Justin Huhn: The Uranium Market Is Setting Up for a Major Move
32K views · Aug 22, 2026 · News & Politics
Comments · 79
@vricmedia · 1 month ago · pinned
Sign up to the Commodity University today: <a href="https://join.thecommodityuniversity.com/?affiliate=darrellthomas">https://join.thecommodityuniversity.com/?affiliate=darrellthomas</a>
1
@jackroth584 · 1 month ago
Been hearing this for the last 8 years
2
@AcneDoc · 1 month ago
Always a good deep dive into U with Justin 👍
3
@cmiforme · 1 month ago
Thanks guys. Great job.🍋💪
1
@Ths1760 · 1 month ago
Thanx Darrell. Thanx Justin.
1
@rachellebachran2267 · 1 month ago
Great interview
5
@MVK11111 · 1 month ago
Always the best source of commodity info! Thanks Jay, Darrell and team! You all are sincerely awesome!!
1
@Cody62 · 1 month ago
Every time Justin shows up on the circuit, the Uranium miner share prices get hammered thereafter. Coincidence?
2
@AdamTV · 1 month ago
What is important is what % of utility demand has not been contracted for each year from 2027 - 2040. Ultilities typically 3 years in advance so we would expect most to be close to 100% for 2027-2029. Beyond that it’s harder to estimate but that is what will dictate future demand.
2
@timfromdc8295 · 1 month ago
ISO Energy owns the highest grade uranium deposit in the world…and the largest undeveloped deposit in the U.S. They also recently closed on the acquisition of Toro Energy in western Australia and swapped the ownership of their Utah portfolio of permitted mines for 33% ownership of newly created DISA Uranium Company which is focused on uranium recovery, production and remediation of legacy uranium mine sites in the U.S. DISA owns the only U.S. Nuclear Regulatory Commission license authorizing remediation & recovery of abandoned uranium mine waste.<br><br>And btw, NexGen owns over 30% of ISO.
4
@AdamTV · 1 month ago
What percentage of uranium demand from 2030 - 2040 has already been contracted. What percentage of existing and projected uranium supply from 2030 - 2040 remains to be contracted. Convert these into pounds and subtract and you come up with the relevant shortfall.
1
@InlandEmpireequitylending · 1 month ago
Weather modification is at very high levels both domestically & globally.
1
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