The World Uses More Uranium Than It Produces. Here's How to Trade It.

In Today’s Masters in Trading: Live The World Uses More Uranium Than It Produces. Here’s How to Trade It. Welcome to the first Masters in Trading LIVE of 2026! Today, we're kicking off the new year with an old theme I've had my eye on since 2016 – uranium. Regular viewers know I don't treat uranium as a short-term trade. Just like drones, biotech, and a whole slew of other sectors I’ve covered here, uranium offers a structural market opportunity you need to understand for 2026 and beyond. And just like those sectors, it all comes down to a key supply and demand dynamic that most investors simply don't understand. Here’s the truth… The global uranium market is "structurally short." Translation? The world uses more uranium than it produces. That’s true even after accounting for mine restarts, new projects, and inventory drawdowns. Using data from the World Nuclear Association, three things become clear… One: Uranium supply can't respond quickly to higher prices. You can't just flip a switch and produce more. Two: Utilities must secure fuel years in advance. They're locked into long-term planning cycles. Three: This cycle is different from other commodity booms we've talked about – and potentially more lucrative. Put it all together, and Uranium’s structural supply issues offer an exponential opportunity that’s simply not on most traders’ radars. This is a foundational episode for anyone following the uranium space in 2026. It’s about understanding market structure, and knowing why price stability can be just as powerful as price spikes. So make sure to join me for today's episode of Masters in Trading LIVE at 11 AM EST, where I'll highlight five uranium names that, in my view, offer compelling value within this structure — including a royalty company I own — and explains the specific role each plays in a diversified uranium exposure. ALL ACCESS MEMBERS ALERT: In today’s All Access, I’ll answer questions about our open trades and our newest positions. Don't have All Access? Call 1-800-784-0871 to learn more. Recommended Link The Government’s AI Shortlist Could Make You Rich The White House has tapped a few companies to lead the AI arms race, and their stocks are erupting. One soared 400% in just a week. Now, Luke Lango is naming the next potential winner — one he believes could follow in Nvidia’s footsteps. Get the name and ticker here. 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, Jonathan Rose Founder, Masters in Trading Who is Jonathan Rose? In 1997, Jonathan got his start as a floor trader at the Chicago Mercantile Exchange. He traded futures on the Nasdaq and S&P 500 during the dot-com boom and bust. In 2003, he became Director of Trading at a leading proprietary trading firm. His job was to manage the risk for the entire firm… with dozens of traders under his supervision. In 2010, the firm sold to a billion-dollar hedge fund. And Jonathan took a career break to train for the Wisconsin Ironman. After completing the 140-mile triathlon, in 2011, he took his trading career in a new direction. He became a market maker at the world’s largest at the Chicago Board Options Exchange. It’s the world's largest and most influential options exchange. But it wasn’t until 2015 that he found his true passion – teaching regular folks how to trade like the pros at Masters in Trading. Since then, he’s trained more than 100 professional traders and helped thousands of folks learn to trade options like pros. These folks not only get to learn the ropes with Jonathan. They can also follow his trade recommendations in real time. To learn more about joining Jonathan’s thriving community, and becoming the best trader you can be, visit here. 90-Day Trade Hall of Fame Company (Ticker) Portfolio Gain Duration Albemarle Corp. Advanced Notice 959% 31 days iShares Ethereum Trust ETF Advanced Notice 275% 26 days Alphatec Holdings Inc Earnings Advantage 213% 18 days Lyft Inc Advanced Notice 209% 13 days Canadian Solar Inc Divergence Trader 124% 9 days Note: These trades represent previously closed positions.

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