Nomi Prins — MARCH ISSUE - Tap Into the Key Uranium Producer Outpacing the Sector
The Founders+ monthly issue adds a new uranium recommendation — built around the war's most consequential energy question, which isn't oil.
One-line take: Prins's March Founders+ monthly issue adds a new uranium-focused recommendation to the model portfolio. The free intro argues the Iran war's oil-supply disruption (Brent at multi-year highs; the Strait of Hormuz — ~20% of daily oil — halted after insurers withdrew war-risk coverage) is real but likely temporary, since 2025 oil production grew ~3M bpd and the pre-war surplus should return once insurance normalizes. The "much more consequential energy question" raised by the war has nothing to do with oil — and that's what the issue dives into via a new uranium pick. Note: this is a paid Founders+ issue — the specific uranium recommendation, ticker and analysis are gated, so no single buy recommendation is captured here. (The underlying uranium-supply thesis is laid out in the free Mar-11 companion piece, "Why the Iran War Changed Uranium's Timeline.")
1. Stocks & names mentioned
A paid Founders+ issue — the specific uranium pick is behind the paywall. Only the free intro is captured: the macro setup (oil shock vs. the more consequential uranium question). The "At" link opens the article.
| Ticker | Name | Research | View | What she said | At |
|---|
| Uranium | Uranium (commodity) | — | Positive | The war's "much more consequential energy question" that has nothing to do with oil — the basis for a new uranium recommendation added to the Founders+ model portfolio (the specific producer is paywalled). | read |
| Oil | Oil (commodity) | — | Neutral | The Iran war sent oil to multi-year highs and halted Strait of Hormuz traffic (~20% of daily supply) after insurers pulled war-risk coverage — but the disruption is "real, but unlikely to last": 2025 output grew ~3M bpd and the prior surplus should return once insurance normalizes. | read |
Built from the article's free intro only — the Founders+ uranium recommendation, ticker and supporting analysis are gated. "View" reflects how each was framed, not a price rating.
2. Key points
The oil shock is real but temporary
- The US-Israel war with Iran sent oil to multi-year highs after Trump ruled out a quick diplomatic exit; the Strait of Hormuz (~20% of daily oil) halted commercial traffic when insurers withdrew war-risk coverage. But Prins expects it to pass — 2025 oil production grew ~3M bpd and the pre-war surplus should return once insurance normalizes.
The bigger energy question isn't oil
- The "much more consequential energy question" raised by the conflict has nothing to do with oil — it's the uranium/nuclear-fuel story, which the March Founders+ issue addresses by adding a new uranium-focused recommendation to the model portfolio.
The pick is paywalled
- This is a paid Founders+ monthly issue; the specific uranium producer and the research behind it are gated. The free uranium-supply-chain thesis is in the companion Mar-11 piece, "Why the Iran War Changed Uranium's Timeline."
Summary derived from the public (free) intro of the Prinsights Founders+ Substack issue for personal study. Not investment advice; the author's specific recommendation is paywalled. © Nomi Prins / Prinsights for source material.