All Signs Point to A Huge Uranium Buying Opportunity Ahead

Justin Huhn of Uranium Insider joins Darrell to break down the recent selloff in uranium equities, why he sees the correction as a potential buying opportunity, and how the physical uranium market remains supported by strong term pricing. He explains the difference between spot and term uranium prices, why utilities continue to contract at higher levels, and why major development projects remain critical to future supply. Check out Justin's work: https://www.uraniuminsider.com/ https://x.com/uraniuminsider Follow Darrell on X: https://x.com/MoneyLevelsShow Follow the VRIC on X: https://x.com/vricmedia Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9 Sign up for Jay’s newsletter at https://2ly.link/211gx 00:00 Introduction 00:33 Navigating the uranium equity selloff 03:21 Investor psychology during market corrections 07:11 Why uranium stocks are tied to broader market risk 10:15 Uranium spot price versus equity weakness 12:44 Why the long-term uranium trend remains intact 16:01 Why utilities pay higher term prices than spot 19:21 Key uranium development stories to watch 23:22 Hyperscalers, project finance, and NexGen’s Rook I 25:25 Exploration companies in the uranium sector 29:04 Why uranium projects take so long to reach production 33:35 Is the uranium equity selloff overdone? 35:38 The selloff in small modular reactor stocks 40:16 Conversion exposure and Solstice Advanced Materials 43:01 Enrichment stocks and Centrus Energy 46:07 What Uranium Insider offers investors 47:35 Closing remarks Copyright © 2026 Cambridge House International Inc. All rights reserved.