The Complex Dynamics of the Uranium Market

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 price thresholds: miners need $90-$120/lb to restart production
• Nick & Ben’s highest-conviction tickers, from UEC to ASPI Isotopes

Energy security, national defence, and the next tech wave all point to one metal: Uranium!

Get Wealthion’s and SCP Resource Finance’s free report on Uranium and investment opportunities in the space, here: https://wealthion.com/uranium-investment-opportunities/

Chapters:

0:26 – Inside Ocean Wall

4:45 – From $150 to $18: What Crushed Uranium Last Time?

7:14 – The Last Uranium Mania: Lessons from the 2007 Spike

8:24 – Why Uranium Prices Stayed Frozen for a Decade

9:41 – The Uranium Awakening: What Changed After 2020

13:15 – Did Sprott Light the Fuse on the Uranium Rally?

16:02 – War, Sanctions & Supply Shocks: Was the Panic Real?

18:12 – The Putin Factor: How Geopolitics Weaponized Uranium

21:02 – Who’s Driving Prices: Wall Street or Nuclear Utilities?

26:52 – Uranium 101: The Fuel Cycle Every Investor Must Know

31:40 – How to Invest in Uranium: Funds, Stocks, and More

37:14 – Mining Trouble Ahead? The Looming Supply Crunch

38:28 – Why Canadian Uranium Miners Could Be at Risk

39:47 – Are We Still Early? Timing the Uranium Opportunity

43:15 – Explosive Growth Ahead? The Case for a Price Surge

45:05 – Long-Term Bull Case: Why Uranium’s Run Is Just Starting

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