Thread by @BambroughKevin

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.