Latest / Wealthion - Be Financially Resilient
Uranium’s Parabolic Setup: Nick Lawson & Ben Finegold on the Generational Trade
Uranium is on the edge of a once-in-a-generation supply shock, and prices could spike faster than in 2007.
Ocean Wall CEO Nick Lawson and Director Ben Finegold tell Trey Reik why the market is set up for a parabolic move. From the “Putinization of uranium” (Russia’s stranglehold on enrichment) to AI-hungry data centers that can only run on nuclear baseload, the squeeze is building fast.
What we cover
The 500 % surge in enrichment prices, and why oxide hasn’t followed yet
Hedge funds cornering supply (shades of 2006-07)
How utilities are panic-buying enrichment first, uranium later
Critical…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.