Uranium Energy: Nuclear Thesis Starts Picking Up

Алексей Кравчук/iStock via Getty Images Investment Thesis

The Uranium Energy Corp. (NYSE: UEC ) thesis is straightforward. Right now, the business is not in production. But when uranium prices reach $60lbs per pound, the business should resume its idled production.

I strongly believe in the need for uranium to supplement our renewable energy transition. The U.S. government strongly believes in the need for uranium. This is a straightforward investment thesis. This plays into what I call the triple Ds, Deglobalization, Decarbonization, and Digitalization (the topic of this Friday’s blog).

Here’s why I’m bullish on Uranium Energy Corp. Why Invest in a Uranium Company Before getting into UEC specifically, allow me to explain why I believe in the need for uranium. I’m not calling on a uranium squeeze. I’ve articulated my thoughts on this in the past. Succinctly put, the definition of a squeeze comes from the ”unexpected taking place.”Given that so […]

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