Rick Rule: This energy crisis will be widely bullish for uranium in the long run The Japanese and French nuclear fleet, the 4th and 3rd largest in the world, was constructed as a result of the painful experience of the Arab oil embargo in 1973. The current energy crisis will have a similar effect, as uranium’s extremely high energy density allows countries to store years’ worth of energy supply with relative ease ...making it the best strategic energy source - Japan runs 15 of their 41 reactors – expect increased reactivations - Uranium is already in deficit - Available supplies at cheap prices are quickly running out - The pace of new plant construction will be red hot Uranium is the winner of the current energy crisis

Aug 29, 2026 · 2:57 PM UTC

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Replying to @ekwufinance
Spot on, uranium has some serious advantages that cannot be overlooked (low carbon, high density...)
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Replying to @ekwufinance
Thank God Canada has the biggest reserves in the world and we are open for business 🇨🇦
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Replying to @ekwufinance
diesel is doing pretty well and there could be a long way to go.
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“the quick buck has been made .. “ .. did he have anything to say about oil ?
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Replying to @ekwufinance
Rule's 1973 comparison holds. Germany shut down 17 reactors producing 170+ TWh/year and replaced them with gas-fired backup. That is structural import dependency.
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Replying to @ekwufinance
Energy crises always expose the same problem which is Volatility. Whether it’s oil, gas or uranium, supply shocks can quickly turn into higher costs for businesses and consumers. The energy transition matters, but so does protecting people from the price volatility happening right now.
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Replying to @ekwufinance
Persistent uranium deficits shift contract negotiations toward producers with existing output, raising realized prices before new mines reach production.
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Replying to @ekwufinance
Buy and Hold $NLR
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Replying to @ekwufinance
Spot deficits only matter once the paper bids show up to confirm them. $CCJ trades with thin dealer inventory on the upside, so any sustained spot bid turns into a fast gamma chase.
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Replying to @ekwufinance
💯💯💯💯💯
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Replying to @ekwufinance
👀👀👀👀👀👀👀
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.. Aside from Sput .. does he see any clear winners .. a lot of them are limping .. 🤕
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