May. 14 at 7:03 PM
The uranium and nuclear squeeze is getting closer as Goldman Sachs again lifts its long-term deficit outlook to 2.332B lbs by 2045, driven by SMR commercialization and global nuclear expansion.
China alone has 39 reactors under construction, while the US, Europe, Japan and Canada extend lifespans and push new builds.
Long-term contract prices keep trending higher and AI-driven power demand is reshaping nuclear baseload needs.
This is a very small market, and if utilities start locking long-dated supply while AI demand stacks on top, moves could get violent.
Names like
$SMR $OKLO $UEC $UUUU $LEU NNE sit right in the center of this narrative, while Sprott physical uranium trust continues accumulating close to two years of US reactor demand.
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