The Spot Physical Uranium Trust acquired 40 million pounds of uranium in a single year (roughly one-third of global annual primary supply) as a 'black swan' event, locking up uranium for the foreseeable future and creating an 800-pound gorilla the market didn't anticipate.

factualpending

Speaker

Ben Fineold

Evidence Quote

They were buying more pounds that year than the Chinese were. Um it was I think 40 million pounds in a single year. To put that into perspective for your listeners, that's about a third of global annual primary supply at the time.

Source

Nick Lawson & Ben Finegold: The Uranium Squeeze & How To Play ItWealthion
Created: 8/11/2026, 6:31:16 AM

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