To put in in perspective Japan was consuming around 22 mln lbs per annum prior to the abrupt plant shutdowns post Fukushima. If your not long #uranium in a major way in anticipation of them reversing course soon, your going to miss out on the investment of the decade
Germany I think will scramble to buy 9mln lbs a year when they wake the fuck up and realize they must deal with the power crisis and cannot shut off their nuclear reactors. In fact they must get busy building Gen IV reactors
The is in a world that already has the largest supply / demand deficit of any commodity. Investing in this #uranium market at these values is 100% only available because governments move slowly and are generally incompetent
This is a fact not my opinion. Just look at how poorly we are managing the power grid globally. Look at the amount of coal we are still burning and the forest wild fires and droughts we dealing with.

And we are going to move to an electric vehicle world, eh?
That requires a doubling of the global power grid by 2040. Huge investment in base load power cause vehicles will be charging at night when wind and solar isn’t available. The increase in #uranium demand that’s coming is the best commodity story of all time.
The world on the cusp of making the biggest energy market shift since the start of the industrial revolution. Best commodity trade of a generation unfolding.. just need to read a little bit and do basic math.

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More from @BambroughKevin

1 Oct
My thoughts on why the US Dollar will soon loose its status as a reserve currency and just a couple of the huge consequences
#usd #usdollar #economy #trade #china #currency #gold #inflation #HardLessons #LivingWage
I delved into global macro economics in the late 1990's and invested in the 2000-2010 commodity boom in large part based on my belief in China's and India's economy booming and their demand growth taking off. The resource bear market looked to be ending & US tech was overvalued
Today's global marco picture seems very similar but with some distinct differences. The Nasdaq QQQ seems even more grossly overvalued to me than it was in 2000 along with SPX. Interest rates have been cut to nothing already and quantitative easing is now a well established tool
Read 31 tweets
1 Oct
@hkuppy I wonder what will happen when China and Japan decide to ditch their usd holdings in the exchange for energy supplies and other strategic commodities ?
@hkuppy For decades I’ve wondered when the world the will world stop funding the USA trade deficit. I actually think this could be a catalyst. No one will want the inflation that’s coming. Ditching dollars, driving up prices in the USA will crash demand and free up supplies for China
@hkuppy At some point it’s gonna happen. It will be difficult for any government to survive run away inflation. Those with dollar hoards stand a better chance than those that run massive trade deficits
Read 6 tweets
28 Sep
Hopefully this is the start of a good news trend for this micro cap #copper producer with a huge exploration potential. Stock barely trades and a picture of my dog licking itself would get more likes than their tweets. Should move higher as they ramp up production end of q4
Finn prefers you read the Three Valley Copper presentation…
I own both of these copper plays as longer term holds. I’ll trade a few others and copx at times
Read 5 tweets
28 Sep
When markets are tight and things go wrong (which they always do) it matters so much more. Copper squeeze metalbulletin.com/Article/400953…
Kennecott smelter accounts for around 1% of global copper production.
“As one of the largest copper producers in the United States, Rio Tinto Kennecott comprises approximately 11 percent of U.S. annual copper production.”
Read 4 tweets
28 Sep
Likely the relative strength today and also the larger ‘Butterfly Gartley’ pattern forming on the 2yr chart. While not perfect do in part to the huge volatility back in March 2020. It’s close enough
This pattern has made me more money over the years than any other TA. Not always the .786 often the .618. Works especially good to time adds in bull markets, at moving averages and with positive RSI divergences
Buying aggressively on the second leg down of a pull back in a bull market works extremely well because it is also a major shake out point for those that lack real conviction. It’s often a puke point for the fragile investor.
Read 5 tweets
26 Sep
All over Europe there will be a rush to order new nuclear plants. We are just on the cusp a nuclear power revolution. The demand growth for #uranium will take all market pundits by surprise. thetimes.co.uk/article/energy…
The world needs to dramatically cut coal power output while trying to shift to electric vehicles. Power prices are going to continue to blow out and the public will vote with their wallets. We have zero choice in the matter and must ramp up nuclear power output, warp speed
The correction we’ve had in the #uranium space is a gift for new investors.

For those already in, we’ve learned a lot about the volatility and should be prepared for a lot more. We’ve seen how easily the #uranium price ramps up when SPUT $u.un is issuing shares at a premium
Read 10 tweets

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