Pinned Tweet
Hiding in plain sight!🐘 There's now broad consensus from #Uranium sector consultants & analysts that a widening gap between soaring #Nuclear fuel demand & mined U3O8 production has created a deep structural supply deficit this decade & beyond!↕️⚛️⛽️🗜️🤠🐂 #RideTheNuclearWave🌊🏄
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John Quakes retweeted
Finally an element of permitting certainty for @enCoreEnergy_EU 's Alta Mesa & USC.
👉Arduous permitting led to lower production which has weighed YTD.
👉#uranium production growth to resume in 2027 (...finally).
***Not investment advice, just opinion, observation & analysis. Note thet.co/NTXO4w9lc9
👉Arduous permitting led to lower production which has weighed YTD.
👉#uranium production growth to resume in 2027 (...finally).
***Not investment advice, just opinion, observation & analysis. Note thet.co/NTXO4w9lc9
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John Quakes retweeted
My full Global Atomic $GLO.TO report is FINALLY OUT!
45% off for the first 24 hours.
LINK
payhip.com/b/73mHD
Months of work have gone into this, and i'm genuinely happy to finally share it with you.
I hope you enjoy it❤️
45% off for the first 24 hours.
LINK
payhip.com/b/73mHD
Months of work have gone into this, and i'm genuinely happy to finally share it with you.
I hope you enjoy it❤️
Global atomic analysis is ready!
4 production cases: 930-1,200-1,325-2,000 tpd
5 uranium prices: 95-110-130-150-170$/lbs
60 NPV's at 8-10-12%
80 share-value sensitivities
Updated CAPEX+ OPEX estimates
Full research very soon
~75 pages
Intro+toc
drive.google.com/file/d/1nN9Q7Q…
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John Quakes retweeted
Anfield Energy Receives Draft Renewed Radioactive Materials License & Draft Groundwater Discharge Permit for Shootaring Canyon Mill from Utah DWMRC
anfieldenergy.com/anfield-energy…
#NuclearEnergy #NuclearFuel #CleanEnergy
@Anfield_Energy
anfieldenergy.com/anfield-energy…
#NuclearEnergy #NuclearFuel #CleanEnergy
@Anfield_Energy
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Breaking!💥📰 US Department of @ENERGY launches PROJECT UPRISE🌄⚛️⚡️🇺🇸 to unleash American #Nuclear Power and Accelerate America’s Nuclear Renaissance🏎️🔥⚛️🏗️👷🤠🐂 #Uranium 24/7 #CarbonFree #NetZero #EnergySecurity #RideTheNuclearWave 🌊🏄 energy.gov/articles/fact-…
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🚨🔥🚒#Uranium #stocks are soaring again on #Australia's ASX.⬆️🇦🇺⚛️⛏️ Here are the leaders so far on my scorecard.👇🤠🐂
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John Quakes retweeted
Today we announced a conditional loan commitment of up to $5 billion from @ENERGY’s @DOE_EDF to help finance nuclear uprates across our fleet. More reliable, around-the-clock nuclear energy = more power for America’s growing economy.
📰 bit.ly/4zeKTXO
📰 bit.ly/4zeKTXO
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John Quakes retweeted
Today, the U.S. Department of Energy (@ENERGY) Assistant Secretary Tim Walsh visited Radiant’s Oak Ridge, Tennessee, facility to see firsthand the new hub for American energy innovation.
The walls are up and construction keeps advancing. The site is taking shape as Radiant generation of nuclear energy.
The walls are up and construction keeps advancing. The site is taking shape as Radiant generation of nuclear energy.
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📈Today shares of Sprott Physical Uranium Trust $U.U $U.UN $SRUUF rose +1.5%⤴️ but Sprott saw Spot #U3O8 jump +1.1% to $90.79🐶⤴️ pushing up #SPUT's NAV to an 8-month high of $7.5B💰but only narrowing the discount to NAV by a tad to -12% 🤏 to still offer investors the lbs at just 79.90/lb!🛢️☢️🛒🥰 #SPUT still holds $82.1M in cash💰 and its ATM still has $443M ready to dispense when it returns to trading at or above NAV!🏧💵🤠🐂
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John Quakes retweeted
💥Here we go!🌊🏄 2 more shuttered #Nuclear reactors are going to be restarted🪦❤️🔥⚛️⚡️ as 1,025MW Kori 3, shut in September 2024, and Kori 4, shut in August 2025, will be restarted in #SouthKorea to turn #Uranium into #electricity for another 10 years!🤠🐂 newsarticleinsiders.com/news/articleVi…
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John Quakes retweeted
💥US #Nuclear Regulatory Commission now expects about 30 applications to be submitted by US utilities over the next 6 years to uprate the power generating capacity of existing US reactors by a total of roughly 2,400 Megawatts 🇺🇸⚛️⬆️⚡️🏗️👷🤠🐂#Uranium 🏄 environmentenergyleader.com/articles/45468…
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John Quakes retweeted
⚡️Wood Mackenzie: Ambitious #Nuclear campus plans show a way forward for the US industry🇺🇸⚛️🏗️👷 Plans announced to build up to 6 Westinghouse AP1000 reactors in #Kentucky, 8 Canadian CANDU reactors and 12 x X-energy Xe-100 SMRs in #Indiana 🤠🐂#Uranium 🏄 woodmac.com/blogs/energy-p…
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John Quakes retweeted
Breaking!💥📰 US government is providing Constellation Energy $CEG with up to $5 billion in federal financing to back its Nuclear reactor expansion efforts, marking a major policy shift toward direct government lending for existing #Nuclear infrastructure.💰⬆️🇺🇸⚛️🤠🐂 #Uranium 🏄
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John Quakes retweeted
@CGN_Group's next #greenfield #NPP takes shape: Late last month, CGN presented the timeline for the implementation of the #Jieyang NPP, which is planned to install six #Hualong One 2.0 reactors in the Province of #Guangdong. CGN expects to start preliminary work on the first ter of 2027. The Jieyang NPP site is currently in the site protection phase.
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🍾Spot #Uranium joined the party today🥳⚛️🛢️☢️ resuming its strong uptrend rising +50c to $90.38/lb #U3O8 for #Nuclear fuel brokers @numerco ⤴️and Up +25c to $90.13 for US brokers @UraniumMarkets 📈⛽️🤠🐂🌊🏄
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