Actionable Intelligence Alert

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The good news for energy investors continued this week as the news in the oil patch is getting better.  

KazAtomProm decides to create its own uranium investment vehicle.   

KazAtomProm Announces Investment in Physical Uranium Fund https://www.kazatomprom.kz/en/media/v... 

Kuwait says drilling, facilities work underway to reverse declining oil production capacity https://www.spglobal.com/platts/en/ma... 

China wants to cool coal prices. Similar moves for metals, crude failed https://www.reuters.com/business/ener...

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The Chinese announced this week that their priority will be to ensure "energy security".   

They also said they will continue using coal and will intensify the development of internal oil and gas resources.  

Please notice the shift in the discussion, not just in China, towards discussing energy security instead of an energy transition.

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The now inevitable energy crisis is going to hit hard. More and more info is lining up to tell us to get ready to pay higher prices.   

A fortunate few that can see through the nonsense will profit. I am telling you how.

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The energy crisis that we long ago forecasted is picking up steam as electrical generation plants close in China and Germany due to lack of fuel.  

Coal supplies at Indian plants are at low levels threatening shutdowns also.  

Chinese leadership orders state energy companies to secure energy supplies no matter the cost.   

The emerging energy crisis represents a tremendous investment opportunity. Don't get left behind.

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High energy prices causing disruption to industry.   

Fertilizer plants shutting down due to high natural gas prices. Unfortunately, the by-product from those plants is CO2 which the chicken processing industry needs to supply meat.  

Turkey producer is "canceling  Christmas" due to lack of workers and energy prices.

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As power and energy prices spike in Europe (lower winds and higher natural gas prices) protests over record electricity costs continue.   

Yet our genius central planners are doing everything they can to reduce the supply of energy. All in the name of their new god "climate change".  

We are heading for an energy crisis and one that will surprise most people. Most people's misfortune will be a great opportunity to profit from a lack of investment and bad choices.

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Yes, uranium is the current big story. Nevertheless, don't get caught sleeping on the rest of the energy complex.   

Tremendous opportunity exists in the oil, natural gas, and coal companies also.

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The Sprott Uranium Trust buying physical uranium is having the effect it was designed for. It is vacuuming up physical uranium supply and forcing the price of uranium higher.  

This in tune is leading to explosive moves higher in uranium stocks. It has been a long wait but the rocket ship has left the launch pad.

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I have not talked to Justin in around a year. I asked him to come on a few weeks ago and we were finally able to get our schedules together.   

I was lucky to have him on after the recent bullish price action in the uranium price and uranium shares this week.  

We discuss a bunch of subjects related to uranium including the Sprott Uranium Trust and the effect it has already had on the market and we have some fun speculating on what could happen in the future.  

As always Justin is a wealth of knowledge all things uranium and I was happy to get him on the show during what looks like a big break to the upside for uranium.   

You can check out Justin's website at: https://www.uraniuminsider.com/home 

He is also pretty active on Twitter: https://twitter.com/uraniuminsider

With the current version of the pandemic beginning to recede, we will see continued increases in oil demand by the end of the year. With inventories already below the five-year average expect higher oil prices by year-end.  

Bank of America and Goldman are saying $80 oil by the end of the year. Cash flows are already exploding higher at many oil companies. Yet investors are shying away from buying them. Are they missing a huge opportunity?