Greetings  gambler Contrarian,

This is The Next Big Rush, your daily drop of mining/energy investing news. Where we come together and watch the world change before our eyes, and finally for the better (or not).   

Here's what to expect next: 

 🚀 Poland Building 70+ SMRs

🚀 Sprott Expands The Casino

🚀 China Closer To More Rare Earth Bans

☢️ Poland Going Nuclear

Poland is walking the talk with their long-term nuclear expansion.

PKN Orlen and Orlen Synthos Green Energy have signed a letter of intent to launch a joint training program for nuclear energy technical staff in Poland.

The Ministry of National Education is supporting the program's development. The first SMR is expected to be built in 2028, with a total of 76 (!) SMRs across 26 sites by 2038, which will be Europe's largest energy investment.

The company hopes to require over 2.5 thousand specialists by 2040 and aims to launch Poland's first SMR by the end of the decade, using the GE Hitachi Nuclear Energy BWRX-300 reactor.

Word on the street is that most, if not all, analysts have not taken into account SMR demand for uranium going forward.

 🎰 Sprott Expands The Casino

In a move that would make even the most speculative experienced amongst us giddy, Sprott Asset Management, the grand-daddy of resource investing a subsidiary of Sprott Inc., has introduced four ETFs focused on investing in critical minerals used in clean energy production, transmission, and storage. The ETFs, listed on Nasdaq, provide investors with exposure to the miners of these minerals and are named: Sprott Energy Transition Materials ETFSprott Lithium Miners ETF Sprott Junior Uranium Miners ETF Sprott Junior Copper Miners ETF The funds track indices developed by Sprott and Nasdaq, which also serves as the listing partner.

Funny thing is, The Editor participated in a panel a mere three of days ago talking about playing where the big players are not, only to be met with some interesting literature regarding the Sprott Junior Uranium Miners ETF's description: (ahem)

"(...)is designed to track the performance of mid-, small- and micro-cap companies in uranium mining-related businesses."

Are the big guys joining us in the kiddie-pool?Interesting. Very interesting.

👀 China Closer To Rare Earths Export Ban

The Chinese Ministry of Commerce, with the Ministry of Science and Technology and other departments, reviewed and revised the "Catalogue of Technologies Prohibited and Restricted from Export in China". 32 items were deleted, 36 were modified, and 7 were added, resulting in a total of 139 items - 24 prohibited from export and 115 restricted from export. This revision streamlines the "Catalogue" and improves control of some technology items, and includes restrictions on the following (to name a few): rare earths extraction technology, and production technology of rare earth and alloy materials.

Just another day in  the office paradise

The Editor

P.S. :  GIFs or no GIFS?

DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.