Capitalize on the Widening Uranium Supply/Demand Gap

Core Insights - The Sprott report highlights a significant and growing gap between uranium supply and demand, with a current deficit of 5.4 million pounds projected to expand to 197 million pounds by 2024, driven by increasing demand rather than decreased production [1] - Rising demand for uranium is attributed to factors such as the growing adoption of AI technologies and the shift towards clean energy solutions, particularly nuclear energy [1] - The Sprott Uranium Miners ETF (URNM) offers investors focused exposure to the uranium sector, with a year-to-date NAV increase of 59.89% as of October 31, 2025, indicating strong performance amid the widening supply-demand gap [2] Industry Overview - The North Shore Global Uranium Mining Index tracks companies involved in uranium mining, exploration, and production, with a focus on junior miners [4] - The Nasdaq Sprott Junior Uranium Miners Index (NSURNJ) monitors the performance of small and mid-cap companies engaged in various uranium-related activities, including mining and royalties [4]