The Globe and Mail reports in its Friday, Dec. 19, edition that National Bank Financial analyst Mohamed Sidibe advises uranium and lithium investors to prioritize "quality over beta." The Globe's David Leeder writes in the Eye On Equities column that Mr. Sidibe says 2026 is about power, not just prices. Artificial intelligence, 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. Across both commodities, investors 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. In practice, that means a core tilt to Cameco plus Athabasca developers (DML, NXE, ISO) on the uranium side, and to low-cost brines and policy-backed names in lithium (LAR, NOU, LIRC), while treating high-cost ISR and early-stage hard rock as trading vehicles rather than core holdings." Mr. Sidibe continues to rate IsoEnergy "outperform." Mr. Sidibe gave his share target a $1.25 boost to $18.75. Analysts on average target the shares at $25.