Core Viewpoint - The addition of uranium to the U.S. Geological Survey's Critical Minerals List is a significant move to revitalize U.S. uranium mining and enhance the domestic nuclear fuel supply chain [1][2]. Group 1: Government Actions and Industry Response - The U.S. Government's decision to include uranium in the Critical Minerals List is seen as a step towards restoring U.S. leadership in critical minerals and achieving energy dominance [2]. - The Department of Energy recommended uranium's inclusion, highlighting its strategic importance for energy production and national security [2][3]. Group 2: Economic and Security Implications - Critical minerals are essential for national security, economic stability, and supply chain resilience, underpinning key industries and technological innovation [3]. - The U.S. is heavily reliant on imports for certain minerals, which poses risks to national security and economic prosperity [3]. Group 3: Company Overview and Operations - Uranium Energy Corp is the largest and fastest-growing supplier of uranium in the U.S., focusing on environmentally friendly ISR mining projects and high-grade conventional projects in Canada [4]. - The company operates three ISR hub-and-spoke platforms in Texas and Wyoming, with plans to expand its uranium refining and conversion capabilities [4].

The noticeable upward tilt in graphs of the U.S. natural gas price since April 2024 is likely a hint of things to come for U.S. consumers of energy. That's because record amounts of U.S. natural gas are now being sent abroad in the form of liquefied natural gas (LNG). And much more export capacity is planned. The U.S. Energy Information Administration forecasts that U.S. LNG export capacity will double by 2029. That's all gas that cannot be delivered to American users. I have written about these trends (s ...