Kazakhstan, the leading producer of uranium, just announced a shift in its policies that increased the value of uranium stocks \- and raised concerns about future uranium supply. On July 10, the Kazakh government announced a significant MET increase, replacing the 6% flat rate with a 9% rate in 2025 and a two-tier system in 2026 that could push rates up to 20.5%. The market reacted quickly, as uranium stocks surged. The bullish sentiment stems from potential supply constraints due to the new tax structure. According to BMO, the new tax rates “provide less incentive for Kazatomprom to increase …