Jimmy Mengel,
Director of Customer Experience
Oct. 3, 2025
It’s high noon in a dusty old mining town. You amble along the dirt road on horseback among the tumbleweeds and desert lilies. Your six-shooters hang from each of your hips, gleaming in the blistering sun.
You continue into town; clip clop, clip clop.
As the townsfolk catch sight they begin to scatter into the nearest homes, general stores and watering holes, seeking safe haven from you – the notorious gunslinging outlaw.
No sooner than you arrive, the sheriff and his posse assemble around you. You’re quickly surrounded.
“We don’t want no trouble ‘round here,” the Sheriff rasps. “Drop the guns and we’ll let you go peacefully.”
You let out a mirthful laugh. No outlaw worth his salt would ever surrender his piece, no matter the situation. As for letting you leave peacefully? Not a chance in hell…
“No deal,” you say as you pull your pistols.
Last month, a similar deal was just offered on a much larger scale. This one was between the outlaw – Iran – and the sheriff – the United States. Our offer? If Iran surrenders its cache of enriched uranium to us, we’d help stave off the upcoming economic sanctions that could further cripple the already reeling Iranian economy.
According to sources familiar with the negotiations, President Trump’s Special Envoy to the Middle East Steve Witkoff suggested that Iran retrieve and dilute the uranium stockpile and demanded that it be handed directly to the US.
That offer didn’t go over well.
“The dream of forcing Iran to its knees is a fantasy and a delusion. Even imagining it is impossible...they sanction us because we refuse to bow down; because we refuse to be humiliated.”
In other words: no deal.
You can’t blame them. Iran’s enriched uranium stock is the only leverage they have. It would be just like taking away the outlaw’s pistols.
On the other hand you can see why we tried. Our current uranium supply is dire and is one of the biggest untold stories of US energy policy. We need all the uranium we can get our hands on and it’s clear that we cannot continue to rely on our enemies to help us.
We have 54 nuclear power plants in the United States. They account for around 20% of all U.S. electricity. In other words, it’s a really big deal. However, most of the uranium that we use is imported from the Russian sphere including Kazakhstan and Uzbekistan.
To say that those relationships have soured would be putting it lightly.
In 1980 we were the top producer of uranium in the world. But times have changed:
This is a major problem for several reasons, but most urgently it’s most troublesome because of our current supply gap. The Energy Information Administration (EIA) just released a report warning of a widening uranium supply gap that is projected to reach 184 million pounds over the next decade. To put that in perspective, that gap is equivalent to more than three years of total consumption for our domestic nuclear reactors.
We desperately need more uranium or the lights could go out.
So what is a uranium-starved nation to do?
Get those drills running full speed right here in the US of A, that’s what. And we’ve already quietly begun doing so. US uranium mines produced a measly 50,000 pounds of uranium concentrate in 2023. But due to a rare bipartisan consensus on the need to increase production, that number jumped to 677,000 pounds last year.
That number is expected to continue climbing this year and beyond as we try to wrestle back our energy independence during tumultuous geopolitical turmoil that doesn’t have an end in sight.
With bipartisan support in Congress for nuclear energy in the United States, we’ve already seen:
- Increased agreement between political parties to rapidly advance nuclear energy production in the US to meet world climate goals.
- Increased government subsidies to uranium miners, refiners, and utility companies.
- Increased investments in next-generation technology like small modular reactors, that will be safer and reduce energy costs to end-consumers.
As investors we need to take full advantage of this domestic production as drills begin turning at a breakneck pace.
Not only do the uranium miners have the regulatory winds upon their sails, but the actual price of uranium will lift all of their boats. The end-of-September spot price for uranium was $82.63 per pound — a high for 2025.
That is set to rise significantly next year. Citi has forecasted an increase to $100.00 per pound with a possible peak of $125.00 per pound “if a bull market develops, returning uranium to a level not seen since the boom year of 2007.”
During that boom, uranium mining investors made four- and five-digit returns with ease. According to our own Gerardo Del Real, that type of boom is starting to take place right now. The companies that he’s investing in are right here in the United States.
But you have to act fast.
Thankfully, Gerardo has put together a full report with his three most promising uranium mining stocks set to launch the most during the next boom.
Here’s a quick rundown:
Company #1
Gerardo’s favorite pick is a company with a massive deposit of uranium. How much uranium? At least 46 million pounds. All the uranium in the ground at the site is nearly 50-times what the US produces in an entire year right now.
Their site has been called “one of the best in the US” because of its large size and high grade.
We could watch this uranium producer’s share price go from $5 or $6 to $200 over the next 12-18 months.
Company #2
This company has a suite of production-ready assets in the US. It’s also been on an acquisition spree – adding assets in the US and Canada that give it millions of uranium pounds in the ground. In fact, the company has nearly 300 million pounds of uranium across all its projects.
Today, it’s trading under $10.00 per share. But a run like it had last time could take it close to $200 per share.
Company #3
The final recommendation takes us up North to Canada. This Canadian mineral company is engaged in the acquisition, exploration, and development of uranium assets in the pursuit of a clean-energy future. It's currently exploring a massive, underexplored land package.
This company has become the sole owner of an entire district that hasn’t seen a modern mining approach in over 50 years.
He’s not buying this tiny uranium explorer to just double his money. He’s in it to make many multiples like investors did during the last uranium boom.
You can stake your claim to all three companies – with ticker symbols and full reports – right here.
Godspeed,
Jimmy Mengel
Director of Customer Experience, Daily Profit Cycle