I couldn't invent a better investment scenario than the one I am about to share with you.
A monumental shift is about to take place... and it could mean big profits for smart investors. It all has to do with a little-known treaty signed decades ago.
And while Barack Obama's White House wants to renew this treaty, Vladimir Putin and his cronies have stated that it's not going to happen.
Sure, not great for diplomacy... but as an investor, your focus should be on making money.
So what's the opportunity? Let me explain...
At the end of the year, a treaty signed back in 1991 between the United States and Russia will expire.
Few investors realize it, but -- thanks to this treaty -- uranium from old Russian nuclear warheads has been used to generate about 10% of our nation's total electricity -- more than solar, wind and hydroelectric combined.
About 31 million Americans rely on electricity generated by this Russian uranium, which fuels U.S. nuclear plants.
What does this mean for investors today? Simply put, before this uranium supply is disrupted, the price of uranium mining stocks could rise sharply.
Many of you may think uranium and nuclear energy are on the way out, especially after the catastrophic tsunami in Japan in 2011, which led to the ongoing Fukushima disaster. But I am here to tell you, nuclear power is still a growth industry.
Since the earthquake and tsunami in Japan, it's true that country has lost its appetite for nuclear power. But many other nations don't have that option. Nuclear power is still the best bet for cash-strapped emerging economies around the globe, which means the obituary that was written for nuclear power is premature.
In fact, only 10 of the world's 445 reactors stopped operating after the accident. Meanwhile, more than 60 new ones are under construction in 13 different countries... and 370 more are in the planning stage.
China, for example, has plans to build dozens of reactors in coming years, which is why that country is now lining up long-term uranium supply agreements.
It's not just China, either. India has tripled electricity generation since 1990, but that's not enough to meet booming demand. Moreover, oil imports are leading to chronic trade imbalances, a trend that will only worsen as oil prices rise. So India's leaders have committed to giving nuclear energy 25% of the nation's power generating capacity, up from 2.5% today.
To get there, India's uranium appetite is forecast to spike tenfold over the next decade.