# ![@AlLouigi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::904203890782035970.png) @AlLouigi AL

AL posts on X about ai, china, kazakhstan, commodities the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::904203890782035970/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::904203890782035970/c:line/m:interactions.svg)

- [--] Week [-----] -56%
- [--] Month [------] +2.90%
- [--] Months [-------] +2,517%
- [--] Year [-------] +509%

### Mentions: [--] [#](/creator/twitter::904203890782035970/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::904203890782035970/c:line/m:posts_active.svg)

- [--] Week [--] -67%
- [--] Month [--] -1.20%
- [--] Months [---] +1,477%
- [--] Year [---] +1,383%

### Followers: [-----] [#](/creator/twitter::904203890782035970/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::904203890782035970/c:line/m:followers.svg)

- [--] Week [-----] +0.09%
- [--] Month [-----] +5.20%
- [--] Months [-----] +96%
- [--] Year [-----] +122%

### CreatorRank: [---------] [#](/creator/twitter::904203890782035970/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::904203890782035970/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  46% [countries](/list/countries)  31% [stocks](/list/stocks)  11% [technology brands](/list/technology-brands)  9% [social networks](/list/social-networks)  4% [cryptocurrencies](/list/cryptocurrencies)  2% [travel destinations](/list/travel-destinations)  2% [exchanges](/list/exchanges)  1% [financial services](/list/financial-services)  1%

**Social topic influence**
[ai](/topic/ai) 16%, [china](/topic/china) 14%, [kazakhstan](/topic/kazakhstan) #372, [commodities](/topic/commodities) 13%, [longterm](/topic/longterm) 9%, [uranium](/topic/uranium) 9%, [$myruf](/topic/$myruf) 9%, [in the](/topic/in-the) 8%, [market](/topic/market) 7%, [russia](/topic/russia) 7%

**Top accounts mentioned or mentioned by**
[@youtube](/creator/undefined) [@josephsomsel](/creator/undefined) [@cbystender](/creator/undefined) [@myriaduranium](/creator/undefined) [@praisekek](/creator/undefined) [@iea](/creator/undefined) [@quakes99](/creator/undefined) [@anfieldenergy](/creator/undefined) [@orsonscottcard](/creator/undefined) [@genejchan](/creator/undefined) [@miningonline](/creator/undefined) [@gloffelhardt](/creator/undefined) [@hcrubin2009](/creator/undefined) [@vonbrucken](/creator/undefined) [@sonicsharesetfs](/creator/undefined)

**Top assets mentioned**
[Cameco Corporation (CCJ)](/topic/$ccj) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [BABB (BAX)](/topic/$bax) [Uranium Energy Corp. (UEC)](/topic/$uec) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Denison Mines Corp (DNN)](/topic/$dnn) [Union Pacific Corporation (UNP)](/topic/union-pacific) [IsoPlexis Corporation (ISO)](/topic/$iso) [Pentagon Games (PEN)](/topic/$pen) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [The Official [--] Coin (89) (89)](/topic/$89)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Past/Completed Events (Late January 2026) Global X Uranium ETF ($URA) semi-annual rebalancing (completed by close on January [--] 2026) The Solactive Global Uranium & Nuclear Components Index added three new holdings: Anfield Energy ($AEC) Atomic Eagle ($AEU) and Peninsula ($PEN). $URA adjusted its portfolio to align with the updated index weightings. Post-rebalancing top holdings include Cameco (23%) Oklo (8%) Uranium Energy Corp ($UEC 6.7%) NexGen (6.3%) Sprott Physical Uranium Trust (4.7%) and Kazatomprom GDRs (4.5%). The rebalancing triggered some volatility but $URA hit new highs in late"  
[X Link](https://x.com/AlLouigi/status/2018014023359299977)  2026-02-01T17:30Z [----] followers, [---] engagements


"Retiring coal plants Turn them into advanced nuclear sites: 300+ locations 650+ high-paying jobs each massive emissions cuts and big cost savingsall powered by #uranium. Clean energy win for America ⚛ #NuclearNow #Nuclear DOE: Converting retiring coal plants to nuclear could be a major win for U.S. energy communities. 30% of coal plants retiring by 2035sites can be reused 300+ locations suitable for advanced reactors 650+ high-paying jobs per site Up to 35% construction https://t.co/4e4TA5gOow DOE: Converting retiring coal plants to nuclear could be a major win for U.S. energy communities."  
[X Link](https://x.com/AlLouigi/status/2020854432791945223)  2026-02-09T13:36Z [----] followers, [----] engagements


"$BOAT reflects real strength in the global shipping industry tracking companies that move goods and raw materials by sea. 📦🚢 $BDRY by contrast tracks dry bulk freight futures a more direct freight-rate play. BOATs rise alongside BDRY leadership shows physical trade demand and shipping economics are tightening not just a fleeting market move. https://twitter.com/i/web/status/2012377538769666488 https://twitter.com/i/web/status/2012377538769666488"  
[X Link](https://x.com/AlLouigi/status/2012377538769666488)  2026-01-17T04:12Z [----] followers, [---] engagements


"Urgency is the tell. Camecos message on nuclear has shifted from maybe to must do it now driven by climate energy security and national security. And when the U.S. restarts/expands new-build activity it creates a global permission structure for others to accelerate. Also important: Cameco isnt playing the spot tape. They stress the uranium spot market is thin/discretionary with little near-term end-user demand flowing through it. Best line of the talk: Weve run out of $20 uranium $60 uranium and are running out of $80 uranium. Translation: the next tier of supply (including tougher/greenfield"  
[X Link](https://x.com/AlLouigi/status/2014523122209169457)  2026-01-23T02:18Z [----] followers, [----] engagements


"Uranium isnt just riding AI demand its wired for volatility. What gets missed: No centralized exchange opaque pricing Long-term contracts dominate delayed price discovery Tiny spot market outsized squeezes Utilities are price-insensitive fuel gets bought regardless Enrichment is the real choke point (Russia 44%) This market isnt set up for smooth cycles. Its built for spikes. Not speculation. Mechanics. ⚛📈 #Uranium #NuclearEnergy #EnergySecurity #Commodities #FuelCycle 🫸Move Over #Silver: #Uranium Emerges as the Next Big Trade📈⚛⛏🐳 "As silver continues its impressive run a more scarce and"  
[X Link](https://x.com/AlLouigi/status/2016932530482794696)  2026-01-29T17:52Z [----] followers, [---] engagements


"Just caught this eye-opening vid from VRIC [----] on the resource explosionuranium gold & silver aren't just hedging inflation; they're fueling AI's infinite scalability & defense mega-spend Secular bull incoming: U up 500% since lows Au/Ag smashing records. Strap in #Silver #Gold #Uranium Trump Just Changed the Game for #Uranium & Gold https://t.co/nBBWziPf8p via @YouTube Trump Just Changed the Game for #Uranium & Gold https://t.co/nBBWziPf8p via @YouTube"  
[X Link](https://x.com/AlLouigi/status/2017446485999190044)  2026-01-31T03:54Z [----] followers, [---] engagements


"Boom indeed 🚀 Now eyes on $KAP this week their Q4 '25 / [----] guidance update (due by Feb 2) should confirm that 10% production cut from prior plans. If they stick to 'value-over-volume' and no big ramp-up that's rocket fuel for the deficit narrative. ⚛⛏🤠 #Uranium #KAP #Nuclear Boom💥 Long-term #Uranium price has hit its highest level since April 2008🌋💲 as #Nuclear fuel consultants TradeTech report a +$3 surge to $90/lb #U3O8🎆🍾🥳 Averaged with UxC's $88 Cameco will post $89 Up +$2.50 as their January Long-term Uranium Price.💲⚛⛏ Yee-Haw🤠🐂 https://t.co/Ykjy7X2GmQ Boom💥 Long-term"  
[X Link](https://x.com/AlLouigi/status/2017839437879579107)  2026-02-01T05:56Z [----] followers, [----] engagements


"In case you missed it Canadas mining labour shortage is real Cameco $CCJ already cut [----] guidance partly due to development delays & worker shortages. This is worth watching on their Feb [--] Q4 earnings call. Tight labour slower ramp-ups tighter supply still bullish for uranium longer-term. #URANIUM @PraiseKek I think the bridge from potential to cash flow is very wide. Canada has a severe mining labor shortage now. Who is going to mine that uranium or how much more will these companies have to pay to recruit and keep talent https://t.co/5CbXc6mcN9 @PraiseKek I think the bridge from potential"  
[X Link](https://x.com/AlLouigi/status/2018072844840612163)  2026-02-01T21:23Z [----] followers, [----] engagements


"Reports out of Central Asia suggest growing U.S. influence over Kazakhstans rail/logistics network a key artery for uranium rare earths and Belt & Road trade. If true this isnt just infrastructure its supply-chain geopolitics. 🌍⚡🚆 #Uranium #Geopolitics #EnergySecurity Kazakhstan/ TITR . "The United States takes control of Kazakhstan's railways Kurmanov" https://t.co/mQQBvyg8Ok https://t.co/ruHxStwJhq Kazakhstan/ TITR . "The United States takes control of Kazakhstan's railways Kurmanov" https://t.co/mQQBvyg8Ok https://t.co/ruHxStwJhq"  
[X Link](https://x.com/AlLouigi/status/2018635092457910669)  2026-02-03T10:38Z [----] followers, [---] engagements


"@CBystender 🤣🤣 For the last [--] years 'false hope' turned into fat stacks Sure regret might come someday. Still riding this uranium wave higher. 🚀 #Uranium"  
[X Link](https://x.com/AlLouigi/status/2019077896699089241)  2026-02-04T15:57Z [----] followers, [---] engagements


"Canada China & India Kazakhstan China France & EU Africa unstable U.S. underproducing Result: Western utilities get squeezed. Once those pounds are locked up theyre gone. ⚛ #Uranium #EnergySecurity #Nuclear #Commodities https://t.co/2DQKPbF2GJ https://t.co/FgeSQjvAuL https://t.co/2DQKPbF2GJ https://t.co/FgeSQjvAuL"  
[X Link](https://x.com/AlLouigi/status/2019747524400070746)  2026-02-06T12:18Z [----] followers, [---] engagements


""Uranium is the last thing they think about." Cameco's Grant Isaac ⚛⛏ While the world scrambles for conversion/enrichment mined yellowcake sits undervalued. That ends soon. Prices to $200+ 📈 Thread below #U3O8 #NuclearEnergy $CCJ #Uranium 🚨A key point that Cameco President & COO Grant Isaac makes in this excellent new interview that all #Uranium investors should watch is that securing the mined yellow cake #U3O8 for making #Nuclear reactor fuel is generally speaking the last thing on a fuel buyer's mind.🤔 https://t.co/QsNbWHkaua 🚨A key point that Cameco President & COO Grant Isaac makes"  
[X Link](https://x.com/AlLouigi/status/2020195358588993756)  2026-02-07T17:58Z [----] followers, [----] engagements


"Kazakhstan's uranium acid fix Taiqonyr sulfuric acid plant (Kazatomprom JV w/ Ballestra tech) [------] tpa capacity full ops Q1 [----]. KAP needs 1.72.2M tonnes/year for ISL mining; this covers 40%+ slashing Russian import reliance & rail woes #Uranium #Kazatomprom #Nuclear Kazakhstan/Russia/Uzbekistan - Sulfuric acid Is the problem logistical in nature (tank cars/rail network) and not only due to the sheer volume of acid https://t.co/3c39HUrays Kazakhstan/Russia/Uzbekistan - Sulfuric acid Is the problem logistical in nature (tank cars/rail network) and not only due to the sheer volume of acid"  
[X Link](https://x.com/AlLouigi/status/2020502960753496207)  2026-02-08T14:20Z [----] followers, [---] engagements


"Kazakhstans uranium supply is chemically constrained not geologically constrained. Sulfuric acid availability is now a critical chokepoint and even with new plants coming online the system remains tight. This reinforces the idea that bringing uranium supply back is slower riskier and more fragile than headline production targets suggest. #uranium Kazakhstan - sulfuric acid https://t.co/dKjwt3KDPt https://t.co/L7Buszc3Ws Kazakhstan - sulfuric acid https://t.co/dKjwt3KDPt https://t.co/L7Buszc3Ws"  
[X Link](https://x.com/AlLouigi/status/2020510672870584447)  2026-02-08T14:50Z [----] followers, [----] engagements


"Yes Takaichi's LDP just clinched a 316-seat supermajority (316 LDP + [--] JIP coalition = [---] total). Historic landslide unlocks her pro-nuclear/defense agenda big tailwind for uranium restarts in Japan. ⚛📈 #Uranium #Nuclear "Critical Game-Changer": Market Implications As Takaichi Set For Super-Majority Win In Japanese Elections https://t.co/CfuBLiE6Dw "Critical Game-Changer": Market Implications As Takaichi Set For Super-Majority Win In Japanese Elections https://t.co/CfuBLiE6Dw"  
[X Link](https://x.com/AlLouigi/status/2020621087726580032)  2026-02-08T22:09Z [----] followers, [---] engagements


"Russia's temporary export ban on certain types of sulfur (raw/elemental sulfur) is still in effect until March [--] [----] after being extended in late December [----]. The goal: prioritize domestic supply for fertilizer production amid refinery issues and rising local demand. This indirectly tightens global sulfuric acid availability since Russia is a key supplier. Kazakhstan (world's #1 uranium producer via Kazatomprom) relies heavily on Russian sulfuric acid for in-situ leaching uranium mining. Acid shortages already forced production cuts in 2024-2025 and while [----] supplies look more stable"  
[X Link](https://x.com/AlLouigi/status/2020779150882009177)  2026-02-09T08:37Z [----] followers, [---] engagements


"IEA's new Electricity [----] report shows global power demand climbing driven by electrification and data centers. Big win for clean reliable baseload ⚛🌍 #uranium Boom💥⚛⚡🏗👷🌏 New @IEA report "Electricity 2026"📗 forecasts strong demand growth of over 3.5% per year thru 2030📈🔌 with #Nuclear supply rising +2.8%/yr globally & a massive +7.4%/yr in Asia Pacific region🎎 powered by #CarbonFree #Uranium🌞⛏🛢🤠🐂 https://t.co/6NTc2QQM3x https://t.co/WArKb0rkdx Boom💥⚛⚡🏗👷🌏 New @IEA report "Electricity 2026"📗 forecasts strong demand growth of over 3.5% per year thru 2030📈🔌 with #Nuclear"  
[X Link](https://x.com/AlLouigi/status/2020787032620958078)  2026-02-09T09:09Z [----] followers, [---] engagements


"#uranium $ASPI Exactly gang. Exactly gang"  
[X Link](https://x.com/AlLouigi/status/2021634135597449488)  2026-02-11T17:15Z [----] followers, [----] engagements


"@quakes99 India's [---] GW push is massive demand rocket fuel With Carney poised to sign that $2.8B 10-yr deal in March more Saskatchewan U diverted East tightens Western supply even more for the US. Bullish for domestic miners like $URG ⚛⛏ #Uranium"  
[X Link](https://x.com/AlLouigi/status/2018045695723266465)  2026-02-01T19:36Z [----] followers, [---] engagements


"#uranium $aspi $uuuu Breaking⚡📰 Producers of #RareEarths and other #CriticalMinerals required by US industry are getting a boost this morning💰⛏ as #Trump to launch $12 Billion "Project Vault" Critical Mineral Stockpile Program to Blunt Reliance on #China🤠🐂#Uranium 🌊🏄https://t.co/fWJLyElgm9 Breaking⚡📰 Producers of #RareEarths and other #CriticalMinerals required by US industry are getting a boost this morning💰⛏ as #Trump to launch $12 Billion "Project Vault" Critical Mineral Stockpile Program to Blunt Reliance on #China🤠🐂#Uranium 🌊🏄https://t.co/fWJLyElgm9"  
[X Link](https://x.com/AlLouigi/status/2018331183205982397)  2026-02-02T14:30Z [----] followers, [----] engagements


"🚨 Kazakhstan's grabbing more "excess profits" from uranium & gold miners with [----] tax hikestiered MET up to 18% on uranium (plus surcharges over $70-110/lb U3O8) and 7.5-11% on gold. Big twist: It slashes incentives for aggressive output ramps hitting large producers hardest. Kazatomprom already signaling 10% production cut for [----] (5% of global supply gone). Less supply elasticity + rising nuclear demand = sustained higher uranium prices ahead. State tightening control over critical minerals. Bullish for U #Uranium #KazakhstanMining #NuclearEnergy #CommodityMarkets Kazakhstan"  
[X Link](https://x.com/AlLouigi/status/2021170221877178526)  2026-02-10T10:31Z [----] followers, [---] engagements


"Kazakhstans mining sector is entering a hard pivot after [----] and its bigger than just taxes. 🪨 Access to resources now tied to processing investment & local value-add ⚙ Shift from raw-export model resource-technology model ⚛ Uranium copper battery metals & rare earths driving the next cycle 🌍 West vs China competition intensifying around supply chains 💰 Higher taxes + energy costs = margin pressure but strategic capital still flowing The real signal: Kazakhstan wants to move up the value chain while Western buyers lock in alternative critical-mineral supply. Less volume growth. More"  
[X Link](https://x.com/AlLouigi/status/2021610979730010606)  2026-02-11T15:43Z [----] followers, [---] engagements


"Kazakhstan just reshaped uranium economics and the market may be underestimating it. New [----] tax framework introduces: ⚛ Tiered uranium production taxes (4% 18% as output rises) 📈 Extra surcharges tied directly to UO price levels 🏛 Clear shift toward excess profit capture by the state What it really means: Large producers & JVs feel the most pressure State control over strategic minerals increases Supply growth becomes more price-sensitive Higher incentive prices may be required for new production Less cheap pounds. More geopolitical leverage. #uranium #Kazakhstan #commodities #nuclear"  
[X Link](https://x.com/AlLouigi/status/2021633113240088745)  2026-02-11T17:11Z [----] followers, [---] engagements


"$BAX chart screaming divergence Price in a multi-year downtrend under that red line ($38 to $20) but OBV is stabilizing w/ higher lowsclassic bullish signal of accumulation amid weakness. Starting a long setup here; sellers exhausted Earnings catalyst soon. Thoughts #BAX #Stocks #Investing https://twitter.com/i/web/status/2017449438533308910 https://twitter.com/i/web/status/2017449438533308910"  
[X Link](https://x.com/AlLouigi/status/2017449438533308910)  2026-01-31T04:06Z [----] followers, [---] engagements


"$BAX trading $22 after dividend cut to $0.01 management betting big on deleveraging & growth. If they stabilize margins and deliver on new products this could be undervalued turnaround gold. Community fair values up to $44 Watching earnings today. #BAX #ValueInvesting https://simplywall.st/stocks/us/healthcare/nyse-bax/baxter-international/news/is-baxter-bax-turning-its-token-dividend-into-a-test-of-itsutm_medium=article&utm_source=robinhood"  
[X Link](https://x.com/AlLouigi/status/2021895765698715858)  2026-02-12T10:34Z [----] followers, [---] engagements


"AI and electricity are inseparable. You cant scale one without securing the other. Thats why power is moving from the grid to the balance sheet and from spot markets to long-term fuel. ⚛⚡ #AI #Energy #Infrastructure #Nuclear 💥 #BoomAlert #uranium 💥 TRUMP: "MICROSOFT $msft WILL MAKE MAJOR CHANGES BEGINNING THIS WEEK TO ENSURE AMERICANS DON'T PAY FOR THEIR POWER CONSUMPTION IN FORM OF HIGHER UTILITY BILLS." #nuclear #smr 💥 #BoomAlert #uranium 💥 TRUMP: "MICROSOFT $msft WILL MAKE MAJOR CHANGES BEGINNING THIS WEEK TO ENSURE AMERICANS DON'T PAY FOR THEIR POWER CONSUMPTION IN FORM OF HIGHER"  
[X Link](https://x.com/AlLouigi/status/2010886501064692000)  2026-01-13T01:27Z [----] followers, [---] engagements


"High short interest + reiterated $13 PT isnt bullish by default. But if ASPI decides to go to $13 it probably wont crawl there. Positioning compresses timelines. #uranium Cantor reiterates $13PT on ASPI as Short Interest hits all time high https://t.co/u2cKWP87cO Cantor reiterates $13PT on ASPI as Short Interest hits all time high https://t.co/u2cKWP87cO"  
[X Link](https://x.com/AlLouigi/status/2011384714188218577)  2026-01-14T10:27Z [----] followers, [---] engagements


"A pause at a higher altitude. #bdry As the #drybulk sector progresses into the first weeks of [----] the #market is entering what is traditionally the softest period of the year with seasonal patterns exerting their usual downward pressure on #freightrates across all segments. https://t.co/gyRHxW3SSU As the #drybulk sector progresses into the first weeks of [----] the #market is entering what is traditionally the softest period of the year with seasonal patterns exerting their usual downward pressure on #freightrates across all segments. https://t.co/gyRHxW3SSU"  
[X Link](https://x.com/AlLouigi/status/2011394735286415700)  2026-01-14T11:07Z [----] followers, [---] engagements


"The uranium market isnt tightening because of hype its tightening because the buffers are gone. Secondary supplies are being drained. Imports are getting riskier. New demand is arriving before new mines. When utilities move from spot to long-term at $100/lb price discovery wont be gradual. This is what late-cycle fuel security looks like. ⚛ #Uranium #Nuclear #EnergySecurity #AI #Commodities Is the US #Uranium Market about to Go #Nuclear in [----] LINK: https://t.co/87iiTatZAc #NuclearEnergy #energy #Commodity #Commodities #NuclearPower Is the US #Uranium Market about to Go #Nuclear in 2026"  
[X Link](https://x.com/AlLouigi/status/2011491484739256333)  2026-01-14T17:31Z [----] followers, [----] engagements


"Uranium spot is the tail not the dog and thats exactly why the next move can be violent. Spot can chop around $80 until contracting tightens visibly then the move is a step-change not a grind: $100+ becomes the base case with overshoots possible as the market resets rather than mean-reverts. ⚛📈 #URANIUM #URANIUM: The Supply Crisis Creating MILLIONAIRES - Chris Frostad GG Po. https://t.co/m1mTI2phVZ via @YouTube #URANIUM: The Supply Crisis Creating MILLIONAIRES - Chris Frostad GG Po. https://t.co/m1mTI2phVZ via @YouTube"  
[X Link](https://x.com/AlLouigi/status/2011612645451825329)  2026-01-15T01:33Z [----] followers, [----] engagements


"Canada sending more pounds to China means fewer pounds left when the West finally wakes up. #uranium 💥#BoomAlert #uranium 💥 China agreement to purchase #uranium from Canada #nuclear #smr 👀 👇 https://t.co/a4jQQdAtnX 💥#BoomAlert #uranium 💥 China agreement to purchase #uranium from Canada #nuclear #smr 👀 👇 https://t.co/a4jQQdAtnX"  
[X Link](https://x.com/AlLouigi/status/2011779430599807380)  2026-01-15T12:36Z [----] followers, [----] engagements


"#uranium #HODL $URNM $URNM continues to grind higher printing three consecutive weekly bullish continuation candles as price presses into its ascending resistance zone. From a structural and psychological standpoint this steady sequence of higher closes reflects sustained accumulation https://t.co/3mC25PxMVz $URNM $URNM continues to grind higher printing three consecutive weekly bullish continuation candles as price presses into its ascending resistance zone. From a structural and psychological standpoint this steady sequence of higher closes reflects sustained accumulation"  
[X Link](https://x.com/AlLouigi/status/2011888182212567265)  2026-01-15T19:48Z [----] followers, [---] engagements


"Uranium isnt a short-term trade its a structural energy theme. ⚛ Surging electricity demand from AI data centers and electrification is colliding with years of underinvestment in mine supply. Reactors are running harder restarts are accelerating and SMRs are adding steady new baseload demand. Supply cant move fast contracting cycles are long inventories are thinning and utilities are being pulled back into the market. #Uranium #NuclearEnergy #EnergySecurity #Commodities #PowerMarkets 'I think uranium is going to be a trend that's going to be with us for a long time': Taylor"  
[X Link](https://x.com/AlLouigi/status/2012147182292357499)  2026-01-16T12:57Z [----] followers, [----] engagements


"China didnt diversify uranium supply because Russia failed them. They diversified because their nuclear build-out outgrew any single supplier. Thats what happens when reactor construction scales faster than mining capacity. Now look at the U.S. New reactors SMRs uprates life extensions and AI-driven power demand all ramping at once. Domestic uranium supply is minimal. Secondary sources are drying up. Imports are tightening. The U.S. is walking straight into the same math problem that China is already solving. You dont diversify fuel supply after a shortage you do it because growth demands it."  
[X Link](https://x.com/AlLouigi/status/2012155445935227284)  2026-01-16T13:30Z [----] followers, [---] engagements


"Uranium isnt running out overnight but its becoming structurally scarce. Long lead times underinvestment and a global nuclear buildout are colliding. Kazakhstan now sits at the center of energy security. ⚛ (Worth the read 👇) #Uranium #NuclearEnergy #EnergySecurity #Commodities nice article: "Kazakhstan must currently balance demand politics and strategic resources." .In the event of geopolitical disruptions we could be left with a natural resource without a market" the political scientist believes. https://t.co/J1U4GSPPsg nice article: "Kazakhstan must currently balance demand politics and"  
[X Link](https://x.com/AlLouigi/status/2012266472052052327)  2026-01-16T20:51Z [----] followers, [---] engagements


"Section [---] reframes uranium as a national security asset not just a commodity. That shifts capital permitting and contracting behavior in favor of domestic supply. No instant tariffs. No overnight production. But a higher price floor longer-dated contracts and improved economics for U.S. producers. This is how early cycles start quietly. #Uranium #NuclearEnergy #EnergySecurity #CriticalMinerals 👋 @Anfield_Energy $AEC Welcomes President #Trumps Section [---] Proclamation on Processed #CriticalMinerals: Reinforcing #NationalSecurity Protections for Domestic #Uranium Production and the U.S."  
[X Link](https://x.com/AlLouigi/status/2012268835135525261)  2026-01-16T21:00Z [----] followers, [---] engagements


"This is bigger than copper. Data centers arent just buying power anymore theyre securing the entire physical stack: ⚡ Nuclear generation ⚛ Fuel supply 🔌 Copper and grid materials The AmazonRio Tinto deal isnt a commodity trade. Its vertical integration for AI-scale infrastructure. Tech is quietly becoming the energy and mining customer of first resort. #AI #Uranium #Copper #EnergySecurity #Nuclear #Infrastructure #DataCenters #Commodities https://twitter.com/i/web/status/2012305995398070435 https://twitter.com/i/web/status/2012305995398070435"  
[X Link](https://x.com/AlLouigi/status/2012305995398070435)  2026-01-16T23:28Z [----] followers, [----] engagements


"⚛ The 17-year uranium base is breaking. Metals & Miners calls this the next Big Fat Pitch a setup combining: 2B+ lb structural deficit U.S. policy floor under prices Inflationary tailwinds Decades of underinvestment This isnt a boombust cycle anymore. Its the repricing of baseload energy. #Uranium #NuclearEnergy #Commodities #EnergySecurity #Macro #Investing WHY URANIUM IS THE NEXT BIG FAT PITCH: A 17-Year Base 2+ Billion Pound Structural Deficit Fed Rocket Fuel and Perfect Timing https://t.co/J9pVkESdRe https://t.co/CLc61Hc3MJ WHY URANIUM IS THE NEXT BIG FAT PITCH: A 17-Year Base 2+ Billion"  
[X Link](https://x.com/AlLouigi/status/2012310197989990713)  2026-01-16T23:45Z [----] followers, [----] engagements


"Markets are quietly telling a story. Leadership right now sits in: Uranium / nuclear ( $URNM $URNJ) Copper & industrial metals ( $COPX $XME) Shipping / dry bulk ( $BDRY ) Silver & precious metals ( $SIL $SLV) These arent defensive hides or growth-only trades. Theyre real-asset supply-constrained bottlenecks tied to power grids and physical trade. Capital is positioning around scarcity. https://twitter.com/i/web/status/2012375499834560669 https://twitter.com/i/web/status/2012375499834560669"  
[X Link](https://x.com/AlLouigi/status/2012375499834560669)  2026-01-17T04:04Z [----] followers, [----] engagements


"There are no low-energy rich countries none. Every nation that climbs the income ladder consumes more electricity full stop. As AI electrification and re-industrialization accelerate energy security becomes economic security. And for nations scaling reliable baseload power uranium security becomes non-optional. ⚛⚡ #Uranium #EnergySecurity #NuclearEnergy #AI #Electrification #Commodities #Macro Repeat after me .there are no low energy rich countries Repeat after me .there are no low energy rich countries"  
[X Link](https://x.com/AlLouigi/status/2012559071019213175)  2026-01-17T16:14Z [----] followers, [---] engagements


"$URG monthly chart is emerging from a decade-long base. Higher lows intact since [----] Volume expanding on up months Long-term momentum breaking downtrend Prior range highs now acting as support This is structural repricing not a spot-driven spike. ⚛📈 #URANIUM"  
[X Link](https://x.com/AlLouigi/status/2012665119604379785)  2026-01-17T23:15Z [----] followers, [----] engagements


"Solar is failing to replace nuclear power. $URNM / $TAN is consolidating at the highs. Capital sees the problem: baseload scarcity. Its not rotating back to intermittency. ☢⚡ #Uranium #Nuclear #EnergySecurity #Commodities #Macro"  
[X Link](https://x.com/AlLouigi/status/2012703092618207393)  2026-01-18T01:46Z [----] followers, [---] engagements


"This isn't about industrial scale and baseload strategy. While the West capped growth China kept building dispatchable power. Now the US is trying to catch up after AI data centers electrification and reshoring already arrived. Wind & solar cant carry that load alone. Thats why nuclear is back and why uranium isnt a trade its a supply constraint. The puck is moving toward baseload security and the US is late to the shift. ⚛📈 #uranium #nuclearpower https://twitter.com/i/web/status/2013043651199291480 https://twitter.com/i/web/status/2013043651199291480"  
[X Link](https://x.com/AlLouigi/status/2013043651199291480)  2026-01-19T00:19Z [----] followers, [---] engagements


"Steady growth = steady bulk demand. That keeps a floor under Capesize rates which is exactly what $BDRY trades. 🚢📈 CHINA [----] GDP GROWS 5% Y/Y; EST. +5% https://t.co/sgZOMnlzv9 CHINA [----] GDP GROWS 5% Y/Y; EST. +5% https://t.co/sgZOMnlzv9"  
[X Link](https://x.com/AlLouigi/status/2013262350191591642)  2026-01-19T14:48Z [----] followers, [---] engagements


"The last [--] years didnt just cycle freight they reset it. Covid exposed supply fragility inflation killed overbuilding and trade fragmentation rewired flows. Now Chinas shift to efficiency-driven demand is tightening dry bulk structurally. Baltic rates entering [----] well above last year = why $BDRY has a floor not a ceiling. 🚢📈 #Shipping #Commodities #Macro #BDI #BDRY The global #economic landscape has undergone a profound transformation over the past five years shaped by a succession of disruptive forces that have altered #market behaviour. #drybulk https://t.co/zs5Gct9Z5m The global"  
[X Link](https://x.com/AlLouigi/status/2013266559221879035)  2026-01-19T15:05Z [----] followers, [---] engagements


"Foremost ties its uranium push to the same drivers reshaping the energy landscape: AI power demand electrification and nuclear baseload expansion. That makes #uranium less cyclical and more structural in this phase. ⚛ Uranium markets continue to gain momentum as a structural supply deficit drives utilities back to long-term contracting. A structural supply deficit is driving utilities back to long-term contracting with key catalysts ahead in [----] including the expected return of major https://t.co/wPi0q7CSQy ⚛ Uranium markets continue to gain momentum as a structural supply deficit drives"  
[X Link](https://x.com/AlLouigi/status/2013302924152115595)  2026-01-19T17:29Z [----] followers, [---] engagements


"⚛ The uranium market has entered [----] "off to the races." Spot prices hit $85/lb inventories are tightening and utilities are back in the market with thin coverage beyond [----]. With [--] reactors under construction (half in China) supply cant keep up and the U.S. is funding new fuel-cycle capacity to cut Russian reliance. This is a structural revaluation of baseload power. ⚡ #Uranium #NuclearEnergy #EnergySecurity #Commodities #SPUT Uranium Market https://t.co/aJWikYJkDR https://t.co/pd9ZlnpzYI Uranium Market https://t.co/aJWikYJkDR https://t.co/pd9ZlnpzYI"  
[X Link](https://x.com/AlLouigi/status/2013401735629320571)  2026-01-20T00:02Z [----] followers, [----] engagements


"@JosephSomsel But dirt is moving: Paladin restarted Langer Heinrich (2024) Boss ramping Honeymoon  Cameco expanding McArthur River & Cigar Lake  Global Atomic advancing Dasa Shovels are turning again. ⚛"  
[X Link](https://x.com/AlLouigi/status/2013434015903007229)  2026-01-20T02:10Z [----] followers, [--] engagements


"China just locked in nuclear expansion by law. The new framework hard-codes safety build discipline and export standards boosting confidence in Chinese reactors abroad. That cements Chinas nuclear influence and tightens its fuel links with Kazakhstan the core uranium supplier for the next build cycle. ⚛🌍 #Uranium #NuclearEnergy #EnergySecurity #China #Kazakhstan China "A new law on the use of nuclear energy has come into force in China" https://t.co/jMQaq9XKbS https://t.co/ZsUcAIbH4O China "A new law on the use of nuclear energy has come into force in China" https://t.co/jMQaq9XKbS"  
[X Link](https://x.com/AlLouigi/status/2013437641660784767)  2026-01-20T02:25Z [----] followers, [----] engagements


"Pulling the Kazakhstan details from Chinas new nuclear law: Kazakhstan remains a core uranium supplier to China with fuel deliveries ongoing and regulatory cooperation deepening as China locks nuclear expansion into law. The takeaway: KazakhstanChina ties are tight active and fuel-backed not theoretical. ⚛🌍 #uranium $kap China just locked in nuclear expansion by law. The new framework hard-codes safety build discipline and export standards boosting confidence in Chinese reactors abroad. That cements Chinas nuclear influence and tightens its fuel links with Kazakhstan the core uranium China"  
[X Link](https://x.com/AlLouigi/status/2013451808769737191)  2026-01-20T03:21Z [----] followers, [---] engagements


"#uranium 👀 👀 Must read The biggest uranium producer is peaking and no one is positioned for it The rise of Kazakhstans uranium production is nothing short of breathtaking. - 2001: Top [--] uranium producers with [--] kt uranium - 2009: Top [--] producer with [----] kt uranium - a 540% increase - 2016: Top [--] https://t.co/ck4LsxzmCJ The biggest uranium producer is peaking and no one is positioned for it The rise of Kazakhstans uranium production is nothing short of breathtaking. - 2001: Top [--] uranium producers with [--] kt uranium - 2009: Top [--] producer with [----] kt uranium - a 540% increase - 2016: Top"  
[X Link](https://x.com/AlLouigi/status/2013739571792462247)  2026-01-20T22:25Z [----] followers, [----] engagements


"@JosephSomsel Liking the chart doesn't mean endorsing every conclusion attached to it. The point stands: when supply is managed price moves faster than people expect. Thats true whether its oil in [--] or uranium today"  
[X Link](https://x.com/AlLouigi/status/2013814237206860111)  2026-01-21T03:21Z [----] followers, [--] engagements


"New today: Treasury Secretary Scott Bessent says Donald Trump can impose 500% tariffs without Senate approval. Thats the shift earlier reports framed this as pending legislation. Now its confirmed as existing authority under emergency powers meaning tariffs on Russian oil gas and uranium are immediately executable. ⚛📈 #Uranium #EnergySecurity #Geopolitics #Commodities update bill S.1241 https://t.co/mYbAYNDaOD https://t.co/A4pKwfWsQe update bill S.1241 https://t.co/mYbAYNDaOD https://t.co/A4pKwfWsQe"  
[X Link](https://x.com/AlLouigi/status/2013923854406561909)  2026-01-21T10:37Z [----] followers, [---] engagements


"Frances Orano just warned it will sue anyone who buys uranium seized by Nigers post-coup government. ⚛ [----] tons of concentrate worth $270M is stuck at Niamey Airport after Niger nationalized Oranos Somair mine and moved to sell the material. ICSID already ruled Niger cant transfer it but the dispute shows how resource nationalism is fragmenting uranium supply. #Uranium #EnergySecurity #Commodities #France #Niger Niger/Orano "Orano threatens to sue anyone who buys uranium mined in Niger" https://t.co/UnrKwc8jw1 Niger/Orano "Orano threatens to sue anyone who buys uranium mined in Niger""  
[X Link](https://x.com/AlLouigi/status/2014383674163187856)  2026-01-22T17:04Z [----] followers, [---] engagements


"In commodities V-shapes usually happen when the market realizes the correction didnt fix the shortage. #uranium Uranium jumps to highest price since June [----] 📈📈 https://t.co/Pmeg21GO3F Uranium jumps to highest price since June [----] 📈📈 https://t.co/Pmeg21GO3F"  
[X Link](https://x.com/AlLouigi/status/2014690019013706198)  2026-01-23T13:21Z [----] followers, [----] engagements


"This is the real difference. 2024: Kazakhstan seen as the swing producer Spot supply looked flexible Utilities stayed complacent 2026: Kazakhstans MET puts a hard floor under supply KAP cutting 8M lbs (5% of global supply) China locking uranium from multiple sources (Russia + Canada) AI + reactor life extensions compounding demand Utilities still under-contracted Same SPUT rules far tighter market. ⚛ #Uranium #NuclearEnergy #EnergySecurity #Commodities #AI Breaking💥 Sprott Physical #Uranium Trust have filed the Final version of a new US$2.0 Billion Base Shelf Prospectus for raising cash &"  
[X Link](https://x.com/AlLouigi/status/2014795535937327150)  2026-01-23T20:21Z [----] followers, [----] engagements


"This isnt a trade anymore its a structural reset. Metals are decoupling from the old growth cycle and plugging directly into AI electrification and energy security. When demand is designed in and supply is slow capital follows whether the macro cooperates or not. #Commodities #Mining #AI #EnergyTransition #Metals #Macro Global #mining #stocks have shot to the top of fund managers must-have list as soaring #metals demand & tight supplies of key minerals hint at a new supercycle in the sector. LINK: https://t.co/pvmAV2lvhL #Copper #Aluminum #Silver #nickel #platinum #Commodities Global #mining"  
[X Link](https://x.com/AlLouigi/status/2015146639120363617)  2026-01-24T19:36Z [----] followers, [---] engagements


"Everyones starting to see it. AI has triggered what may become the largest infrastructure build-out in human history. Were already hundreds of billions in and the roadmap runs into the trillions. Why this is rational: AI isnt software alone. It requires massive layered physical infrastructure to process context store memory and generate usable intelligence. Whats being built at the same time: Power infrastructure scaling at unprecedented speed Chip fabs (TSMC planning [--] new facilities) Computer factories (Foxconn Wistron Quanta building 30) AI factories on top of them Memory capacity"  
[X Link](https://x.com/AlLouigi/status/2015182814652633212)  2026-01-24T21:59Z [----] followers, [---] engagements


"Gold protects capital. Uranium creates it. Global reactors consume 200M lbs/year. Utilities replace only 45% of that. Inventories sit near multi-decade lows. WNA projects a 70M lb annual deficit through [----] before AI load or SMRs. Supply cant scale fast enough. Utilities are under-contracted. New mines take decades. Uranium is setting up for a structural repricing. ⚛📈 #Uranium #NuclearEnergy #EnergySecurity #Commodities Why Uranium Is the Next Gold https://t.co/urJOkeeMNM Why Uranium Is the Next Gold https://t.co/urJOkeeMNM"  
[X Link](https://x.com/AlLouigi/status/2015614381954842734)  2026-01-26T02:34Z [----] followers, [---] engagements


"#uranium 😊In the past month nearly [----] new #Uranium & #Nuclear #energy enthusiasts have followed me💫👾 but engagement is still very low.😴 I put a lot of time & #energy into producing what I hope are quality posts for U👨💻 so please like🩷 & repost🔃 the ones that are helpful to U.🙏🤠 https://t.co/hlVIaktcxC 😊In the past month nearly [----] new #Uranium & #Nuclear #energy enthusiasts have followed me💫👾 but engagement is still very low.😴 I put a lot of time & #energy into producing what I hope are quality posts for U👨💻 so please like🩷 & repost🔃 the ones that are helpful to U.🙏🤠"  
[X Link](https://x.com/AlLouigi/status/2015739455680770280)  2026-01-26T10:51Z [----] followers, [---] engagements


"IDC is selling its 10.2% stake in Namibias Rssing uranium mine after 50+ years driven by development finance exit cycles not mine weakness. China controls 69%. Namibia holds 51% voting rights with just 3% equity. Iran owns 15%. In a tightening nuclear supply chain environment this is a strategic asset changing hands. ⚛📈 #Uranium #NuclearEnergy #EnergySecurity #CriticalMinerals Rssing Uranium Mine https://t.co/UDJ2Jh58qA https://t.co/WaPQ26cZd6 Rssing Uranium Mine https://t.co/UDJ2Jh58qA https://t.co/WaPQ26cZd6"  
[X Link](https://x.com/AlLouigi/status/2015917447988027659)  2026-01-26T22:39Z [----] followers, [---] engagements


"Everyone is racing to lock up uranium supply. Canada. China. Kazakhstan. India. Long-term contracts. Strategic partnerships. Decades of fuel secured. Meanwhile the U.S. is still rebuilding domestic production. ⚠ Once these contracts are signed theyre effectively spoken for. You dont bid later. You get locked out. The scramble is already underway. ⚛🔥 #Uranium #NuclearEnergy #EnergySecurity #AI Breaking💥📰 PM Carney likely to visit #India in early March and Energy Minister says he is expected to sign new #Nuclear #energy agreements including a 10-year $2.8 Billion #Uranium supply deal as"  
[X Link](https://x.com/AlLouigi/status/2015931820580151579)  2026-01-26T23:36Z [----] followers, [---] engagements


"$3T in data center spending by [----] isnt just an AI story its a nuclear fuel story. AI runs 24/7. Solar and wind cant. That means baseload wins. ⚛ More reactors. Longer reactor lives. More SMRs. More long-term uranium contracts. Grid constraints are already forcing Big Tech toward nuclear. Result: structurally higher UO demand + tighter supply. #Uranium #NuclearEnergy #AI #EnergySecurity #U3O8 Moodys sees $3T in data center spending by [----] Costlier builds & power constraints could stretch out completion timelines but demand remains strong. LINK: https://t.co/iqrpqs2v6O #DataCenters"  
[X Link](https://x.com/AlLouigi/status/2015933658452939160)  2026-01-26T23:43Z [----] followers, [---] engagements


"⚠ Uranium is strategic scarce and getting more tightly controlled. ⚛ The data backs it up: 📉 Global deficit 500k tons by [----] ⛰ Peak production [--------] then decline ⛏ Zero output by [----] without new discoveries 💰 Exploration spending tripling 🌍 Talk of uranium OPEC + resource nationalism This isnt hype. Its supply math. 📊🔥 #Uranium #NuclearEnergy #EnergySecurity #Commodities #CriticalMinerals #U3O8 #Geopolitics #CleanEnergy #uranium Trader Ferg "Uranium: floor [---] ceiling 180Utilities havent shown up. https://t.co/BWOY90lcKR via @YouTube #uranium Trader Ferg "Uranium: floor [---] ceiling"  
[X Link](https://x.com/AlLouigi/status/2015961750412185658)  2026-01-27T01:35Z [----] followers, [---] engagements


"🚨 Uranium momentum is accelerating. Paladin beats production by 20%. Shorts scrambling. SPUT loaded with up to $2B to soak up supply. NexGen expanding high-grade zones. Supply is tightening. Contracts are locking up. The fuel cycle is getting strategic. ⚛📈 #Uranium #NuclearEnergy #EnergySecurity #SPUT #Commodities #AI Uranium market last week https://t.co/JnSBG8xoWc https://t.co/9pY0t8GsbQ Uranium market last week https://t.co/JnSBG8xoWc https://t.co/9pY0t8GsbQ"  
[X Link](https://x.com/AlLouigi/status/2016081805573530096)  2026-01-27T09:32Z [----] followers, [----] engagements


"With Russian uranium shipments fading the Wests enrichment centers Centrus Urenco ConverDyn suddenly matter more than ever. This isnt noise. Its the start of a fuel-security repricing. ⚛ #Uranium #NuclearFuel #EnergySecurity $LEU $CCJ $UEC $URA EUP imports from Russia It appears that (once again) no Russian UF6 was imported from Russia. The Atlantic Action II seemed to have departed St. Petersburg without UF6. https://t.co/WvMgFhzVH3 EUP imports from Russia It appears that (once again) no Russian UF6 was imported from Russia. The Atlantic Action II seemed to have departed St. Petersburg"  
[X Link](https://x.com/AlLouigi/status/1977139886843982032)  2025-10-11T22:30Z [----] followers, [----] engagements


"Bipartisan votes like this remove policy risk not market risk #uranium ✅ Overwhelming bipartisan passage of bill to reorganize the Dept of Energy that puts a greater emphasis on #Nuclear Energy powered by #Uranium. ✅ Overwhelming bipartisan passage of bill to reorganize the Dept of Energy that puts a greater emphasis on #Nuclear Energy powered by #Uranium"  
[X Link](https://x.com/AlLouigi/status/2014524051616891027)  2026-01-23T02:22Z [----] followers, [---] engagements


"AI is changing uraniums market structure. This isnt a normal demand cycle where one sector cools and another rotates in. AI creates additive non-optional baseload demand. Big Tech isnt just buying electricity its locking in nuclear capacity through long-term agreements because: Data centers run 24/7 Grid reliability is strained Wind & solar cant guarantee uptime Chip efficiency gains are uncertain That shifts uranium from a cyclical fuel to strategic infrastructure input. Why that matters: Nuclear runs continuously not opportunistically Once reactors are built or life-extended fuel demand is"  
[X Link](https://x.com/AlLouigi/status/2015935719454171314)  2026-01-26T23:51Z [----] followers, [---] engagements


"Kazakhstan just took center stage in Washingtons nuclear fuel debate. At a major U.S. forum officials and utilities focused on securing long-term uranium supply with Kazatomprom front and center. Why it matters: 40% of global production Major U.S. supplier Supply = national security now Uranium isnt just a commodity anymore. Its strategic infrastructure. ⚛📈 #Uranium Kazakhstan/USA https://t.co/jYxtWS4XkF https://t.co/nNYsVU6lcw Kazakhstan/USA https://t.co/jYxtWS4XkF https://t.co/nNYsVU6lcw"  
[X Link](https://x.com/AlLouigi/status/2016913490565292381)  2026-01-29T16:37Z [----] followers, [---] engagements


"Yes silver broke out of a massive cup & handle too. The difference #Silver has liquidity. #Uranium has scarcity. Friendly reminder that Uranium is breaking out from a 10y+ cup & handle base. $U.UN https://t.co/TX3OCZu6gu Friendly reminder that Uranium is breaking out from a 10y+ cup & handle base. $U.UN https://t.co/TX3OCZu6gu"  
[X Link](https://x.com/AlLouigi/status/2017072322184724579)  2026-01-30T03:08Z [----] followers, [----] engagements


"Just my opinion but #SPUTs unusually aggressive January buying raised my eyebrows. It feels intentional. I asked ChatGPT about it cross-checked the logic with Grok and the conclusion points in one direction: [----] is shaping up for real tightening in the uranium spot market. ChatGTP- SPUT doesnt buy casually. When they deploy that fast it usually means: They see imminent supply tightness Sellers are warning: material wont be here later Utilities are starting to re-enter contracts Term market is firming So they rushed to lock in pounds before availability disappears or prices gap higher. This"  
[X Link](https://x.com/AlLouigi/status/2017399186547769518)  2026-01-31T00:47Z [----] followers, [--] engagements


"Just my opinion but #SPUTs unusually aggressive January buying raised my eyebrows. It feels intentional. I asked ChatGPT about it cross-checked the logic with Grok and the conclusion points in one direction: [----] is shaping up for real tightening in the uranium spot market. ChatGTP- SPUT doesnt buy casually. When they deploy that fast it usually means: They see imminent supply tightness Sellers are warning: material wont be here later Utilities are starting to re-enter contracts Term market is firming So they rushed to lock in pounds before availability disappears or prices gap higher. This"  
[X Link](https://x.com/AlLouigi/status/2017402358385299476)  2026-01-31T00:59Z [----] followers, [----] engagements


"Kazakhstan's progressive MET tax hits Jan [--] [----] up to 18% on big U projects at high prices/volumes hammering EBITDA margins 8-12% on aggressive ramps. For $KAP sustaining the 10% output cut makes total sense. Odds look very strong it'll stick in the Feb [--] ops update. Supply discipline incoming ⚛📉 #Uranium #KAP https://twitter.com/i/web/status/2017417739703325178 https://twitter.com/i/web/status/2017417739703325178"  
[X Link](https://x.com/AlLouigi/status/2017417739703325178)  2026-01-31T02:00Z [----] followers, [---] engagements


"$BAX chart screaming divergence Price in a multi-year downtrend under that red line ($38 to $20) but OBV is stabilizing w/ higher lowsclassic bullish signal of accumulation amid weakness. Starting a long setup here; sellers exhausted Earnings catalyst soon. Thoughts #BAX #Stocks #Investing https://twitter.com/i/web/status/2017454561951182940 https://twitter.com/i/web/status/2017454561951182940"  
[X Link](https://x.com/AlLouigi/status/2017454561951182940)  2026-01-31T04:27Z [----] followers, [--] engagements


"@JosephSomsel @orsonscottcard Haha definitely the right response to the right post. Curious if you see Rosatom's domestic ramp-up easing any pressure on global markets or if it's all about Kazakhstan/Uranium One for the West"  
[X Link](https://x.com/AlLouigi/status/2017477603645436398)  2026-01-31T05:58Z [----] followers, [--] engagements


"I totally agree they were never this aggressive before. If they're just as aggressive in February as they are in January this will be very telling. Then [----] will be the year that will be astronomical. [--] million lbs in one year = 750k lbs per month. January accumulation is more than two months. https://twitter.com/i/web/status/2017680580964716800 https://twitter.com/i/web/status/2017680580964716800"  
[X Link](https://x.com/AlLouigi/status/2017680580964716800)  2026-01-31T19:25Z [----] followers, [--] engagements


"100% February will be the big tell. #Uranium #SPUT wants to buy pounds cheap too. More bang for buck So them buying [--] million pounds in [--] days at $100 is saying something. Theres more buyers in the market and that $100 is a good price to buy [--] million pounds. Pullbacks aside the price is going higher #Uranium #SPUT wants to buy pounds cheap too. More bang for buck So them buying [--] million pounds in [--] days at $100 is saying something. Theres more buyers in the market and that $100 is a good price to buy [--] million pounds. Pullbacks aside the price is going higher #Uranium"  
[X Link](https://x.com/AlLouigi/status/2017689179547963393)  2026-01-31T19:59Z [----] followers, [----] engagements


"China's mega-grid explosion isn't just solar it's fueling the world's biggest nuclear buildout igniting uranium demand to unprecedented levels. #AtomicEastIgnite #uranium China electricity generation is still growing super fast with solar being the largest incremental contributor and will exceed America by a factor of 3X either this year or next China electricity generation is still growing super fast with solar being the largest incremental contributor and will exceed America by a factor of 3X either this year or next"  
[X Link](https://x.com/AlLouigi/status/2017707063779164485)  2026-01-31T21:10Z [----] followers, [---] engagements


"⚛ The U.S. is urging Europe to quit Russian gasbut still imports Russian uranium. Meanwhile allies and domestic producers are stepping up: $DNN (Denison Mines): developing the Wheeler River project in Canadas high-grade Athabasca Basin $MYRUF (Myriad Uranium): based in Vancouver exploring the Copper Mountain project in Wyoming $ANLDD (Anfield Energy): owns Utahs Velvet-Wood mine and Shootaring Canyon millfast-tracked under emergency permitting $URG (Ur-Energy): U.S.-based operator of the Lost Creek ISR uranium facility in Wyoming $UUUU (Uranium Energy Corp.): U.S. producer restarting Wyoming"  
[X Link](https://x.com/AlLouigi/status/1965145353339957291)  2025-09-08T20:08Z [----] followers, [---] engagements


"$myruf #uranium A must-listen for those interested in the Myriad #Uranium $M.CN / $RSH story. A must-listen for those interested in the Myriad #Uranium $M.CN / $RSH story"  
[X Link](https://x.com/AlLouigi/status/1972635198224494765)  2025-09-29T12:10Z [----] followers, [---] engagements


"⚛ Joule Physical Uranium Fund LP. Reg D filing ✔ $50M+ raised ✔ Branding itself as physical uranium ✔ Questions: Is this the next $SPUT / $YCA Or just a shell waiting to deploy Another sign of Wall St. circling #Uranium. $UUUU $DNN $URG $AEC $CCJ https://t.co/840k53JgAD https://t.co/840k53JgAD"  
[X Link](https://x.com/AlLouigi/status/1973141446401106396)  2025-09-30T21:42Z [----] followers, [----] engagements


"Myriad Uranium ($M / $MYRUF) just uncovered a [----] DOE/Bendix report: ➡ 245M lbs U3O8 potential in core Control Area (70% owned) ➡ 655M lbs across wider district (29% owned) ➡ Union Pacific spent todays C$118M drilling [----] holes in the 70s Not NI 43-101 but points to a forgotten U.S. uranium camp with scale that rivals global peers. #Uranium #EnergySecurity #Mining #Uranium $M.CN $RSH Wow read this report #Uranium $M.CN $RSH Wow read this report"  
[X Link](https://x.com/AlLouigi/status/1973362416986505564)  2025-10-01T12:20Z [----] followers, [----] engagements


"🚨 Hard Assets Wave 🌊 Goldman now sees gold $4000/oz 🪙 The rally isnt speculation its structural demand: Central banks +109t ETF inflows in Sept 📈 Investors shifting from bonds gold If capital is rotating into hard assets ⚛ Uranium (energy security) 🔌 Copper (AI/grid build-out) are next in line. #Gold #Uranium #Copper #HardAssets Goldman lists [--] reasons why gold prices may exceed its $4000 forecast https://t.co/1MKDsBklS7 Goldman lists [--] reasons why gold prices may exceed its $4000 forecast https://t.co/1MKDsBklS7"  
[X Link](https://x.com/AlLouigi/status/1974057034900251002)  2025-10-03T10:20Z [----] followers, [---] engagements


"$myruf #uranium Myriad #Uranium imo definitely has the best CEO in the sector when it comes to communication with investors and potential investors. $M.CN Myriad #Uranium imo definitely has the best CEO in the sector when it comes to communication with investors and potential investors. $M.CN"  
[X Link](https://x.com/AlLouigi/status/1974551690713211298)  2025-10-04T19:06Z [----] followers, [---] engagements


"$SPUT is draining uranium from utilities the same way AI data centers are draining power from the grid. One corner hoards fuel the other hoards electricity both expose how fragile real-world supply is. Policys answer Price floors stockpiles & energy independence. #Uranium ⚛ #AI #EnergyCrisis #SMR 💥 #BoomAlert #uranium💥 Meta building new gigawatt-sized data center in Texas. #nuclear #smr #Ai 💥 #BoomAlert #uranium💥 Meta building new gigawatt-sized data center in Texas. #nuclear #smr #Ai"  
[X Link](https://x.com/AlLouigi/status/1978509802461380659)  2025-10-15T17:14Z [----] followers, [----] engagements


"@genejchan I used to own $u.u I sold it when it went above $20 currently my portfolio is a buy and hold. $URG $MYRUF $AEC $APAAF $EU $NXE $ASPI"  
[X Link](https://x.com/AlLouigi/status/1999923665404866798)  2025-12-13T19:25Z [----] followers, [---] engagements


"#uranium US uranium miners will be next. [----] are gonna be wild 💥 US uranium miners will be next. [----] are gonna be wild 💥"  
[X Link](https://x.com/AlLouigi/status/2008267095528919511)  2026-01-05T19:59Z [----] followers, [---] engagements


"🚨 ALL EYES ON $SPUT 🚨 When uranium goes from commodity national security asset charts dont stay capped. Buckle up. ⚛🔥📈 #uranium ☢#SPUT: Sprott Physical #Uranium Trust I've been highlighting the clear "Reverse Head & Shoulders" Pattern in #SPUT for several weeks saying that a weekly close above $20.50 likely unlocks the next move higher. As I type price sits at $20.61. 🎯Initial measured move Target: https://t.co/kiWBzi9XN7 ☢#SPUT: Sprott Physical #Uranium Trust I've been highlighting the clear "Reverse Head & Shoulders" Pattern in #SPUT for several weeks saying that a weekly close above"  
[X Link](https://x.com/AlLouigi/status/2011597628346442012)  2026-01-15T00:33Z [----] followers, [----] engagements


"$myruf #uranium Nice coverage of @MyriadUranium in @MiningOnline (The Mining Journal). https://t.co/YQLzGKT6VR Nice coverage of @MyriadUranium in @MiningOnline (The Mining Journal). https://t.co/YQLzGKT6VR"  
[X Link](https://x.com/AlLouigi/status/2013354349842276794)  2026-01-19T20:54Z [----] followers, [---] engagements


"#uranium $myruf #Uranium Myriad uranium Mining Boom: Nuclear Energy Price Surge and Investment Tips wi. https://t.co/AlWKBW1PjK via @YouTube #Uranium Myriad uranium Mining Boom: Nuclear Energy Price Surge and Investment Tips wi. https://t.co/AlWKBW1PjK via @YouTube"  
[X Link](https://x.com/AlLouigi/status/2014535841868087701)  2026-01-23T03:09Z [----] followers, [---] engagements


"#uranium $myruf @MyriadUranium has possibly America's largest uranium endowment in the centre of the country's top jurisdiction: Wyoming. The Copper Mtn Project was a significant Cold War-era uranium producer. Union Pacific Railway and Southern California Edison planned a large-scale https://t.co/yuIFkvddux @MyriadUranium has possibly America's largest uranium endowment in the centre of the country's top jurisdiction: Wyoming. The Copper Mtn Project was a significant Cold War-era uranium producer. Union Pacific Railway and Southern California Edison planned a large-scale"  
[X Link](https://x.com/AlLouigi/status/2014766336086331460)  2026-01-23T18:25Z [----] followers, [---] engagements


"#uranium $myruf Analysts highlight a persistent structural uranium shortage as supply wanes and demand grows. This dynamic supports long-term pricing and relevance of U.S. uranium plays like Myriad Uranium. https://t.co/7k9OKn1Ss2 Analysts highlight a persistent structural uranium shortage as supply wanes and demand grows. This dynamic supports long-term pricing and relevance of U.S. uranium plays like Myriad Uranium. https://t.co/7k9OKn1Ss2"  
[X Link](https://x.com/AlLouigi/status/2015902341778833521)  2026-01-26T21:39Z [----] followers, [---] engagements


"Uranium's bull case is heating Psych & momentum: Spot surges ($9+ in a day) pull utilities in sparking a domino: "People stare at spot and that changes behavior." (37:2037:26) Structural deficits: Over 2B lbs short in [----] yrs no quick fixes. "The deficits are over two billion pounds. there are mines coming online but there's not enough." (21:5222:04) Prices to the moon #Uranium #NuclearEnergy #Commodities [--] 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"  
[X Link](https://x.com/AlLouigi/status/2018006461486338077)  2026-02-01T17:00Z [----] followers, [----] engagements


"Rosatom's [----] wrap-up isn't just another uranium brag. Costs down new deposits unlocked gold actually producing and rare earths getting real investment after years of talk. In a world scrambling for supply chain sovereignty Russia is vertically integrating nuclear + gold + REE faster than most admit. The West still debating bans while they build. Interesting times. 🤔 #EnergySecurity #RareEarths #uranium Rosatom https://t.co/qFGv6YY75V https://t.co/eeY1N75GnR Rosatom https://t.co/qFGv6YY75V https://t.co/eeY1N75GnR"  
[X Link](https://x.com/AlLouigi/status/2018160121784787397)  2026-02-02T03:10Z [----] followers, [---] engagements


"Rosatom quietly dominates: uranium & gold targets smashed REE ramping up. Meanwhile Russia/CIS sulfuric acid market is virtually closedover 80% consumed internally. Kazakhstan's massive ISL uranium ops heavily rely on imports from Russia amid shortages. Acid supply = real leverage in nuclear fuel chains. ⚛⛏ #Uranium #CriticalMinerals #Geopolitics Sulfuric acid - Russia/Kazakhstan. https://t.co/2QOo6hqcv8 https://t.co/hy58E1TaKT Sulfuric acid - Russia/Kazakhstan. https://t.co/2QOo6hqcv8 https://t.co/hy58E1TaKT"  
[X Link](https://x.com/AlLouigi/status/2018216833485082645)  2026-02-02T06:56Z [----] followers, [---] engagements


"A key narrative says: Utilities are waiting for prices to fall. This deal says otherwise. Japans Kansai Electric just signed a long-term uranium contract with Kazatomprom quietly locking in supply while prices are still being debated. ⚛📈 #Uranium #NuclearEnergy #EnergySecurity #Commodities #FuelCycle #Kazakhstan 🎇📰#Kazakhstan's Ulysmedia reports that Kazatomprom $KAP signed a long-term #Uranium supply agreement with #Japan's Kansai Electric Power Co(KEPCO) during President Tokayev's official visit to Japan. Details not disclosed.🧾⚛⛏ Hat tip to @GLoffelhardt for this find🎩 🤠🐂"  
[X Link](https://x.com/AlLouigi/status/2002861998145769675)  2025-12-21T22:01Z [----] followers, [----] engagements


"The coincidences in U.S. uranium keep stacking up: $ISO ups stake in $PUR $UEC anchors $AEC raise enCore ($EU) takes 6% of $URG Different names same move strategic equity positioning in U.S. pounds before utility demand hits the tape. ⚛📈 #Uranium #NuclearEnergy #EnergySecurity #Commodities #Investing News Alert 🚨 IsoEnergy Acquires Additional Securities in Premier American Uranium Inc. https://t.co/Sqy3ydugen NYSE American: $ISOU TSX: $ISO https://t.co/x2zYXmZGkD News Alert 🚨 IsoEnergy Acquires Additional Securities in Premier American Uranium Inc. https://t.co/Sqy3ydugen NYSE American:"  
[X Link](https://x.com/AlLouigi/status/2006146280628654109)  2025-12-30T23:32Z [----] followers, [----] engagements


"Were seeing a clear pattern forming in U.S. uranium. $ISO increases exposure to $PUR. $UEC anchors Anfields $AEC financing. enCore ($EU) holds 6% of $URG. At the same time Goldman flags AI-driven data centers pushing power demand +175% by [----] forcing hyperscalers to secure nuclear supply upstream. This isnt retail speculation. Its strategic positioning for U.S. pounds before utility contracting tightens. #uranium #NuclearEnergy #NuclearPower #Energy #Commodities #Uranium #NuclearEnergy #NuclearPower #Energy #Commodities #Uranium"  
[X Link](https://x.com/AlLouigi/status/2006155093758886097)  2025-12-31T00:07Z [----] followers, [----] engagements


"The $550B U.S.Japan investment deal carries a major energy component. Both nations are accelerating nuclear power Japan through reactor restarts the U.S. through fuel-cycle rebuilding and HALEU production. ⚛ Fast-tracked capital means shorter timelines for uranium contracting enrichment and advanced reactor supply. If execution follows this becomes a cornerstone for long-term nuclear cooperation and energy security. 🔋 #Uranium #NuclearEnergy #EnergySecurity #HALEU #USJapan #Commodities 💥 #BoomAlert 💥 🎄 Japan and US Agree to Expedite $550 Billion Investment Projects: BBG #smr #nuclear"  
[X Link](https://x.com/AlLouigi/status/2003657882898686423)  2025-12-24T02:44Z [----] followers, [----] engagements


"Most uranium contracting is now market-related with collars (floors + ceilings). The posted long-term price mainly reflects the smaller base-escalated slice. Translation: the market is anchoring to the wrong number. Utilities are already underwriting triple-digit economics via contract structure before the shock even arrives. #uranium #nuclear #CCJ Im serious. If you only read one thing about #Uranium and #Nuclear Energy in this entire month make it this verbatim transcript of Camecos $CCJ presentation to Goldman Sachs.👇 Ht @hcrubin2009 https://t.co/jismYwfZyd Im serious. If you only read"  
[X Link](https://x.com/AlLouigi/status/2009376452177699262)  2026-01-08T21:27Z [----] followers, [----] engagements

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