Cameco (CCJ) is the world's largest uranium producer, with operations spanning across the United States, Canada, and Kazakhstan. Halting operations in Kazakstan could dent Cameco's profits severely, with inventory having already drawn down by 12% during the previous quarter amid existing supply-chain concerns. But if we intertwine the event with lockdowns rolling out due to the spread of Omicron, and inflationary pressure from workers, it's safe to say that there's a calamitous headwind heading Cameco's way.