I reckon if you're going to invest in a sector you should probably try to stay abreast of the things that impact that sector as much as possible - Uranium is one of the MOST politicized resources.
Ditto for technology - you don't want to get blindsided by a tech that reduces the viability of your sector, right?
https://www.theguardian.com/sustain...esla-battery-farm-california-energy-elon-musk
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