Uploaded August 2026 | Updated September 2026, 2 weeks ago
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
uraniuminsider.com
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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.
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
uraniuminsider.com
Follow Darrell on X: https://x.com/MoneyLevelsShow
Follow the VRIC on X: https://x.com/vricmedia
Follow the VRIC on Instagram: instagram.com/vric_media
Learn to invest alongside the top minds in commodities. Join The Commodity University today: join.thecommodityuniversity.com/?affiliate=darrellthomas
Sign up for Jay’s newsletter at 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.
