Video yükleniyor...

Video Yüklenemedi

Bu video yüklenirken bir sorun oluştu. Bu geçici bir ağ sorunundan kaynaklanıyor olabilir veya video kullanılamıyor olabilir.

Ana Sayfaya Dön

'Math is math': The #uranium price has to go much higher to meet demand, experts say 📈📺 In a recent VRIC panel hosted by Jesse Day, Sachem Cove Co-founder and CIO Mike Alkin Mike Alkin and editor and founder of Uranium Insider Justin Huhn discuss recent price action in... show more

Lotus Resources

2,286 subscribers

10,313 görüntüleme • 1 yıl önce •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

3 Yorum

Mrbojangles profil fotoğrafı

Mrbojangles1 yıl önce

@jessebday @FootnotesFirst @uraniuminsider I hope there is no near term producer sell pounds on the cheap🤔 Everyone needs to put the screws to these utilities!

Onlyuranium profil fotoğrafı

Onlyuranium1 yıl önce

@jessebday @FootnotesFirst @uraniuminsider Make money for shareholders!!! You should be embarassed of this performance!!! It is the money of my family you play about. Justin scammer is not an expert is a scam: Dec 2020, min 38

Lowpro50 #Nuclear #Gold #Silver #Miners profil fotoğrafı

Lowpro50 #Nuclear #Gold #Silver #Miners1 yıl önce

@uraniuminsider @jessebday @FootnotesFirst Added to position today. $LTSRF

Benzer Videolar

"When you just look at the nuts and bolts of how many reactors are in the world, how many new reactors are coming online, how many are closing... and then, is there enough economically viable #uranium to feed those beasts? The answer is no." Sachem Cove CIO and uranium guru Mike Alkin Mike Alkin is interviewed on the LEVRD podcast by LEVRD Matty, discussing uranium supply and demand, global reactor rollout, views on nuclear fuel buyers and SPUT, plus more. Full interview ➡️

"When you just look at the nuts and bolts of how many reactors are in the world, how many new reactors are coming online, how many are closing... and then, is there enough economically viable #uranium to feed those beasts? The answer is no." Sachem Cove CIO and uranium guru Mike Alkin Mike Alkin is interviewed on the LEVRD podcast by LEVRD Matty, discussing uranium supply and demand, global reactor rollout, views on nuclear fuel buyers and SPUT, plus more. Full interview ➡️

Lotus Resources

10,267 görüntüleme • 5 ay önce

Next week, Wed June 14 on Commodity Culture, my most epic uranium interview yet with Mike Alkin. It clocked in at over an hour and we go deep on the math to bring you as much information as possible on the sector. #uranium #nuclearpower #nuclearenergy

Next week, Wed June 14 on Commodity Culture, my most epic uranium interview yet with Mike Alkin. It clocked in at over an hour and we go deep on the math to bring you as much information as possible on the sector. #uranium #nuclearpower #nuclearenergy

Jesse Day

22,000 görüntüleme • 3 yıl önce

This week on the podcast the focus was on #uranium with Justin Huhn the Uranium Insider. The discussion covered the current uranium market, M&A, key companies to watch, regulations and what could unfold in the 2024 uranium market. #uranium #NuclearEnergy #podcast

This week on the podcast the focus was on #uranium with Justin Huhn the Uranium Insider. The discussion covered the current uranium market, M&A, key companies to watch, regulations and what could unfold in the 2024 uranium market. #uranium #NuclearEnergy #podcast

The Market Bull - Daily Stock News

10,426 görüntüleme • 2 yıl önce

Uranium is setting the stage for an upward swing Most people focus on the spot market, which represents only 15% of the overall market. The term market is where the vast majority of uranium is sold. Uranium contracts currently being negotiated: - Floors in the 90s - Ceilings in the 160s - A rise of ~20% in the last ~7 months The floor is higher than the current spot price. Utilities are still short uranium and, at some point in the near future, will have to enter the market in size. Uranium is one of my top picks for the long term.

Uranium is setting the stage for an upward swing Most people focus on the spot market, which represents only 15% of the overall market. The term market is where the vast majority of uranium is sold. Uranium contracts currently being negotiated: - Floors in the 90s - Ceilings in the 160s - A rise of ~20% in the last ~7 months The floor is higher than the current spot price. Utilities are still short uranium and, at some point in the near future, will have to enter the market in size. Uranium is one of my top picks for the long term.

Lukas Ekwueme

33,081 görüntüleme • 6 ay önce

On today's Commodity Culture, Arthur B. from xU3O8 sees the massive shift that has taken place worldwide when it comes to the nuclear renaissance, as governments and policy makers are increasingly viewing nuclear energy as a must-have aspect of their power grids, and uranium is starting to be considered a critical mineral. Arthur points out that the supply-demand imbalance is staggering, and the uranium price has to go higher to fuel the world's nuclear fleet as it continues to develop. Arthur also introduces xU3O8, a new way to own physical uranium directly through blockchain technology, a potential game-changer for the industry. xU3O8: Disclaimer: Commodity Culture was compensated by xU3O8 for producing this interview. Nothing contained in this video is to be construed as investment advice, do your own due diligence. #uranium

On today's Commodity Culture, Arthur B. from xU3O8 sees the massive shift that has taken place worldwide when it comes to the nuclear renaissance, as governments and policy makers are increasingly viewing nuclear energy as a must-have aspect of their power grids, and uranium is starting to be considered a critical mineral. Arthur points out that the supply-demand imbalance is staggering, and the uranium price has to go higher to fuel the world's nuclear fleet as it continues to develop. Arthur also introduces xU3O8, a new way to own physical uranium directly through blockchain technology, a potential game-changer for the industry. xU3O8: Disclaimer: Commodity Culture was compensated by xU3O8 for producing this interview. Nothing contained in this video is to be construed as investment advice, do your own due diligence. #uranium

Jesse Day

21,911 görüntüleme • 1 yıl önce

📺 Why Uranium Might Be The Next Big Trade In this Short video, Connor Bates highlights #uranium as a major emerging theme, noting a multi-decade cup-and-handle breakout that suggests the move is still very early in a new uptrend. Price action across multiple uranium ETFs $U.UN $URA and miners $URNM show strong relative strength versus $SPX, similar to $GLD early breakout phase in 2023, while the trade remains under-followed. The bullish case is supported by: – rising global power demand, – government initiatives to treat uranium as national security–critical, – increased funding for nuclear energy, - and a tight supply backdrop alongside growing demand. Institutionally, group strength across multiple uranium stocks and miners signals accumulation, making uranium a medium- to long-term thematic trade to watch closely in the coming weeks. Grotection owns $CCJ, Turbotection owns $LEU, on the watch list $UUUU $NXE $UEC Other notable names $OKLO $CCO If you enjoyed this update, please ❤️like and 🔁retweet

📺 Why Uranium Might Be The Next Big Trade In this Short video, Connor Bates highlights #uranium as a major emerging theme, noting a multi-decade cup-and-handle breakout that suggests the move is still very early in a new uptrend. Price action across multiple uranium ETFs $U.UN $URA and miners $URNM show strong relative strength versus $SPX, similar to $GLD early breakout phase in 2023, while the trade remains under-followed. The bullish case is supported by: – rising global power demand, – government initiatives to treat uranium as national security–critical, – increased funding for nuclear energy, - and a tight supply backdrop alongside growing demand. Institutionally, group strength across multiple uranium stocks and miners signals accumulation, making uranium a medium- to long-term thematic trade to watch closely in the coming weeks. Grotection owns $CCJ, Turbotection owns $LEU, on the watch list $UUUU $NXE $UEC Other notable names $OKLO $CCO If you enjoyed this update, please ❤️like and 🔁retweet

Revere Asset Management

49,562 görüntüleme • 6 ay önce

Everyone's focused on oil right now. And I get it. Brent above $100, the Strait of Hormuz shut down, tankers stranded. But there's an energy crisis hiding in plain sight that could be even MORE consequential: Uranium. Here are the numbers you should know: Global uranium demand is roughly 90,000 tons per year. Global production is 60,000 tons. That's a 30,000-ton annual DEFICIT. So how has the market survived so far? Utilities have been burning through their inventories. After Fukushima, Japan shut its reactors. Sweden pulled back. Germany closed its fleet entirely. Those utilities had 12 to 15 years of uranium stockpiled. Today, the average inventory level is just TWO YEARS. The cushion is gone. And demand is about to explode. There are roughly 200 new reactors planned globally by 2040. Each reactor consumes about 160 tons of raw uranium per year. That's 32,000 tons of additional annual demand. Half of one year's current production. Just from new reactors. And where does the supply come from? Well... it doesn't. Kazakhstan produces 45% of the world's uranium. Starting in 2028, Kazakhstan plans to dedicate 100% of its supply to China and Russia. Already 80% goes to those two countries. But that remaining 20% disappearing from the open market will tighten an already desperate situation. There aren't enough new mine projects to fill the gap. Mining is hard. Permitting takes years. And the world hasn't invested seriously in new uranium production for over a decade. But here's the part that's REALLY scary: Enriched uranium. Raw uranium is useless for a reactor. It has to be enriched. And 60% of the world's enrichment capacity sits in Russia. If Putin decided to embargo enriched uranium exports, it would be devastating for Western utilities. And strategically, it would cost Russia almost nothing. Russia's enrichment business generates roughly $6 billion a year. That's what Russia earns from ONE WEEK of oil sales. Why Putin hasn't pulled this lever yet is a mystery. But the vulnerability is real and every Western utility executive knows it. This is why we're bullish on uranium. Uranium spot prices are around $87 per pound. $200 per pound by 2027 or 2028 is entirely achievable given the supply-demand math. The oil trade gets the headlines. But people overlook uranium. A 30,000-ton annual deficit. Utility inventories at two years. Kazakhstan redirecting supply to China. Russia controlling 60% of enrichment. And 200 new reactors coming online. THE MATH DOESN'T LIE

Everyone's focused on oil right now. And I get it. Brent above $100, the Strait of Hormuz shut down, tankers stranded. But there's an energy crisis hiding in plain sight that could be even MORE consequential: Uranium. Here are the numbers you should know: Global uranium demand is roughly 90,000 tons per year. Global production is 60,000 tons. That's a 30,000-ton annual DEFICIT. So how has the market survived so far? Utilities have been burning through their inventories. After Fukushima, Japan shut its reactors. Sweden pulled back. Germany closed its fleet entirely. Those utilities had 12 to 15 years of uranium stockpiled. Today, the average inventory level is just TWO YEARS. The cushion is gone. And demand is about to explode. There are roughly 200 new reactors planned globally by 2040. Each reactor consumes about 160 tons of raw uranium per year. That's 32,000 tons of additional annual demand. Half of one year's current production. Just from new reactors. And where does the supply come from? Well... it doesn't. Kazakhstan produces 45% of the world's uranium. Starting in 2028, Kazakhstan plans to dedicate 100% of its supply to China and Russia. Already 80% goes to those two countries. But that remaining 20% disappearing from the open market will tighten an already desperate situation. There aren't enough new mine projects to fill the gap. Mining is hard. Permitting takes years. And the world hasn't invested seriously in new uranium production for over a decade. But here's the part that's REALLY scary: Enriched uranium. Raw uranium is useless for a reactor. It has to be enriched. And 60% of the world's enrichment capacity sits in Russia. If Putin decided to embargo enriched uranium exports, it would be devastating for Western utilities. And strategically, it would cost Russia almost nothing. Russia's enrichment business generates roughly $6 billion a year. That's what Russia earns from ONE WEEK of oil sales. Why Putin hasn't pulled this lever yet is a mystery. But the vulnerability is real and every Western utility executive knows it. This is why we're bullish on uranium. Uranium spot prices are around $87 per pound. $200 per pound by 2027 or 2028 is entirely achievable given the supply-demand math. The oil trade gets the headlines. But people overlook uranium. A 30,000-ton annual deficit. Utility inventories at two years. Kazakhstan redirecting supply to China. Russia controlling 60% of enrichment. And 200 new reactors coming online. THE MATH DOESN'T LIE

George Noble

47,749 görüntüleme • 4 ay önce

Macron urges Europe to abandon Russian uranium. 'We recently discussed issues related to dependence on Russia. It's true, especially in the field of uranium. In fact, I was reminded that Russia provides 40% of the world's uranium production. But there are many countries that also mine uranium. And I want to note them: Mongolia, Kazakhstan - these are countries that have opened their capacities, to which Canada, Australia, the USA, and many others are added. We are cautious with Russia. Diversification of supplies is an absolutely key point to ensure our uranium supply and reduce dependence on geopolitical risks.'

Macron urges Europe to abandon Russian uranium. 'We recently discussed issues related to dependence on Russia. It's true, especially in the field of uranium. In fact, I was reminded that Russia provides 40% of the world's uranium production. But there are many countries that also mine uranium. And I want to note them: Mongolia, Kazakhstan - these are countries that have opened their capacities, to which Canada, Australia, the USA, and many others are added. We are cautious with Russia. Diversification of supplies is an absolutely key point to ensure our uranium supply and reduce dependence on geopolitical risks.'

Zlatti71

54,005 görüntüleme • 5 ay önce

A month into this war, and the US consumer is the one losing. 📈Gas prices up. 📈Mortgage rates back up. 📉Stocks down. And that's just the beginning. Crude at $110. Brent at $108. You know what follows high oil? -Higher fertilizer prices. -Higher food prices. -Higher plastic prices. "There is a daisy chain of inflation headed our way." And the market just shifted. We went from "price in some volatility" to "price in a recession." Yield curve steepening. Gold up. Tech is getting crushed. Traders like Mike Novogratz have flipped. They're not buying dips anymore. They're covering shorts and selling the rallies. That's a different market than we had two weeks ago.

A month into this war, and the US consumer is the one losing. 📈Gas prices up. 📈Mortgage rates back up. 📉Stocks down. And that's just the beginning. Crude at $110. Brent at $108. You know what follows high oil? -Higher fertilizer prices. -Higher food prices. -Higher plastic prices. "There is a daisy chain of inflation headed our way." And the market just shifted. We went from "price in some volatility" to "price in a recession." Yield curve steepening. Gold up. Tech is getting crushed. Traders like Mike Novogratz have flipped. They're not buying dips anymore. They're covering shorts and selling the rallies. That's a different market than we had two weeks ago.

Anthony Scaramucci

45,836 görüntüleme • 4 ay önce

The White House has told Fox News that recent reports from Reuters on the supreme leader’s edict to Iranian decision-makers not to accede to a deal where enriched uranium is moved out of Iran are untrue and that as of yet, no decision has been made on the matter by both sides.

The White House has told Fox News that recent reports from Reuters on the supreme leader’s edict to Iranian decision-makers not to accede to a deal where enriched uranium is moved out of Iran are untrue and that as of yet, no decision has been made on the matter by both sides.

OSINTdefender

132,423 görüntüleme • 2 ay önce

The final Sunday recap pod of 2025 is in your feeds now. We handed out some birdies and bogeys from the golf year and chatted with Mike McCartin, co-founder of the National Links Trust to discuss the recent developments in D.C. public golf.

The final Sunday recap pod of 2025 is in your feeds now. We handed out some birdies and bogeys from the golf year and chatted with Mike McCartin, co-founder of the National Links Trust to discuss the recent developments in D.C. public golf.

No Laying Up

53,042 görüntüleme • 7 ay önce

Trump Jawboning Delays Oil Spike: "I think you're getting distortions in the market. You're getting jawboning by Donald Trump" "It's suppressing the price, and it's very dangerous because the market needs a price signal to start rationing demand" "And because we're not getting that price signal" "It means that the spike that is coming is much higher than what we would've had" •Ninepoint PM Eric Nuttall

Trump Jawboning Delays Oil Spike: "I think you're getting distortions in the market. You're getting jawboning by Donald Trump" "It's suppressing the price, and it's very dangerous because the market needs a price signal to start rationing demand" "And because we're not getting that price signal" "It means that the spike that is coming is much higher than what we would've had" •Ninepoint PM Eric Nuttall

Trevor Rose

13,846 görüntüleme • 3 ay önce

Electrification, AI, and reshoring are reshaping energy demand. Oklo Co-founder and CEO Jacob DeWitte joins Bloomberg Bloomberg to discuss why the next wave of electricity demand is coming fast—and how Oklo is positioned to meet it in the midst of what he calls an “electrification boom across the board.” Watch full interview:

Electrification, AI, and reshoring are reshaping energy demand. Oklo Co-founder and CEO Jacob DeWitte joins Bloomberg Bloomberg to discuss why the next wave of electricity demand is coming fast—and how Oklo is positioned to meet it in the midst of what he calls an “electrification boom across the board.” Watch full interview:

Oklo

17,356 görüntüleme • 1 yıl önce

#Exclusive || Impact of War on Economy One, you have a supply shock. Supply has gone down. So, either you voluntarily cut down demand and let supply and demand adjust themselves without much of a price rise, or, if demand is not adjusted, prices will go up and do the needful: Dr. Ashok Kumar Lahiri #NewsToday | Rajdeep Sardesai

#Exclusive || Impact of War on Economy One, you have a supply shock. Supply has gone down. So, either you voluntarily cut down demand and let supply and demand adjust themselves without much of a price rise, or, if demand is not adjusted, prices will go up and do the needful: Dr. Ashok Kumar Lahiri #NewsToday | Rajdeep Sardesai

IndiaToday

17,254 görüntüleme • 3 ay önce

"The price hike is not high,go to Pakistan and check their fuel price & food prices Thanks to Modi that price hike is only Rs. 5,else it would have been higher had Modi not been there We don't have any problem with the price hike,it's for the nation" A loyal dog of the BJP !!

"The price hike is not high,go to Pakistan and check their fuel price & food prices Thanks to Modi that price hike is only Rs. 5,else it would have been higher had Modi not been there We don't have any problem with the price hike,it's for the nation" A loyal dog of the BJP !!

Nehr_who?

34,371 görüntüleme • 2 ay önce

Good luck trying to get more of Australia’s uranium Narendra Modi. Last time India requested Australia’s uranium, Albanese opposed then PM Gillard and spoke against exporting. In 2007, he said on a uranium mining motion “the light on the hill is not the glow of radiation from a nuclear waste dump”. And in the recent nuclear fear campaign he posted that scenic Aussie locations were “under threat” from nuclear power plants. Hopefully our Prime Minister wakes up to the fact Australia is one of the only advanced economies not investing in nuclear soon…

Good luck trying to get more of Australia’s uranium Narendra Modi. Last time India requested Australia’s uranium, Albanese opposed then PM Gillard and spoke against exporting. In 2007, he said on a uranium mining motion “the light on the hill is not the glow of radiation from a nuclear waste dump”. And in the recent nuclear fear campaign he posted that scenic Aussie locations were “under threat” from nuclear power plants. Hopefully our Prime Minister wakes up to the fact Australia is one of the only advanced economies not investing in nuclear soon…

Will Shackel

17,447 görüntüleme • 2 ay önce

Lobo Tiggre (Lobo Tiggre) correctly called the rallies in copper and uranium. Now he’s holding 80% cash, has sold all of his gold and silver mining stocks, and says the odds of a major market event are much higher than normal. Watch the full interview on The Real Story with Michelle Makori:

Lobo Tiggre (Lobo Tiggre) correctly called the rallies in copper and uranium. Now he’s holding 80% cash, has sold all of his gold and silver mining stocks, and says the odds of a major market event are much higher than normal. Watch the full interview on The Real Story with Michelle Makori:

Miles Franklin Precious Metals

25,441 görüntüleme • 2 ay önce

"Gold is returning to its rightful place as the neutral reserve asset ... and I think #gold needs to be a lot higher for it to properly serve that role." Doomberg provides his thoughts on recent price action in the gold market. Full interview up TOMORROW.

"Gold is returning to its rightful place as the neutral reserve asset ... and I think #gold needs to be a lot higher for it to properly serve that role." Doomberg provides his thoughts on recent price action in the gold market. Full interview up TOMORROW.

Jesse Day

18,541 görüntüleme • 10 ay önce

The US is currently subsidizing the price of oil, and therefore stimulating increased demand, at a time when prices should be going up to choke off enough demand so that supplies are balanced with price. Full report:

The US is currently subsidizing the price of oil, and therefore stimulating increased demand, at a time when prices should be going up to choke off enough demand so that supplies are balanced with price. Full report:

Chris Martenson

22,142 görüntüleme • 3 ay önce

Fidelity ran the math on miner incentives. For miners to stay incentivized, $BTC needs to be around $370,000 between 2028 and 2032. That is not a price prediction. That is what the economics of the network require. The security of $BTC depends on miners being profitable. Miners being profitable depends on the price. The price has to go there for the network to function. That is not hopium. That is math. Sam Callahan

Fidelity ran the math on miner incentives. For miners to stay incentivized, $BTC needs to be around $370,000 between 2028 and 2032. That is not a price prediction. That is what the economics of the network require. The security of $BTC depends on miners being profitable. Miners being profitable depends on the price. The price has to go there for the network to function. That is not hopium. That is math. Sam Callahan

True North Clips

85,851 görüntüleme • 4 gün önce