Actionable Intelligence Alert with John Polomny

Cameco has issues at McArthur River mine. Can any miner meet its uranium targets? AIA Weekly 8.30.25

Cameco reported development delays at its McArthur River mine.
Virtually every uranium miner is experiencing issues meeting their uranium production goals. How is this not bullish heading into the World Nuclear Symposium next week in London?

Kazatomprom announces 10% reduction in uranium production for 2026. AIA Weekly Report 8.23.25

The Kazakh state uranium producer Kazatomprom announced that it intends to lower 2026 uranium production by 8 million pounds. This is a 10% reduction in production. They also indicated that they are reviewing their JV agreements and will possibly (likely) lower additional production.
This is very bullish for uranium in my view.

EIA says US oil production will decline in 2026. Will oil prices rise? AIA Weekly Report 8.16.25

The EIA reported that due to lower prices and companies pulling back on shale oil investments, US oil production is poised to decline next year. Production growth has been slowing for the last two years, but remains positive. What does this mean for oil prices?

Shale CEO says US shale has peaked. Higher oil prices are in our future. AIA Weekly Update 8.9.25

The CEO of Diamondback Energy announced the company is cutting back capex due to lower oil prices. The CEO also said that in their view, the US shale has peaked. It remains to be seen how far supply will drop before the oil price recovers.

AI is taking over the US economy. Is it the next shiny object or a bubble? AIA Weekly Update 8.2.25

Everyone understands the hype around AI. However, we have seen in the past that the next new thing can become a bubble as analysts and investors extrapolate current circumstances into the future.

The Everything Bubble continues. Enjoy it while it lasts; it never does. AIA Weekly Report 7.26.25

Everything seems to be going up, and everyone is making money and enjoying the prospect of getting rich. This is a classic bubble that will eventually reverse. Enjoy it while it lasts, as it never does.

Still lot's of value in oil, uranium, gold, and platinum. AIA Weekly Update 7.19.25

Many of the sectors we follow in the AIA newsletter still represent tremendous value and potential upside.

Review of AIA Portfolio 2025 Q2 results. We are beating the S&P handily. AIA Weekly Report 7.12.25

Contrary to what many think or believe, uranium mining equities have returned over 300% since June 2020. This has come with a tremendous amount of volatility, which has shaken people out. I think there is much more to come if you can overcome your emotional reaction to the volatility of the sector.

Why interest rates are heading higher. BBB version. AIA Weekly Report 7.5.25

The Big Beautiful Bill passed this week. As I have said in the past, it doesn't matter who you vote for, you will get more spending and more war. Hard assets are what will protect you from the deprivations of government.

Commodity after commodity breaking higher as resource supercycle expands. AIA Weekly Report 6.28.25

We are starting to see various commodities break out to the upside, including platinum, palladium, copper, and potash. This confirms my thesis that we are entering the beginning of what I believe will be a supply-driven supercycle in resources.