John Galt ✓

[text] It's pretty wild how many weak spots there are in the #uranium supply chain right now. I don't think it's a matter of if something's gonna mess up the market — it's just a matter of when. - Fuel shortages - Sulfuric acid supply getting cut off - Inflation about to hit harder -

[image] Just remember, guys, nothing's changed; the thesis is still alive. Go outside, touch the grass, hug a tree, and ignore the noise. 😂

[text] I think the #uranium market is about to “sell out”. 🇮🇳 India is signing long with @NAC_Kazatomprom and @cameconews. 🇨🇳 China already has its hands on Kazakhstan — and it’s basically embedded across Namibia. So when Western utilities finally wake up, they won’t be shopping.

[text] A lot of investors are about to learn the hard way that an energy shock is not a free gift to #uranium stocks. First it hurts the miners. Higher diesel. Higher transport costs. More inflation. Project delays. Margin squeeze. Only after that does the market start asking the

[image] A very insightful report from @uraniuminsider on what he took away from the World Nuclear Fuel Cycle conference. If you’re invested in the uranium market and the recent selloff shook your conviction, this is well worth your time.

[image] Uranium stocks are doing what they seem to do every summer: bleed, bore people to death, and make everyone question the thesis. But the physical market still isn’t balanced. Supply keeps missing, delaying, and disappointing. Future demand keeps building. I don’t know when the