Episode Details

Recorded on April 16, 2026 Justin Huhn of Uranium Insider joins Steve Yang to break down why uranium surged into the high 90s and 100 area earlier this year, why it cooled back into the mid 80s, and why he believes the real signal now is not short term spot volatility but a tightening long term contracting market. Justin explains the difference between spot and term uranium, why utility demand matters more than headline price swings, and how AI, data centers, reactor restarts, life extensions, and new builds are quietly reshaping the long term demand picture. He also lays out…