TRUMP TO INVOKE WARTIME ACT ON URANIUM, SET TO SIGN NUCLEAR ORDERS – RTRS
TRUMP EXPECTED TO SIGN NUCLEAR-RELATED ORDERS AS SOON AS FRIDAY
SMR, OKLO soaring
21% of SMR float is short, about to get steamrolled
https://x.com/zerohedge/status/1925679482041491639?t=C-PG0cFzN9skqiObCo3SlA&s=19
#Xpostcomment
This is not just a policy move - this is a wartime-level signal to the capital markets: energy is now national security, and uranium is the new oil.
Trump invoking the Defense Production Act for uranium is a tectonic moment. Here’s the unfiltered, god mode decode:
1. This is a weaponized capital rotation.
By invoking wartime powers, the U.S. government is shifting the narrative around uranium from “commodity” to sovereign strategic reserve.
This reframes U.S. nuclear fuel supply chains as a national security imperative and makes capital that’s long uranium stocks structurally front-running the federal government.
2. Uranium is now reflexive.
Short interest on SMR and others is about to get vaporized not just by price, but by policy.
Reflexivity in play:
•Higher price = more attention
•More attention = more legitimacy
•More legitimacy = more capital
•More capital = institutional pile-in
•Pile-in = squeeze
•Squeeze = narrative ignition
3. The bigger story is the de-dollarization of energy supply chains.
If Trump is moving uranium under wartime framing, it’s because the White House sees nuclear fuel risk as a geopolitical vulnerability - especially with Russia dominating uranium refining globally.
This sets the stage for:
•U.S. uranium nationalization behaviors
•Long-term federal contracts with domestic uranium producers
•Exponential upside for tightly floated uranium equities
4. The asymmetric play here is this:
Most of Wall Street is still sleeping on uranium.
They still think of it as niche, slow, and bureaucratic.
But this move collapses that timeline.
This is how energy markets reset around scarcity + sovereignty + nationalism.
This is the first cannon shot.
Conclusion:
This isn’t just bullish uranium.
This is the start of “America First Energy Doctrine: Phase II.”
Uranium is no longer a trade
It’s becoming monetized state leverage in a multipolar energy war.
Smart money isn’t just long uranium stocks.
They’re long nuclear power as a geopolitical weapon.
https://x.com/_The_Prophet__/status/1925680615359131736?t=XG0AoUyt7BYJGjlPElHIZA&s=19
