$94 Uranium, Buying the Dip, Spot Drought, and 3 Stocks

August 17, 2024

Uranium

00:00 Intro
01:00 Is the uranium dip over already?
09:25 Is Justin Huhn Buying the dip?
12:40 How does Uranium Insider manage his position sizing?
17:45 Can uranium really hit $94 in 2024?
24:10 Do restarts really matter for the uranium price?
28:50 Will mine supply come back on time quicker than expected?
33:50 Why is the uranium spot market so dry?
40:50 Is there an issue with conversion & enrichment?
45:25 What's the main problem with uranium?
47:35 Very, very important warning
55:25 Baselode Energy CEO Interview
01:58:00 Alaska Energy Metals CEO Interview
03:07:15 Coniagas Battery Metals Company Overview
03:14:35 Coniagas Battery Metals CEO Interview

Resource Talks

Resource Talks delves into the multifaceted dynamics of macroeconomics, geopolitics, and commodities. Our goal is to engage in conversations with diverse individuals and amplify a wide range of perspectives.

View all podcast by Resource Talks

Subscribe for Clear Insights

More Clear Commentary:

Cover for Fabi Lara – Nuclear Power Fundamentals – Opportunities Abound For Investing In Uranium Stocks - Part 2

$94 Uranium, Buying the Dip, Spot Drought, and 3 Stocks

Subscribe for Clear Insights

More Clear Commentary:

Fabi Lara – Nuclear Power Fundamentals – Opportunities Abound For Investing In Uranium Stocks - Part 2

Justin Huhn – Part 3 Of Nuclear Fuels Demand And Supply Factors – Pro Tips On Investing In Uranium Stocks

$449M Fund's Biggest Gold, Silver, Uranium, and Copper Positions

Rick Rule on Silver, Uranium, and Gold Stocks + Biggest Positions, and 2025 Outlook

My Coal Stocks and Why I'm Not Worried About Uranium (Yet) | Matt Warder Interview

Fabi Lara – Nuclear Power Fundamentals – Opportunities Abound For Investing In Uranium Stocks – Part 3