Geoffrey Sherburn

☢️ #URANIUM: Poised to Pop in 2026 x.com/SilverChartist…

📝On Friday, #Nuclear fuel brokers @UraniumMarkets reported a +$1 jump in the #Uranium Spot price to a 6-week high of $79/lb #U3O8 ⬆️⚛️⛏️ amidst a sharp pullback in U #mining #stocks as AI/tech sectors retreated📉🤖💻 while U fuel demand surged higher on 4 US reactor life extensions📈⚛️🇺🇸 and analysts at Goldman Sachs increased their already bullish Uranium stance to EXTREME.☢️🔥🥵🐂👀 🇺🇸The US Nuclear Regulatory Commission just announced 20-year life extensions to the 3 reactors in operation at the 3.8 Gigawatt Browns Ferry, TVA's largest nuclear power plant.🎆😃 The reactors are now approved to run for 80 years consuming nearly 2 Million lbs U3O8 per year, more than the entire annual US domestic uranium supply being mined at present.🤯 That's 2M lbs per year more demand for another 20 years added by the stroke of an NRC pen.🛒✍️ On top of that, California's Coastal Commission voted to approve keeping the state's last remaining Nuclear power plant, 2.2 Gigawatt Diablo Canyon, consuming over 1 million lbs/year U3O8 until at least 2030 as it awaits NRC approval of a requested 20-year life extension.🧾👁️ That's 10 US Nuclear reactors that have received life extensions this year! 😲 📈Meanwhile, on the heels of a 3rd straight monthly rise in the Long-term Uranium price to a new 17-year high of $86/lb🌋 just $9 short of the 2007/2008 all-time high of $95/lb🤏 analysts at Goldman Sachs now see Uranium demand exploding higher⬆️🎆⛏️ driven by global decarbonization (China announced last week that it has signed on to the 34 nation pledge to triple Nuclear power by 2050) and soaring unanticipated demand for 24/7 reliable carbon-free clean electricity to power the AI revolution.⚡️🔌🤖💻 📊Goldman Sachs have revised their Uranium demand outlook higher, while maintaining basically flat supply expectations this decade as reactor fuel demand surges, yielding a supply deficit expected to hit 130 Million lbs per year by 2040.↕️😲 They now see a structural supply deficit starting this year as an inflection point for uranium prices and shares of U mining stocks💲⤴️ with the deficit getting deeper year after year.↘️🤿🐂 Think of the Uranium bull market as a bonfire🔥 where every announced new reactor build, restart, life-extension and new construction approval heaps more wood onto the fire.🪵🪓 The fire has already been burning for a few years but only now is it seeing truckloads of chopped wood being delivered almost daily🛻🛻 with a record 71 new reactors now under construction and 120 more approved and awaiting issuance of their construction license, plus more reactors being restarted and life extended globally.⚛️🌏 Those trucks are not slowing down🏎️ while the woodpile keeps growing & growing.🪵🪵🪵🔥 🔄In a normal commodity bull cycle, rain clouds form as new supply comes online🌦️ bringing the bonfire to an end when the inevitable torrential downpour arrives⛈️ spurred on by new mines and mills beginning operation to bring supply back into balance with demand.🏭🧑‍🏭⚖️ ❗️But that's not what we're seeing for this Uranium bonfire.🔥🔥 A massive ridge of high pressure has formed over our uranium bull market that has brought clear blue skies☀️ with no rain expected in either the short or long-term forecast.🌵 Weather reporters at Goldman Sachs and other agencies now predict a severe supply drought expected to intensify with each passing year into the foreseeable future.🏜️ This bonfire is set to grow to mammoth proportions, larger than for any commodity in decades.🦖 🚨AI, SMRs and growing public support for Nuclear power are pumping gasoline onto the Uranium fire⛽️ while macro market volatility regularly sends in teams of firefighters attempting to douse the flames🚒🧯🧑‍🚒 but their efforts are temporary and fruitless in the midst of hurricane force tailwinds that continue to fan the flames higher, hotter and eventually out of control.🌀🔥 Each fire crew visit on broad market volatility is your cue to increase your positions in uranium mining stocks before they resume their surge higher. Step in where others fear to tread.🛒👿 U may have noticed that many of the most heavily followed Uranium market commentators have gone rather quiet lately🦗 stepping offstage with dwindling appearances in this unfolding drama.🎭 That's no surprise given this inflection point and inevitability that's now arrived.😌 For years many, like myself, have had to drill down into the hidden core of the uranium investing thesis to unlock the secrets for others to see.📚🔍🕵️ Day after day, month after month, we tried to pull the curtain aside so that U investors could see the opportunity on offer and understand the nuances of an emerging commodity bull market.📈🐂 But times have changed.🛸👽 As the new Uranium demand vs supply chart just published by Goldman Sachs shows📈 the set-up for an historic rip-your-face-off Uranium bull market is as clear as the nose on your face.👃🫠 It's now in plain view with no need to dig into the weeds anymore.🌞 Demand is soaring but supply has no chance of keeping up no matter how hard it might try.🦥 So, how should U play it?🤔 If I gave advice, which I don't, it would seem prudent for long-term investors to focus on reducing company-specific risk by investing in a pure-play Uranium ETF: $URNM in the USA, $HURA in Canada, and patiently watch from the sidelines as this bull market plays out in the coming years.😊 For those who believe that advanced SMR reactor builders and component manufacturers will also be riding this Uranium bull, switch to Global X $URA in the US which sets aside 30% of its Index for Nuclear companies... or add a position in Range Nuclear Renaissance ETF $NUKZ ☢️🏗️👷 The choice is yours.🧑‍🍳 Those who are risk averse and seek only to track the Spot price, will find that the Sprott Physical Uranium Trust $U.U $U.UN 🇨🇦 $SRUUF 🇺🇸 or Yellow Cake PLC $YCA 🇬🇧 are your best options.🦺 🐵More sophisticated investors looking for multi-bagger opportunities will need to invest significant time and effort into researching each company🕵️ and frequently reading tea leaves☕️👀 before placing bets on individual companies.💰 Many of us have been surprised by how Cameco has continued to consistently outperform most other U sector stocks, while juniors have trailed behind or in many cases not even made any significant progress so far compared to peers.🐌 Contrarians, at this new inflection point, would be smart, IMHO, to look at those laggards now that Goldman Sachs and others are pointing out this bull market inevitability for 2026 and beyond.🙃 Opportunity is knocking?🚪🤛 Good luck with positioning as we head into year-end volatility.🎢 IMHO it seems highly likely now, given the extremely bullish backdrop, that year-end distributions by $URNM $URNJ $URA could be paid out by issuing new ETF units to institutions begging for large block trades at a fixed price rather than by selling ETF holdings, as has been done in the past 2 years, while similar use of block trades could be realized in the rebalancing of $URNM and $URNJ by Friday next week.⚖️ No one has a working crystal ball🔮😶‍🌫️ so tread carefully and cautiously if planning to add or initiate new positions.⚠️ This sector is always full of surprises, so keep some powder dry that is ready to deploy when the price is right.🛒🤠 As always, do your own research and due diligence and invest according to your own unique financial goals, investing knowledge & skills, time horizon, risk tolerance and outlook. It's your money.💰🦉 Invest it wisely to meet your own personal needs, not those of some anonymous poster on social media.🥸 Good luck and all the best as we head towards a new and exciting year for uranium sector investors.☘️🌈💰🦄 See U!😎🍹

☢️#URANIUM vs 🟨#GOLD: Historic Extreme Precious metals have had the spotlight in 2025, but the #uranium sector looks poised to be the next big mover in 2026. $URNM | $URNJ | #SPUT | $U.U | $SRUUF

After in-depth interviews with two of the sharpest minds in #uranium — Dustin Garrow and Mike Alkin I’ve compiled their insights into one urgent reality: Read the synthesis here 👇 triangle-investor.com/articles/urani…