The Trade War Could Soon “Go Nuclear”

Trouble viewing this e-mail? [Click here to read it online]( [CASEY DAILY DISPATCH - Casey Research] The Trade War Could Soon “Go Nuclear” By Justin Spittler, editor, Casey Daily Dispatch The trade war could soon “go nuclear.” If it does, the global economy and most stocks could be in big trouble. But it’s not all bad news. You see, Trump’s protectionist trade policies have also [sparked some impressive rallies recently](. We’ve seen this with steel, coal, and lumber stocks—just to name a few. Now, I’m not saying I agree with Trump’s trade approach. But there’s no denying that his policies have moved markets… and handed some investors very fat gains. But don’t worry if you missed out on previous “America First” rallies. As you’re about to see, Trump could soon trigger an explosive rally in one of the world’s most hated assets: uranium. In a minute, I’ll show you how to position yourself for this. But first, let me tell you why I think Trump’s about to ignite a major rally in uranium stocks. Recommended Link [Replay Available Until Midnight Sunday Only Teeka Tiwari Declares on LIVE BROADCAST with Glenn Beck: “The Bear Market in Cryptos Is OVER!”]( In this free presentation, Teeka reveals the names of three cryptocurrencies he believes could return 4X, 8X, or even 10X your money over the next 12 months... and shares a plan he guarantees will show you the chance to make a minimum of 1,000%. [Click to watch now, before the replay link expires.]( -- • On Tuesday, the Trump administration made a major announcement… It said that it’s going to investigate whether U.S. dependence on foreign uranium imports poses a national security threat. Here’s a statement from U.S. Secretary of Commerce Wilbur Ross: The Department of Commerce’s Bureau of Industry and Security will conduct a thorough, fair, and transparent review to determine whether uranium imports threaten to impair national security. This is a big deal. You see, the White House opened a similar investigation on steel imports last year. That led Trump to impose a 25% tariff on steel imports. A tariff is a tax on foreign goods and services. So, the White House made it more expensive to buy foreign steel, which in turn made U.S. steel more competitive. That’s bad for companies that use or make goods out of steel. But this decision was great for domestic steel producers. Just look at the chart below. It shows how the Dow Jones U.S. Iron & Steel Index has performed over the last two years. This index tracks the performance of major U.S. iron and steel companies. You can see that U.S. steel stocks rallied as much as 30% after Trump assured top steel producers in late September 2017 that he would impose tariffs. That’s a big gain. And U.S. uranium stocks stand to soar even higher than steel if Trump announces similar protectionist measures. And there’s a good chance that will happen. Recommended Link [Do NOT let them place a big, butt-ugly 'Aerial Tower' outside your bedroom window]( Millions of weird-looking cell phone towers are springing up like MUSHROOMS. Estimates range from a few hundred thousand... to a few million nationwide within seven years. [Why are so many people concerned?]( -- • Energy Fuels and Ur-Energy are petitioning for major energy reform… Energy Fuels and Ur-Energy are two of America’s biggest uranium producers. Recently, they asked the U.S. Department of Commerce to rethink its uranium policies. Specifically, they requested that 25% of all U.S. uranium be purchased from U.S. producers for national security reasons. That’s about three times more uranium than U.S. producers currently provide. They also asked that U.S. agencies be required to buy all uranium from domestic sources. • Now, companies lobby for changes like this all the time… Often their requests go nowhere. But Trump took this request seriously, [just as I predicted he would on June 20](. If you read that Dispatch, you know exactly why Trump took Energy Fuels and Ur-Energy seriously. If you didn’t, don’t worry. I’ll bring you up to speed. • In short, the U.S. uranium supply is incredibly fragile… And that’s because U.S. uranium production has been in steady decline for decades. Last year, U.S. uranium companies produced just 2.44 million pounds of uranium. That’s the lowest output since 2004. It’s 94% less uranium than the U.S. produced in 1980, when output peaked. As a result, the United States now gets just 7% of its uranium from domestic producers. The rest comes from abroad, with one-third coming from Russia, Kazakhstan, and Uzbekistan. That’s a problem, because uranium accounts for about 20% of America’s power needs. It’s also a base energy source. It provides power around the clock. It doesn’t matter if the sun’s shining or if the wind’s blowing. In short, uranium is a strategic commodity. And that’s why I think the White House will listen to Energy Fuels and Ur-Energy and enact protectionist policies. But here’s the thing… • Trump won’t have to do much to trigger a major rally in uranium stocks… I say this because uranium is one of the world’s most hated commodities. It’s down 83% since 2007… and is now trading below the industry-wide cost of production. This means the typical uranium producer is losing money. At this point, any whiff of good news is enough to lift uranium stocks. Think about it. The Trump administration didn’t even announce protectionist measures this week. It merely said that it was going to hold an investigation. And that was enough to lift Energy Fuels 11% just an hour into trading on Wednesday. Ur-Energy shot up 10% during the same time. These are big moves. But these stocks stand to soar much higher in the months ahead. • So, consider speculating on uranium stocks if you haven’t yet… Specifically, consider buying domestic uranium producers. They stand to gain the most if Trump gives the uranium industry his “America First” treatment. You should also remember that uranium stocks are highly speculative. Use smart position sizes and don’t bet more than you can afford to lose. You don’t need to bet a lot to see big profits down the line. Regards, Justin Spittler Budapest, Hungary July 20, 2018 P.S. If you want specific uranium stocks to profit from, I highly recommend you check out Crisis Investing editor Nick Giambruno’s model portfolio. Nick is also bullish on the uranium sector today and has narrowed down the top plays to start multiplying your money. You can access these names—and all of Nick’s research—[with a subscription to Crisis Investing](. Current subscribers can access the portfolio—and all current uranium picks—[right here](. --------------------------------------------------------------- Reader Mailbag Are you already investing in uranium stocks? Will you start speculating on them after reading today’s Dispatch? Let us know [right here](mailto:feedback@caseyresearch.com). --------------------------------------------------------------- Did You Miss Last Night’s Big Crypto Event? You’re in Luck… Last night, over 100,000 people signed up to see Teeka Tiwari and Glenn Beck deliver the truth about the crypto market’s future. In their presentation, the two discussed how bitcoin could hit $65,000 this year and the three cryptocurrencies set to skyrocket as institutions enter the market. Teeka also discussed [how you can claim a share of the $2 million bitcoin giveaway](. If you missed it, don’t worry—Teeka’s offer is still on the table. [Click here to get all the details, and claim your free bitcoin.]( [FACEBOOK]( [TWITTER]( [GOOGLE +]( [SUBSCRIBE]( © Casey Research, LLC 455 NE 5th Ave, Suite D317 Delray Beach, FL 33483 [www.caseyresearch.com]( The email was sent to {EMAIL} because you are subscribed to this service. To unsubscribe, click [here](. Customer Service Casey Research welcomes your feedback and questions. But please note: The law prohibits us from giving personalized advice. To contact us, call Toll Free: (888) 512-2739, International: (602) 445-2736, Monday–Friday, 9 a.m.–7 p.m. ET, or email us [here](mailto:feedback@caseyresearch.com). Having trouble getting your emails? Add us to your address book. © 2018 Casey Research, 455 NE 5th Ave, Suite D317, Delray Beach, FL 33483, USA. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from the publisher. Information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal situation—we are not financial advisors nor do we give personalized advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated and there is no obligation to update any such information. Recommendations in Casey Research publications should be made only after consulting with your advisor and only after reviewing the prospectus or financial statements of the company in question. You shouldn’t make any decision based solely on what you read here. Casey Research writers and publications do not take compensation in any form for covering those securities or commodities. Casey Research expressly forbids its writers from owning or having an interest in any security that they recommend to their readers. Furthermore, all other employees and agents of Casey Research and its affiliate companies must wait 24 hours before following an initial recommendation published on the Internet, or 72 hours after a printed publication is mailed.