In it to Win it

Justin Huhn of Uranium Insider returns to break down the uranium market's evolving supply-demand imbalance and what it means for investors now.
📩 Uranium Insider Justin Huhn Newsletter
📩 Substack
👉 Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
 Lobo's Weekly Recap (Free)
In this episode of In It To Win It discusses that with 165–170 million pounds of mine supply versus more than 200 million pounds of reactor demand, the structural deficit remains intact as reactor life extensions continue to de-risk consumption for decades ahead. He explains why demand visibility over a 5–6 year horizon is far clearer than supply, and why secondary factors like inventory restocking, sovereign stockpiling, and financial buying, highlighted by Sprott's recent capital raise and purchases, are adding pressure beneath the surface.
The discussion dives into major developments reshaping the sector, including Bannerman's Etango offtake agreement with CNNC, reported talks between NextGen and hyperscale data center operators over Arrow production, and what drove the recent spike to $103 followed by a pullback to the $83–$84 range. Huhn also addresses how many uranium companies are truly investable, NuScale's positioning amid regulatory shifts, tranche-based entry strategies for equities, and whether production growth from Mongolia and Uzbekistan threatens the broader thesis. If you value disciplined uranium market analysis, like, share, and subscribe for more in-depth coverage.
 
Key Insights in this episode
✅ Uranium demand is increasingly "de-risked" through reactor life extensions 
✅ 165–170M lbs supply vs 200M+ lbs demand signals deficit 
✅ Secondary demand from restocking and financial buying adds pressure 
✅ Sprott purchases and trader activity drove recent price volatility 
✅ $83–$84 appears to be a higher structural floor for spot uranium 
✅ Bannerman's CNNC offtake tightens future available supply 
✅ NextGen–hyperscaler talks could reshape long-term offtake markets 
✅ Fewer than 50 uranium companies have truly investable assets 
 
📩 Uranium Insider Justin Huhn Newsletter
📩 Substack
👉 Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
 
Chapters
00:00 Uranium Market Update with Justin Huhn 
00:45 Macro Supply and Demand Overview 
01:21 Reactor Life Extensions and Demand Growth 
04:18 Secondary Demand and Inventory Dynamics 
09:56 Spot Price Volatility and Term Pricing 
11:05 Sprott Buying and Trader Activity 
16:06 How Many Uranium Companies Exist 
17:09 NuScale SMR and NRC Approval Status 
20:51 Are Uranium Stocks Good Entry Points 
23:52 Mongolia and Uzbekistan Supply Impact 
26:13 Premium Segment and Where to Follow
 
 
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
 
#Uranium #UraniumStocks #NuclearEnergy #UraniumMarket #JustinHuhn #UraniumInsider #NextGenEnergy #Sprott #NuclearPower #CommodityInvesting #EnergyTransition #SMR #NuScale #MiningStocks #SpotPrice #UraniumInvesting #Commodities #ResourceStocks #EnergyMarkets #SupplyDeficit #SteveBarton #InItToWinIt

In this week's Monday Market Moves, I break down how markets wrapped up the week and how I am positioning based on the technical signals developing across major asset classes.
📩 2026 Rule Symposium

📩 Substack
👉 Technical Analysis Video Series
I begin with the macro picture by analyzing the S&P 500, the U.S. dollar, and Treasury yields to frame the broader environment. With equities showing persistent RSI divergence and sideways-to-weak price action, while capital rotates into bonds and the dollar struggles within a long-term declining channel, the setup continues to suggest caution in equities and growing relative opportunity in select commodities.
I then shift into commodities and crypto, covering gold as it tests key Fibonacci support, silver trending within a defined down channel, and copper signaling potential economic softness. I review uranium's developing technical structure, oil holding above its 200-day moving average, and natural gas working through sharp volatility. I close with coal in seasonal consolidation, platinum and palladium near important support levels, nickel responding to tightening supply dynamics, and Bitcoin forming a short-term bullish structure with major resistance overhead.
 
Key Insights in this episode
✅ S&P 500 trades sideways with clear RSI divergence signaling downside risk 
✅ U.S. dollar bounces short term but remains in a long-term declining channel 
✅ Bond yields fall as capital rotates defensively out of equities 
✅ Gold tests major Fibonacci support near the 4,400–4,600 zone 
✅ Silver trends lower within a defined parallel channel 
✅ Copper chops sideways with a developing topping structure 
✅ Uranium forms a potential inverse head and shoulders setup 
✅ Oil holds above the 200-day moving average in a bullish structure 
✅ Natural gas forms a short-term double bottom after extreme volatility 
✅ Coal consolidates during shoulder season with bull flag potential 
✅ Platinum and palladium test critical support levels 
✅ Nickel gains momentum as Indonesian supply tightens 
✅ Bitcoin forms a short-term bull flag targeting 75K–80K resistance 
 
📩 2026 Rule Symposium

📩 Substack
👉 Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Justin Huhn Newsletter
 
Chapters
00:00 Weekly Market Overview & Positioning 
00:14 S&P 500 Range and RSI Divergence 
02:00 U.S. Dollar Bounce and Treasury Yields 
03:54 Gold Fibonacci Levels and Key Support 
09:20 Silver Downtrend and Futures Arbitrage 
16:17 Copper Topping Pattern and Weakness 
17:03 Uranium Setup and Inverse H&S 
21:54 Crude Oil Above 200-Day Average 
23:32 Natural Gas Volatility and Double Bottom 
24:36 Coal Shoulder Season and Bull Flag 
25:51 Platinum Breakdown and Reentry Levels 
27:00 Palladium Testing Major Support 
27:54 Nickel Supply Shift and Breakout 
29:56 Bitcoin Bull Flag and 75K Target 
31:14 Final Thoughts and Premium Update 
 
 
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
 
#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt

Rick Rule is a globally respected commodities investor, natural resource financier, and long-time advocate of disciplined contrarian investing .
📩 2026 Rule Symposium
📩 Substack
In this episode of In It To Win It he returns to break down what is really driving today's commodity markets. Rick opens the discussion by addressing the emotional whiplash investors experience during periods of extreme volatility, particularly in precious metals, and explains why price action tends to validate narratives only after the easy money has already been made.
Drawing directly from current market conditions, Rule explains why silver, gold, oil equities, platinum group metals, and uranium must be viewed through a long-term, math-driven lens rather than short-term sentiment. He outlines why underinvestment in oil and gas is setting up future supply deficits, why uranium's term market signals tightening fundamentals, and why platinum's pullback has improved its risk-reward profile. The conversation also highlights Chile, Brazil, and Argentina as the most attractive Latin American jurisdictions for resource investment and reinforces Rule's core message: investors who abandon contrarian discipline in cyclical markets inevitably become victims of volatility rather than beneficiaries of it.
 
Key Insights in this episode:
✅ Precious metals volatility creates opportunity for disciplined investors 
✅ Silver is more attractive after pullbacks than at market highs 
✅ Emotion is the enemy; math and valuation matter most 
✅ Miners can outperform bullion in strong price environments 
✅ Oil equities are benefiting from long-term underinvestment 
✅ Uranium offers a compelling risk-reward setup 
✅ Platinum looks stronger after speculative excess clears 
✅ Contrarian thinking is essential in commodity cycles
 
📩 2026 Rule Symposium

📩 Substack
👉 Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Justin Huhn Newsletter
 
Chapters:
00:00 Rick Rule Returns 
00:38 Market Volatility & Investor Psychology 
06:44 Silver, Gold & Miner Re-Rating 
09:56 Best Latin American Countries 
12:37 Chile, Brazil & Argentina Breakdown 
13:22 Oil Prices & Energy Stocks 
16:33 Platinum & Palladium Outlook 
17:20 PGM Miners Re-Rating Potential 
18:49 Mechanized Mining & Platreef 
22:24 Top Bullish Commodities 
25:19 Uranium Spot vs Term Market 
27:29 Rule Symposium Preview 
35:07 Rule Classroom & Closing Remarks 
 
 
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
 
#RickRule #Commodities #Gold #Silver #Uranium #OilStocks #Platinum #MiningStocks #Energy #ContrarianInvesting #NaturalResources #PreciousMetals #SilverSqueeze #GoldInvesting #UraniumMarket #OilAndGas #EnergyEquities #MiningInvesting #MinerStocks #ResourceStocks #HardAssets #InflationHedge #DollarDebasement #CommoditySupercycle #GlobalMacro #ValueInvesting #LongTermInvesting #MarketVolatility #InvestorPsychology #RuleSymposium #SteveBarton #InItToWinIt

In this week's Monday Market Moves, I walk through how markets finished the week and how I am positioning for what comes next.
📩 Website
📩 Substack
👉 Technical Analysis Video Series
📩  Rick Rule Golden Triangle Bootcamp
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Justin Huhn Newsletter
I begin with the macro backdrop by focusing on the S&P 500 and the U.S. dollar to frame the environment. With equities showing signs of topping after an extended run and the dollar pressing toward long term support, the overall setup continues to favor commodities over equities if these trends continue.
I then move into commodities where precious metals and energy dominated the action. Gold posted a strong weekly gain but is now entering a phase where consolidation is likely before the next major move, while silver experienced sharp volatility as key support and resistance levels were tested. I cover copper rolling over from elevated momentum, uranium pulling back toward critical moving averages after an overheated run, and energy markets where crude oil is breaking into a more bullish regime while natural gas remains volatile. I wrap up with coal, platinum, palladium, and nickel showing constructive technical developments and finish with Bitcoin where a completed bear flag and head and shoulders pattern shifts the focus toward clearly defined downside risk.
 
Key Insights in this episode:
✅ S&P 500 shows a developing topping pattern
✅ U.S. dollar weakens within a long term channel
✅ Macro backdrop favors commodities over equities
✅ Gold surges then shifts to sideways or lower action
✅ Silver experiences sharp volatility and heavy resistance
✅ Copper rolls over from elevated momentum levels
✅ Uranium pulls back sharply after an overheated run
✅ Oil breaks into a new bullish regime above key averages
✅ Natural gas remains volatile while coal holds steady
✅ Platinum breaks down with palladium eyeing lower support
✅ Nickel forms a constructive bullish structure
✅ Bitcoin confirms a bear flag with downside risk increasing
 
📩 Website
📩 Substack
👉 Technical Analysis Video Series
📩  Rick Rule Golden Triangle Bootcamp
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Justin Huhn Newsletter
 
Chapters
00:00 S&P 500 outlook 
01:52 Gold momentum check 
05:35 Silver volatility 
14:23 Copper turning lower 
15:22 Uranium pullback 
17:01 Oil bullish shift 
18:39 Platinum breakdown 
20:26 Nickel base forming 
21:12 Bitcoin downside risk 
24:03 Wrap up and next steps
 
 
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
 
#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt

In this week's Monday Market Moves, I walk through how markets wrapped up the week and how I'm positioning for what comes next.
 
📩 Website
📩 Substack
👉 Technical Analysis Video Series
📩  Rick Rule Golden Triangle Bootcamp
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Justin Huhn Newsletter
 
I begin with the macro picture, looking at the S&P 500, the U.S. dollar, and Treasury yields to set the tone. With equities rolling over near long-term resistance, the dollar breaking down decisively, and yields drifting back toward key moving averages, the broader backdrop continues to tilt in favor of commodities rather than stocks if these trends persist.
I then shift into the commodity space, where precious metals delivered dramatic moves. Gold surged toward major psychological levels while silver exploded higher, with spot prices trading above futures and signaling tightness beneath the surface. I cover copper's rejection at highs and the growing risk of a pullback, uranium's ongoing strength driven by firm spot and term pricing, and the energy sector, where crude oil is digesting gains after reclaiming critical levels while natural gas appears to be transitioning into a higher-volatility pricing environment. I close out with coal, platinum, palladium, and nickel, all showing constructive technical developments, and finish with Bitcoin, where a failed bullish attempt has shifted the focus toward a developing bear structure and clearly defined downside risk.
 
Key Insights in this episode:
✅ S&P 500 stalls near long-term resistance
✅ U.S. dollar breaks down, signaling weakness
✅ Treasury yields show early signs of turning lower
✅ Gold pulls back sharply after an extended run
✅ Silver sees extreme volatility in a major selloff
✅ Copper flashes a topping signal at highs
✅ Uranium stays strong but favors trimming
✅ Oil breaks above the 200-day, boosting energy
✅ Natural gas remains volatile; coal holds firm
✅ Platinum and palladium break down
✅ Nickel shows a potential bullish setup
✅ Bitcoin loses support, risk tilts lower
📩 Website
📩 Substack
👉 Technical Analysis Video Series
📩  Rick Rule Golden Triangle Bootcamp
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Justin Huhn Newsletter
 
Chapters
00:00 S&P 500 Hits Resistance
02:28 Gold Sharp Pullback
09:03 Silver Historic Selloff
21:43 Copper Topping Signal
23:30 Uranium Breaks Higher
25:17 Oil Breaks Above 200-Day
26:39 Natural Gas Volatility
28:04 Coal Holds Firm
29:28 Platinum Breakdown
32:32 Commodity Index Warning
34:59 Bitcoin Breakdown
 
 
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
 
#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt