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I was sitting down with friends last week and one of them asked what I thought the implications of the war in Ukraine are on global markets. My response was that there’s no other industry that will be changed more dramatically than commodities, primarily energy.

Being that there were four people at the table and all of them have substantial portfolio holdings in the stock market, he asked me to explain exactly what I meant.

I detailed that the pain that Putin is inflicting on the European Union is unforgivable (in the yes of EU politicians), especially when it comes to wintertime. Moreover, he made German politicians look stupid for trusting him, and there are already plans in motion in many European countries to revamp their domestic efforts in the energy sector to completely shift away from Russian reliance.

Putin, in my opinion, has lost the relationship he had with the European Union, and though a successor will probably be able to revive it, the Eurozone will never allow Russia to hold it hostage. The world’s petrol station is suffering from an exodus of customers, but they must find a suitable replacement.

I asked, what if I told you that 20% of Americans get their electricity from nuclear energy and half of that comes from Russia?

No one knew this fact; not a single soul realized how much America is dependent on uranium and its supply from the Russians.

They asked me if I knew of a way to “short Vladimir Putin” and I replied that without getting too exotic, the clear way for me is to go LONG on the highest-quality uranium business that is focused on North America.

The real cost of the war is the loss of relationships with countries that gave him full authority over their energy needs and will never make that mistake again. Uranium is now the bridge between the politicians that want energy independence for their nation and those that want clean, zero-emission solutions.

Mark my words: the NEW company I’m about to present to you could very well be the best risk/reward bet on the future of energy for North America, and Wall Street BARELY knows anything about it at this point!

Wait until you see the full scope of this business tomorrow when I explain the whole model from A to Z.

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