About this episode
Justin Huhn discusses the core case for uranium, focusing on supply-demand dynamics in the nuclear market.
Model the foreseeable demand from the world’s nuclear fleet, including restarts, life extensions and new units coming online. Then model the foreseeable nuclear fuel supply from all sources including new mines currently being built. Observe the supply-demand imbalance. That, according to Justin Huhn from The Uranium Insider is the core case for uranium. Justin joins for an in‑depth discussion on the global uranium market and the evolving outlook for nuclear energy. This podcast is provided fo...
People in this episode
Host: Sprott Inc.
Guest: Justin Huhn
Topics covered
- uranium
- nuclear energy
- supply-demand imbalance
- nuclear fuel supply
- global uranium market
Keywords
- uranium
- nuclear fleet
- nuclear energy
- supply-demand imbalance
- nuclear fuel supply
Mentioned in this episode
Organizations: The Uranium Insider
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