Uranium Insider Insights on Prices, Supply Shortfalls & M&A Deals

Video Description

Dive into the explosive world of uranium investing with this exclusive interview featuring Justin Huhn of Uranium Insider! Fresh off the World Nuclear Association (WNA) Symposium, Justin breaks down the biggest takeaways: from potential blockbuster M&A deals in the Athabasca Basin to supply crunches from giants like Kazatomprom and Cameco. We explore why utilities are dragging their feet on contracts, the looming production shortfalls by the 2030s, and Justin's bold prediction for uranium prices hitting $150+ in the next 12-18 months. Key highlights: Utility inaction and the push for higher-priced long-term contracts Kazakhstan's reduced 2026 guidance and acid supply bottlenecks Cameco's labor challenges and pipeline risks The pivotal role of NextGen's Arrow project – could it spark a market wildfire? Spot market dynamics, inventories, and the "SPUT vault" scenario Why juniors are starved for capital and how big contracts could change everything Timestamps: 0:00 - Intro & WNA Takeaways 2:30 - Utility Actions & Contract Headbutting 5:00 - Kazatomprom & Cameco Production Updates 10:00 - Supply Shortfalls & Project Risks 15:00 - Inventories & Spot Market Influence 20:00 - SPUT Takeout Scenario 25:00 - Producer Perspectives & Junior Challenges 30:00 - Price Predictions & Market Outlook 40:00 - About Uranium Insider Uranium Insider: https://uraniuminsider.com #Uranium #NuclearEnergy #UraniumMarket