We continue our theme of investing with a somewhat unconventional topic this week. While our primary focus is still on oil and gas, we wanted to dig in (pun intended) to the uranium market to see if the push towards a lower carbon future might open up opportunities for mineral owners that own property in areas with Uranium deposits. I’m really excited about this discussion because I didn’t know much about the Uranium market and the bull case for Uranium until this interview. Our guest, Justin Huhn, does a great job of breaking down the fundamental case for Uranium and how you can benefit from this unique opportunity.
We also talk about the future of nuclear energy and how it fits into a low carbon energy mix. Plus, the little talked about side-effects from our transition to solar and wind. If you own mineral rights near potential uranium deposits or if you are looking to learn more about this unique sector, be sure to listen to find out how you can take advantage of this opportunity.
As always, we are sharing this information for educational purposes only and we are not your financial advisor. This information should not be construed as investment or financial advice and be sure to do your homework before making any investment decisions, especially in volatile commodities like uranium.
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About Our Guest
Justin Huhn is an expert in the Uranium markets and investing in Uranium and Uranium stocks. He is the founder and publisher of the Uranium Insider, a subscription based monthly newsletter that provides news, stock recommendations, and other in-depth analysis on the Uranium sector.
You’ll Learn:
- Justin’s background and how he got interested in the Uranium market.
- Where uranium is currently mined in the U.S. and internationally.
- The future of uranium mining in the U.S. and where some of the biggest deposits are located.
- Justin’s take on the current market for uranium and his outlook for the future demand.
- Why are states like California and New York shutting down nuclear power plants despite their big push towards clean energy?
- Given the Biden Administration’s focus on clean energy, does he see this resulting in an increased appetite for nuclear power at the federal level.
- The typical lifecycle of a traditional nuclear power plant, from how long from when a permit application is filed to when it comes online?
- What are Small Modular Reactors and how they could revolutionize the nuclear power industry.
- Will there be increased development of uranium resources here in the US and if so, where are some of the most promising deposits located.
- What are some of the political challenges against nuclear power and on the flip side, what are the top countries that are expanding nuclear power capacity and building new nuclear power plants.
- What is driving the uranium market and how someone might invest in a potential bull market for uranium.
- Where you can go to learn more about this market and potential stocks to invest in.
Resources Mentioned in This Episode
Resources
- The New Fire “The New Fire is an independent documentary that introduces audiences to young nuclear engineers who are developing next-generation reactors which they hope will provide clean and safe solutions to the world’s future energy needs.”
- Sprott Physical Uranium Trust (SPUT) Information
- We covered the push to electrification (electric vehicles, etc.) and what is driving this in MRP 114: The Dark Side of the Energy Transition and the ESG Movement.
How to contact Justin
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