Jul. 10 at 5:20 PM
THE
$URA SQUEEZE IS A TICKING TIME BOMB. ARE YOU POSITIONED?
The mainstream media is completely asleep at the wheel on this uranium macro setup. This isn't just a bull market; it is a mathematical certainty.
The Cold, Hard Numbers:
Utilities locked in only 116M lbs in long-term contracts.
The bare minimum replacement level to keep reactors from going dark? 200M lbs.
They are shorting their own fuel supply, existing mines are tapped out, and zero new supply comes online until uranium prices go vertical to justify the CapEx.
The Game Plan:
The math says prices must explode. It’s a textbook supply-demand bottleneck that will force institutional money to chase. I am loaded to the teeth in
$LEU,
$SMR, and
$CEG for maximum pure-play exposure, with
$DNN on a short leash for massive mining leverage.
The fuse is lit. Late-comers are going to get absolutely incinerated.
