Utilities Blink First Or Prices Rip Higher

Natural Resource Stocks

Nov 09 2025 | 00:52:00

00:00 / 00:52:00

Show Notes

Natural Resource Stocks host Steve Yang sits down with Justin Huhn, founder of Uranium Insider, to break down why the long term uranium price matters more than the daily spot tape, how carry trades set a real world floor for spot, and why a utilities versus producers standoff is shaping the next big move. Justin explains the spring washout, the V shaped recovery, and why recent monthly upticks in the term price are the tell to watch. He also lays out looming supply issues from legacy assets and the capital needed to replace them, plus the policy and demand wave…

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