Uranium demand has exploded as nuclear power makes an unexpected comeback—from Microsoft eyeing Three Mile Island to China racing ahead with 150 new reactors and even Germany reconsidering its phase-out. After decades of anti-nuclear sentiment, everyone’s suddenly scrambling for yellowcake… only to find the supply pipeline bone-dry.
And here’s the kicker: you can’t just throw money at this crunch. Global uranium reserves aren’t keeping pace with demand, and Western nations are left begging Russia for fuel. The result? A full-blown strategic vulnerability that no amount of cash can instantly fix.
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