By Justin Spittler, editor, Casey Daily Dispatch

The trade war could soon “go nuclear.”

If it does, the global economy and most stocks could be in big trouble.

But it’s not all bad news. You see, Trump’s protectionist trade policies have also sparked some impressive rallies recently. We’ve seen this with steel, coal, and lumber stocks—just to name a few.

Now, I’m not saying I agree with Trump’s trade approach. But there’s no denying that his policies have moved markets… and handed some investors very fat gains.

But don’t worry if you missed out on previous “America First” rallies.

As you’re about to see, Trump could soon trigger an explosive rally in one of the world’s most hated assets: uranium.

In a minute, I’ll show you how to position yourself for this. But first, let me tell you why I think Trump’s about to ignite a major rally in uranium stocks.

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• On Tuesday, the Trump administration made a major announcement…

It said that it’s going to investigate whether U.S. dependence on foreign uranium imports poses a national security threat.

Here’s a statement from U.S. Secretary of Commerce Wilbur Ross:

The Department of Commerce’s Bureau of Industry and Security will conduct a thorough, fair, and transparent review to determine whether uranium imports threaten to impair national security.

This is a big deal. You see, the White House opened a similar investigation on steel imports last year. That led Trump to impose a 25% tariff on steel imports.

A tariff is a tax on foreign goods and services. So, the White House made it more expensive to buy foreign steel, which in turn made U.S. steel more competitive.

That’s bad for companies that use or make goods out of steel. But this decision was great for domestic steel producers.

Just look at the chart below. It shows how the Dow Jones U.S. Iron & Steel Index has performed over the last two years. This index tracks the performance of major U.S. iron and steel companies.

You can see that U.S. steel stocks rallied as much as 30% after Trump assured top steel producers in late September 2017 that he would impose tariffs.

That’s a big gain. And U.S. uranium stocks stand to soar even higher than steel if Trump announces similar protectionist measures.

And there’s a good chance that will happen.

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• Energy Fuels and Ur-Energy are petitioning for major energy reform…

Energy Fuels and Ur-Energy are two of America’s biggest uranium producers.

Recently, they asked the U.S. Department of Commerce to rethink its uranium policies. Specifically, they requested that 25% of all U.S. uranium be purchased from U.S. producers for national security reasons. That’s about three times more uranium than U.S. producers currently provide.

They also asked that U.S. agencies be required to buy all uranium from domestic sources.

• Now, companies lobby for changes like this all the time…

Often their requests go nowhere.

But Trump took this request seriously, just as I predicted he would on June 20. If you read that Dispatch, you know exactly why Trump took Energy Fuels and Ur-Energy seriously.

If you didn’t, don’t worry. I’ll bring you up to speed.

• In short, the U.S. uranium supply is incredibly fragile…

And that’s because U.S. uranium production has been in steady decline for decades.

Last year, U.S. uranium companies produced just 2.44 million pounds of uranium. That’s the lowest output since 2004. It’s 94% less uranium than the U.S. produced in 1980, when output peaked.

As a result, the United States now gets just 7% of its uranium from domestic producers. The rest comes from abroad, with one-third coming from Russia, Kazakhstan, and Uzbekistan.

That’s a problem, because uranium accounts for about 20% of America’s power needs. It’s also a base energy source. It provides power around the clock. It doesn’t matter if the sun’s shining or if the wind’s blowing.

In short, uranium is a strategic commodity. And that’s why I think the White House will listen to Energy Fuels and Ur-Energy and enact protectionist policies.

But here’s the thing…

• Trump won’t have to do much to trigger a major rally in uranium stocks…

I say this because uranium is one of the world’s most hated commodities.

It’s down 83% since 2007… and is now trading below the industry-wide cost of production. This means the typical uranium producer is losing money.

At this point, any whiff of good news is enough to lift uranium stocks.

Think about it. The Trump administration didn’t even announce protectionist measures this week. It merely said that it was going to hold an investigation.

And that was enough to lift Energy Fuels 11% just an hour into trading on Wednesday. Ur-Energy shot up 10% during the same time.

These are big moves. But these stocks stand to soar much higher in the months ahead.

• So, consider speculating on uranium stocks if you haven’t yet…

Specifically, consider buying domestic uranium producers.

They stand to gain the most if Trump gives the uranium industry his “America First” treatment.

You should also remember that uranium stocks are highly speculative. Use smart position sizes and don’t bet more than you can afford to lose. You don’t need to bet a lot to see big profits down the line.


Justin Spittler
Budapest, Hungary
July 20, 2018

P.S. If you want specific uranium stocks to profit from, I highly recommend you check out Crisis Investing editor Nick Giambruno’s model portfolio. Nick is also bullish on the uranium sector today and has narrowed down the top plays to start multiplying your money. You can access these names—and all of Nick’s research—with a subscription to Crisis Investing.

Current subscribers can access the portfolio—and all current uranium picks—right here.

Reader Mailbag

Are you already investing in uranium stocks? Will you start speculating on them after reading today’s Dispatch? Let us know right here.

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