Top Stories This Week: Gold Price Dips, Why This Uranium Bull Cycle is Different

This uranium bull cycle is "night and day different"

The uranium sector continues to attract interest from investors as the spot price moves steadily higher, and I recently had the chance to speak with Justin Huhn of Uranium Insider, who gave a great overview of the market.

During the conversation he honed in on supply-side concerns, explaining how Kazakhstan's deepening relationships with Russia and China could cause major problems down the road for western utilities. In addition to that, Huhn spoke about the differences between the last uranium bull market and the cycle we're in today.

"The only thing we're not seeing right now is capital flows due to a general risk-off environment in the capital markets," he explained. "Will that turn? Nobody can predict that. I believe that it will eventually, and I also think that this market is going to offer a unique opportunity where you actually have a rising commodity environment, even though we might be going into some sort of deflationary environment, at least for the short and near term."

The full interview with Huhn also includes his thoughts on prices and stocks. You can watch it here.

Coming soon — Fastmarkets lithium interviews

Fastmarkets' annual Lithium Supply and Battery Raw Materials event just wrapped up, and next week we'll be publishing interviews from the show. INN's Priscila Barrera was on the floor, and she's already written about the key themes that were discussed, such as future trends in battery chemistry and the growing gulf between supply and demand for battery raw materials.

Stay tuned for more coverage of the Fastmarkets conference, including interviews with lithium experts Joe Lowry, Howard Klein, Rodney Hooper and more. You can also click here and here for panel recaps.