Justin Huhn: Uranium Price, Supply and Stocks in 2024 — Plus Cameco Analysis

Justin Huhn of ‪@UraniumInsider‬ shares his latest thoughts on the uranium market, breaking down recent news from Cameco and Kazatomprom, and discussing where he sees momentum building among the equities.

This interview was filmed on February 14, 2024.

#Investing #Nuclear #Uranium

0:00 - Intro
0:28 - Uranium supply/demand breakdown
5:37 - Was the market too harsh on Cameco?
13:17 - Understanding term contracts
22:16 - Utilities and uranium price potential
29:20 - Kazatomprom not a relief valve
40:21 - Which uranium stocks will move next?
46:40 - Uranium doesn't need more catalysts
53:51 - Outro

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