Tag Archives: Uranium

The Coming Energy Abundance!?

As a new analyst you are the first to see the reports hit your desk. The executive summary says:

Our analysis shows that 100% clean electricity from the combination of solar, wind, and batteries (SWB) is both physically possible and economically affordable across the entire continental United States as well as the overwhelming majority of other populated regions of the world by 2030.

Adoption of SWB is growing exponentially worldwide and disruption is now inevitable because by 2030 they will offer the cheapest electricity option for most regions.

Coal, gas, and nuclear power assets will become stranded during the 2020s, and no new investment in these technologies is rational from this point forward.

https://www.rethinkx.com/energy-reports

Quick! Time to sell all coal, oil and gas equities and uranium.

Or is it. Critique these reports.

Next week, I will post my thoughts.

Don’t Neglect the Forgotten

A forgotten sector comes to life
Miners decline relative to gold as investors give up on poor capital allocation by managers who paid high prices at the top of the last cycle 2007/2011. But that has changed as the sector has been starved of capital for years. Go where they ain’t.
A forgotten miner in an opaque market (Uranium). Eventually, the market MUST turn. An investor has to have a very (five years at least) timeframe for this market.


BANG stocks (Barrick, Agnico, Newmont and Goldcore┬ávs. the FANG stocks–meaningless in the short-term but of interest to watch.