Nick Hodge,
Publisher
Sept. 16, 2025
For more than a century, oil has been the backbone of modern energy and the source of immense fortunes.
But today, the crown is quietly passing to a new commodity: uranium.
Nuclear energy is no longer a “maybe.” It’s becoming the backbone of the electrified economy. From data centers and artificial intelligence to electric vehicles and national security, the world needs reliable, zero-carbon baseload power.
And only uranium-fueled reactors can provide it at scale.
We are standing on the cusp of a uranium bull market that mirrors the oil booms of the past — except this one may be even bigger.
The U.S. Just Lit the Fuse
Just this week, U.S. Energy Secretary Chris Wright announced that the government intends to boost its Strategic Uranium Reserve to ensure America no longer depends on Russian fuel.
Today, roughly a quarter of the enriched uranium for America’s 94 reactors still comes from Russia — a dangerous liability that the Trump administration has now pledged to end.
The plan is simple: stockpile more uranium and rebuild domestic supply chains.
Uranium stocks surged instantly on the news — with U.S. producers jumping double digits in a single trading session.
This is not just about energy policy. It’s a national security mandate. And it’s creating an unprecedented runway for U.S. uranium producers and explorers.
Global Demand Is Surging
It’s not just America.
The World Nuclear Association’s biennial report forecasts uranium demand for nuclear reactors will climb 28% by 2030, reaching nearly 87,000 tonnes per year. By 2040, demand more than doubles — potentially exceeding 150,000 tonnes annually. And in the most aggressive scenario? Over 200,000 tonnes.
At the same time, existing mines are set to see their output cut in half after 2030. With new uranium projects taking a decade or more to build, the world faces a looming supply crunch just as demand goes vertical.
In other words: uranium isn’t just the new oil. It’s the choke point for the future of clean energy.
The Investment Window Is Now
Uranium is massively underowned by institutions. Inventories in the U.S. cover barely 14 months of reactor fuel — compared to 2.5 years in Europe and an astonishing 12 years in China.
That mismatch all but guarantees higher prices ahead.
And yet, most investors remain asleep to the opportunity.
Those who positioned early in the last uranium cycle became “Texas Rich.”
Now, with policy momentum, global demand growth, and supply scarcity all colliding at once, the same setup is here again.
Here’s What to Do Next
Gerardo has identified three uranium companies that could soar as this bull market unfolds — including one that could become America’s next producer, another that’s unhedged and production-ready, and a third with explosive upside potential.
The full details are in his newest presentation: How to Become Texas Rich.
If you believe uranium is the new oil — and you want to position yourself before the next leg of this bull market takes off — this is where you start.
Call it like you see it,
Nick Hodge
Publisher, Daily Profit Cycle