Zortix matched this thesis to Uranium & nuclear ETFs as one way for retail investors to get exposure. Not a recommendation.
South America as the new uranium frontier
The bull case for South American uranium exploration was presented as the region being the 'last frontier' for new supply, benefiting from pro-mining political shifts and historical mining activity.
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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
- MACROVOICES · 2 MENTIONS
- MACROVOICES
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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
- MACROVOICES
- PALISADES GOLD RADIO
- COMMODITY CULTURE · 2 MENTIONS
- Uranium's structural supply deficit deepens
- South America as the new uranium frontier · THIS IDEA
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