Gerardo Del Real,
Editor
Sept. 17, 2025
It’s Fed decision day today. Much like the last time, whether the Fed cuts rates or not I’m sure of two things.
The first is that asset owners will always be the first to get taken care of by Fed policy.
The second is that we are in a commodity supercycle. One I plan on continuing to profit from.
The supercycle coincides with chronic underinvestment across the gold, silver, copper, and uranium spaces among others.
Decades of being asleep at the wheel by both parties (imagine that) has allowed China a dominant head start in the war to secure the metals of the future.
While the government was asleep at the wheel, it is now doing an about-face and working in a rush to establish a North American critical metals supply chain.
Everyone wasn’t asleep at the wheel. While the government was doing what the government does, entrepreneurs were busy securing some of the most promising ground in the U.S. in anticipation of the new gold rush.
I’m a simple guy with simple ideas and I was even writing about this in 2016. I have been ringing the bell on rare earths since 2010. That’s another conversation for another day.
Much like gold and oil made fortunes for those with conviction and luck, uranium is positioned to do the same.
Demand from utilities, AI, data centers, and, as Nick Hodge called it several years ago, the electrification of everything, has led to a supply crunch that will send uranium prices soaring while demand struggles to keep up.
U.S. Energy Secretary Chris Wright recently 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.
In response, federal policy under President Trump's recent Executive Orders calls for a fourfold expansion of U.S. nuclear capacity to 400 gigawatts by 2050 and reduced reliance on foreign sources of uranium. The orders include invoking the DPA to onshore the nuclear fuel cycle as a priority for national security, with multiple agencies required to support the objectives.
It’s a rare time when the biggest companies in the world are working hand-in-hand with the government to fast-track exploration and development of an industry that is critical to national security.
Fortunes will be made.
I’ve identified three uranium companies that are positioned to capture the sweet part of the profit cycle. One could become America’s next producer. One is earlier-stage but may have the most explosive upside. The last is unhedged and production-ready.
For all the details, here is my newest presentation, “How to Become Texas Rich.”
Let's get it,
Gerardo Del Real
Editor, Daily Profit Cycle