John Rubino's Substack

John Rubino's Substack

Let's Get Aggressive With This Uranium/Rare Earths Play

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John Rubino
Jul 10, 2026
∙ Paid

The uranium stocks section of our Portfolio is a fair representation of what’s available in that space. But it’s missing a stock that should be there. No excuse, I just wasn’t aware of it back in 2023, and by the time I tuned in, its shares had tripled and the chance to get in cheaply had passed.

But lately, it has corrected by around 50%, presenting a possible entry point for what could be a big story in the decade ahead. Here we go:

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