Jeb Handwerger, publisher of Gold Stock Trades newsletter, discusses his outlook on uranium.Jeb points to toxic air pollution in China and the country's need for more power as the reason why China is leading the world in the construction of new nuclear power plants.India and Russia are building nuclear power plants.Even oil rich countries like United Arab Emirates and Saudi Arabia are investing in nuclear to reduce their dependence on fossil fuels. Australia and Greenland have recently lifted bans on uranium mining.Volumes moving into uranium stocks are rising and last week, Cameco shocked markets by posting a profit, even with uranium at 8 year lows.M&A in the uranium sector has been exceptional over the past year, particularly in the Athabasca Basin.Jeb points to some key catalysts coming down the pike, such as the ending of the Russian HEU megatons to megawatts program ending in 2014.Uranium is already in a shortfall.Jeb acknowledges that there has been some excess supply coming from Japan and Germany, but that is coming to an end.This all points to a major supply shortfall in the near term.What does this all mean?The next few years could be huge for uranium investors.There are a lot of fundamentals in place that could mirror the 2007 run up, which spells exponential gains for uranium investors.Bottom line?Jeb reminds listeners that there are more nuclear power plants under construction now, than there were before Fukushima.