🔥 The best thing that can happen to the long-term uranium investor is hotter-than-expected inflation. Nuclear fuel accounts for less than 15% of total generation costs, versus 60–70% for gas. When energy prices rise, nuclear becomes the cheapest baseload on the grid. Uranium is a real asset and commodities outperform in stagflation. Every inflationary cycle since the 1970s has been kind to hard assets.
🚢 The best thing that can happen to the long-term uranium investor is a prolonged Hormuz blockade. 20% of global oil and 20% of global LNG passes through those waters. Every month this continues, more governments conclude that energy security is non-negotiable. Nuclear is the only large-scale baseload source that doesn't depend on a shipping lane. 🇫🇷 France understood this after the 1973 oil crisis.
💸 …that bond yields spike. New uranium mines need billions in financing and 10–15 years from discovery to production. Higher rates make that financing harder. The supply response gets delayed. Today's bond selloff is the mine that never gets built tomorrow. The deficit widens.
📉 …that a recession hits. Reactors don't shut down in recessions. Nuclear demand is inelastic. Mining projects cancelled during downturns take decades to restart. Every recession tightens future supply.
🚀 …that the SpaceX IPO fails. 421+76 reactors will still need fuel.
🤖 …that Anthropic and OpenAI fail to monetize. 421+76 reactors will still need fuel.
💥 …that tariffs spiral out of control. 421+76 reactors will still need fuel.
🇯🇵 …that Japan's bond market breaks. 421+76 reactors will still need fuel.
🔴 …that your portfolio is red today. 421+76 reactors will still need fuel.
We'd rather none of these things happened. But let's be honest, the world has become a very crazy place full of risks. Despite all the uncertainty, there are certain things about the future that are already written:
👉 The fourth industrial revolution has begun and will advance abruptly, whether we like it or not.
👉 Every credible scenario points to energy consumption surging in the coming years.
👉 We'd rather things didn't go wrong, but the worse things get, the stronger the thesis becomes.
Have a great weekend! 😎
#Uranium long-term is price up.
North America: "Bullish for miners."
ASX: "Sell everything."
Same data. Opposite reaction.
Is the ASX stupid or manipulated?
Le Centre logistique des Forces armées nigériennes (FAN) à Niamey a réceptionné, le 26 mai 2026, neuf conteneurs de matériels militaires remis par les États-Unis.
Cette remise s’inscrit dans le cadre des efforts conjoints visant à soutenir les capacités opérationnelles des FAN et à renforcer la lutte contre le terrorisme, la criminalité transfrontalière ainsi que la sécurisation des frontières nationales.
Very Good Development for @AtomicCorp $GLO.TO $GLATF #uranium. BUY!
Niger and Algeria have entered into a Cooperation Agreement that includes the opening of a new trade corridor between the Dasa Mine to the Mediterranean Sea.
“This is an exciting new development”, stated Mr. Roman. “The road from Dasa to the Algerian border is short and the roads and security in Algeria are top notch.”
À la Présidence de la République, le Général d’Armée Abdourahamane Tiani, Président de la République, Chef de l’État, s’est entretenu avec Stephen Roman, Président-Directeur Général de Global Atomic Corporation. Au cœur des échanges: l’évolution du projet d’uranium de Dasa au Niger.
$URA
$URA closed yesterday with another bearish continuation candle as price continues to test the high base support zone that lines up with the 50 EMA.
This is an area that could become very interesting for a potential long entry, but patience remains critical here because without a clear signal candle or bullish reaction from support, there is still no confirmation that buyers are ready to defend the level.
Bulls need to prove demand exists at this zone before traders can confidently position for a reversal attempt.
Right now momentum continues to favor the bears as both the RSI and MACD are showing bearish divergence, while the MACD itself continues to expand to the downside, signaling weakening momentum and increasing downside pressure.
All to say the setup location is interesting, the overall pattern structure remains constructive longer term, but a few key technical components are still missing before probabilities shift back in favor of the bulls. We broke down the momentum signals, divergences, and key levels in more detail in yesterday’s post-market video technical wrap-up at https://t.co/DPsk9vzJGc and will do the same tonight as we carefully watch this level for a potential trade.
If you trade #URANIUM names and value a straightforward, price-action-based approach, we share all our charts and setups in a private chat room. We provide a daily technical video review of $URA and highlight potential entries, focusing on key levels, signals, and share strategies to enhance your trading decisions.
Join our private community at https://t.co/piEjMamo61 to access our exclusive content.
$URA $URNM $URC $LEU $FUU $URC $UROY $CCJ $DNN $UUUU $URG $UEC $EFR $SRUUF $NXE $URNJ $GLATF $WUC $PDN #URANIUM $CCO $ASPI
🙈U'd have to be totally blind to not see that every single signpost🪧 now points to a coming rip-your-face-off #Uranium#mining#stocks bull market📈⚛️⛏️🫠 that will go down in history as one of the most spectacular #investing opportunities in a generation!🎆🚀🌟🤠🐂 #Nuclear🏄
🚨 Tomorrow we expect #Trump's Defence Production Act #Nuclear Fuel Consortium to reveal its "plans of action"📜 to rebuild the US #Uranium#mining & processing industries to eliminate current 96% reliance on foreign imports.📰⚛️⛏️🏭🧑🏭 U miners are up strongly today.🚀🤠🐂🌊🏄