The Royalty King reported in late March 2026 that $150 per pound uranium contracts are already being signed and most retail investors have no idea because in uranium the action takes place in the term market not so much the spot market. Justin Huhn of Uranium Insider, one of the most respected voices in the uranium and nuclear energy space, to break down exactly where the uranium market is heading and why the AI power demand surge is accelerating the timeline faster than anyone expected.
Why long-term uranium contracts with $150/lb ceilings are already being executed — and what that means for spot price How the AI data centre boom is quietly becoming one of the biggest demand drivers for nuclear energy Justin's outlook on uranium price trajectory and key catalysts to watch Why utilities are locking in supply now — and what happens when the rest scramble The case for nuclear as the only scalable baseload power solution for AI infrastructure
WHY THIS MATTERS: The spot price tells one story. The term contract market tells another. Justin breaks down the disconnect.
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Managed & Built by I2M Consulting, LLC | © 2010-