1) The #Uranium #investing opportunity⛏️💰 emerges from an unexpected & accelerating #Nuclear Renaissance🏎️🌅⚛️🏗️ creating unprecedented demand for #U3O8🛒 already in a deep multi-year structural supply deficit⏬ that can only be repaired by far higher #U3O8 prices💲⏫🐂🧵.../2👇
2)The #Uranium #mining #stocks #investing thesis in a nutshell🥜 is that after Fukushima the #U3O8 price sank, new mine projects were cancelled, many mines closed, investment dropped💰⤵️ as investors mistakenly thought '#Nuclear #energy is dying'🪦 but they were wrong!✖️😯../3👇
3) #Nuclear #energy has recovered over the past decade⚛️🏗️⤴️ so that #Uranium demand today is back where it was before Fukushima & is surging higher.⏫🛒 A #Nuclear revival has been underway for years📈 now kicked into high gear🏎️ by #EnergySecurity & #NetZero goals🌞⚡️⏫.../4👇
4) Rising #Nuclear fuel demand🌞⚛️🏗️⤴️ as #Uranium production declined⛏️⤵️ has led to a massive mined U supply deficit⏬ estimated by industry consultants at ~65 Million lbs #U3O8 in 2022, partially offset by ~25M lbs of 'Secondary Supply' from other non-mined sources🛒🧵 .../5👇
5) #Russia's war on #Ukraine🪖 has led to a pivot away from Russian #Uranium by Western #Nuclear utilities🇷🇺⛏️⛔️ causing a spike in demand & prices for Western conversion & enrichment⏫ and a coming wave of demand for mined #U3O8🌊 to supply increased Western enrichment🛒 .../6👇
6) But bringing idled & new mined #Uranium supply into production requires far higher #U3O8 prices than today's ~$53/lb⚠️ as inflation pushes costs higher💰 so $90+/lb is needed to bring enough new mines online to fix the deficit🏭⬆️⛏️ as operating mines are in decline↘️🗜️.../7👇
7) The #Uranium #investing opportunity has NEVER been more bullish!🤠🐂 Shares of high quality U #mining #stocks deeply oversold📉 due to hurricane force macro headwinds🌪️ are now primed for a very strong recovery.🚀🌜 Good luck in positioning🛍️ to ride the coming U wave!🌊🏄💰☘️
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