Uploaded June 2026 | Updated September 2026, 2 weeks ago
Justin Huhn of Uranium Insider joins Darrell to break down the recent selloff in uranium equities, why he sees the correction as a potential buying opportunity, and how the physical uranium market remains supported by strong term pricing. He explains the difference between spot and term uranium prices, why utilities continue to contract at higher levels, and why major development projects remain critical to future supply.
Check out Justin's work:
uraniuminsider.com
https://x.com/uraniuminsider
Follow Darrell on X: https://x.com/MoneyLevelsShow
Follow the VRIC on X: https://x.com/vricmedia
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
Sign up for Jay’s newsletter at 2ly.link/211gx
00:00 Introduction
00:33 Navigating the uranium equity selloff
03:21 Investor psychology during market corrections
07:11 Why uranium stocks are tied to broader market risk
10:15 Uranium spot price versus equity weakness
12:44 Why the long-term uranium trend remains intact
16:01 Why utilities pay higher term prices than spot
19:21 Key uranium development stories to watch
23:22 Hyperscalers, project finance, and NexGen’s Rook I
25:25 Exploration companies in the uranium sector
29:04 Why uranium projects take so long to reach production
33:35 Is the uranium equity selloff overdone?
35:38 The selloff in small modular reactor stocks
40:16 Conversion exposure and Solstice Advanced Materials
43:01 Enrichment stocks and Centrus Energy
46:07 What Uranium Insider offers investors
47:35 Closing remarks
Copyright © 2026 Cambridge House International Inc. All rights reserved.
Justin Huhn of Uranium Insider joins Darrell to break down the recent selloff in uranium equities, why he sees the correction as a potential buying opportunity, and how the physical uranium market remains supported by strong term pricing. He explains the difference between spot and term uranium prices, why utilities continue to contract at higher levels, and why major development projects remain critical to future supply.
Check out Justin's work:
uraniuminsider.com
https://x.com/uraniuminsider
Follow Darrell on X: https://x.com/MoneyLevelsShow
Follow the VRIC on X: https://x.com/vricmedia
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
Sign up for Jay’s newsletter at 2ly.link/211gx
00:00 Introduction
00:33 Navigating the uranium equity selloff
03:21 Investor psychology during market corrections
07:11 Why uranium stocks are tied to broader market risk
10:15 Uranium spot price versus equity weakness
12:44 Why the long-term uranium trend remains intact
16:01 Why utilities pay higher term prices than spot
19:21 Key uranium development stories to watch
23:22 Hyperscalers, project finance, and NexGen’s Rook I
25:25 Exploration companies in the uranium sector
29:04 Why uranium projects take so long to reach production
33:35 Is the uranium equity selloff overdone?
35:38 The selloff in small modular reactor stocks
40:16 Conversion exposure and Solstice Advanced Materials
43:01 Enrichment stocks and Centrus Energy
46:07 What Uranium Insider offers investors
47:35 Closing remarks
Copyright © 2026 Cambridge House International Inc. All rights reserved.
