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Podcast: Mining Stock Education
Episode: Uranium Insider’s Justin Huhn on Kazatomprom’s India Deal, Supply Tightness, SMRs & Uranium Stocks
Description: Host Brian Leni interviews Justin Huhn of UraniumInsider.com about uranium market fundamentals and investing. Huhn explains Kazatomprom’s India supply deal as a large long-term contract that signals more Kazakh production being committed to eastern sovereign buyers, tightening availability for Western utilities. He discusses opaque contracting terms, utility inventory practices, producer forward sales, and expected production declines at major mines, plus Kazatomprom’s sulfuric acid constraints and value-over-volume strategy. Huhn outlines how contract structures have shifted from fixed pricing to market-referenced contracts with floors and high ceilings, supporting upside price exposure. He cites key risks such as a major nucl...