The provocation, stated plainly Here is the claim worth taking seriously: if “reachable” means a fluid you can pump rather than a lode you must blast, the least implausible off-Earth uranium resource may be in the subsurface oceans of the Jovian system—Europa first, Ganymede a distant second. That is not a gold rush. It is…
Transitions have a shape. The mining analysts named a shape like this one after Pierre Lassonde. It starts with a discovery peak, when the narrative outruns the asset, then falls into a capitulation trough, when the asset arrives and the narrative has left. A long consolidation follows, and then a second rise that arrives late…