lkmd]

Cameco/Westinghouse is also building UF6 capacity in the UK which will allow more overfeeding.

[damo]

FYI, Rolls Royce Cars is a different company that the Jet & SMR company. They split way back in the 60's

[BlainsTube]

Thanks for another great uranium classroom.

[BlainsTube]

"Are You Ready?"
I'm at 6.3% in URA, along with a couple of little Jrs.

[pathosattrition]

Any thoughts or opinions on District Metals or URZ3? The former has the largest uranium deposit in the world in a country planning on reversing their uranium mining moratorium, and the latter recently came back from the dead as an explorer. $40M and $3M, market caps, respectively.

[DumstigB]

US is in deep trouble accessing uranium supply. Australia is their best chance for securing abundant supply.

[AMP]

I have a quick question for you Steve. Do you own any AMRK stock?? According to Kevin at Northstar it should be around 116-120 per share in early to mid 2026 on his macro charting. Came down to 39 today so looking like a steal of a deal.

[brendancarney]

I got thumbs up number 1... f ya lol
I am not not one to give a thumbs up before a video but for you two fellas I would give a thousand if I could.
Thanks in advance for a great vid

[bh]

Germany : No nuclear power - no coal - no tech gigants ... so easy

[BillSlikkerveer]

80m # contracting ytd- UXc’s report

UI had pumped last 2 videos that long term contract was going to explode- all the while contracts were slowly ticking up - essentially a double since last disclosure

UXc / other reporters service is dismal. In IT here missed opportunity here to ask pricing specifics - but UI can’t won’t disclose any details as they r conflicted out by terms of service. So UI subscribers pay indirectly the cost of UXc but UI doesn’t pass along cuz it can’t.

[ZaneStark-xx]

Oh for sure about the bottle neck is now. Uranium has been! A bear market since 2012. We going to need uranium due data centers energy consumption, Bitcoin mining, and household energy is going to need cost effective and eco friendly energy. Now uranium is coming back and bouncing nice to the upside

[bullguy]

It seems short sighted to plan on building out nuclear reactor electric plants without a clear path to producing enough uranium domestically to supply them. Counting on imports is a poor plan.