Trump’s Executive Orders Just Changed Everything

Brian Hicks

Written By Brian Hicks

Posted July 4, 2025

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The Uranium Awakening

Trump’s Back—and So Is Nuclear. Here's How to Play the Biggest Energy Bull Market No One Saw Coming…

Let’s cut to the chase: Trump’s back in office… and he’s going nuclear. Literally.

He’s fast-tracking permits, lighting a fire under uranium mining, and throwing the full weight of the federal government behind America’s nuclear energy future. 

This isn’t just an energy story — it’s a national security, jobs, and technology race all rolled into one.

Happy July 4th, everyone!!!

And guess what? Uranium prices, nuclear stocks, and anything with “reactor” in its roadmap are going vertical.

If you're not looking at uranium yet… you’re missing one of the biggest resource plays of the decade.

Let me explain…

The moment Trump signed his latest batch of nuclear executive orders, the game shifted.

He:

  • Streamlined reactor approvals (especially for small modular reactors, aka SMRs).
  • Labeled uranium a critical mineral under the Defense Production Act.
  • Banned Russian uranium imports outright by 2028 — and started handing out waivers to fast-track U.S. production.

Boom.

Washington just greenlit the next great American energy boom — and this one won’t be in oil. It’ll be in uranium. Quiet, clean, carbon-free… and essential to running AI data centers, missile defense grids, crypto mining rigs, and entire cities.

The energy of the 21st century is atomic. Trump knows it. Wall Street’s catching on. And investors are finally waking up.

The Problem? America’s Out of Uranium

We’ve got over 90 reactors in the U.S. — but we barely produce any uranium. In 2023? We mined just 224,000 pounds. That’s not even 1% of what we need.

Most of our uranium still comes from… wait for it… Russia and Kazakhstan.

Yikes.

And now? With Russian imports officially being phased out — and Kazakh supply drifting into China’s orbit — U.S. utilities are scrambling to secure what little uranium is left in friendly hands.

Think about it:

  • Reactors need uranium every single day.
  • But there’s nowhere near enough coming out of U.S. ground.
  • And countries like China are locking down global supply.

It’s not just a supply crunch—it’s a resource war.

Uranium Prices Are Exploding — And It’s Just Getting Started

Let’s talk numbers.

Spot uranium prices just hit $78.55/lb.

That’s the highest price we’ve seen this year — and analysts are calling for $100/lb or higher in the next 12–18 months.

Why? Simple:

  • Utilities are panic-buying.
  • Supply is tight.
  • New reactors are coming online.
  • And no one wants to rely on adversaries for nuclear fuel.

This is classic commodity boom dynamics: tight supply + spiking demand = explosive prices.

Sprott (one of the biggest names in physical uranium investing) says we’re still in the early innings. Even after a small pause earlier this year, the momentum is strong — and the big money is starting to pile in.

The Stocks Are on Fire: Here’s What We’re Watching

1. Cameco

Full disclosure: I own the king of uranium: Cameco.

The stock made a record high last month. Read that again: A record high.

Canadian-based. Deep reserves. Long-term contracts. And now, massive political tailwinds thanks to Trump’s America-first energy agenda.

The stock is breaking out — up over 50% in the past year — and analysts say it's still undervalued. This is the ExxonMobil of uranium… and it could double again if prices keep climbing.

2. GE Vernova (GEV)

Again, GE Vernova is another stock I own.

You know GE — the old industrial giant? Vernova is its clean energy spin-off. And it’s got serious nuclear exposure through its power generation and grid business.

With nuclear suddenly sexy again, GEV is riding a massive wave of investor capital. Bonus: it's diversified, with upside in wind, gas, and next-gen grid tech too.

3. Oklo, BWX Technologies, NuScale

These are the “startup” plays in nuclear — pioneering the small modular reactor revolution.

Oklo’s up nearly 200% YTD. BWX is getting scooped up by government contracts. NuScale’s been a rollercoaster but still sits at the center of the SMR conversation.

If any of these crack the code for small, cheap, and portable nuclear reactors — they could be 10-baggers.

Don’t Forget the ETFs

If you want exposure without betting the farm on any one company, here are the three big dogs:

  • URA (Global X Uranium ETF) – Broad exposure to uranium miners and service providers.
  • URNM (Sprott Uranium Miners ETF) – More focused on pure-play uranium names.
  • Sprott Physical Uranium Trust – For those who want to just own the yellowcake itself.

All three are surging. And if uranium hits $100, they’ll be on every fund manager’s buy list.

Enter China: The Real Resource War Has Begun

Let’s not kid ourselves.

China sees nuclear as the future — and they’re not waiting around. They’re building more reactors than anyone else. They’re locking up uranium mines in Africa. And they’re investing in wild new tech like extracting uranium from seawater.

Meanwhile, the U.S. is waking up from a 40-year nap.

Trump’s executive orders are a direct counterattack. This is no longer just an energy policy — it’s strategic competition, plain and simple.

If we don’t control our uranium supply, we don’t control our energy future. Trump gets it. Now it’s up to investors to position for it.

Final Word: This Is a Boom You Can’t Ignore

If you’re looking for the next big thing in energy — this is it.

Nuclear power is being reborn. Uranium is in short supply. America is at war (economically) with China for control of the energy future. And prices are exploding.

We haven’t seen a setup like this since the early days of the shale boom.

Only this time, instead of digging up oil… we’re splitting atoms.

Get your positions now. Because once the uranium rush goes mainstream, the easy money will already be made.

Get to the good, green grass first…

The Prophet of Profit,

Brian Hicks

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