Uranium: A complete guide of the investment thesis
Deep dive into nuclear energy, the uranium market and how I am investing in it
Summary
In this report I will go through why nuclear energy is the clear path for energy, both in the short and long term. And I will explain how I am playing this thesis.
Uranium has been in a supply deficit (relative to primary production) since the 1990s.
In the early 2000s uranium prices went from a low of $7/lb in 2000 to $136/lb in 2007. After Fukush…