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…

Other Episodes

Episode

February 22, 2025 • 00:36:36

Global Geopolitics with Larry Johnson NATO, Ukraine, Russia, Israel

In this insightful episode, Larry Johnson and Andy discuss the deliberate plan by Donald Trump to distance the United States from NATO and reassign...

Episode

December 29, 2024 • 00:32:43

Silver Linings: Analyzing 2024 and Predictions for 2025 with Don Durett

Analyzing 2024 Market Trends and Predictions for Gold and Silver Stocks with Don Durett Join Andy and Don Durett as they discuss market trends...

Episode

October 15, 2024 • 00:32:20

The Geopolitical Chessboard: Dan Welch Analyzes Ukraine and Russia

In this episode, host Dan Welch delves into the complexities of the Ukraine-Russia conflict as of October 11, 2024, discussing how this has been...