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
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3SjpysG
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #Uranium #NuclearEnergy #EnergyCrisis #Commodities #CleanEnergy #Geopolitics #UraniumStocks #AI #Enrichment #SupplyChain #EnergySecurity
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
