Feb. 20 at 2:43 PM
THE BIGGEST URANIUM NEWS OF THE YEAR JUST DROPPED
Kazatomprom (the world's largest producer) just agreed to lock up >50% of its total book value in a highly classified, multi-billion dollar physical supply deal with India.
The global supply deficit just hit warp speed. If you're a Western utility buyer, you're officially sweating. If you hold North American nuclear equities, you're glowing. ☢️📈
In my latest Substack post, an ARMR analyst breaks down exactly what this "black box" megadeal means for the sector and how it violently shifts the bull thesis for: 🇨🇦
$CCJ 🤠
$UEC 🦅
$UUUU 🏗️
$NXE &
$DNN 🛢️
$SRUUF
With spot prices hovering around
$89/lb, this is the catalyst that could set the market on fire.
Read the full breakdown 👇
https://open.substack.com/pub/armrinvesting/p/the-black-box-megadeal-why-the-global?utm_campaign=post-expanded-share&utm_medium=web
