![]() The success of Uranium Insider has been gratifying, and the emerging bull market in uranium continues to offer an unusually attractive risk:reward proposition for fellow contrarian investors.Owners and operators of U.S. Regrettably, the Uranium Insider Pro subscription letter’s subscriber growth and breadth no longer allow him to provide this tool. Until July 2020, he distributed a complimentary newsletter as an educational tool to those investors seeking to familiarize themselves with the complexities and opportunities offered by the uranium sector and the uranium shares. Justin is devoted to bringing value to those that are taking their first look at the uranium sector. He also regularly participates in the post-earnings commentary that is broadcast immediately after industry majors release quarterly earnings. Justin is frequently asked to offer his commentary on various media forums, including Crux Investor, Smith Weekly, Palisades Gold Radio, Mining Stock Education, and Mining Stock Daily. Through the combination of rigorous fundamental analysis and Justin’s thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro’s “Focus List,” as well as the most opportune times for entry or exit. Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Why the Uranium market is becoming bifurcated and the implications.Japan’s reactor status and the overall energy picture in Europe.Importance and benefits of the SPUT ETF.Benefits to the nuclear industry from the “Inflation Reduction Act”.He believes it may only be a matter of weeks before the next big leg-up in uranium. This could provide an impetus to extend the length of the bull market. The uranium market is bifurcating into East and West. He explains why the market should improve later in the fall. While there are concerns about the potential for sabotage, these are very reinforced structures and shouldn’t be vulnerable.Īll markets are slow this time of year and this has spilled over to fuel buying. It provides twenty-five percent of Ukraine’s grid. Russia doesn’t want a nuclear accident in Ukraine, but they want control of that massive nuclear plant. We’re not sure what is happening in Germany, as electrical prices remain at record levels. Nuclear is clearly showing that it’s a reliable form of energy. They have also had issues with drought and water is needed to keep reactors cool. Hopefully, they can bring more power back online. They are a large exporter of energy, but there are some concerns about what will happen this winter. They’ve had maintenance problems and the current fleet is running at fifty percent. There has been a decade of under-investment in nuclear within France. It’s a slow process, but the public is coming around to the idea and local governments are generally supporting it. Japan is still cautiously restarting reactors to ensure their safety. This will inevitably lead to higher prices for uranium. There have been logistical problems with deliveries from Kazakhstan due to supply route problems around Russia.Įverything is experiencing a rising cost of doing business, including uranium production and enrichment. He believes SPUT is going to outperform again as institutional buyers have been accumulating. In addition, they’ve helped buy up the excess inventory. Justin explains the benefits of pricing transparency that the Sprott SPUT ETF has brought to the market. ![]() Maintenance costs may get covered by this bill. Some nuclear projects are aging and have higher overhead at times. It includes some tax credits which should help keep existing reactors operational for longer. The recently passed Inflation Reduction Act does have some provisions that will be beneficial for the Nuclear industry. Tom welcomes back Justin Huhn to discuss everything uranium related.
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