Zortix matched this thesis to Uranium & nuclear ETFs as one way for retail investors to get exposure. Not a recommendation.
Uranium's structural supply deficit deepens
The guest argued the uranium market is in a persistent and growing structural supply deficit, with demand far outpacing new mine supply, a situation expected to worsen through 2040.
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The story so far
CONTESTED · 51 MENTIONS · 37 EPISODES · 9 SHOWS
17 JUL 2025 — 17 AUG 2026 · YESTERDAY
39 SUPPORT · 2 CHALLENGE · 1 UPDATE · 2 REPEAT · 7 MENTIONED
- MACROVOICES
23 EPISODES BETWEEN · 35 MENTIONS
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- MACROVOICES · 2 MENTIONS
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- BARRON'S STREETWISE
- MACROVOICES
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- MACROVOICES · 4 MENTIONS
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- MACROVOICES · 2 MENTIONS
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- THE DERIVATIVE
- MACROVOICES · 4 MENTIONS
- THE DERIVATIVE · 5 MENTIONS
- MACROVOICES
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- PALISADES GOLD RADIO
- COMMODITY CULTURE · 2 MENTIONS
- Uranium's structural supply deficit deepens · THIS IDEA
- South America as the new uranium frontier
6 EPISODES BETWEEN · 6 MENTIONS
- COMMODITY CULTURE
- MACROVOICES
- WEALTHION - BE FINANCIALLY RESILIENT
- MACROVOICES
- COMMODITY CULTURE
- PALISADES GOLD RADIO
- THOUGHTFUL MONEY
- PLANET MICROCAP PODCAST
- COMMODITY CULTURE
- MACROVOICES
- COMMODITY CULTURE
- ANIMAL SPIRITS · 2 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD