Nuclear Renaissance: Why Uranium Was Our Highest-Conviction Call
In early 2020, before the Sprott Physical Uranium Trust reshaped the market, we identified the uranium sector as the most asymmetric opportunity in commodities.
The logic was straightforward: a decade of under-investment in mine supply, growing demand from new reactor builds in China and India, and ESG-driven policy shifts in Europe created a structural deficit that the spot price had yet to reflect.
This article traces our original thesis through the subsequent 300%+ rally in uranium equities and examines whether the bull case remains intact.
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