@leggett_john John Leggett ✏️

John Leggett ✏️ posts on X about in the, fuel, market, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 25.69% countries 22.94% stocks 5.5% financial services 2.75% exchanges 0.92% social networks 0.92% technology brands 0.92% travel destinations 0.92%

Social topic influence in the 11.93%, fuel #581, market 8.26%, if you 7.34%, $ccj #4, ban 6.42%, build 4.59%, cycle 4.59%, $kap 4.59%, the first 4.59%

Top accounts mentioned or mentioned by @sprott @capnek123 @uraniuminsider @leggettjohn @oceanwall2 @napalm1 @uxcnuclear @bnnbloomberg @quakes99 @nexgenenergys @timseymour @capitalcosm @resourcetalks @energy @cameconews @gavmccracken @xatraxion @hcrubin2009 @uraniummarkets @evomarkets

Top assets mentioned Cameco Corporation (CCJ) Goldman Sachs (GS) Clear Channel Outdoor Holdings, Inc. (CCO) NexGen Energy Ltd. (NXE) Bank of America (BAC)

Top Social Posts

Top posts by engagements in the last [--] hours

"In case you missed it last night: Converdyn increasing #Uranium Conversion throughput by 20%.👇#Nuclear Energy 🎆Biggest Breaking Bullish Bulletin of 2026🔥📰 The only US facility for conversion of mined #Uranium ore into UF6 for enrichment into #Nuclear reactor fuel is increasing its [----] production capacity by 20% to over 10000tU (26.13 Million lbs)🏭🛢🧑🏭 📈Driven by rising https://t.co/pT2fImzMkI 🎆Biggest Breaking Bullish Bulletin of 2026🔥📰 The only US facility for conversion of mined #Uranium ore into UF6 for enrichment into #Nuclear reactor fuel is increasing its [----] production"
X Link 2026-02-11T14:43Z [----] followers, [----] engagements

"To meet its [----] target of 35% #nuclear energy So Korea must build [--] new large reactors & [--] SMRs. This matters hugely for WEC (Cameco $CCJ/Brookfield) because EACH APR1000 (AP1000 variant) they build generates $1.6B in very profitable IP & equipment fees to WEC. #uranium Breaking💥 #SouthKorea announces it will go ahead with construction of [--] large 1.4GW reactors and a small modular reactor as outlined in its 11th electricity plan reversing its prior position on 90% public support for new #Nuclear⚛🏗👷🤠🐂#Uranium 🏄https://t.co/EAcK50yMYJ Breaking💥 #SouthKorea announces it will go ahead"
X Link 2026-01-26T13:21Z [----] followers, [----] engagements

"Its worthwhile to compare @Napalm_1_ (and I own both) but other considerations: KAP is 75% owned by the Kazakh Govt who dont always make shareholder-friendly decisions (eg MET tax.) And absent significant exploration depletion will weigh on their future. By contrast CCJ has a potentially huge growth engine in the AP1000 which has an almost unassailable moat. Cheers"
X Link 2026-01-27T15:16Z [----] followers, [----] engagements

"46 Min: I dont care if a data center gets built or an SMR gets built the (#Uranium) structural deficit for the (existing) [---] reactors is TWO BILLION POUNDS - before any of that stuff. Mike Alkin CIO Sachem Cove/ Lloyd Harbor Capital #Nuclear https://youtu.be/BG68LlXwQe4si=PpaLG_OmSSHMxbVT https://youtu.be/BG68LlXwQe4si=PpaLG_OmSSHMxbVT"
X Link 2026-02-01T15:19Z [----] followers, 34.4K engagements

"Rare public interview w UxC President Jonathan Hinze #Uranium Price Reporter Co. on Bloomberg. #Nuclear CC: @uraniuminsider Jonathan Hinze President of @UxC_Nuclear tells @BNNBloomberg [--] years from now we could really get to that deficit situation discussing the global uranium market. #uranium #NuclearEnergy https://t.co/wuLr3naPI6 Jonathan Hinze President of @UxC_Nuclear tells @BNNBloomberg [--] years from now we could really get to that deficit situation discussing the global uranium market. #uranium #NuclearEnergy https://t.co/wuLr3naPI6"
X Link 2026-02-04T00:24Z [----] followers, [----] engagements

"@quakes99 View from where Im a buyer. Omni PGA Frisco TX"
X Link 2026-02-04T20:11Z [----] followers, [---] engagements

"In case you missed it Cameco $CCJ $CCO nears $3B deal to provide #Uranium to India. #Nuclear Energy https://www.forbes.com/sites/gauravsharma/2026/02/01/canada-nears-3-billion-uranium-deal-with-india-may-be-inked-in-march/ https://www.forbes.com/sites/gauravsharma/2026/02/01/canada-nears-3-billion-uranium-deal-with-india-may-be-inked-in-march/"
X Link 2026-02-02T17:02Z [----] followers, [----] engagements

"Cameco $CCJ Earnings & sector bellwether Conference Call a week from Friday. 👇 #Uranium #Nuclear Cameco (TSX: CCO; NYSE: CCJ) will issue its fourth quarter results before markets open on Friday February [--] [----]. Read the full news release and register for the conference call here: https://t.co/P6HZFJJ3yj $CCO.TO $CCJ Cameco (TSX: CCO; NYSE: CCJ) will issue its fourth quarter results before markets open on Friday February [--] [----]. Read the full news release and register for the conference call here: https://t.co/P6HZFJJ3yj $CCO.TO $CCJ"
X Link 2026-02-03T15:05Z [----] followers, [----] engagements

"Part [--] of $NXE Rook1 Regulatory Hearing next week👇#Uranium #Nuclear Next week from February [--] to [--] the Commission will hold Part [--] of the hearing to consider @NexGenEnergy_s proposed Rook I uranium mine and mill project. Check out the agenda: https://t.co/ryu8XnHCq8 https://t.co/6JzdymKufr Next week from February [--] to [--] the Commission will hold Part [--] of the hearing to consider @NexGenEnergy_s proposed Rook I uranium mine and mill project. Check out the agenda: https://t.co/ryu8XnHCq8 https://t.co/6JzdymKufr"
X Link 2026-02-02T20:32Z [----] followers, [----] engagements

"Bank of America calls #Nuclear a $10 Trillion Dollar opportunity. #uranium https://thehill.com/opinion/energy-environment/5721699-nuclear-power-financing-options/ https://thehill.com/opinion/energy-environment/5721699-nuclear-power-financing-options/"
X Link 2026-02-05T17:48Z [----] followers, 14K engagements

"Were blessed with a treasure trove of #Uranium experts who devote their lives to the sector along with financial institutions and traders who specialize in this space (most of whom personally experienced the previous bull cycle.) So if youre going to take advice from people who devote maybe 5% of their mindshare to Uranium then in my view you are well served by giving that advice a 5% mental weighting when considering taking action. Simply ask yourself if theyre really likely to know more about the direction of uranium than Alkin Hyde Garrow Jander Munro Lawson Quakes Rawlingson Huhn"
X Link 2023-12-21T20:25Z [----] followers, [----] engagements

"Wife asked: Why the #uranium rally So I start in Maybe UK life extensions Or six new reactor builds announced for France Or $500m DOE reactor fuel rfp & the 300m UK reactor fuel investment Or positive articles in FT & WSJ Or the coming ban Or rising spot price Etc😆"
X Link 2024-01-10T15:30Z [----] followers, [----] engagements

"Wow another 200k lbs of #uranium sequestered. Im almost starting to feel sorry for Utilities. 😆 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.42% premium to NAV 200k lbs gobbled 69.8k trusts issued = $1.6m raised $28.4m in cash https://t.co/3mKYGV2Jsi #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.42% premium to NAV 200k lbs gobbled 69.8k trusts issued = $1.6m raised $28.4m in cash https://t.co/3mKYGV2Jsi"
X Link 2024-05-09T23:13Z [----] followers, [----] engagements

"Cameco #Uranium Call was excellent imo especially the Q&A. Topics: Tariffs Depletion Unlikelihood of M2M Sanctions Finding Labor Springfields Conversion Upside for WEC Term price trends and Why Spot is not the market Replay https://www.cameco.com/invest https://www.cameco.com/invest"
X Link 2025-02-20T14:52Z [----] followers, [----] engagements

"Why does Goldman Sachs call Cameco $CCJ its highest conviction play on the #nuclear theme Maybe because there are more than 30+ Westinghouse AP1000 Reactors in the planning stages: [--] in Bulgaria [--] (potentially 15) in and [--] (potentially 17) in . Profitable👇#Uranium"
X Link 2026-02-05T16:11Z [----] followers, 17K engagements

"Things you dont see in an over-supplied market: China funding an undeveloped #Uranium deposit in Namibia. #Nuclear Energy"
X Link 2026-02-12T15:42Z [----] followers, [----] engagements

"A few big takeaways from the Cameco $CCJ Conf Call. All three are comments from Grant Isaac COO: Each AP1000 build will generate [---] to $600m in EBITDA. (BTW this double to triple Goldmans estimate) Should see procurement of long-lead-item-kits ordered in [----] (for many new reactor builds) even before locations are announced Note: He also gave fast at-a-glance comments on potential reactor builds: As many as [--] in US (10 Govt + [--] Private) [--] in Canada (Wesleyville & Bruce C) not to mention that Poland wants [--] Korean builds etc. just pick whatever number you want to use.🤯 #Nuclear Energy"
X Link 2026-02-13T13:54Z [----] followers, 26.8K engagements

"ODD LOT ALERT: When I see a specific odd lot of #uranium pounds purchased by SPUT I believe it suggests that particular sellers current inventory has been completely cleaned out. Since inception I recall this happening roughly five times. Bullish. #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised $48.7m in cash Lock & load https://t.co/KaXuuptQcZ #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised $48.7m in cash"
X Link 2023-02-01T00:15Z [----] followers, 22.1K engagements

"You might read 67m lbs and think oh well thats across [--] years so its not a big deal. But LOOK AGAIN: This is 10% more U308 than everything SPUT has stacked since its inception. Thats one big damn #uranium order 💥💥💥 Boom🎆 Cameco $CCO $CCJ & Energoatom Agree on Commercial Terms to Supply #Ukraines Full Natural UF6 #Uranium Needs through [----] in a 12-year deal of up to 67+ Million lbs #U3O8🐳 largest contract in Cameco's history📜🤠🐂 #mining #Nuclear #Canada 🌊🏄 https://t.co/tOjg13Vd1m https://t.co/QOgyPF8Rjz Boom🎆 Cameco $CCO $CCJ & Energoatom Agree on Commercial Terms to Supply"
X Link 2023-02-08T23:22Z [----] followers, 19.6K engagements

"Imho: Cameco is going to get tighter with its #uranium order book sooner than most expect. Why Westinghouse. WEC aims to be a one stop shop. CCJ cannot allow themselves to get in the position of being unable to meet demand from WECs rapidly growing customer base"
X Link 2023-05-04T14:11Z [----] followers, [----] engagements

"Askar: ANU increasing fund to $500 million (from $400m to buy physical #uranium.)"
X Link 2023-05-05T14:42Z [----] followers, [----] engagements

"A research firm that is popular w hedge funds just went long #uranium (via URA) a moment ago. Thats as much as Im saying - I dont want to get kicked off their list"
X Link 2023-06-23T19:55Z [----] followers, 26.7K engagements

"12-minute mark: CANNOT find a single entity that would sell you a half million pounds (of #uranium in the spot market) right now - THAT I AM QUITE CERTAIN OF. -Per Jander WMC. In case you missed it. https://youtu.be/ymEQp88edBssi=nfqQANFO1dE75fmx https://youtu.be/ymEQp88edBssi=nfqQANFO1dE75fmx"
X Link 2023-09-17T14:56Z [----] followers, 11.6K engagements

"A huge potential catalyst for #Uranium is something very few are talking about lately. The book value of KAP (per Guru Focus) is $3.2B. This potential contract w China (theoretically still in negotiation) is shareholder-pre-authorized to go as high as 200% of BV or up to $12.4B👇 📰Shareholders of world's largest #Uranium miner Kazatomprom $KAP have approved by a 91.91% vote the concluding of a major yet-to-be-announced long term supply contract with China's CNNC.⚛⛏🛒🗳✅ The approval also allows further transactions with CNNC of up to "200% of the https://t.co/aBRGwqBAaZ 📰Shareholders of"
X Link 2023-09-24T12:47Z [----] followers, 32.7K engagements

"I know its near the end of the session in a rough macro tape but how does news that Russia is looking to buy spot #uranium not spark a U-sector rally We all thought they had an abundance of material"
X Link 2023-09-26T19:47Z [----] followers, 12.8K engagements

"Askar: The #Uranium market will be tight through the end of the year (pause) But then next year wont be any better. I laughed because I was wondering what was coming after that pause. Great interview by @capnek123 https://youtu.be/jkCvqU0eEfAsi=qe5kQrXqPhvrfuGY https://youtu.be/jkCvqU0eEfAsi=qe5kQrXqPhvrfuGY"
X Link 2023-09-30T14:30Z [----] followers, [----] engagements

"✅ In case you missed it (I nearly did) so far this week another quarter million pounds of #uranium have been scooped up by Per Jander to be permanently sequestered. 🤠 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -2.05% discount to NAV 150k lbs purchased No trusts issued = no $ raised $31.5m in cash https://t.co/C9LJwaYVsq #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -2.05% discount to NAV 150k lbs purchased No trusts issued = no $ raised $31.5m in cash https://t.co/C9LJwaYVsq"
X Link 2023-11-02T02:26Z [----] followers, 10.3K engagements

"Hedgeye the preeminent advisor to hedge funds went long $URNM this morning. #Uranium"
X Link 2023-11-29T17:49Z [----] followers, 17.8K engagements

"Here comes Media Attention Phase #Uranium ✅ Cameco stock climbs on requests for domestic uranium supply and @timseymour says there's no question demand will continue moving $CCJ higher. https://t.co/Nc3fivFY8o Cameco stock climbs on requests for domestic uranium supply and @timseymour says there's no question demand will continue moving $CCJ higher. https://t.co/Nc3fivFY8o"
X Link 2024-01-11T01:28Z [----] followers, [----] engagements

"About a week ago Cameco put out an $800k RFP for Alkali needed at CCJ-KAP-JV-Inkai. Someone educated me that it would be used as pre-leech to make the acid work better. Point is - you wouldnt need that if the acid was still working well. Then this👇 There's new rumours our there that $KAP Kazatomprom has overproduced their older assets (leached too agressively for too long with acid) and have depleted them. If true (I doubt it's as bad as Kuppy writes tbh) that would totaly and completely break the #uranium market. There's new rumours our there that $KAP Kazatomprom has overproduced their"
X Link 2024-01-14T22:39Z [----] followers, 20.4K engagements

"I really enjoyed being interviewed today by CapitalCosm. I hope you get something out our #uranium discussion. Thanks Danny @CapitalCosm for including me. 🔴It was my pleasure hosting @leggett_john on the show today mythbusting #uranium bear thesis tropes This is a MUST WATCH for uranium investors 👇 https://t.co/jILTlinyeM https://t.co/AhzdlT2Bdt 🔴It was my pleasure hosting @leggett_john on the show today mythbusting #uranium bear thesis tropes This is a MUST WATCH for uranium investors 👇 https://t.co/jILTlinyeM https://t.co/AhzdlT2Bdt"
X Link 2024-01-29T21:23Z [----] followers, 12.3K engagements

"Twas the night before Q4 earnings and all through $KAPs house not a wellhead was stirring something something. #Uranium"
X Link 2024-01-31T23:24Z [----] followers, [----] engagements

"In case you missed this take [--] seconds to hear what CNBC just said about #uranium. 👇 https://t.co/eZ7xKw30Fy https://t.co/eZ7xKw30Fy"
X Link 2024-02-03T13:01Z [----] followers, 39.3K engagements

"If you sweat day-to-day moves in equities STOP & THINK: THE ONLY BRAND NEW #URANIUM MINE under construction IN THE WORLD (Globals Dasa) wont ship ore until Q1 [----]. And when it does it will only make up 9% of a growing ANNUAL SUPPLY DEFICIT. Okay enough yelling for today"
X Link 2024-02-11T13:54Z [----] followers, 23.2K engagements

"Stop 🛑 and think about this: People are focused on the inability of Kazatomprom and Cameco to meet their goals to increase #uranium production. In the meantime Orano reports an outright NET PRODUCTION DECREASE of -5% in [--] vs [--]. (and its not just due to Somair see thread.)👇 So I finally got to listen to Oranos Conference call and around 1:16:55 they say they produced 7146tU of uranium in [----] compared to [----] production of 7524tU. - A reduction of 5%. (18.6Mlbs in [----] vs 19.6Mlbs in 2022). Have anyone seen what they guided for [----] So I finally got to listen to Oranos Conference call and"
X Link 2024-02-16T14:42Z [----] followers, 10.8K engagements

"Become a student of the physical #uranium market and youll know where you are in the cycle. We havent even had one year of replacement rate contracting (restocking) yet. We have YEARS to go with no significant supply response anywhere on the horizon. After a huge rally there was inevitably going to be retracement. Uranium was $110 lb offered after the KAP production cut on 1stFebruary. It felt like #uranium went up every day from $50 lbs last summer and now has plateaued recently at over $100 lb. We suspect a lot of https://t.co/RKjNojzvr7 After a huge rally there was inevitably going to be"
X Link 2024-02-21T12:03Z [----] followers, 10K engagements

"The #Uranium investing community owes such a debt of gratitude to the Professor. He is putting down a marker here so read it or youll wonder later what happened😬. Enjoy Spring on the island Sir and I hope the recharge occurs swiftly. 🍻 📝Well folks. today the supply vs demand fundamentals supporting a decade long bull run for #Uranium #mining #stocks are the best in [--] years🏆 going all the way back to the first #Nuclear Renaissance of the 1970's.🦕🌅⚛🤠🐂 Never in my wildest imagination did I see this day https://t.co/GdtKneKGDx 📝Well folks. today the supply vs demand fundamentals"
X Link 2024-03-20T12:22Z [----] followers, [----] engagements

"(#Uranium) Spot market is very thin on both sides If a 500k lb order was placed today you couldnt find the material and wed be back over $100 (lb). There are a few names you should always listen to Bram is one of them. h/t @capnek123 https://youtu.be/ZFkHDp0aWzMsi=wRrN6fVbqw6b8lbd https://youtu.be/ZFkHDp0aWzMsi=wRrN6fVbqw6b8lbd"
X Link 2024-03-25T13:24Z [----] followers, [----] engagements

"Busiest Ive ever seen it. Utilities active in the Term Market right now Per Jander #Uranium H/t @capnek123 https://youtu.be/aD_ZBAbbjiUsi=E6YtzJJHghpxjIyY https://youtu.be/aD_ZBAbbjiUsi=E6YtzJJHghpxjIyY"
X Link 2024-03-27T13:42Z [----] followers, [----] engagements

"#Uranium could triple from here. Famed investment author Lawrence McDonald: [--] minute mark. He also says electricity demand from AI alone is forecast to quadruple. https://youtu.be/8mv2R42N3LQsi=9UXbKItZwobo376c https://youtu.be/8mv2R42N3LQsi=9UXbKItZwobo376c"
X Link 2024-03-30T15:07Z [----] followers, 12.1K engagements

"Long but EPIC so hang with me. Someone called the tragic flooding in Northern Kazakhstan Close but no Cigar (Lake). Thats both clever and true (see KAPs link below.) HOWEVER from the standpoint of the future supply of #Uranium (the fuel for #Nuclear Energy) weve already had the mathematical equivalent of TWO Cigar Lake floods occur in just the past year and many (if not most) people still dont see it: FIRST $KAP signed two giant contracts with China in [--] and while exact sizes are still undisclosed Ocean Wall estimates the total commitment to be [--] million pounds per year that is now no"
X Link 2024-04-05T15:43Z [----] followers, 39.2K engagements

"#Uranium is now in a state of sustained supply deficit through [----]. Ben Finegold Ocean Wall. Excellent job by @resourcetalks https://youtu.be/KZ6jyKcsxkEsi=4fk0qr77edcl_xh8 https://youtu.be/KZ6jyKcsxkEsi=4fk0qr77edcl_xh8"
X Link 2024-04-09T12:56Z [----] followers, 13.9K engagements

"In the 1970s the US Utilities directly invested in [--] #Uranium-mining ventures (to help ensure their security of supply.) Will they have to do that again Possibly Dustin Garrow #Nuclear Fuel Consultant https://youtu.be/u4ohOwaylXQsi=OR1jIHCvnNFwe-i- https://youtu.be/u4ohOwaylXQsi=OR1jIHCvnNFwe-i-"
X Link 2024-04-09T21:33Z [----] followers, [----] engagements

"Throw the kitchen sink at it - bring em all on (all brownfields max current producers Arrow etc.) AND YOU STILL HAVE a cumulative deficit of 180m lbs by [----]. Mike Alkin Sachem Cove Mike is the worlds foremost expert on #Uranium supply/demand. https://youtu.be/bB3oAgf_uaEsi=520ei3kVjCSpsC-S https://youtu.be/bB3oAgf_uaEsi=520ei3kVjCSpsC-S"
X Link 2024-04-19T12:07Z [----] followers, [----] engagements

"Hearing words like this from any President - directly addressing the importance of #Nuclear Power and friendly sources of #Uranium was unimaginable a few short years ago. 🤠🐂"For too long we've relied on imported #Uranium to power #Nuclear reactors. Imports from places like #Russia we can't trust at all. My administration is working to change all that. We're investing $3.4 Billion in producing advanced nuclear fuel right here in America."⚛⛏💰 🤠🐂"For too long we've relied on imported #Uranium to power #Nuclear reactors. Imports from places like #Russia we can't trust at all. My"
X Link 2024-04-19T17:25Z [----] followers, 13.5K engagements

"Keep in mind that this is a double-positive because it frees up $2.7 Billion in funding allocated to strengthening the #Uranium Fuel Supply Chain. Among other things we should see more RFPs from the Dept of Energy for US-origin pounds (at premium prices.) 🤠 It's on the way to Biden to sign #URANIUM ban has arrived https://t.co/MtXOfyL7JZ It's on the way to Biden to sign #URANIUM ban has arrived https://t.co/MtXOfyL7JZ"
X Link 2024-04-30T23:10Z [----] followers, [----] engagements

"In case yall havent noticed #SPUT has quietly sequestered [------] lbs of #Uranium in just the first week of May. 🤠 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -2.25% discount to NAV 50k lbs gobbled 116.9k trusts issued = $2.7m raised $45.8m in cash https://t.co/8bb26SvF3T #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -2.25% discount to NAV 50k lbs gobbled 116.9k trusts issued = $2.7m raised $45.8m in cash https://t.co/8bb26SvF3T"
X Link 2024-05-07T23:47Z [----] followers, 26.8K engagements

"Biden signed #Uranium Import Ban https://www.bloomberg.com/news/articles/2024-05-13/biden-signs-ban-on-imports-of-russian-nuclear-reactor-fuelutm_source=website&utm_medium=share&utm_campaign=copy https://www.bloomberg.com/news/articles/2024-05-13/biden-signs-ban-on-imports-of-russian-nuclear-reactor-fuelutm_source=website&utm_medium=share&utm_campaign=copy"
X Link 2024-05-14T00:14Z [----] followers, [----] engagements

"Imho: Brilliant Why be unsure for [--] years as to how difficult it will be to get a #Uranium Waiver Tenex says show us you can get one within [--] days or your contract is cancelled. Those who were hoping for an Ru export ban - you basically just got it. https://www.bloomberg.com/news/articles/2024-05-16/russia-uranium-supplier-issues-force-majeure-notice-after-us-ban https://www.bloomberg.com/news/articles/2024-05-16/russia-uranium-supplier-issues-force-majeure-notice-after-us-ban"
X Link 2024-05-16T20:54Z [----] followers, 11.7K engagements

"Shame on me for being busy today and missing literally the most game-changing tweet Ive ever seen👇. #Uranium. 🤯 Ker-pow💥🥊 US @ENERGY Secretary calling for the US to build 200+ more large gigawatt scale #Nuclear reactors.⚛🏗👷 F-ing unbelievable🤯 #Uranium demand to the moon stars and beyond⛏🛸🌜✨🌌🤠🐂 Ker-pow💥🥊 US @ENERGY Secretary calling for the US to build 200+ more large gigawatt scale #Nuclear reactors.⚛🏗👷 F-ing unbelievable🤯 #Uranium demand to the moon stars and beyond⛏🛸🌜✨🌌🤠🐂"
X Link 2024-06-01T00:29Z [----] followers, [----] engagements

"AI could increase data center power needs by 160%. Goldman Sachs #Uranium #Nuclear #CleanEnergy"
X Link 2024-06-17T20:52Z [----] followers, [----] engagements

"9 out of the next [--] years (of #uranium required) isnt under contract (yet). Over the next several years a couple billion pounds need to be contracted. Mike Alkin CIO Sachem Cove @ [--] Minute mark. #Nuclear https://www.youtube.com/live/1rnQlW2XReYsi=BX-cIRNxmDmAhBYS https://www.youtube.com/live/1rnQlW2XReYsi=BX-cIRNxmDmAhBYS"
X Link 2024-07-23T14:49Z [----] followers, [----] engagements

"In case you missed it👇#Uranium"
X Link 2024-08-19T19:02Z [----] followers, [----] engagements

"We believe [----] ($KAP #Uranium) production guidance will be drastically reduced. Goehring & Rozencwajg #Nuclear #Energy https://blog.gorozen.com/blog/uranium-markets https://blog.gorozen.com/blog/uranium-markets"
X Link 2024-08-21T23:43Z [----] followers, 12.1K engagements

"Hold up: ✋A 10% Cut to Expected World #Uranium Supply is the same amount that triggered the last bull contracting cycle 06-12 when the Cigar Lake Mine flooded. The overall S/D setup is far better this cycle. This occurs right on que for fall contracting season. Cheers 🥂 Yes. this [------] Million lbs cut to #Kazakhstan's #Uranium Production in [----] results in nearly a 10% cut to total expected global #U3O8 supply in [----] vs the previous guidance announced last year.🌏⛏🗜 #UraniumSqueeze 🤠🐂 Yes. this [------] Million lbs cut to #Kazakhstan's #Uranium Production in [----] results in nearly a 10%"
X Link 2024-08-23T12:09Z [----] followers, 15.8K engagements

"Kazatomproms (#Uranium production) downgrade should be a concern for Western Utilities Per Jander WMC Energy https://www.ft.com/content/240af090-8684-49dc-a85e-20b535d62dda https://www.ft.com/content/240af090-8684-49dc-a85e-20b535d62dda"
X Link 2024-08-23T15:17Z [----] followers, [----] engagements

"I think triple digit #Uranium is going to be the norm going forward. Lobo Tiggre U discussion begins [--] minutes in. https://open.spotify.com/episode/4ilFCnLfS270hIo82Znotcsi=aMnBP8BOTKGpHHVCscw4ZA&context=spotify%3Ashow%3A4wCAfhgUdspxeMqyi6KZkb&t=3357 https://open.spotify.com/episode/4ilFCnLfS270hIo82Znotcsi=aMnBP8BOTKGpHHVCscw4ZA&context=spotify%3Ashow%3A4wCAfhgUdspxeMqyi6KZkb&t=3357"
X Link 2024-09-03T19:20Z [----] followers, 10.4K engagements

"Kazatomprom inventories have fallen below their standard 6-month #uranium supply for the first time since [----]. Ben Finegold Ocean Wall https://youtu.be/SxR__qarTCMsi=qmj0MLS4t8tOZKn9 https://youtu.be/SxR__qarTCMsi=qmj0MLS4t8tOZKn9"
X Link 2024-09-16T14:38Z [----] followers, 12.2K engagements

"Thanks to articles in the NY Times Bloomberg Washington Post CNBC and others Today is the day many new investors will be introduced to the concept that AIs insatiable power needs can only be satisfied by the energy density offered by #Uranium via baseload #Nuclear"
X Link 2024-09-20T13:12Z [----] followers, [----] engagements

"Personal: Some of yall know we live in Asheville which has been devastated by flooding that surpassed records set in [----]. Were fine/house is fine - were on a hill. Just got electricity. No running water. No internet but we can text. Ill be back soon my #Uranium friends"
X Link 2024-10-01T17:48Z [----] followers, [----] engagements

"Signed Two AP1000s to be built in Bulgaria #Nuclear powered by #Uranium. Big news from Bulgaria Today in Sofia we signed the Engineering Services Contract for two AP1000 reactors to be built at the Kozloduy nuclear plant. The contract includes site planning for the new units & support for licensing and permitting. Read more: https://t.co/1ncLyenPkM https://t.co/sg5Sik7QKV Big news from Bulgaria Today in Sofia we signed the Engineering Services Contract for two AP1000 reactors to be built at the Kozloduy nuclear plant. The contract includes site planning for the new units & support for"
X Link 2024-11-04T21:34Z [----] followers, 12.7K engagements

"New video: Enrichment up 400% since the war started Conversion up 200+% thats your crystal ball into where #Uranium is going. start to see big tech invest directly into the fuel cycle - a few years away. Ben Finegold OceanWall https://youtu.be/xulwgTRFZ-csi=b0HecBzD0FXcywTz https://youtu.be/xulwgTRFZ-csi=b0HecBzD0FXcywTz"
X Link 2024-11-05T12:38Z [----] followers, [----] engagements

"If anyone is wondering about the condition of Germanys Reactors: As of July [--] there were [--] eligible to restart (6 of those within a year) if there was the will to do so. #Uranium https://www.radiantenergygroup.com/reports/restart-of-germany-reactors-can-it-be-done https://www.radiantenergygroup.com/reports/restart-of-germany-reactors-can-it-be-done"
X Link 2024-11-07T03:50Z [----] followers, [----] engagements

"If you parse every word of every CCJ call youd know this is the first time theyve made these exact comments - so maybe were getting closer. #Uranium Main takeaway from the @cameconews Q3 Conference Call: the enormous demand pressure on both enrichment and conversion has yet to hit uranium.but it will. Main takeaway from the @cameconews Q3 Conference Call: the enormous demand pressure on both enrichment and conversion has yet to hit uranium.but it will"
X Link 2024-11-07T14:31Z [----] followers, 10.6K engagements

"Re: ConverDyn. There has been speculation about ConverDyns #Uranium Conversion Services- their tight capacity and whether or not it is a bottleneck harming U3O8 velocity I asked Lucijan @capnek123 to reach out to one of his expert contacts - he graciously agreed and got a swift response. So without naming the expert (at his request) I deem this info to be highly reliable: A) ConverDyn does not have the funding to upgrade/increase capacity. Their parent company Honeywell has been clear that they would need more contracts in place before considering it. As an aside an activist shareholder firm"
X Link 2024-11-14T18:14Z [----] followers, 12.1K engagements

"Uranium price rallied 7x in [--] months (post the Cigar Lake flood) Ben (Finegold) and I now believe the Cigar Lake moment is here again. Nick Lawson CEO Ocean Wall👇 #Nuclear powered by #Uranium Late on Friday afternoon the news that Russia has made good on their previous threat from September to introduce an export ban on $uranium to the US saw the spot price move $3 higher. It provided the largest positive daily move in the spot price since January when Kazatomprom https://t.co/nUKQs6c1uR Late on Friday afternoon the news that Russia has made good on their previous threat from September to"
X Link 2024-11-17T15:59Z [----] followers, 35.7K engagements

"Tenex Force Majeure. Article doesnt use that word but thats clearly the net effect here if they are unable to get export licenses from their own country. #Uranium Tenex has no license to export EUP to the US. Russian export ban seems broad and for real. #NuclearPower #NuclearEnergy #uranium https://t.co/CyKhrURfor Tenex has no license to export EUP to the US. Russian export ban seems broad and for real. #NuclearPower #NuclearEnergy #uranium https://t.co/CyKhrURfor"
X Link 2024-11-18T23:28Z [----] followers, 15.8K engagements

"Although many use it daily those who know me best may note that I havent hit this particular button since [----]. Ready 🚀 #Uranium"
X Link 2024-11-19T17:39Z [----] followers, 14.8K engagements

"Why the market outlook for Uranium is unassailable if you apply a decent time horizon: Last week the principals at Ocean Wall @oceanwall2 called the Russian Uranium Export Ban A Cigar Lake Moment. Lets examine that statement. The Cigar Lake Mine flooded on October [--] [----]. At that time the mine was not even in production yet - but was expected to produce 10% of the worlds #Uranium beginning in [----]. For context there was no supply deficit at the time however replacement rate contracting (contracting above 180m/lbs/yr) had begun in [----] and Uranium prices were steadily rising. So ultimately"
X Link 2024-11-25T15:16Z [----] followers, 12.3K engagements

"❗13:10 mark: Kazatomprom and Cameco will both tell you they are SOLD OUT in the near term [----] onward is still healthy (ie available) but if you need material before that youll have to rely on traders. #Nuclear #Uranium Per Jander WMC Energy https://youtu.be/LgfKH74VWwAsi=DmbMNIb9ufq4hdkz https://youtu.be/LgfKH74VWwAsi=DmbMNIb9ufq4hdkz"
X Link 2024-11-27T14:04Z [----] followers, 23K engagements

"Catalysts I was asked why recent catalysts in the #Uranium Sector havent had an immediate positive impact on stock prices and Spot U prices Apologies for the length of this but it takes a minute to explain 30-years of inertia disrupted by three key events in the last [--] days. Russia (Rosatom/Tenex) has been a reliable one-stop shop for inexpensive enrichment & conversion for [--] years aided by inexpensive uranium from nearby Kazatomprom. Now lets zoom-in. A 30-year process gets disrupted: The Prohibiting Russian Uranium Import Bill was signed into US law on 5-14-24. However because it offered"
X Link 2024-12-13T16:42Z [----] followers, 19.3K engagements

"Going all out Indonesia plans [--] reactors #Nuclear powered by #Uranium. h/t @hcrubin2009 Indonesia is making bold strides toward net-zero emissions by [----] with plans to build [--] nuclear power plants. The first project is set to be developed by US-based ThorCon on Kelasa Island in Bangka Belitung province. This initiative marks a significant shift in Southeast https://t.co/uEWFSyHBEt Indonesia is making bold strides toward net-zero emissions by [----] with plans to build [--] nuclear power plants. The first project is set to be developed by US-based ThorCon on Kelasa Island in Bangka Belitung"
X Link 2024-12-17T17:16Z [----] followers, 16.8K engagements

"WOW😳 What a night for large nuclear in North America Go Westinghouse AP1000s 🎉 See also my note earlier about The Nuclear Company. #Nuclear powered by #Uranium. 🐳📰Today Westinghouse signed a C$20 Billion deal with Aecon with goal of accelerating construction of a fleet of AP1000 #Nuclear reactors in #Canada each 4-reactor plant mobilizing [----] local workers adding $28.7B to Canada's GDP🏎💰⚛🏗👷🤠🐂#Uranium https://t.co/XzmTQ7GnOh 🐳📰Today Westinghouse signed a C$20 Billion deal with Aecon with goal of accelerating construction of a fleet of AP1000 #Nuclear reactors in #Canada each"
X Link 2024-12-20T03:50Z [----] followers, 11.4K engagements

"If people only understood👇: A 30-year supply chain has been disrupted and wont be back. The magnitude will be felt shortly. #Uranium 👆It seems Atlantic Project II left St. Petersburg without EUP: "Another shipment of Russian enriched uranium has failed to depart St. Petersburg this week" https://t.co/BZbVNwZvZV 👆It seems Atlantic Project II left St. Petersburg without EUP: "Another shipment of Russian enriched uranium has failed to depart St. Petersburg this week" https://t.co/BZbVNwZvZV"
X Link 2024-12-21T05:00Z [----] followers, 39.2K engagements

"My prediction for 2025: At least eight new large reactor builds will be announced for North America. #Nuclear powered by #Uranium. Our advanced AP1000 reactors are designed to help countries meet their #CleanEnergy goals. A single AP1000 unit can produce [---] GW of electricity equal to removing [--] million cars from the road. Learn more: https://t.co/jl2eODZkmM https://t.co/KFFG2UEJpR Our advanced AP1000 reactors are designed to help countries meet their #CleanEnergy goals. A single AP1000 unit can produce [---] GW of electricity equal to removing [--] million cars from the road. Learn more:"
X Link 2024-12-26T17:49Z [----] followers, 34.1K engagements

"✋As of today #Uranium Produced by KAP and its JVs from around the world will be subject to the Mineral Extraction Tax (MET) starting at 9% and going much higher based on volume in [----]. Imo in a supply deficit environment these fees will be immediately passed along to #Nuclear Utilities in the form of higher prices. See link for volume sliding scale. BTW this should benefit even non-KAP producers as theyll no doubt raise prices. https://www.kazatomprom.kz/en/media/view/kazatomprom_soobshchaet_ob_izmenenii_stavki_naloga_na_dobichu_poleznih_iskopaemih"
X Link 2025-01-01T19:32Z [----] followers, [----] engagements

"The biggest story in #Uranium has actually been overshadowed by todays news so lets highlight it AGAIN: Both SWU and CONVERSION Services closed [----] at all-time record high prices driven by demand from fuel buyers whose supply was disrupted (after [--] years of business as usual) by the Russian export ban that occurred JUST SIX WEEKS AGO. All that Conversion buying has now contractually obligated Utilities to provide U3O8. This material may come from inventories borrowing or spot buying but regardless - it will need to be replaced which will hasten term contracting in [----]. How do I know it is"
X Link 2025-01-02T16:30Z [----] followers, 16.5K engagements

"A Super-KEY #Uranium Comment: Enrichment and Conversion are already at Replacement Rate. Grant Isaac EVP/CFO Cameco Speaking at Goldman Sachs Energy Conference (yesterday.) Grant shares this nugget near the end of this must-listen webcast (free replay link below👇.) As Ive been pounding the table for two months: Utilities first buy Enrichment Services then Conversion Services then Uranium which is the PRODUCT (not a Service) thats necessary for the Enricher and Converter to perform the service on in order to make it usable for final fuel fabrication. Until now I have pointed out"
X Link 2025-01-09T17:22Z [----] followers, 22.1K engagements

"💥Based on todays sanctions I think we can stop tracking EUP #Uranium shipments from as there will be NO export licenses granted. Game over.👇 The #US sanctions #Rosatom CEO #uranium https://t.co/9PPNugpFEN The #US sanctions #Rosatom CEO #uranium https://t.co/9PPNugpFEN"
X Link 2025-01-10T20:30Z [----] followers, 11.8K engagements

"Upstream will begin to pull (U3O8) to par. Nick Lawson Ocean Wall What does that mean As I have been pounding the table - the surge in demand and subsequent higher prices for conversion and enrichment services will result in higher #uranium demand and higher prices. Uranium prices hit record as thirsty AI data centres add to market squeeze https://t.co/SwDu1Az9Cr The @FT have adapted our @oceanwall2 chart showing enriched #uranium is +500% since Russias invasion. U3O8 has significantly lagged and this is the interesting part of the https://t.co/jtgB2s2fN1 Uranium prices hit record as thirsty"
X Link 2025-01-11T16:02Z [----] followers, 22.5K engagements

"Wow. Just imagine if Saudi Arabia said: We expect our resources to deplete faster than we expect new discoveries and then illustrated that out to [----] THATS WHAT the Saudi Arabia of #Uranium mining (Kazatomprom) JUST SAID👇 Holy ⚠ Kazatomprom $KAP has now added its updated #Uranium #mining Development Strategy for 2025-2034📜⚛⛏ into a new January [----] Investor Handout showing generally flat production in #Kazakhstan for the next several years➡ followed by steady decline as mines are depleted.🤠🐂 https://t.co/ACDR1tfOcJ ⚠ Kazatomprom $KAP has now added its updated #Uranium #mining Development"
X Link 2025-01-17T14:34Z [----] followers, 14.2K engagements

"If you were not already falling off your chair this morning. S&P says Navoi (Uzbekistan) only has [--] years of #Uranium reserves left. @leggett_john Same for Uzbekistan John https://t.co/gKVm6ELSb2 @leggett_john Same for Uzbekistan John https://t.co/gKVm6ELSb2"
X Link 2025-01-17T14:49Z [----] followers, 24.4K engagements

"China will need to be buying 140m lbs of #uranium per year by [----] just to maintain current inventory levels on a five year rolling average. Mike Alkin CIO Sachem Cove https://youtu.be/7ssLrl6YO4Asi=Y7r3ee3882qhN-ua https://youtu.be/7ssLrl6YO4Asi=Y7r3ee3882qhN-ua"
X Link 2025-01-21T18:38Z [----] followers, [----] engagements

"Another day. Another $600 Million Investment in advanced #nuclear fuel design. We couldnt even dream of headlines like this a few years ago. #Uranium https://world-nuclear-news.org/articles/ge-vernova-to-invest-in-north-carolina-fuel-operations https://world-nuclear-news.org/articles/ge-vernova-to-invest-in-north-carolina-fuel-operations"
X Link 2025-01-31T16:53Z [----] followers, 10.4K engagements

"When Steve Penny says #Uranium is his favorite sector for [----] (during a PM up-cycle) it surprises even me so take notice.👇 ☢I don't know where all the previous #uranium bulls are now but a current one is standing right here. I sold the Nov' [--] and Jan '24 peaks and am once again bullish w/ #U3O8 being my favorite sector for [----]. Dear #Silver / #Gold Speculators Meet #Uranium. I think you ☢I don't know where all the previous #uranium bulls are now but a current one is standing right here. I sold the Nov' [--] and Jan '24 peaks and am once again bullish w/ #U3O8 being my favorite sector for"
X Link 2025-02-04T13:40Z [----] followers, 13.3K engagements

"#Uranium supply (lack thereof) is the biggest risk to US #Nuclear leadership. Center for Strategic and International Studies. https://www.csis.org/analysis/fueling-future-recommendations-strengthening-us-uranium-security https://www.csis.org/analysis/fueling-future-recommendations-strengthening-us-uranium-security"
X Link 2025-02-06T15:32Z [----] followers, 12K engagements

"Demand vs supply has never been better than at any time in the history of the commercial #uranium market. Grant Isaac CFO Cameco $CCJ https://youtu.be/HhvxzE6v8Posi=JRRAxYdBX862eoyB https://youtu.be/HhvxzE6v8Posi=JRRAxYdBX862eoyB"
X Link 2025-02-07T14:08Z [----] followers, 25.8K engagements

"Take [--] seconds to hear pro-nuclear conviction oozing from the new Secretary of Energy Thats #Nuclear powered by #Uranium. Buckle up 🗣"The long talked about #Nuclear Renaissance it's finally going to happen😃 That is a priority for me personally and President #Trump's administration"🚀⚛🏗👷 new #Energy Secretary Christopher Wright tells @CNBC🤠🐂 #Uranium #RideTheNuclearWave 🌊🏄 https://t.co/Drq9NItbFW 🗣"The long talked about #Nuclear Renaissance it's finally going to happen😃 That is a priority for me personally and President #Trump's administration"🚀⚛🏗👷 new #Energy Secretary"
X Link 2025-02-09T14:53Z [----] followers, 13.2K engagements

"Excellent 🧵. This chart still takes my breath away - Kazatomprom publicly admitting that in only [--] years their production may well be around half what it is today and thats after factoring-in significant exploration results. 🤯 #Nuclear powered by #Uranium 1/ $KAP You have a value over volume strategy. You are the dominant global #uranium producer in a market that is massive structurally undersupplied. Your resources are depleting. If you cut production you could make it all up on price. Whats your move No brainer for $KAP to https://t.co/wDbMPTDyLI 1/ $KAP You have a value over volume"
X Link 2025-02-11T20:10Z [----] followers, [----] engagements

"There he goes with this again About [--] Months ago I was asked in an interview: What inning are we in (in the #Uranium bull cycle.) My reply: Weve all been early - the national anthems are still playing. The game begins when we reach Replacement Rate Term Contracting of 180m lbs+ per year thats inventory restocking. Study the last cycle: [--] to [--] we saw above 180m lbs five times (non-consecutive.) And Spot didnt peak until the THIRD year of the RR Cycle. If you are frustrated as heck I get it go trade something else but keep an eye on the term contracting number: In Jan [--] it was 17m. Listen"
X Link 2025-02-18T15:07Z [----] followers, 26.6K engagements

"What happens with Enriched #Uranium for US Utilities if the war ends and most sanctions are summarily lifted In line with Cameco comments on the topic and general consensus in the sector - very little is likely to materially change. That said I wont even guess what investor sentiment would do or how under-informed speculators will behave. So lets go over why very little would be likely to materially change: [--]. The Prohibiting Russian Uranium Imports Law is not a Sanction it cannot be lifted by Executive Order it would require Congressional repeal of a law that passed with unanimous bipartisan"
X Link 2025-02-20T18:21Z [----] followers, [----] engagements

"Insightful point: Utilities dont react to headlines. If something happens at a mine in Kazakhstan - they dont react they dont day-trade #Uranium and yet retail traders act as if thats what Utilities do. Chris Forstad Purepoint Uranium supply is lagging demandbig time Miners cant ramp up fast enough and utilities havent secured enough fuel. Expect a supply crunch & price surge ahead. #NuclearEnergy https://t.co/y0wJLlb59V Uranium supply is lagging demandbig time Miners cant ramp up fast enough and utilities havent secured enough fuel. Expect a supply crunch & price surge ahead. #NuclearEnergy"
X Link 2025-02-23T15:05Z [----] followers, [----] engagements

"Cameco borrowing pounds from customers is not all that unusual right Isnt this just one of those We have many levers we can pull. Things #Uranium Cameco https://t.co/nKlHWrDIiY https://t.co/qs3GeaB0YH Cameco https://t.co/nKlHWrDIiY https://t.co/qs3GeaB0YH"
X Link 2025-03-10T14:40Z [----] followers, 10.3K engagements

"If youre not a @uraniuminsider Member I just wanted to mention that they have developed their own new exhaustive quantitative & qualitative Supply/Demand Model out to [----]. Heck it takes [--] minutes just to go through the high-level assumptions that drive it. They also recently introduced a purely quantitative rules-driven Fear/Greed Chart (I dont recall the exact name) that shows macro-U-Miners overbought/oversold conditions at-a-glance. No one has asked me to make this post or compensated me in any way - just sharing that I personally find these new additions and my overall membership"
X Link 2025-03-23T16:40Z [----] followers, 15.2K engagements

"Three Japanese Reactors getting life extensions. #Nuclear powered by #Uranium Japan: Fukui Gov. OKs Continued Operations of Aging Reactors; https://t.co/G8iyToKOKS #NuclearEnergy #NuclearPower #CleanEnergy Japan: Fukui Gov. OKs Continued Operations of Aging Reactors; https://t.co/G8iyToKOKS #NuclearEnergy #NuclearPower #CleanEnergy"
X Link 2025-03-25T00:03Z [----] followers, [----] engagements

"Your weekend #Uranium #Nuclear fuel lesson. A solid hour of insights from Mike Alkin w excellent questions from @ErikSTownsend https://podcasts.apple.com/us/podcast/macro-voices/id1079172742i=1000702068840 https://podcasts.apple.com/us/podcast/macro-voices/id1079172742i=1000702068840"
X Link 2025-04-05T14:02Z [----] followers, 32.5K engagements

"BREAKING: Exec Order re #Uranium. White House mandates Section [---] Investigation into the national security vulnerabilities of relying on foreign suppliers of Critical Materials and derivative products including Uranium (section [--] item a.) #Nuclear https://www.whitehouse.gov/presidential-actions/2025/04/ensuring-national-security-and-economic-resilience-through-section-232-actions-on-processed-critical-minerals-and-derivative-products/"
X Link 2025-04-16T01:54Z [----] followers, 33.3K engagements

"Youre going to need a lot of #Uranium CNBC Fast Money"
X Link 2025-05-09T21:43Z [----] followers, 40.1K engagements

"#Uranium on CNBC Fast Money"
X Link 2025-05-23T21:49Z [----] followers, [----] engagements

"Thrilled to be wrong by double In Dec👇I predicted At least eight new large #Nuclear reactor builds would be announced for North America in [----]. On Jan [--] announced [--] to [--] large reactors planned for Port Hope and now a Exec Order announces [--] more. #Uranium🥂 My prediction for 2025: At least eight new large reactor builds will be announced for North America. #Nuclear powered by #Uranium. My prediction for 2025: At least eight new large reactor builds will be announced for North America. #Nuclear powered by #Uranium"
X Link 2025-05-25T14:04Z [----] followers, 14.4K engagements

"New video The markets have yet to wake up to the structural supply deficit in #Uranium. Mike Alkin CIO Sachem Cove https://youtu.be/Im2zvH5tvlEsi=4oz4YgfK_uNi_f7R https://youtu.be/Im2zvH5tvlEsi=4oz4YgfK_uNi_f7R"
X Link 2025-06-11T16:13Z [----] followers, [----] engagements

"Did you know the World Bank hasnt funded a #Nuclear deal since [----] Lifting the ban is huge and has far reaching implications - especially in developing countries. (#uranium) The World Bank will now provide financing to worthy nuclear energy projects. That is a huge deal for the developing world and for the suppliers in the developed world. It reverses a policy that has been in place since [----] when Castro took over Cuba and an aging blogger The World Bank will now provide financing to worthy nuclear energy projects. That is a huge deal for the developing world and for the suppliers in the"
X Link 2025-06-12T12:16Z [----] followers, 10.4K engagements

"Woah 🤯 [------] lbs of #Uranium now permanently sequestered from #Nuclear Utilities who will soon kick themselves for not being more proactive Obviously Per Jander started sourcing material well ahead of the deal close. BooYah 👻 Ka-Boom💥Today @Sprott Physical #Uranium Trust issued 11.6M shares for $200 Million😃and stacked [------] lbs #U3O8🎆🛒as its NAV soared $341M to $5.32B💰 #SPUT now holds $183M cash🪙 closing at a -4.47% Discount to NAV🤨 Spot: $76.90🤠🐂 #Nuclear #StackingDay Let's go🌊🏄 https://t.co/Anqp8rHy7f Ka-Boom💥Today @Sprott Physical #Uranium Trust issued 11.6M shares for"
X Link 2025-06-20T23:48Z [----] followers, [----] engagements

"🤯🤯🤯🤯 Application submitted to build FOUR Westinghouse AP1000 large reactors in Amarillo. Was that on anyones Bingo Card #Nuclear powered by #Uranium Breaking🎆😲 US Fermi America to announce its application to build [--] new [--] Gigawatt #Nuclear reactors to power worlds largest #AI datacenter campus in #Texas to be named the Donald. J. Trump Advanced #Energy and Intelligence Campus⚛🏗👷🤠🐂#Uranium🌊🏄https://t.co/8nKz7QM9lK Breaking🎆😲 US Fermi America to announce its application to build [--] new [--] Gigawatt #Nuclear reactors to power worlds largest #AI datacenter campus in #Texas to be named"
X Link 2025-06-26T16:35Z [----] followers, [----] engagements

"Even if you didnt preregister you can still dive right into viewing todays free online #Uranium Conference. (#nuclear energy.) https://youtu.be/1WkP1FDE2DAsi=9Qld337mat8O3GrV https://youtu.be/1WkP1FDE2DAsi=9Qld337mat8O3GrV"
X Link 2025-06-27T12:13Z [----] followers, 20.3K engagements

"Comments from the #Uranium Conf: Per Jander WMC China is contacting out to [----] & he predicted spot $100 by year end. Dasan (Kazatomprom) Western Utilities behaving IRRATIONALLY whereas China is walking the walk despite not even signing the pledge to triple nuclear Uranium is precious - like air. Basically he IMPLIED in a number of ways Contract soon or risk being left out. Even if you didnt preregister you can still dive right into viewing todays free online #Uranium Conference. (#nuclear energy.) https://t.co/Mt60Z7tVx9 Even if you didnt preregister you can still dive right into viewing"
X Link 2025-06-27T16:15Z [----] followers, 10.7K engagements

"The #Uranium deficit is rapidly approaching - its obvious to everyone. Dastan Kosherbayev Kazatomprom https://kz.kursiv.media/en/2025-07-03/engk-yeri-west-faces-nuclear-fuel-squeeze-as-kazakh-uranium-giant-warns-of-shortages/ https://kz.kursiv.media/en/2025-07-03/engk-yeri-west-faces-nuclear-fuel-squeeze-as-kazakh-uranium-giant-warns-of-shortages/"
X Link 2025-07-04T11:15Z [----] followers, 17.9K engagements

"🎸 Way down younder on the Chattachoochee (GA) where Im not bloody selling any Uranium. 🍻"
X Link 2025-07-06T16:38Z [----] followers, [----] engagements

"And so it begins Breaking💥🔨 Korea Hydro & #Nuclear Power Ltd posts public Invitation to Tender for 10-year #Uranium supply contract (2027-2036) of 4000t #U3O8 (8.8 Million lbs) 30% fixed price +70% spot referenced with max $65/lb floor and $101/lb ceiling🧾⚛⛏🤠🐂 https://t.co/LI3GxgD8Rh https://t.co/q72ILKD4Rq Breaking💥🔨 Korea Hydro & #Nuclear Power Ltd posts public Invitation to Tender for 10-year #Uranium supply contract (2027-2036) of 4000t #U3O8 (8.8 Million lbs) 30% fixed price +70% spot referenced with max $65/lb floor and $101/lb ceiling🧾⚛⛏🤠🐂 https://t.co/LI3GxgD8Rh"
X Link 2025-08-05T17:20Z [----] followers, [----] engagements

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