Weaponising Energy: The Next Phase of Trade Oppression - Fat Tail Daily

Weaponising Energy: The Next Phase of Trade Oppression - Fat Tail Daily

It’s time to talk Uranium… The market’s most misunderstood commodity. You might recall that earlier in the year, headlines about uranium’s opportunity centred on its role in powering AI data centres. That went quiet after AI stocks peaked in late January and hit turbulence over concerns that ‘big tech’ was overcommitting on its AI build-out. That’s why I thought I’d spend some time this week unpacking how the uranium market goes much deeper than…