From Morning Watchlist <[email protected]>
Subject A new uranium narrative is forming - and it’s closer than you think
Date December 17, 2025 12:21 PM
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The quiet return of nuclear… with a twist ͏  ͏  ͏  ͏
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Global demand up 7X for key defense metals - see the new N.
American source
emerging...                              

Dear Reader,

For years, nuclear power was dismissed as outdated. Now? It’s back
at the center of global energy strategy.

With governments funding small modular reactor projects, AI data
centers consuming more power, and new zero-emission mandates kicking
in - URANIUM DEMAND IS QUIETLY ACCELERATING.

Tucked away in a historically rich region sits a set of uranium
projects with early exploration data and built-in infrastructure. The
setup could be well-timed.

Here's why early movers are digging in:

* Global uranium supply hasn’t kept up with rising policy demand
* Infrastructure and permitting pathways already exist
* Additional assets beyond uranium add optionality
* Exploration activity is ongoing

If you’re looking for overlooked exposure to a potentially revived
energy source - this could be worth your radar.

See what’s emerging behind the uranium rebound
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