Best Yellowcake Podcasts (2024)

1
Episode 208: Uranium is now a DEMAND Story 31:56

5M ago31:56

31:56

To download "The Case for Uranium" click here: https://www.uraniuminsider.com/case-for-uranium This video is intended for entertainment and educational purposes ONLY. Always do your own due diligence before making any financial decisions. Justin Huhn is the Founder and Publisher of the Uranium Insider Newsletter...the only investing newsletter that…

1
Episode 207: Is Kazatomprom About to Open up the Taps?? 28:06

8M ago28:06

28:06

Justin discusses the recent 4Q Trading and Market Update from Kaztomprom, the world's largest producer of uranium.By Justin Huhn

1
Episode 206: Uranium Supply is Broken 33:45

9M ago33:45

33:45

To watch the free replay of our November Uranium Insider Members-Only Webinar, click HERE: https://t.co/2xtYbSdTtO In this episode, Justin discusses the current and forecasted supply shortfall for uranium, and the implications of a possible ban of Russian uranium imports to the United States.By Justin Huhn

1
Episode 204: Inflection Point 29:54

1y ago29:54

29:54

Justin discusses the unique inflection point currently happening for both the physical uranium market and for uranium equities. To register for our free Uranium Masterclass, click here: https://bit.ly/44A9kzHBy Justin Huhn

1
Episode 203 – Ontari OH Yes 34:50

1y ago34:50

34:50

Justin discusses recent developments and the incredible success story that is nuclear power in Ontario, Canada. To register for the free "The Nuclear Renaissance is HERE" webinar mentioned in this episode, click this link: https://event.webinarjam.com/register/15/5y8zqhvBy Justin Huhn

1
Episode 202: Thinly Sliced YellowCake 34:41

1y ago34:41

34:41

Justin discusses the incredibly thin physical uranium market, Kazakhstan/Russia complications, China's continued nuclear growth, and the uranium equities market.By Justin Huhn

1
Episode 201: Uranium Contracting Cycle in FULL FORCE 42:33

1+ y ago42:33

42:33

To secure your attendance at our upcoming Webinar: https://bit.ly/3HSyOPoBy Justin Huhn

1
Episode 199: The LAST Necessary Pound Sets the Price 27:40

2y ago27:40

27:40

Justin highlights a number of fundamental developments for the uranium sector, including the principle that it is NOT the cheapest producer that sets the market price, but the marginal producer. To read Mikko Leivo's post that is discussed in this episode, visit: https://kontraaja.com/2022/12/04/uraanifundamentit-vahvemmat-kuin-koskaan/…

1
Episode 198: COP-27 – Finally, Nuclear Has a Seat at the Table 17:31

2y ago17:31

17:31

Justin discusses the current market moves for uranium, and the long-term outlook for nuclear.By Justin Huhn

1
Episode 197: IEA Proposes a DOUBLING of Nuclear 28:26

2y ago28:26

28:26

Justin discusses the increasingly positive adoption of Nuclear, globally. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV To join Uranium Insider Pro: https://www.uraniuminsider.com/newsletter This podcast is intended for entertainment and educational purposes ONLY.By Justin Huhn

1
Episode 196: Consultants Raise WARNING Flag 28:02

2y ago28:02

28:02

Justin discusses the 'sea change' in language from the primary nuclear consultants, and the shift for utilities' focus. www.uraniuminsider.com/newsletterBy Justin Huhn

1
Episode 195: Cameco Plants Its Flag; SPUT Leads the Pack 18:34

2y ago18:34

18:34

Justin discusses Cameco's 'watershed' acquisition. www.uraniuminsider.com/newsletterBy Justin Huhn

1
Episode 194: Japan to Extend NPPs Beyond 60 Years? 13:59

2y ago13:59

13:59

www.uraniuminsider.com/newsletterBy Justin Huhn

1
Episode 193: Bring On Q4 8:15

2y ago8:15

8:15

https://www.uraniuminsider.com/newsletterBy Justin Huhn

1
Episode 192: Pickering Saved! Japan Looks to Build NEW Advanced Nuclear Plants 7:19

2y ago7:19

7:19

To join Uranium Insider Pro: https://www.uraniuminsider.com/newsletterBy Justin Huhn

1
Episode 191: Adjust Those Models – More Life Extensions? 13:43

2y ago13:43

13:43

Justin discusses EDF's consideration of life extensions for two nuclear plants set to shut down in 2024. To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsider.com/offers/mfha3eLU/checkout Doomberg on Palisades Gold Radio: https://www.youtube.com/watch?v=5GnkEEQOqV0By Justin Huhn

1
Episode 190: Cameco "Bulking Up" 21:41

2y ago21:41

21:41

Justin discusses Cameco's recent $1.5Billion shelf prospectus and the possible implications. To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsider.com/offers/mfha3eLU/checkoutBy Justin Huhn

1
Episode 189: Microsoft Looking Globally at SMR Potential 20:07

2y ago20:07

20:07

Justin discusses new developments in the world of SMRs.By Justin Huhn

1
Episode 188: The Bifurcated Uranium Market is Likely to Remain 17:02

2y ago17:02

17:02

Justin discusses the tricky situation Kazakhstan finds itself in and the implications for this bifurcated uranium market.By Justin Huhn

1
Episode 187: Mom and Pop Have Given Up 19:38

2y ago19:38

19:38

Justin discusses the despondent sentiment in markets, and the importance of understanding the fuel cycle dynamics in order to NOT get shaken out of volatile markets. Register for Bloor Street Capital's 'Uranium Conference 5.0': https://bit.ly/36JyRh0 Check out Kuppy's Event Driven Monitor: https://kedm.com/ To receive a sample Newsletter, please vi…

1
Episode 186: "We Live in the Fuel Cycle." – Mike Alkin 16:29

2y ago16:29

16:29

Justin pays homage to Mike Alkin and discusses the importance of understanding the uranium fuel cycle. https://www.macrovoices.com/ To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 185: How the Spot and Term Markets are Connected 12:38

2y ago12:38

12:38

Justin discusses the spot price smash and how the spot and term uranium markets are connected. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 184: Pullback Before a Strong Seasonal Run? 26:59

2y ago26:59

26:59

Justin discusses further uranium market bifurcation, China's aggressive buildouts, and uranium stock seasonality. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 183: The Spot Market Doesn't Matter...But it Really Does 17:46

2y ago17:46

17:46

Justin discusses the nuances of the uranium spot market and how it is relevant for investors. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 182: Xi Jinping Backs Kazakhstan Sovereignty 6:37

2y ago6:37

6:37

Justin discusses Xi Jinping's visit to Kazakhstan and his statement of support for the country. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 181: U.S. DOE Sets Stage for SMRs to Replace Former Coal Plants 17:35

2y ago17:35

17:35

Justin discusses multiple bullish pieces of macro nuclear news. https://www.energy.gov/ne/articles/doe-report-finds-hundreds-retiring-coal-plant-sites-could-convert-nuclear https://segracapital.com/commentary/the-advanced-nuclear-fuel-cycle-we-can-work-it-out/By Justin Huhn

1
Episode 180: Govt. Policy Changes De-Risking the Uranium Investment 15:19

2y ago15:19

15:19

Justin discusses further positive news on the policy front for nuclear in the United States. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 179: U3O8 Price Discovery INCOMING 11:14

2y ago11:14

11:14

Justin discusses the changes in the nuclear fuel procurement for western utilities. https://twitter.com/uraniuminsider/status/1567654673208975360?s=20&t=D_vzeb-EAyfc1BaCv5KCEQ To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsider.com/offers/mfha3eLU/checkoutBy Justin Huhn

1
Episode 178: China in "Fleet Mode," Urenco Expanding 13:38

2y ago13:38

13:38

Justin discusses China's potential to build TEN reactors, annually. Additionally, he speaks on the news of Urenco re-opening its centrifuge manufacturing facility and what that means for the fuel cycle. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 177: California Votes to Save Diablo Canyon 15:08

2y ago15:08

15:08

Justin discusses the recent news of California voting to save the Diablo Canyon Nuclear Power Plant. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 177: Money Needs a Place to GO 19:33

2y ago19:33

19:33

Justin discusses what he believes is the early stages of a money rotation into value, commodities, and uranium. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 175: Is a Nuclear Renaissance Afoot? 13:55

2y ago13:55

13:55

Justin discusses the very strong price action today for uranium equities with the backdrop of a weak S&P, and the prominent figures supporting nuclear energy. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 174: Uranium's Recognition Day Follow Through 14:44

2y ago14:44

14:44

Justin discusses the very strong relative moves the uranium market made today on the heels of a breakout week last week. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 173: Uranium's Relative Strength...a Tell? 9:17

2y ago9:17

9:17

Justin discusses the heavy selling across markets, and the potential implications for a relatively strong uranium sector. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 172: The Next Move for Spot Could be VIOLENT 14:52

2y ago14:52

14:52

Justin discusses the reverse carry trade and how it is unlikely to provide as much of a 'buffer' during the next period of significant financial flows into the Sprott Physical Uranium Trust. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 171: Recognition Day on BIG Japan News 18:30

2y ago18:30

18:30

Justin discusses the breakout moves across the uranium sector today and the positive news out of Japan. Cantor Fitzgerald Uranium Report: http://www.cantorcanada.com/sites/default/files/20220824Uranium_0.pdf To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsi…

1
Episode 170: Uranium Season INCOMING? 14:52

2y ago14:52

14:52

Justin discusses the factors that could lead to a strong end-of-year for uranium. To join Uranium Insider Pro Quarterly membership: https://www.uraniuminsider.com/offers/mfha3eLU/checkout To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 169: KAP Updates & 2024 Guidance 11:12

2y ago11:12

11:12

Justin discusses this morning's Operational Update from Kazatomprom. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 168: Summertime Blues, Autumn GREEN 18:09

2y ago18:09

18:09

Justin discusses the summer doldrums, rising tensions in Kazakhstan, and the volatility of resource bull markets. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 167: But...What About CHERNOBYL?! 9:48

2y ago9:48

9:48

Justin discussed in-brief the misconceptions around Chernobyl and how it is in-fact a testament to the relative safety of nuclear energy. @MadiHilly's fantastic thread on Chernobyl: https://twitter.com/MadiHilly/status/1557399822600216577?s=20&t=rKtMVFTnLUjQ64m0fQM-pQ Free Documentary – How Animals Reclaimed Chernobyl: https://youtu.be/XaUNhqnpiOE …

1
Episode 166: Uranium M&A HEATING UP 14:23

2y ago14:23

14:23

Justin discusses the exciting developments in the M&A space for uranium mining companies. NOT bearish. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 165: Summer Doldrums, Autumn Starting Gun 11:16

2y ago11:16

11:16

Justin discusses the low volume markets and what he believes is coming for the uranium market in the Autumn. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 164: Scholz to Support German Nukes? 9:01

2y ago9:01

9:01

Justin discusses the news today that German Chancellor Olaf Scholz is in support of keeping Germany's last three nuclear plants in operation. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 163: Nuclear on the Table Down Under? 19:39

2y ago19:39

19:39

Justin discusses a proposal by the Opposition leader in Australia to re-examine nuclear. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 162: Kazatomprom Q2 Operational Update 15:06

2y ago15:06

15:06

Justin discusses some noteworthy elements of Kazatomprom's Q2 Operational Update. To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 161: SMR Demand Potential NOT Baked In 19:23

2y ago19:23

19:23

Justin discusses the excellent write-up from Segra Capital on SMRs and future demand. https://segracapital.com/commentary/the-advanced-nuclear-fuel-cycle-we-can-work-it-out/By Justin Huhn

1
Episode 160: Nuclear Gaining Federal Support? 9:40

2y ago9:40

9:40

Justin discusses in-brief the Senate bills on the table that include support for domestic nuclear.By Justin Huhn

1
Episode 159: Cameco Q2 Conference Call – Bull Confirmed 16:08

2y ago16:08

16:08

Justin discusses the very bullish elements of today's Q2 Conference Call with Cameco. Kuppy's brilliant thread: https://twitter.com/hkuppy/status/1552295308423442432?s=20&t=lH7sJNsJg5AVAbEvu2FjnQ To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWVBy Justin Huhn

1
Episode 158: The World is Waking Up to Nuclear Energy 15:09

2y ago15:09

15:09

Justin discusses the "big day" coming tomorrow with the July Fed meeting and Cameco's Q2 Conference Call, as well as multiple international developments in terms of adoption or re-embracing of nuclear. Cameco's Q2 Conference Call: https://www.cameco.com/invest/events-presentations/2022-q2-conference-call-and-webcast To receive a sample Newsletter, …

1
Episode 157: A Big Week for the Uranium Market 14:10

2y ago14:10

14:10

Justin discusses the potentially market-moving events of this week. Cameco's Q2 Conference Call: https://www.cameco.com/invest/events-presentations/2022-q2-conference-call-and-webcastBy Justin Huhn

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