The Globe and Mail reports in its Friday edition that as the new year begins, National Bank Financial analyst Mohamed Sidibe recommends that investors in uranium and lithium equities prioritize "quality over beta in a volatile upcycle" and favour companies with both scale and strategic positioning. The Globe's David Leeder writes in the Eye On Equities column that Mr. Sidibe says in a note: "2026 is about power, not just prices. AI, data centres and electrification have turned uranium and lithium into strategic inputs for national security and industrial policy. Both markets are entering the next phase of the cycle: prices remain volatile, but credible new supply is harder and more expensive than investors assume. Across both commodities, we want to own the left side of the cost curve and the assets governments and hyperscalers need, not the marginal production that only works in a blue-sky price deck." Mr. Sidibe has reaffirmed his "outperform" recommendation for IsoEnergy. He boosted his share target to $20 from $18.75. Analysts on average target the shares at $25.