The Nuclear Crisis That Could Send A Small Group of Australian Stocks Soaring
New report reveals which ASX stocks could surge, which to avoid and the one stock our expert recommends as a strong buy
Download your free report now and discover:
Here’s what you’ll learn about…
How to buy world-class uranium assets at multi-year lows — while the supply crisis is ratcheting up
The geopolitical shift that just cut off a major supply line... and how it’s about to put a handful of Australian stocks in the global spotlight
Why you can't just buy any ASX uranium stock and expect to profit (there are hidden problems in this sector that you need to navigate)
The ASX-listed uranium company that’s SO toxic, even its own board dumped their shares (avoid this stock at all costs)
The one Australian uranium stock our expert backs above others... and why he believes this is your best shot at long term gains before prices surge
Dear reader,
France. USA. China.
What do they have in common?
A massive nuclear buildout and an even bigger appetite for uranium.
Together, they consume 80% of the world’s uranium supply.
Yet these nuclear energy superpowers produce virtually no uranium themselves.
Now, with governments dialing back their Net Zero ambitions... and dozens of new reactors coming online to meet soaring electricity demand... these countries’ dependence on imports is fuelling a global supply crisis…
…one that’s suddenly turning the spotlight on a handful of tiny Aussie stocks.
You’ll discover their identity in a brand new investment briefing we’ve just released, called The ASX Uranium Playbook: How to Play the Energy Supply Crisis.
See, when a country commits to nuclear power, it’s not making a short-term bet.
Reactors are built to run for 60+ years. They can’t generate electricity without uranium.
This means nations using nuclear power must secure a long-term supply of uranium to keep those reactors running.
And here’s the thing — countries tend not to walk away from nuclear once it’s up and running.
The economics are too compelling.
Take France.
Nuclear-powered, energy-independent, and now making billions selling excess electricity to energy-starved neighbours across Europe.
It enjoys the lowest energy costs and highest levels of industrial investment in the region.
When you’ve sunk billions into reactors that deliver this kind of advantage… you don’t just switch them off.
That’s why uranium demand is virtually baked in for decades to come.
But the world is running out of uranium
China is building more individual nuclear reactors than any country in history — with 31 underway and 40 more planned.
The EU wants to invest $278bn to deliver its nuclear plans.
The goal? To build new reactors, extend old ones, and boost Europe’s energy independence for decades to come.
And in the US, the government has pledged to quadruple their nuclear energy capacity.
“Trump Administration Wants The US To
Be ‘The Leader In Nuclear Energy’”
thedeepdive
In short, nuclear demand is exploding worldwide — with global uranium demand projected to double to 300 million pounds a year by 2040.
But here’s the problem…
Supply can’t keep up.
As one expert put it:
“The uranium sector is grappling with one of the most acute
supply deficits in the broader commodities space.”
investingnews.com
Last year, uranium mines produced just 150 million pounds, while demand hit 165 million — a 10% shortfall.
And with demand still climbing, industry experts say the uranium market will likely stay undersupplied through the rest of the decade.
Look at this chart that shows the growing gap between demand and what production can supply:
Source: Cats, Visual Capitalist
You might be wondering, given this supply crisis, can’t production just ramp up?
Can’t more mines be opened and more supply be brought online?
No, and that’s the problem.
Uranium supply isn’t something you can simply ramp up overnight.
New mines take years — sometimes decades — to move through permitting, financing, and development.
So what we have is…
….fast growing demand…
…and a supply that’s already falling short, that’s going to get worse… and no quick way to fix it.
The supply crisis gets even worse when you look at WHO controls the uranium...
Until recently, France sourced a third of its uranium from Niger — a West African country with deep political ties to the French.
But that changed in 2023, when a coup overthrew the Western-backed government and cut military ties with France and the US.
Today, Niger is now cosying up to China and Russia, and sells them more of its uranium than it does to France.
Kazakhstan, the world’s largest uranium producer, is already bound to China through geography, investment, and long-term deals.
Namibia has major uranium deposits too but water shortages have disrupted operations, making it an unstable option.
So where can the desperate West turn for uranium?
Australia.
The Aussie uranium buying
window is about to open
Australia holds almost one-third of the world's total uranium resources — the largest known reserves on the planet.
We're politically stable.
We're a trusted ally of the United States — so much so that America designated us a "domestic source" under their Defense Production Act.
Yet some Australian uranium stocks have cratered to multi-year lows while fundamentals have never been stronger.
This has created a rare buying window that won't last long.
But before you get your wallet out and start picking up ASX uranium stocks, there’s something you need to understand…
Some companies are sitting on massive deposits but can't touch them — blocked by state government mining bans that could last for years.
Others are burning through cash with production problems or mines that keep missing their targets.
And then there are the management disasters — boards dumping their own shares while telling investors everything's fine.
But there are a select few that are well positioned for the supply crunch that's building.
That's exactly why James Cooper — a geologist with 15+ years experience — wrote this report, The ASX Uranium Playbook: How to Play the Energy Supply Crisis
He's been watching uranium mostly from the sidelines for years, waiting for the right buying opportunity.
And according to James, that time is now.
His new report reveals which Australian uranium stocks to take a closer look at right now... including the one company he believes offers your best shot at profiting from the supply crisis that's accelerating.
He also reveals which uranium miners you should treat as if they’re radioactive...
Who Is James Cooper and
Why Should You Listen To Him?
James Cooper is a mining analyst and editor at Fat Tail Investment Research, Australia’s largest independent financial publisher.
With more than 15 years of experience spanning geology, finance, and investment analysis, James has worked across the full mining lifecycle — from early-stage exploration to production.
He’s delivered real wins for his 10,000+ subscribers:
In November 2023, he recommended a copper stock that gained more than 50%
At the start of 2024, he urged readers to focus on gold, copper, and silver — positioning them ahead of the next commodity uptrend.
As a former Senior Exploration Geologist at Dacian Gold, James was hands-on in Western Australia’s goldfields.
Earlier in his career, he was on the ground in Zambia’s copper belt during Barrick Gold’s $7.6 billion takeover of Equinox Minerals.
Now James is focused on uranium.
After watching from the sidelines for years, he believes that now is the time to consider a punt on underpriced uranium stocks on the ASX.
Three Free Subscriptions to Make You a Smarter and More Successful Investor
You can download and read The ASX Uranium Playbook: How to Play the Energy Supply Crisis for free when you subscribe to our three premium investment emails:
Fat Tail Daily — Your daily email briefing on hidden investment opportunities the mainstream misses. Get ahead-of-the-crowd analysis on stocks, gold, crypto and alternative investments that our readers consistently use to discover ideas they wouldn't find elsewhere.
James Cooper’s Mining Memo — Insider expertise from a former field geologist who spent years hunting deposits for major mining companies. Twice weekly, James delivers institutional-grade analysis on early-stage discoveries and commodity market shifts that could lead to the next big mining opportunity.
The Daily Reckoning Australia — A contrarian perspective on financial markets from Nick Hubble, Jim Rickards, gold expert Brian Chu and 'rogue economist' Bill Bonner. Cut through the noise on Australia's stock and property markets, central bank moves, and government financial decisions to position yourself ahead of major economic shifts.
All three emails are completely free, come with no obligation, and you can unsubscribe anytime with a single click.
Act now BEFORE the buying window closes
James has been watching uranium "mostly from the sidelines" for years, waiting for the right moment.
He's seen too many investors get burned chasing mining stocks at the wrong time.
But in his new report, he makes it clear:
“I firmly believe NOW is the time to seriously consider opportunities in the uranium market.”
Uranium stocks have crashed to levels that make no sense given what's coming.
But you can’t go into this blind or you risk losing money.
Some Australian uranium miners are disasters waiting to happen — blighted by government bans, production failures, and management scandals.
But a handful look extremely well positioned for the supply squeeze that's building.
James's report also reveals which stocks to avoid completely — plus the one uranium stock he believes offers your best opportunity before institutional money floods in.
To get the full story, GET FREE ACCESS NOW...
Access to the free report, ‘The ASX Uranium Playbook: How to Play the Energy Supply Crisis’, is FREE when you subscribe to Fat Tail Daily, James Cooper’s Mining Memo and The Daily Reckoning Australia.
Enter your email address below and hit the button to gain instant access.
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Fat Tail Daily — Your daily email briefing on hidden investment opportunities the mainstream misses. Get ahead-of-the-crowd analysis on stocks, gold, crypto and alternative investments that our readers consistently use to discover ideas they wouldn't find elsewhere.
James Cooper’s Mining Memo — Insider expertise from a former field geologist who spent years hunting deposits for major mining companies. Twice weekly, James delivers institutional-grade analysis on early-stage discoveries and commodity market shifts that could lead to the next big mining opportunity.
The Daily Reckoning Australia — A contrarian perspective on financial markets from Nick Hubble, Jim Rickards, gold expert Brian Chu and 'rogue economist' Bill Bonner. Cut through the noise on Australia's stock and property markets, central bank moves, and government financial decisions to position yourself ahead of major economic shifts.
