Justin Huhn of @UraniumInsider discusses uranium market sentiment, supply and demand after this summer's slowdown, saying fundamentals in the sector remain as strong as ever.
“Demand’s coming back, the price is going higher, there’s not enough supply, especially for the next two to three years," he said. "I think we’re going to see a bidding war for limited supply — it’s not going to happen tomorrow, it's probably not going to happen next month, (but) in that 24 to 36 month period it’s increasingly likely that there’s going to be sort of a panic moment where multiple utilities are going to be fighting over the limited supply. I think that’s coming."
❓ Will uranium prices rise again in the near term? Tell us in the comments!
This interview was filmed on October 4, 2024.
#Investing #Nuclear #Uranium
0:00 - Intro
0:32 - Uranium's summer slowdown
6:26 - Status of supply and demand
15:30 - Will Russia limit uranium exports?
21:40 - How much can utilities delay?
31:09 - Price outlook for uranium
39:18 - Upside for uranium stocks
45:03 - AI demand and nuclear power
52:41 - Outro
________________________________________________________________
Investing News Network (INN)
Find out more about investing by INN @
[ Ссылка ]
Browse our 2023 outlook reports:
[ Ссылка ]
Follow us Facebook:
[ Ссылка ]
Follow us on Twitter:
@INN_Resource
________________________________________________________________
The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.
