Uranium Market 2026 Outlook: Utilities, Stocks, Supply & Prices - Justin Huhn скачать в хорошем качестве

Uranium Market 2026 Outlook: Utilities, Stocks, Supply & Prices - Justin Huhn

In this in-depth interview, Justin Huhn, founder of Uranium Insider, breaks down what truly shaped the uranium market in 2025 and what investors should watch heading into 2026. Despite a relatively flat spot uranium price, uranium equities surged as utilities increased contracting activity, financial players accumulated physical uranium, and supply risks intensified globally. Justin explains why utilities are running out of procurement options, how term prices are quietly moving higher, what tightening conversion and enrichment markets signal, and why prices above $100 per pound are increasingly likely once available supply is exhausted. The discussion also covers Kazatomprom’s growing state control, secondary demand from financial institutions, U.S. and global utility behavior, and why the next phase of the uranium bull market could arrive suddenly rather than gradually. 🗓️ Recording date: January 2, 2025 📖 Chapters Introduction & disclaimer Uranium equities outperformed despite flat spot prices Financial demand and SPUT buying physical uranium Utilities returning to the market and tightening term supply Term and forward prices beginning to move higher Are uranium equities fairly valued at current prices? Strategic uranium reserve and U.S. government involvement Utility replacement rates and contracting behavior Differences between U.S., European, and Asian utilities India–Cameco negotiations and implications for term pricing Conversion and enrichment market update Kazatomprom tightening state control over uranium Secondary demand: financial, sovereign, and inventory restocking Utilities running out of procurement options Is there a near-term solution for Western uranium supply? TRIANGLE INVESTOR SOCIAL MEDIA👇ℹ️ 🌐 Website: https://triangle-investor.com/ 🌍 Substack: https://triangleinvestor.substack.com/ (subscribe for free) 🌍 X (Twitter): https://x.com/capnek123 🎵Spotify: https://creators.spotify.com/pod/show... 🌍BSKY: https://bsky.app/profile/triangleinve... 🌍Facebook: https://www.facebook.com/p/Triangle-I... 🌍LinkedIn:   / lucijan-valkovic   ✉️Business inquires: triangle-investor@outlook.com _________________________________________________________________________ IMPORTANT DISCLAIMER: The content provided by Triangle Investor, including but not limited to its website (www.triangle-investor.com), newsletters, articles, podcasts, social media posts, and marketing materials, is for informational and entertainment purposes only.It does not constitute financial, investment, legal, tax, or professional advice. Triangle Investor and its affiliates, including its founder, contributors, and partners, are not registered financial advisors, investment advisors, or broker-dealers, and do not provide personalized investment recommendations. No information presented by Triangle Investor should be interpreted as a recommendation to buy, sell, or hold any securities, commodities, services, products or other financial instruments. Any opinions, analyses, or projections expressed in our content reflect the personal views of the contributors at the time of publication and are subject to change without notice.Past performance of any investment or company discussed is not indicative of future results, and all investments carry inherent risks, including the potential for loss of principal. Investors are solely responsible for conducting their own due diligence and consulting with qualified financial professionals before making any investment decisions. Triangle Investor does not guarantee the accuracy, completeness, or timeliness of the information provided, and we are not liable for any errors, omissions, or inaccuracies in our content. External links, guest interviews, or third-party content featured by Triangle Investor are provided for convenience and do not imply endorsement or verification of the information contained therein. Commodity markets, including uranium, gold, silver, and copper, are highly volatile and subject to significant risks influenced by economic, geopolitical, and environmental factors. Investors should carefully consider their financial situation, risk tolerance, and investment objectives before engaging in such markets.Triangle Investor assumes no responsibility or liability for any financial losses or damages resulting from the use of or reliance on our content. By accessing Triangle Investor’s content, you acknowledge and agree to these terms and assume full responsibility for any actions taken based on the information provided. For personalized financial advice, please consult a licensed financial advisor or professional. #uranium #uraniuminvesting #uraniumstocks #nuclearenergy