Commodities Will Destroy Stocks With Kevin Bambrough
Lead-Lag Live
00:00
Uranium - The Big Catalyst
We're right now at the cusp of some enrichment facilities and conversion facilities starting up so that we go from this process, which is complicated, but it's called, they refer to it as overfeeding versus underfeeding. We're basically going to start using consuming more of the physically uranium that's produced to make fuel because of the tightness in the supply chain. The US government is saying that they're putting out 3.5 billion to support the industry and strategically advanced nuclear fuel for the USA. This is massive. You've got to remember, the sector is so tiny. We're talking about a $40 billion sector to try like, they're going to have a hard time sourcing
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