Wealthion sponsored a video interview of Justin Huhn. The uranium bull market may have much further to run. Justin Huhn, founder of Uranium Insider, joins Wealthion’s Maggie Lake to break down the growing imbalance between global uranium supply and nuclear power demand — and what it could mean for uranium prices, uranium stocks and investors.
Huhn explains why increasing mine production hasn’t solved the market’s structural supply problem, why the long-term uranium contract market may be more important than the spot price, and how utilities are positioning as they secure fuel well into the 2030s. They also discuss the accelerating nuclear renaissance, AI and data-center power demand, the outlook for uranium miners, the role of major producers such as Cameco and Kazatomprom, and where Huhn sees the biggest opportunities — and risks — in the uranium trade.
If uranium demand keeps rising while supply struggles to keep pace, what does that mean for your portfolio?
Chapters:
00:00 Uranium Could Hit $150–$200 Per Pound
00:25 Google, Constellation & the Nuclear Energy Boom
03:52 Why AI Hyperscalers Are Turning to Nuclear Power
06:17 Nuclear Stocks vs. SMRs: Where Is the Better Investment?
09:12 How Justin Huhn Became a Uranium Bull
11:13 The Nuclear Renaissance Is Accelerating
14:11 Why Uranium Stocks Have Struggled
20:23 Does the Uranium Bull Market Depend on AI?
24:43 Nuclear Power, Energy Security & Geopolitics
25:08 China, Russia & India’s Nuclear Buildout
29:05 Is NIMBY Still a Problem for U.S. Nuclear Power?
31:19 Uranium Commodity vs. Uranium Stocks
32:05 Why Physical Uranium May Offer the Best Risk-Reward
33:30 Why Uranium Could Reach $150–$200
33:58 Spot Uranium vs. Long-Term Contract Prices
38:09 The Uranium Market’s Most Important Leading Indicators
40:03 Enrichment, Conversion & the Nuclear Fuel Cycle
41:46 Why Uranium Is the Coming Supply Bottleneck
43:02 Which SMR Companies Could Win?
46:21 How to Build a Nuclear & Uranium Portfolio
48:07 Nuclear Reactors on the Moon?
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