The video is not news. It is AI generated content with noting to...

The video is not news. It is AI generated content with noting to back up its validity. I did a search to find any news agency that is reporting on Russia or China sanctioning exports of Uranium to the united states and all I could find was a Bloomberg article on Russia denying rumors that they would cut exports early with nothing about china.

Also by the time things become news people have known about it or projected it for months to years. A confirmation in a news headline is often the peak of any price action on a sentiment changing event where insiders sell to retail traders. There is no one after retail traders to hype prices further other than slower and less informed retail traders. The current news is precisely worthless in my opinion even if it is real news.

Hell even the possibility that it might be future news is kind of worthless. There are so many ways to get around sanctions: through intermediaries, black markets, outright corruption or secret trade deals (think presidents continuing to buy Cuban cigars while they where banned). I would not necessarily expect uranium prices to diverge between Russia, China and the rest of the world even with retaliatory sanctions . It could but maybe not. Even if it does you could see a boom in China's use of nuclear energy that the united states misses out on exporting uranium to that could be priced in now but not with sanctions. The system is just too complex to predict.

For me I'm just betting on Nuclear energy getting a little bump from ESG acceptance (even though ESG is nonsense people are willing to overpay for assets in the category) and its long term value being recalculated in general. I dont want to see the world going to hell with jingoism just to have a captive buyer.