The Uranium Shock: Why AI is Triggering the Next Commodity Supercycle (Special Edition)

This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.SUMMARYIf you think the AI boom is just about semiconductors, you are missing the most critical bottleneck: electricity. In this episode, we unpack why tech hyperscalers like Meta and Microsoft are aggressively scrambling to lock in nuclear baseload power, and why Goldman Sachs is calling uranium the "next gold". With a staggering 60-million-pound annual supply deficit and conventional mine output slashed, we explore whether uranium is on a collision course with $150 per pound, and why junior miners and explorers are offering the most explosive upside in the market todayThanks for reading! This post is public so feel free to share it. 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