In it to Win it

Justin Huhn of UraniumInsider.com, our resident uranium expert, joins me to break down the uranium market from the physical commodity all the way through producers, developers, junior miners, and the forces driving the next stage of this bull market. 

👉 Uranium Insider Newsletter 

Recording Date 09-30-2026. In this episode, Justin explains why global reactor demand is now running above 200 million pounds while primary mine supply is only around 175 million pounds, leaving what he estimates is a 15 to 20 million pound shortfall in 2026 even after accounting for secondary supply. We also dig into the difference between the roughly $89 spot uranium price and the $96.50 reported term price, why the real forward market is already above $100 per pound, and why thin spot liquidity can make the headline uranium price misleading. Justin also explains why traders appear to be holding material for higher prices rather than dumping it into the market.

We then look at one of the most important pieces of the uranium thesis right now: utility contracting. Justin explains why falling U.S. forward coverage does not mean reactors are about to run out of fuel, but it does create future demand that eventually has to be filled. We discuss China's aggressive uranium buying, its growing reactor fleet, AI and data-center electricity demand, geothermal and thorium, and why Justin believes investors are focusing too much on the connection between AI stocks and uranium equities. From an investment standpoint, Justin calls SPUT at roughly a 13% to 14% discount to NAV the "fat pitch" in the sector, while pointing out that URNJ relative to URA is sitting near an all-time low. Most importantly, he explains why rising uranium mine supply has actually strengthened his conviction: supply has increased dramatically, yet uranium has still moved from roughly $45 to around $90. In Justin's view, that is one of the clearest signs that the market remains structurally undersupplied.

Key Insights In This Episode

✅ Uranium demand exceeds 200 million pounds while primary mine supply sits near 175 million pounds

✅ Justin estimates a 15 to 20 million pound uranium shortfall in 2026 after secondary supply and demand

✅ Forward uranium markets are already above $100 per pound even with spot uranium near $89

✅ U.S. utilities have major future contracting requirements but reactors are not at risk of suddenly running out of fuel

✅ Justin calls SPUT near a 13% to 14% NAV discount the strongest risk-reward opportunity in uranium

✅ Uranium mine supply has risen nearly 50% from prior lows while the uranium price has roughly doubled

Affiliates /Tools for Success that I Love and find Helpful:

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Chapters

00:00 Uranium Supply And Demand

3:22 What Really Sets Uranium Prices

6:11 Spot Price Versus Term Price

11:50 Why The Uranium Forward Curve Matters

14:51 U.S. Utility Contract Coverage

28:35 Could Geothermal Disrupt Nuclear

30:52 Physical Uranium Versus Uranium Stocks

35:34 URNJ Versus URA

40:12 Uranium Supply Has Responded

43:53 Why NexGen Supply Is Not Bearish

46:08 Inside Uranium Insider

48:26 Premium Interview Preview

DISCLAIMER: Steve Barton and In It To Win It are not registered investment advisers or broker-dealers. This is general, impersonal education and opinion - not individualized financial advice. Stocks, price levels, position sizes, and personal trades are not instructions to act. Investing involves risk, including total loss. I may own and trade securities discussed. Any of these links may be affiliate links, meaning at no extra cost to you In It To Win It may get compensation. Any sponsored travel will be disclosed. Information may change without notice. Do your own due diligence and consult a licensed professional. Past performance does not guarantee future results.

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Recording Date 9-25-2026. The S&P 500 gained 1.2% and broke out of a bull flag, while the DXY rose 0.8% before rejecting a key trend line. Treasury yields remain the bigger macro warning. The 10-year yield is back near levels last seen in 2007, with the 20-year and 30-year also near multi-decade highs. That creates competition for commodities because investors can earn attractive yields in bonds. Gold fell 2.3% and is testing support near $4,300 and the 61.8% Fibonacci retracement around $4,265. GDX dropped 2.7%, but I still see a potential bull flag near its rising 200-day moving average.

Silver fell 3.5% but continues to hold its 50-day moving average, while uranium slipped 0.5% and is beginning to resemble a bull pennant. I still like the uranium setup and am watching URNM and SRUUF closely. Oil weakened, with WTI down 3.2% and XLE down 3.5%, while natural gas exploded 9.6% and pushed through its 200-day moving average. Coal remains interesting after the COAL ETF pulled back to my yellow buy zone. Platinum looks vulnerable inside a tightening triangle, palladium hit one of my limit orders, and nickel is showing positive RSI divergence that could signal a reversal.

Key Insights in this episode

✅ The S&P 500 gained 1.2% and broke out of a bull flag while the DXY rejected a major trend line.

✅ Gold fell 2.3% and is testing critical support around $4,265 to $4,300 as GDX holds near its rising 200-day moving average.

✅ Silver dropped 3.5% but continues to hold its 50-day moving average with $63 acting as an important line in the sand.

✅ Uranium fell just 0.5% and is forming a potential bull pennant while SRUUF and URNM remain on my accumulation watchlist.

✅ Natural gas surged 9.6% through its 200-day moving average even as natural gas producers represented by FCG fell 4.1%.

✅ Nickel is showing positive RSI divergence while coal, palladium, platinum, and PICK are approaching important technical decision points.

Affiliates /Tools for Success that I Love and find Helpful:

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Battle Bank 

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Rule Classroom (Free) 

Rule Classroom Plus (2 Free Months) 

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Insider Newsletter

Chapters

0:00 S&P 500 Dollar and Treasury Yields

2:52 Gold GDX and Key Support Levels

6:23 Silver PSLV and SILJ

7:52 Copper and COPX

9:35 Uranium SRUUF and URNM

12:36 WTI Brent and XLE

15:49 Natural Gas BOIL and FCG

19:42 Coal Markets and COAL ETF

21:31 Platinum and Palladium

23:24 Nickel Positive Divergence

24:32 PICK ETF Entry Setup

25:09 Premium Service and Closing

DISCLAIMER: Steve Barton and In It To Win It are not registered investment advisers or broker-dealers. This is general, impersonal education and opinion - not individualized financial advice. Stocks, price levels, position sizes, and personal trades are not instructions to act. Investing involves risk, including total loss. I may own and trade securities discussed. Any of these links may be affiliate links, meaning at no extra cost to you In It To Win It may get compensation. Any sponsored travel will be disclosed. Information may change without notice. Do your own due diligence and consult a licensed professional. Past performance does not guarantee future results.

#InItToWinIt #SteveBarton #MondayMarketMoves #Gold #Silver #Uranium #NaturalGas #Oil #Copper #Coal #Platinum #Palladium #Nickel #SP500 #DXY #TreasuryYields #GDX #URNM #SRUUF #CommodityInvesting

Rick Rule, natural resource investor and commodities expert with 50 years in the precious-metals industry, joins me to examine Mexico's mining opportunities and the risks investors need to understand.

👉 Rick Rule's Investing in Mexico Bootcamp

👉 Battle Bank

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Recording Date 9-23-2026. In this episode, Rick explains why he considers Mexico essential for silver investors while highlighting the country's underexplored potential in gold and copper, alongside lead and zinc. We discuss Mexico's political and social challenges, including the kidnapping and murder of 10 Vizsla Silver employees, and why investors need perspectives from the Mexican government and mining industry. Rick also discusses Dr. Steven Enders, Javier Reyes, and operators including Riverside Resources, First Majestic, and GoGold Resources. He explains why decades of exploration and operating experience matter when assessing opportunities in Mexico.

I also dig into Battle Bank with Rick, starting with interest paid on checking-account cash and his claim that roughly $3 trillion in U.S. deposits receive no interest. We discuss precious-metals storage through approved depositories, including Brinks, and Battle Bank's metals equity line of credit, which can provide capital secured by gold or silver without requiring investors to sell their metals. Rick also explains foreign-currency banking for Canadian and Australian dollar investments, $10,000 minimums, and self-directed IRAs and 401(k)s. We finish with Rule Investment Media, where Rick says he has ranked portfolios nearly 100,000 times over 35 years, and the Rule Classroom, which has 29,000 natural-resource stock students.

Key Insights In This Episode

✅ Rick argues that silver investing without exposure to Mexico misses one of the industry's most important jurisdictions.

✅ Mexico offers exploration potential beyond silver, including underexplored gold, copper, lead and zinc opportunities.

✅ Political policy, local communities and narcotrafficking remain material risks that mining investors must evaluate in Mexico.

✅ Riverside Resources, First Majestic and GoGold represent different approaches to exploration, mine operations and district development.

✅ Rick says roughly $3 trillion in U.S. retail deposits earn no interest, creating an opportunity for alternative banking models.

✅ Battle Bank can facilitate metals storage and lending against gold or silver while also offering foreign-currency and self-directed retirement accounts.

Affiliates /Tools for Success that I Love and find Helpful:

Technical Analysis Series 

Battle Bank

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Insider Newsletter

Chapters

00:00 Mexico Mining Boot Camp

03:04 Mexico Political And Security Risks

05:55 Mexico Mining Companies

10:37 Mexico Government And Mining Risks

12:14 Battle Bank

16:08 Precious Metals Storage

20:16 Gold And Silver Backed Loans

24:12 Foreign Currency And Retirement Accounts

27:20 Rule Investment Media

28:44 Premium Mexico Mining Stocks

DISCLAIMER: Steve Barton and In It To Win It are not registered investment advisers or broker-dealers. This is general, impersonal education and opinion - not individualized financial advice. Stocks, price levels, position sizes, and personal trades are not instructions to act. Investing involves risk, including total loss. I may own and trade securities discussed. Any of these links may be affiliate links, meaning at no extra cost to you In It To Win It may get compensation. Any sponsored travel will be disclosed. Information may change without notice. Do your own due diligence and consult a licensed professional. Past performance does not guarantee future results.

#RickRule #SteveBarton #InItToWinIt #Silver #Gold #Copper #PreciousMetals #MexicoMining #SilverMining #GoldMining #CopperMining #MiningStocks #FirstMajestic #GoGoldResources #RiversideResources #BattleBank #NaturalResources #CommodityInvesting #MiningInvesting #ResourceStocks

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Recording Date 9-18-2026. The S&P 500 slipped just 0.1% but held its 0.618 Fibonacci retracement, keeping my bias pointed higher, while the DXY gained 1.1% before forming a topping tail. The VIX dropped 6.5%, signaling reduced market fear, while the 10-year Treasury yield briefly reached 5.04%, exceeding its 2023 spike intraday. I believe yields remain positioned to move higher. Precious metals also strengthened, with gold gaining 0.4% after holding its 50-day moving average and silver jumping 3%. PHYS gained 0.5%, PSLV rose 3.6%, while GDX and SILJ declined 0.7% and 1%, respectively.

I also examine some compelling setups across uranium, copper, energy, coal and industrial metals. Copper climbed 2.2%, while COPX fell 1.4%. Uranium slipped 0.3%, with spot at $89.75 versus $96.50 term contracts, while SRUUF traded at roughly a 10% discount and URNM dropped 3.9%. WTI oil fell sharply by 4.5%, potentially setting up support near $82, while XLE declined 1.3%. Natural gas gained 3.1%, even as FCG dropped 4.4%. Coal showed further weakness, with the coal ETF falling 7.4%, while platinum gained 0.5%, palladium lost 0.3%, nickel declined 1.7%, and PICK fell 2.5%. Across these charts, I'm watching moving averages, Fibonacci levels, RSI divergences, bear flags and breakout patterns to identify where the next opportunities could emerge.

Key Insights in this episode

✅ Silver surged 3% and held its 50-day moving average, keeping my next-week bias bullish.

✅ Gold gained 0.4% after its breakdown failed and the 0.618 Fibonacci retracement provided support.

✅ The 10-year Treasury yield briefly hit 5.04%, reinforcing my view that yields could continue higher.

✅ Uranium spot sits at $89.75 versus $96.50 term contracts, while SRUUF trades near a 10% discount.

✅ WTI oil dropped 4.5%, with approximately $82 emerging as a key potential support and trading zone.

✅ Coal's ETF plunged 7.4%, while platinum, palladium and nickel present contrasting technical setups for next week.

Affiliates /Tools for Success that I Love and find Helpful:

Technical Analysis Series 

Battle Bank 

Rule Symposium 2026

Rule Classroom (Free) 

Rule Classroom Plus (2 Free Months) 

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Insider Newsletter

Chapters

0:00 S&P 500 Dollar VIX And Treasury Yields

03:38 Gold Breakout And Fibonacci Support

08:42 Silver PSLV And SILJ Outlook

11:12 Copper And Copper Miners

11:41 Uranium SRUUF And URNM Buy Zones

15:58 WTI Oil Brent And XLE

18:02 Natural Gas And FCG

19:50 Thermal Coal And Coal Stocks

21:52 Platinum And Palladium

23:24 Nickel Futures Outlook

24:02 PICK ETF Technical Setup

24:33 Closing Market Outlook

DISCLAIMER: Steve Barton and In It To Win It are not registered investment advisers or broker-dealers. This is general, impersonal education and opinion - not individualized financial advice. Stocks, price levels, position sizes, and personal trades are not instructions to act. Investing involves risk, including total loss. I may own and trade securities discussed. Any of these links may be affiliate links, meaning at no extra cost to you In It To Win It may get compensation. Any sponsored travel will be disclosed. Information may change without notice. Do your own due diligence and consult a licensed professional. Past performance does not guarantee future results.

#InItToWinIt #SteveBarton #MondayMarketMoves #Gold #Silver #Uranium #Copper #Oil #NaturalGas #Coal #Platinum #Palladium #Nickel #Commodities #StockMarket #SP500 #TreasuryYields #PreciousMetals #MiningStocks #TechnicalAnalysis

Marcus Harden, a geologist with 25 years of international experience and former Principal Geologist at First Quantum, is helping lead Gladiator Metals' exploration of the Whitehorse Copper Project in Yukon. 

👉 Gladiator Metals: https://www.gladiatormetals.com  

Recording Date 9-1-2026. In this episode, Marcus walks me through Gladiator's roughly C$300 million market cap, C$45 million cash position and recently completed C$35 million financing, predominantly backed by BlackRock. We discuss the historic Whitehorse operation, which mined 10.5 million tonnes grading roughly 1.5% copper and almost 1 gram per tonne gold between 1967 and 1982, and why modern exploration techniques could reveal considerably more mineralization across Gladiator's 35-kilometer land position.

Marcus explains how gravity and induced polarization are transforming their targeting, with all 11 tested gravity highs returning mineralized skarn bodies to date. We examine Cowley, where Gladiator sees potential for roughly 40–50 million tonnes near 1% copper equivalent, and Cub East, where drilling has encountered approximately 20-meter zones around 2.5%–3% copper equivalent with narrower zones reaching 3%–5%. I also dig into Gladiator's 120,000-meter drilling campaign, C$280-per-meter all-in drilling costs, and its goal of building 100 million tonnes above 1% copper equivalent. Marcus compares that potential asset class with companies including Foran, Firefly and Marimaca Copper, while highlighting Valerie and Arctic Chief as additional resource-growth opportunities.

Key Insights In This Episode

✅ Gladiator is targeting 100 million tonnes above 1% copper equivalent across the Whitehorse Copper Project.

✅ Cowley could potentially contain 40–50 million tonnes near 1% copper equivalent, according to Marcus.

✅ Cub East is producing higher grades with broader zones around 2.5%–3% copper equivalent and narrower zones reaching 3%–5%.

✅ Gladiator has approximately C$45 million in cash, supporting a planned 120,000-meter drilling campaign.

✅ Every one of the 11 gravity highs tested to date returned a mineralized skarn body, strengthening Gladiator's exploration model.

✅ Valerie and Arctic Chief could materially expand the resource story, with Arctic Chief showing widths up to 40–50 meters above 1% copper equivalent near surface.

Affiliates /Tools for Success that I Love and find Helpful:

Technical Analysis Series 

Battle Bank 

Rule Symposium 2026

Rule Classroom (Free) 

Rule Classroom Plus (2 Free Months) 

TradingView (Free)

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Uranium Insider Newsletter

Chapters

00:00 Whitehorse Copper Project History

01:20 Historic Mining And High Grade Copper

04:08 Gladiator Metals Management Team

05:32 First Quantum Experience And Copper Exploration

06:45 How Copper Skarn Deposits Form

09:05 Gravity Unlocks New Copper Targets

14:53 Major Drilling Expansion And Class 3 Permit

17:45 Shallow Open Pit Resource Potential

18:50 Gladiator Metals Share Structure

21:57 First Nations Relationships

23:21 100 Million Tonne Copper Target

25:29 Gladiator's Biggest Unanswered Question

27:33 Cowley And Cub East Drill Results

28:52 Valerie And Arctic Chief Resource Potential

32:38 Whitehorse Infrastructure Advantage

35:06 Gladiator Metals Upcoming News Flow

DISCLAIMER: Steve Barton and In It To Win It are not registered investment advisers or broker-dealers. This is general, impersonal education and opinion - not individualized financial advice. Stocks, price levels, position sizes, and personal trades are not instructions to act. Investing involves risk, including total loss. I may own and trade securities discussed. Any of these links may be affiliate links, meaning at no extra cost to you In It To Win It may get compensation. Any sponsored travel will be disclosed. Information may change without notice. Do your own due diligence and consult a licensed professional. Past performance does not guarantee future results.

#GladiatorMetals #MarcusHarden #InItToWinIt #SteveBarton #Copper #CopperStocks #CopperMining #CopperExploration #Gold #GoldMining #WhitehorseCopper #YukonMining #CriticalMinerals #MiningStocks #JuniorMining #CommodityInvesting #CubEast #Cowley #BlackRock #CopperMarket