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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