According to @StockMKTNewz, Themes ETFs reports that global uranium supply is tight and highly concentrated, with Kazakhstan controlling about 40% of mined supply and Canada and Namibia forming a key second tier; uranium is becoming increasingly strategic as reactors restart and AI data centers drive demand for baseload power. Source: https://twitter.com/StockMKTNewz/status/2003148379581481349 and https://x.com/ThemesETFs/status/2003095680588697992 For traders, the source underscores jurisdictional concentration risk on the supply side (Kazakhstan, Canada, Namibia) alongside demand tailwinds from reactor restarts and AI-driven baseload consumption that can influence uranium market pricing and related exposures. Source: https://x.com/ThemesETFs/status/2003095680588697992 No direct cryptocurrency market impact is cited by the source. Source: https://x.com/ThemesETFs/status/2003095680588697992