The 40-Million-Pound Ghost: Why Uranium's Real Deficit is Invisible

The Reporting Gap: Standard models often assume the "Ghost Mine" is still open. In reality, not only has that 20-million-pound supply vanished, but the new inefficiency requires an additional 20 million pounds of production. This is a 40-million-pound swing—equivalent to two of the world’s largest mines disappearing overnight This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit uraniumunleashed.substack.com/subscribe