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Uranium Market Minute – Episode 216: The Eastern Engine – Russia, China, & India

22K views · Sep 12, 2026 · People & Blogs

Comments · 55

  • @alexbiggs8131 · 23 hours ago

    Great analyses

  • @NeuroPulse · 2 weeks ago

    Thanks for all of your work Justin. Over the years I've come to realize how many people think small, can't imagine the future, and have a pessimistic outlook. What costly mistakes.

  • @jeromeghio2184 · 2 weeks ago

    Très instructif 👍 merci ✨

    1

  • @Richard-z1s · 2 weeks ago

    Thank for the timely update J

    1

  • @AdamTV · 2 weeks ago

    At the moment the price of oil (diesel) appears to be killing uranium stock valuations.  That will continue until the “market price” adjusts to compensate for increased costs.  Even that that won’t help the value of older base escalated contracts.

    1

  • @chopsandarchie7015 · 2 weeks ago

    I hear that texas has blocked further data centre connection to the grid. The usual demand of the Texan is about 60 GW to 70GW. The greatest demand recorded was 91GW. There are existing data centre applications that would increase the demand to 474GW. What on earth are the data centre operators going to do? Just biulding and waiting for the power co's to catch up cannot work.

    3

  • @daveInCanada1 · 6 days ago

    This just all seems so profoundly sad - years of predicting an imagined rush of demand that can't be supplied, while the market continues to demonstrate that there's literally MORE than enough uranium to meet requirements for at least 10 years

  • @B-H76 · 2 weeks ago

    How long are they going to be able to flex these contracts? You were talking about this in 2020 time period. Shouldn't these contracts be over? When is the uranium spot going to move to All time highs like the rest of these commodities? Im so tired of having to wait til next year to see a full power bull market with prices at all time highs. What the hell is wrong with uranium?🤬

    15

  • @kylefunston7 · 2 weeks ago

    Nexgen &nbsp;$ 30.00 <br>Denison $ 14.00<br>Mega uranium &nbsp;$ 5.00

  • @IAmTheDoji · 2 weeks ago

    Great video, great breakdown. &nbsp;Bullish like myself without the unreasonable enthusiasm. &nbsp;Thank you

    3

  • @user-iw5mp5th6d · 2 weeks ago

    How accurate is the price reporting? &nbsp;Several industry executives have made claims that the price reporting agencies are under price reporting the actual purchase price of uranium by several percentage points. &nbsp;Anybody can volunteer a price to the reporting agencies to suit their book.

  • @MikeDzian · 2 weeks ago (edited)

    Episode 216 and whish I never heard of your name.

    5

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