John Rubino's Substack

John Rubino's Substack

Share this post

John Rubino's Substack
John Rubino's Substack
Goldman Sachs: Uranium's Structural Deficit Makes the Miners a "Buy"

Goldman Sachs: Uranium's Structural Deficit Makes the Miners a "Buy"

John Rubino's avatar
John Rubino
Jun 16, 2025
∙ Paid
27

Share this post

John Rubino's Substack
John Rubino's Substack
Goldman Sachs: Uranium's Structural Deficit Makes the Miners a "Buy"
10
1
Share

As recently as 2023, nuclear power was seen as a fringe idea, and the uranium miners were on virtually no one’s radar screens.

What a difference a couple of years can make. Nuclear is now leading the energy transition, and Wall Street is predicting a multi-decade boom for the miners.

Consider this from Goldman Sachs:

Is nuclear power set for a revival?

(G…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 John Rubino
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share