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Gold/Mining/Energy : Uranium Stocks
URNM 65.71-6.2%Feb 5 4:00 PM EST
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To: The Barracuda™ who wrote (30386)1/29/2026 12:29:54 PM
From: A. Wiseacre  Read Replies (1) of 30408
 
Through the mid 2030s, I agree that constrained supply will be a big issue for the nuclear power plant buildout. Especially for the U.S. who has few resources and is procrastinating making deals to add supply from countries like Canada. But, I also think the buildout will be slower than anticipated because there will only be a handful of reactor designs that actually gain traction. To gain efficiencies of scale in production timelines and costs, this is inevitable. With enough time, I think the technical innovation will allow the uranium exploration companies to find new resources much quicker than now. Look at how oil and gas companies have continued to innovate since peak oil was first predicted in the 1970s.
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