Fisherman in stock market

Ka-boom!💣🎆🤯 Today Sprott Physical #Uranium Trust issued 9.56M shares to raise an incredible $214M🏧💵😲 used to stack 500,000 lbs #U3O8⚛️⛏️🛒 as its NAV soared $387M to a record $7.24B⬆️💰🥳 #SPUT now holds a record $323M🏦 closing at a +1.63% PREMIUM to NAV🐳🤠🐂 #Nuclear #StackingDay🌊🏄 sprott.com/investment-str…

You are not bullish enough on US Critical Minerals as White House mineral and supply chain czar @DavidCopley shares the US government's ambitions in the mining sector at the Future Minerals Forum in KSA @FutureMineral

👨‍🏫If U are a newbie to #Uranium ⛏️👶 the no-substitute #energy metal in short supply🏜️ in the midst of unprecedented demand growth in an accelerating global #Nuclear resurgence🏎️🌅⚛️🏗️👷🌏 and considering #investing in U #mining #stocks🛒🤔 then timing-wise U have arrived in the right place at the right time!⏲️😀 The hard-fought money has been made.💵😫 The easy money comes next!💰😎🍹 U are damn lucky!☘️ Over the past many years, understanding the Uranium investing thesis relied on conducting your own deep dive into the weeds to figure out the very complex supply vs demand situation that was just beginning to swing from a bear to bull market.⚖️🪸🤿 Countless hours of technical reading to learn about every tiny aspect of the Nuclear Fuel Cycle, while building your own complex spreadsheets and supply vs demand models, were necessary to graduate from the class of knowledgeable Uranium investors.😩🏫🎓 👶Today, life is easy for the newbie U investor as the pendulum has swung to a "clear as day" structural supply deficit that's plain for all to see.☀️😎🍹 🧙‍♂️ Expert graduates have already done your homework for U📚📄✍️ by producing easy-to-read graphics using industry data sourced from highly-respected Nuclear & Uranium fuel consultants and professional associations.📊🌟👇 📊The data now clearly shows that there is a deep and widening supply deficit that, even after restarting all of the mines that were shut down during the bear market (aka brownfield)📶⛏️ and assuming that all of the major uranium deposits under development today are licensed, built and go into production (aka greenfield)😂🤣🏗️🏭 there still won't be enough supply to meet just the needs of the world's reactors in operation & under construction today!😲 That's right! A decade of under-investment, mine closures, delayed or cancelled greenfield projects and post-COVID supply chain disruptions have left the supply side in tatters🏚️ and unable to respond quickly enough to even meet the essential fuel requirements of the currently operating Nuclear reactor fleet!🦥 Money is tight, costs are rising, past Uranium mining and milling expertise has been lost and a new trained workforce is needed in a world where few young people have any interest in mining at all.⛏️🚫🧒 Not to mention the regulatory hurdles, public push-back, raised environmental standards and the usually long, complicated and expensive permitting process before building a new mine even gets off the ground. Mining is hard.. and intensely regulated uranium mining is getting harder with each passing year.😫 The average time to build a new uranium mine from first drilled discovery to initial production has increased to at least 10-20 years!⏳🏭🧑‍🏭 As this chart shows, using data published by world-leading Nuclear fuel industry consultants UxC (the primary source of Uranium supply/demand data for the world's Nuclear utilities), in 2025 the 'Base Case' global U demand was estimated to be around 200 Million lbs while mined production is estimated to come in at around 160 Million lbs for a ~40 Million lbs supply deficit just last year.↕️🗜️ But with Trump issuing Executive Orders to quadruple the world's largest reactor fleet, 33+ nations pledging to Triple Nuclear power by 2050, and Tech Giants turning to always-on 24/7 carbon-free Nuclear to power a massive global deployment of AI data centers, even the bullish High Demand Case is now expected to be greatly exceeded.⏫⚛️⚡️🔌🤖💻🌎 Some of that deficit gap gets filled by drawing down inventory cushions (now at historic lows), securing secondary supply (now almost exclusively produced in Russia and unavailable in the West), relying on short-term contracts with carry traders (the carry trade relies on availability of cheap lbs in the thin Spot market) with fingers crossed🤞 that restarted past-producing mines can quickly ramp up production (not happening) and new mines and mills in the development stage will get permitted, financed, built and into production as scheduled (never happens).📶⛏️ With Nuclear fuel demand firm and growing like never before, while supply is constrained by a long list of economic & geopolitical roadblocks, the resulting market imbalance will lead to fierce competition for available supply, which will drive U prices far higher until that imbalance is eventually resolved... sending the share prices of U miners, developers and explorers soaring as the wave of needed capital finally flows into the sector.💰🌊🏄 We could run through all the future demand scenarios... restarting previously-decommissioned reactors, ending further nuclear phase-outs by life-extending reactors that were to retire, the global decarbonization of electricity/heavy industry/transportation/shipping using nuclear, Big Tech building massive nuclear-powered AI data centers, mass factory-made manufacture of small modular reactors (SMRs) in an accelerating Nuclear Renaissance..⬆️⚛️⚡️🌍 or dig down the many geopolitical, regulatory, and supply chain disruption rabbit holes...⛏️🕳️🐇 but there's really no need for that anymore!😌 Rapidly growing fuel demand and delayed/disrupted/banned supply in a bifurcated East vs West global uranium market just throws more gasoline on the Uranium bull market bonfire!🔥⛽️🚀 The market dynamics are now lighting up a flashing neon 'SOS' sign telling Nuclear fuel buyers that there won't be enough supply to meet demand.🆘🚨 Massive amounts of investment capital need to flow into the Uranium sector (ie. producers, developers, explorers) in order to discover, develop, finance and construct the new mines needed to eventually bring supply back into balance with demand in the distant future... IF far higher Uranium prices give greenfield producers the construction signals needed.💲⚛️🏭🧑‍🏭 (Not 1 new greenfield uranium mine was given a green light in 2025.) That's your investment opportunity, if you choose to seize it.👊 As always, be sure to do your own research and invest according to your own unique financial goals, expectations, risk appetite, time horizon, investing style and strategy.♟️ It's your money, so invest it wisely.🦉 Wishing you good luck with your due diligence and investments in 2026!☘️🌈💰🦄

"Production from the McArthur River/Key Lake operation is now anticipated to be between 14-15 mm lbs, down from 18mm lbs" No worries though... utilities are 'covered' and don't need to contract until 2030, right? #uranium $CCJ businesswire.com/news/home/2025…