Скачать или смотреть “Clues Everywhere” for a Major Uranium Breakout

In this interview, Justin Huhn of Uranium Insider breaks down the latest developments in the uranium market, including South Korea’s surprising 8.8-million-pound tender, why its terms may go no-bid, and what that means for utilities worldwide. Huhn also unpacks U.S. nuclear policy shifts under Trump, the role of enrichment and new builds, the AI-driven electricity boom, and why supply constraints make uranium one of the most compelling commodities today.

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00:00 – South Korea’s 8.8M-pound uranium tender explained
08:01 – Market signals: what utilities will learn from this
12:22 – Spot market dynamics and carry trades
16:00 – Uranium equities post–Liberation Day selloff
22:07 – U.S. executive order and nuclear buildout momentum
25:22 – Why nuclear is gaining bipartisan support
27:43 – The uranium supply/demand imbalance explained
32:09 – AI and data centers fueling electricity demand
33:33 – M&A in uranium: Paladin–Fission and what’s next

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