In Today’s Masters in Trading: Live Uranium just landed back in investors' crosshairs this week. And now China is leading the charge to completely reshape demand for this critical fuel. Citi Research says China’s nuclear expansion is so aggressive it will consume one-third of global uranium supply by 2030. That’s a structural shift investors can’t ignore. Just how aggressive will China’s expansion become? Here’s how it all breaks down… - By 2026: Imports will rise to ~55M lbs/year. That’s nearly 30% of world production.
- By 2030: China will operate ~96 reactors. Demand should grow to 58–68M lbs/year, equaling one-third of the global supply.
- By 2040: The fleet will swell to 170 reactors. From there, demand will easily top 90M lbs/year, or 35–40% of global consumption.
Put it all together – and China is on track to become the uranium whale. Regular viewers know I’ve been beating the table on uranium for months now. Back in December, I even showed you the top five uranium stocks on my watchlist for 2025. Now all those names I mentioned are gaining leverage as this story develops. And each one of these stocks – from pure miners to ETFs – represents a major driver of uranium’s big moment. Want to find out the strategy behind these picks? It’s all in the fundamentals I teach in the Masters in Trading Challenge. Just click here to learn all about it. Join me for today's Masters in Trading at 11 AM EST. I'll break down the biggest uranium names I'm tracking right now as China drives this massive surge. From CCJ and UUUU to UEC plus 5 more – I'll show you exactly how to position for uranium's next leg up. P.S. Tomorrow at 10 a.m. ET, my colleague Eric Fry is set to reveal an obscure AI robotics company he’s calling “Nvidia on Steroids.” His new Apogee stock-picking model flagged this name using the same rare 10X Pattern that appeared before Nvidia’s 1,871% run, Apple’s 4,285% surge, and Amazon’s 1,115% climb. Eric will be unveiling the full details of this opportunity — down to the ticker symbol — in a special event called Eric Fry’s 10X Breakthrough. It doesn’t cost a dime to attend, but you need to reserve your seat. [Click here to secure your spot now.] 
| Recommended Link | | | | Eric Fry has earned the title of America’s #1 stock picker – by winning a national trading competition against billionaire traders like Bill Ackman. He’s also earned the nickname of “Mr. 1,000%” – after showing his followers 41 trades that have delivered 10X-plus gains. But now he’s gone further… using advanced computers to find the hidden “10X” chart pattern behind them all. It appeared before Nvidia’s 1,871% run… Apple’s 4,285%… and Monster’s 2,200% during back-testing. And Eric will reveal the next 5 stocks entering the pattern – for free – tomorrow, Sept. 10th. Go here to reserve your spot for Eric’s big reveal. |  | |  | Got a Question? | Be sure to join me live on YouTube and ask me anything. It’s a great way to connect directly with our trading community and make sure you’re getting the insights you need to help build a deeper understanding of the markets. Remember, the creative trader wins, | 
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