# ![@Swedish_uranium Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1274064080685449217.png) @Swedish_uranium Anders

The uranium sector is experiencing significant activity, with companies like $uuuu and $dnn seeing notable movements. The G7's formation of a critical minerals alliance and the US government's investment in rare earth magnet startups are driving interest in the sector. Several companies, including $uuuu, are expected to benefit from growing demand and potential supply deficits in uranium and rare earth minerals.

### Engagements: [------] [#](/creator/twitter::1274064080685449217/interactions)
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### Mentions: [--] [#](/creator/twitter::1274064080685449217/posts_active)
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### Followers: [-----] [#](/creator/twitter::1274064080685449217/followers)
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### CreatorRank: [-------] [#](/creator/twitter::1274064080685449217/influencer_rank)
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### Social Influence

**Social category influence**
[finance](/list/finance)  54.39% [countries](/list/countries)  9.65% [stocks](/list/stocks)  5.26% [travel destinations](/list/travel-destinations)  1.75% [technology brands](/list/technology-brands)  0.88% [currencies](/list/currencies)  0.88% [cryptocurrencies](/list/cryptocurrencies)  0.88%

**Social topic influence**
[silver](/topic/silver) #1555, [in the](/topic/in-the) 18.42%, [copper](/topic/copper) #233, [uranium](/topic/uranium) #29, [$syh](/topic/$syh) #1, [strong](/topic/strong) 11.4%, [$noblv](/topic/$noblv) #2, [$uuuu](/topic/$uuuu) #68, [$ne](/topic/$ne) 7.89%, [$nobl](/topic/$nobl) 7.89%

**Top accounts mentioned or mentioned by**
[@sanitzisf6k](/creator/undefined) [@sprott](/creator/undefined) [@quakes99](/creator/undefined) [@j2metals](/creator/undefined) [@nobluranium](/creator/undefined) [@phuketpotato](/creator/undefined) [@omro1975](/creator/undefined) [@cxuasx](/creator/undefined) [@skyharboursyh](/creator/undefined) [@denisonminesco](/creator/undefined) [@urenergy](/creator/undefined) [@energyfuels](/creator/undefined) [@jordanptrimble](/creator/undefined) [@metalsinvtforum](/creator/undefined) [@drewzimmerman](/creator/undefined) [@theandymillette](/creator/undefined) [@uraniummarkets](/creator/undefined) [@moneytalkstweet](/creator/undefined) [@belmondo2020](/creator/undefined) [@zerohedge](/creator/undefined)

**Top assets mentioned**
[Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Noble Corporation (NE)](/topic/$ne) [Denison Mines Corp (DNN)](/topic/$dnn) [Cameco Corporation (CCJ)](/topic/$ccj) [Uranium Energy Corp. (UEC)](/topic/$uec) [IsoPlexis Corporation (ISO)](/topic/$iso) [Hecla Mining Company (HL)](/topic/$hl) [Eaton Vance Senior Floating-Rate Fund (EFR)](/topic/$efr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@quakes99 $WUC for once topping the table 😉. But the biggest winner today was $OBRN with 75%"  
[X Link](https://x.com/Swedish_uranium/status/1961528286879870990)  2025-08-29T20:36Z [----] followers, [---] engagements


"$OBRN trading on a consolidated basis from today with [--] times less shares and also a new name: New Earth Resources Corp. Not much communication from management but you get a former producing #uranium mine a Saskatchewan uranium exploration project and a rare earth exploration project in Quebec for less than $1M. I keep this as a lottery ticket will see if they do some work on their uranium project once prices takes off. https://finance.yahoo.com/news/oberon-uranium-announces-share-consolidation-203000457.html"  
[X Link](https://x.com/Swedish_uranium/status/1970134753664708784)  2025-09-22T14:35Z [----] followers, [----] engagements


"#uranium $DNN $SYH Denison Mines & Skyharbour in $61.5M Mega-Deal Next to Phoenix Major #Uranium Discovery Coming @Skyharbour_SYH @DenisonMinesCo $dnn $syh https://t.co/vUB1zcijn5 Denison Mines & Skyharbour in $61.5M Mega-Deal Next to Phoenix Major #Uranium Discovery Coming @Skyharbour_SYH @DenisonMinesCo $dnn $syh https://t.co/vUB1zcijn5"  
[X Link](https://x.com/Swedish_uranium/status/1990796130503045287)  2025-11-18T14:55Z [----] followers, [----] engagements


"🚨 MAJOR DEAL FOR #URANIUM EXPLORER $SYH / $SYHBF 🚨 Skyharbour has just closed a transformational strategic transaction with Denison Mines ($DNN / $DML) forming FOUR joint ventures at the Russell Lake Project in the heart of the Athabasca Basin. Key takeaways 👇 🔹 Up to C$61.5M in total project consideration C$10M cash already paid Additional C$8M cash & shares due by year-end Up to C$43.5M in partner-funded exploration over [--] years 🔹 Tier-1 validation Denison developer of the Wheeler River / Phoenix ISR project now becomes an active funding partner at Russell a project that shares a [--] km"  
[X Link](https://x.com/Swedish_uranium/status/2001340880733478918)  2025-12-17T17:17Z [----] followers, [----] engagements


"What to buy if you believe a major #uranium squeeze is coming Compared with #gold and #silver the uranium market has very few investable companies. And despite a clear structural supply deficit only two producers are generating meaningful profits at today's prices: Cameco and Kazatomprom. But the largest upside doesnt come from the most profitable companies it comes from those operating with thin margins. Why Simple operating leverage. At an $80/lb uranium price: A producer with $40/lb costs earns $40/lb. A producer with $70/lb costs earns just $10/lb. Now raise uranium to $100/lb: The first"  
[X Link](https://x.com/Swedish_uranium/status/2005371940429811923)  2025-12-28T20:15Z [----] followers, 42.4K engagements


"Here are my top picks in #uranium #silver #copper and #fluorspar updated with new additions and recent news (Disclosure: I have a commercial relationship with $M.CN $SYH $CTV.V and $NOBL.V. Please do your own DD.) Cameco Corporation ($CCJ) Cameco is not just a uranium miner it is a core pillar of the nuclear fuel ecosystem. The company supplies uranium from major mines (e.g. Cigar Lake McArthur River) and operates refining and conversion operations that feed the global nuclear fuel cycle. What makes Cameco especially strategic is its ownership stake in Westinghouse Electric Company a leading"  
[X Link](https://x.com/Swedish_uranium/status/2012900276613628243)  2026-01-18T14:49Z [----] followers, 29.4K engagements


"Here are my top picks in #uranium #silver #copper and #fluorspar updated with recent news and their performance YTD. (Disclosure: I have a commercial relationship with $M.CN $SYH $CTV.V and $NOBL.V. Please do your own DD.) Cameco Corporation $CCJ (+3518% YTD) Cameco is not just a uranium miner it is a core pillar of the nuclear fuel ecosystem. The company supplies uranium from major mines (e.g. Cigar Lake McArthur River) and operates refining and conversion operations that feed the global nuclear fuel cycle. What makes Cameco especially strategic is its ownership stake in Westinghouse"  
[X Link](https://x.com/Swedish_uranium/status/2015448805169299842)  2026-01-25T15:36Z [----] followers, 42.2K engagements


"If you want to understand where the #uranium price may be headed take a look at this #silver chart over the past year. This is what a structural supply deficit in an indispensable commodity looks like. There are pullbacks along the way but no major crashes. Uranium investors are used to extreme volatility with deep and sudden dips. I believe were entering a regime shift where dips will be bought much faster similar to what weve seen in silver. The reason The structural supply deficit is becoming obvious to everyone in the market: retail investors utilities hedge funds and more. [----] has"  
[X Link](https://x.com/Swedish_uranium/status/2015452153343533480)  2026-01-25T15:50Z [----] followers, 40.5K engagements


"Have you ever seen the #uranium flywheel spinning at full speed If you havent you will probably see it today for the first time and many more times during [----]. What is the flywheel effect and why does it have such a huge impact on uranium equities Uranium is a very small sector and when money starts flowing into the ETFs that automatically leads to buying of the included equities including #SPUT. If the ATM is activated SPUT will raise cash and then has to buy uranium on the spot market which leads to higher uranium prices which in turn leads to more money pouring into the ETFs and so on."  
[X Link](https://x.com/Swedish_uranium/status/2016484576181276768)  2026-01-28T12:12Z [----] followers, 29.6K engagements


"As the #uranium price really took off yesterday where to invest Outside the obvious ETF included companies here is a very interesting small mcap explorer. Noble Plains Uranium $NOBL.V is currently drilling at its Duck Creek Project in Wyoming and results so far have been great. These are some metrics you should look at when interpreting drill results and Noble ticks all the boxes: [--]. Grade-Thickness (GT) Most investors focus on headline uranium grades but what really matters is Grade x Thickness (GT). GT combines how rich the mineralization is with how wide it runs. Its the best quick way to"  
[X Link](https://x.com/Swedish_uranium/status/2016804052542038399)  2026-01-29T09:22Z [----] followers, [----] engagements


"Every #commodity investor should take a look at this #uranium chart published by $UEC. 🚀 Now look at uranium. The imbalance has persisted for years with demand consistently exceeding primary supply and the shortfall being covered by inventories. But those inventories are being drawn down rapidly. This is a chart that should worry utilities and give uranium https://t.co/WoL1N5jDFd Now look at uranium. The imbalance has persisted for years with demand consistently exceeding primary supply and the shortfall being covered by inventories. But those inventories are being drawn down rapidly. This"  
[X Link](https://x.com/Swedish_uranium/status/2017997263096693075)  2026-02-01T16:23Z [----] followers, 12.4K engagements


"#Uranium #silver #copper #fluorspar and all other minerals listed as critical can be included in Project Vault. But lets be realistic: $12B wont come close to whats actually needed. Trump Project Vault stockpile will include any minerals listed as critical by Interior Department https://t.co/uDjrigGxal Trump Project Vault stockpile will include any minerals listed as critical by Interior Department https://t.co/uDjrigGxal"  
[X Link](https://x.com/Swedish_uranium/status/2018818320938803459)  2026-02-03T22:46Z [----] followers, [----] engagements


"No idea but here is what ChatGPT says: Heres why you often dont see a continuous live price for Noble Plains Uranium Corp. on platforms like Trade Republic: 📉 [--]. Low trading volume / liquidity Junior exploration stocks like Noble Plains typically have very low daily trading volume especially on the OTC market (ticker NBLXF) in the U.S. Low liquidity means there often arent enough trades happening to produce a continuous real-time price quote. If no trades occur in a given period the platform cant update the quote. 🏦 [--]. Multiple exchange listings Noble Plains is listed on more than one"  
[X Link](https://x.com/Swedish_uranium/status/2019357768524665090)  2026-02-05T10:29Z [----] followers, [---] engagements


"Where will all the #silver come from There is no answer. "There just is no answer to this question of where are we going to get the silver" Thomas Lamb CEO of @J2Metals on the growing #silver supply deficit and why it will ultimately lead up back to triple-digits. Full interview up TOMORROW. https://t.co/sp08oqSp2x "There just is no answer to this question of where are we going to get the silver" Thomas Lamb CEO of @J2Metals on the growing #silver supply deficit and why it will ultimately lead up back to triple-digits. Full interview up TOMORROW. https://t.co/sp08oqSp2x"  
[X Link](https://x.com/Swedish_uranium/status/2019490613469630687)  2026-02-05T19:17Z [----] followers, [----] engagements


"Believe it or not but #SPUT just hit a premium to NAV and can activate the ATM to raise more cash to buy #uranium. [-----] CAD is the magic number"  
[X Link](https://x.com/Swedish_uranium/status/2019501272466948215)  2026-02-05T19:59Z [----] followers, [----] engagements


"How low will China let their #silver inventory fall Should get critical soon. JUST IN: Shanghai Futures Exchange physical silver supply falls from [------] tons to [------] tons- CEIC data. https://t.co/GGLql4J0WR JUST IN: Shanghai Futures Exchange physical silver supply falls from [------] tons to [------] tons- CEIC data. https://t.co/GGLql4J0WR"  
[X Link](https://x.com/Swedish_uranium/status/2019714260625244551)  2026-02-06T10:06Z [----] followers, [----] engagements


"Can #SPUT hit a premium to NAV and raise some cash today and reverse the #uranium flywheel so that it spins in the right direction again Here are the magic numbers:"  
[X Link](https://x.com/Swedish_uranium/status/2019778538597941589)  2026-02-06T14:21Z [----] followers, [----] engagements


"The #silver drain is getting really crazy. March-April will be epic for equities imo as there will be huge issues with physical deliveries. 🏦COMEX SILVER DELIVERIES REPORT 🏦 🔥FEB SILVER DELIVERIES EXPLODE TO [----] MILLION OZ IN FIRST [--] DAYS 🔥 💥Another [---] Silver Delivery Notices Issued Monday ➡305 Notices Issued by Deutsche Bank ➡278 Notices Stopped by Stonex 🚨TOTAL Feb COMEX Silver Deliveries Rise to https://t.co/4q6WT0evf9 🏦COMEX SILVER DELIVERIES REPORT 🏦 🔥FEB SILVER DELIVERIES EXPLODE TO [----] MILLION OZ IN FIRST [--] DAYS 🔥 💥Another [---] Silver Delivery Notices Issued Monday ➡305"  
[X Link](https://x.com/Swedish_uranium/status/2021251364089721335)  2026-02-10T15:54Z [----] followers, [----] engagements


"$ISO is progressing towards #uranium production. A huge advantage to have a toll milling agreement with $UUUU with the only operating conventional mill in the U.S. 🎥 A glimpse inside the Tony M Uranium Mine. The bulk sample program is in full swing with loaders and trucks moving material and the team hard at work on-site in Utah. Recovered material will be sent to the White Mesa Mill for processing helping the team test mining methods https://t.co/TFmNuvm8FT 🎥 A glimpse inside the Tony M Uranium Mine. The bulk sample program is in full swing with loaders and trucks moving material and the"  
[X Link](https://x.com/Swedish_uranium/status/2021251483841249512)  2026-02-10T15:54Z [----] followers, [----] engagements


"The #SPUT ATM is active once again getting ready to send more pounds to #uranium heaven. This year I think we will see the answer to one of the biggest questions at the moment in the sector: What will happen when SPUT reaches the [--] Mlbs limit and keeps raising cash [-----] CAD is the magic number today. https://twitter.com/i/web/status/2021261152508895490 https://twitter.com/i/web/status/2021261152508895490"  
[X Link](https://x.com/Swedish_uranium/status/2021261152508895490)  2026-02-10T16:33Z [----] followers, [----] engagements


"Strong #uranium premarket with ETFs and equities looking very strong. $UUUU taking the lead rising 5%"  
[X Link](https://x.com/Swedish_uranium/status/2021587716270383333)  2026-02-11T14:10Z [----] followers, [----] engagements


"How much cash can #SPUT raise today to send more pounds to #uranium heaven With uranium ETFs moving higher inflows into SPUT could accelerate. [-----] CAD is the magic number to watch"  
[X Link](https://x.com/Swedish_uranium/status/2021589588490256581)  2026-02-11T14:18Z [----] followers, [----] engagements


"Welcome to #Uranium Heaven ☢☁ Population: Every pound that #SPUT and $YCA can get their hands on. Spot pounds minding their business on the market Then suddenly: 💰 ATM opens 💰 Cash raised 💰 Bid hits 💰 Pounds disappear Straight through the pearly gates. Utilities logging in like: Wait where did the liquidity go Answer: It ascended. SPUT and Yellow Cake arent just investors theyre running a one-way elevator. Every time capital flows in available supply flows out. And in a market where primary production is tight and term contracting is heating up Taking pounds out of circulation isnt"  
[X Link](https://x.com/Swedish_uranium/status/2021700999237238870)  2026-02-11T21:40Z [----] followers, [----] engagements


"Today once again we have a strong #uranium premarket and once again $UUUU is taking the lead. Let's see if it holds"  
[X Link](https://x.com/Swedish_uranium/status/2021948248102154623)  2026-02-12T14:03Z [----] followers, [----] engagements


"@quakes99 Felt good to have $WUC as my biggest holding this week. #uranium"  
[X Link](https://x.com/Swedish_uranium/status/1969148813781712996)  2025-09-19T21:17Z [----] followers, [----] engagements


"#uranium $WUC Colorado shines as a top #uranium jurisdiction With rich deposits in the Uravan Mineral Belt a long history of safe production and clear regulations its a prime spot for #mining. Low environmental impact and strong infrastructure make it ideal for powering clean https://t.co/L6lsmK9WwE Colorado shines as a top #uranium jurisdiction With rich deposits in the Uravan Mineral Belt a long history of safe production and clear regulations its a prime spot for #mining. Low environmental impact and strong infrastructure make it ideal for powering clean https://t.co/L6lsmK9WwE"  
[X Link](https://x.com/Swedish_uranium/status/1970498139795939691)  2025-09-23T14:39Z [----] followers, [----] engagements


"$WUC is one of the few with a mine ready to produce #uranium ore. Will be a big winner on higher spot price since they can sell ore to $UUUU for processing at the White Mesa mill. Not very profitable at today's levels as they sell ore at a big discount but 100/lbs it's game-on. Colorado shines as a top #uranium jurisdiction With rich deposits in the Uravan Mineral Belt a long history of safe production and clear regulations its a prime spot for #mining. Low environmental impact and strong infrastructure make it ideal for powering clean https://t.co/L6lsmK9WwE Colorado shines as a top #uranium"  
[X Link](https://x.com/Swedish_uranium/status/1970501508174401570)  2025-09-23T14:52Z [----] followers, [----] engagements


"Is the #uranium squeeze here My portfolio to new ATHs with $UUUU leading the way now as the second biggest holding getting close to my number [--] which is the tiny company with a unique resource: Rush Rare Metals $RSH (will probably soon be converted to $M.CN shares). My number [--] is $DNN also breaking out here as it seems. https://twitter.com/i/web/status/1975562203668324438 https://twitter.com/i/web/status/1975562203668324438"  
[X Link](https://x.com/Swedish_uranium/status/1975562203668324438)  2025-10-07T14:01Z [----] followers, [----] engagements


"Took a position in $SYH in the opening today great deal with $DNN today. Another deposit next to the Denison Wheeler River would be huge for SYH. #uranium Skyharbour Enters into Major Strategic Agreement with Denison Mines to Form Four New Joint Ventures at Russell Lake; Combined Project Consideration of up to $61.5 Million $syh $dnn #uranium https://t.co/yk6LNieJRP Skyharbour Enters into Major Strategic Agreement with Denison Mines to Form Four New Joint Ventures at Russell Lake; Combined Project Consideration of up to $61.5 Million $syh $dnn #uranium https://t.co/yk6LNieJRP"  
[X Link](https://x.com/Swedish_uranium/status/1990429592205533434)  2025-11-17T14:39Z [----] followers, [----] engagements


"🚀 #Uranium explorer Skyharbour Resources $SYH $SYHBF just dropped another major catalyst and the setup for [----] is looking explosive. Todays news confirms that Orano is stepping up in a big way at the Preston Project with an extensive exploration and drilling campaign: 🔸 Full-corridor AGG survey 🔸 Detailed ground gravity 🔸 [--------] metres of helicopter-supported drilling across FSAN Canoe Lake & Area B 🔸 Follow-up on multiple graphitic shear zones alteration systems and newly defined structural corridors This is exactly the kind of systematic high-quality exploration that leads to"  
[X Link](https://x.com/Swedish_uranium/status/1998428111256301855)  2025-12-09T16:22Z [----] followers, [----] engagements


"#Silver hitting $120 Miners have been lagging but should start catching up now. $AG $HL $PAAS"  
[X Link](https://x.com/Swedish_uranium/status/2016875244154232999)  2026-01-29T14:05Z [----] followers, [----] engagements


"Where will all the #uranium to cover the structural deficit come from #Niger as it looks like is not the answer any time soon. Neither is #Sweden where a new local veto to alum shale mining is proposed. Will #Australia do anything about their mining ban Will the years of waiting for permitting in #Canada suddenly shrink Not a single uranium mine in the world reached a final investment decision during [----]. The deficit every year is being covered by inventories. When will they get so low that panic sets in https://twitter.com/i/web/status/2019352374880432491"  
[X Link](https://x.com/Swedish_uranium/status/2019352374880432491)  2026-02-05T10:08Z [----] followers, 19.1K engagements


"#Uranium #copper #silver and #fluorspar are all included on the critical minerals list. The #Trump administrations Project Vault stockpile can include any of the more than [--] minerals listed. Were not just doing certain minerals and rare earths. Were doing everything President Donald #Trump said. Fluorspar is the primary source of fluorine a critical input for aluminum steel lithium-ion batteries semiconductors refrigerants and nuclear fuel processing. Supply is dominated by China. Demand is rising due to EVs electrification and advanced manufacturing while few new projects and slow"  
[X Link](https://x.com/Swedish_uranium/status/2019787465687548276)  2026-02-06T14:57Z [----] followers, [----] engagements


"#Uranium replacement rate contracting is inevitable and must begin sooner rather than later. Did utilities already wait too long Will #nuclear reactors be forced to shut down due to lack of fuel I think that is a possibility as well as uranium prices $500/lb when the panic starts to set in. 🚨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"  
[X Link](https://x.com/Swedish_uranium/status/2020182651366437187)  2026-02-07T17:07Z [----] followers, [----] engagements


"#Uranium demand is going 🚀🚀🚀 Nuclear power output reached a new record high in [----] Reactor restarts in Japan higher generation in France and capacity additions in key markets like China & India helped drive this growth. And generation is set to continue rising steadily to [----] 👉 https://t.co/dDAAL4Edxc https://t.co/X05lulBYBi Nuclear power output reached a new record high in [----] Reactor restarts in Japan higher generation in France and capacity additions in key markets like China & India helped drive this growth. And generation is set to continue rising steadily to [----] 👉"  
[X Link](https://x.com/Swedish_uranium/status/2020618060525441250)  2026-02-08T21:57Z [----] followers, [----] engagements


"Both #silver and #uranium inventories are being drained at the moment. I expect big moves this spring in both #commodities. Are we heading for a squeeze Where do you see silver and uranium prices by the end of May Drop your targets below 👇"  
[X Link](https://x.com/Swedish_uranium/status/2021650774246535264)  2026-02-11T18:21Z [----] followers, 10.3K engagements


"While #SPUT and $YCA send pounds to #uranium heaven $BMN will send them to the East. Western utilities should really start to worry. $BMN have signed a Strategic Financing with Leading Global Integrated Nuclear Utility CNNC ⚛ This attractive long-term development and operating joint venture delivers Etango construction funding fully market-priced offtake arrangements and strategic partnership. We look https://t.co/QlDzHVvQa1 $BMN have signed a Strategic Financing with Leading Global Integrated Nuclear Utility CNNC ⚛ This attractive long-term development and operating joint venture delivers"  
[X Link](https://x.com/Swedish_uranium/status/2021862543250403665)  2026-02-12T08:22Z [----] followers, [----] engagements


"@sanitzisf6k Definitive agreement now before there was only a Letter of Intent"  
[X Link](https://x.com/Swedish_uranium/status/2022292618030248283)  2026-02-13T12:51Z [----] followers, [--] engagements


"Who will be follower #7000 👀 One of the best ways to stay ahead in the #commodity supercycle is following accounts that share macro trends breaking news & company-specific updates especially in #uranium #silver & #copper. If you value my input follow & hit 🔔"  
[X Link](https://x.com/Swedish_uranium/status/2021309948903276653)  2026-02-10T19:47Z [----] followers, [----] engagements


"🚨 Major consolidation move in U.S. #uranium 🚨 Myriad Uranium Corp. $M.CN $M is acquiring Rush Rare Metals Corp. $RSH $RSH.CN to unify 100% ownership of the Copper Mountain Uranium Project in Wyoming. This is a clear value unlock. - Removes split-ownership discount - Simplifies decision-making & development - Improves capital efficiency - Makes Copper Mountain easier to value Rush shareholders will also receive shares in Rush Spinco which will hold the highly prospective Boxi property where historical sampling returned values up to 26.9% niobium and 11.9% uranium. (Disclosure: I have a"  
[X Link](https://x.com/Swedish_uranium/status/2022286730632589550)  2026-02-13T12:28Z [----] followers, [----] engagements


"#SPUT has already bought [----] Mlbs #uranium during [----] and has enough cash to buy about [--] Mlbs more. My guess is that by the end of March they will have bought the full [--] Mlbs. Then we enter unchartered territory where I do think the guys at Sprott have a plan. Interesting months ahead. #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -2.04% discount to NAV 50k lbs purchased No trusts issued = no $ raised $178.6m in cash https://t.co/QK0lrkCxis #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -2.04% discount to NAV 50k lbs purchased No trusts issued = no $ raised"  
[X Link](https://x.com/Swedish_uranium/status/2022622222519558334)  2026-02-14T10:41Z [----] followers, [----] engagements


"Well said. #uranium The uranium supply deficit is the most obvious structural imbalance in commodities. The market knows it. The equities are screaming it. And the utilities who actually need to buy are still asleep at the wheel. The uranium supply deficit is the most obvious structural imbalance in commodities. The market knows it. The equities are screaming it. And the utilities who actually need to buy are still asleep at the wheel"  
[X Link](https://x.com/Swedish_uranium/status/2022788270053011707)  2026-02-14T21:41Z [----] followers, [----] engagements


"Wow another strong set of drill results from Noble Plains #Uranium $NOBL As I often say to judge whether drill results are truly good calculate the grade-thickness (GT) and compare it to the industry-standard cutoff. For Wyoming roll-front uranium deposits a GT of [---] is typically used. Noble Plains just reported a GT of [----] in its best hole thats 36x the cutoff. Exceptional results in my opinion. (Disclosure: I have a commercial relationship with Noble Plains Uranium.) NEWS ALERT📣🚨 Noble Plains Uranium Delivers Highest-Grade Intercept to Date as Duck Creek Drilling Continues to Confirm"  
[X Link](https://x.com/Swedish_uranium/status/2014347464074051620)  2026-01-22T14:40Z [----] followers, [----] engagements


"Here are my top picks in #uranium #silver #copper and #fluorspar updated with my latest addition J2 Metals recent news and their performance YTD. (Disclosure: I have a commercial relationship with $M.CN $SYH $CTV.V $NOBL.V and $JTWO. Please do your own DD.) URANIUM Cameco Corporation $CCJ (+34% YTD) Cameco is not just a uranium miner it is a core pillar of the nuclear fuel ecosystem. The company supplies uranium from major mines (e.g. Cigar Lake McArthur River) and operates refining and conversion operations that feed the global nuclear fuel cycle. Energy Fuels $UUUU (+53.17% YTD) Currently"  
[X Link](https://x.com/Swedish_uranium/status/2017980076252397698)  2026-02-01T15:15Z [----] followers, 13.6K engagements


"Great move by Noble Plains #Uranium $NOBL $NOBL.V Theyve just secured [----] historical drill holes of high-quality data at their Shirley Central Project in Wyoming data that would cost $6M+ and years to replicate today. Why this matters: - Instant geological upside without massive spending - Speeds up modeling and upcoming drill program - Fast track toward an NI 43-101 resource - Strategic location right next to Ur-Energy Inc.s ISR project (production planned 2026) - Bordered by Uranium Energy Corp. Even better Ur-Energy is now a shareholder validating the projects quality and potential. This"  
[X Link](https://x.com/Swedish_uranium/status/2019335486288916561)  2026-02-05T09:01Z [----] followers, [----] engagements


"I posted the below this morning about Noble Plains #Uranium $NOBL $NOBL.V but then comes another set of drill results from their other project. Now these are spectacular in my opinion. You don't often see grades 1% in the U.S. These new program-high intercepts alongside the consistency were seeing across the drilling show that Duck Creek is not only continuous but improving in quality. This is how a meaningful uranium asset takes shape said Drew Zimmerman CEO of Noble Plains Uranium. Compliant Resource this spring. (Disclosure: I have a commercial relationship with Noble Plains Uranium)"  
[X Link](https://x.com/Swedish_uranium/status/2019412789052297690)  2026-02-05T14:08Z [----] followers, [----] engagements


"Skyharbour Resources Ltd. $SYH hits 11.77% UO over [---] m at its 100%-owned Moore #Uranium Project in the Athabasca Basin Main Maverick Zone (ML25-15): 4.84% UO over [---] m including 11.77% UO over [---] m at [---] m depth near the unconformity. These results continue to confirm the high-grade nature of the Maverick system and support ongoing geological modelling. New discovery Nomad Zone: Identified [---] km southwest of Maverick where initial drilling intersected intense faulting and strong hydrothermal alteration in sandstone and basement rocks. The scale of alteration and structure suggests a"  
[X Link](https://x.com/Swedish_uranium/status/2011434369827610820)  2026-01-14T13:44Z [----] followers, [----] engagements


"$UUUU is really going for rare earth dominance 🚨@Energy_Fuels to acquire Australian Strategic Materials to create new "mine-to-metal & alloy" rare earth champion 🚨 Read the full details in our most recent press release: https://t.co/Xx6dcwwZNL $UUUU $EFR #EnergyFuels #rareearths https://t.co/8MN5RvvyZi 🚨@Energy_Fuels to acquire Australian Strategic Materials to create new "mine-to-metal & alloy" rare earth champion 🚨 Read the full details in our most recent press release: https://t.co/Xx6dcwwZNL $UUUU $EFR #EnergyFuels #rareearths https://t.co/8MN5RvvyZi"  
[X Link](https://x.com/Swedish_uranium/status/2013733326314443091)  2026-01-20T22:00Z [----] followers, 16K engagements


"AI translation: By introducing a municipal veto against mining in alum shale the municipalities around Lake Storsjn will retain their right to say no to mining operations. This was the governments message at a press conference in stersund on Thursday. Plans to remove municipalities right to veto uranium mining have sparked massive criticism. The concerns of the municipalities around Lake Storsjn have been heard said Member of Parliament Saila Quicklund (Moderate Party) at the press conference which was also attended by the partys parliamentary leader Mattias Karlsson. On Thursday the"  
[X Link](https://x.com/Swedish_uranium/status/2019373201445302761)  2026-02-05T11:31Z [----] followers, [----] engagements


"🚨 $EFR / $UUUU just dropped a monster FS 🚨 If you thought Energy Fuels was only the largest #uranium producer in the U.S. it is time to change your mind. It looks like they may become the largest in rare earths as well. Energy Fuels updated Feasibility Study for Vara Mada (formerly Toliara) confirms this is a world-class generational asset: $1.8B post-tax NPV (10%) $7.30 per share NPV from one project Up to $500M+ annual EBITDA at ramp-up 38-year mine life (likely longer with new drilling) 72% EBITDA margins $264M avg annual FCF And thats before downstream REE processing upside at White"  
[X Link](https://x.com/Swedish_uranium/status/2009226031891128728)  2026-01-08T11:29Z [----] followers, 65.5K engagements


"There is no other place like #Athabasca for #uranium exploration. And no other junior controls land packages like Skyharbour $SYH with their [--] projects. Why would Denison $DNN $DML invest massively in an exploration company drilling just a few kilometers away from where they will build their new mine The answer is obvious. (Disclosure: I have a commercial relationship with Skyharbour Resources) Skyharbour CEO @JordanPTrimble presented at the @MetalsInvtForum in Vancouver outlining one of the largest uranium exploration portfolios in the Athabasca Basin supported by [---] million acres 43"  
[X Link](https://x.com/Swedish_uranium/status/2019346731700285675)  2026-02-05T09:45Z [----] followers, [----] engagements


"Despite all the noise last week commodities have been one of the strongest asset classes so far in [----]. We are still in the early innings of a commodity supercycle driven by energy security electrification and years of structural underinvestment. #Uranium #silver and #copper sit at the core of this cycle. Meanwhile #fluorspar remains the underappreciated critical mineral. Without it large parts of modern industry simply grind to a halt. Silver paper games dont change the reality. If anything theyve helped drain physical supply. Fridays reversal in silver and other commodities looks like a"  
[X Link](https://x.com/Swedish_uranium/status/2020596174902657163)  2026-02-08T20:30Z [----] followers, [----] engagements


"Noble Plains #Uranium hits 1.49% eUO in Wyoming $NOBL $NOBL.V 🚀🚀🚀 The company just wrapped a transformational drill program at its Duck Creek Project in Wyomings Powder River Basin and the results speak for themselves. - [---] holes drilled - 90% hit rate at +0.02% eUO - Multiple program-high grades incl. 1.49% eUO - Laterally continuous roll-front system - Ideally suited for ISR extraction - Footprint expanded [----] miles along trend This wasnt grassroots exploration it was disciplined conversion of historic mineralization into real compliant U.S. uranium pounds. With drilling complete Noble"  
[X Link](https://x.com/Swedish_uranium/status/2021952402165793064)  2026-02-12T14:19Z [----] followers, [----] engagements


"U.S. import reliance on critical minerals is extreme and near the top sits #fluorspar. Fluorspar is essential for: Enrichment of #uranium nuclear fuel Lithium-ion batteries Semiconductors powering AI There is no real substitute in these industries and demand is accelerating. Yet supply remains heavily concentrated in China while the West is only now waking up to how strategic fluorspar really is. Rebuilding domestic U.S. supply is rapidly becoming a national priority. Thats where companies like CleanTech $CTV.V come in positioning to restore North American fluorspar production with"  
[X Link](https://x.com/Swedish_uranium/status/2022332765937471680)  2026-02-13T15:31Z [----] followers, [----] engagements


"2026 is shaping up to be a breakout year for Skyharbour Resources $SYH. With aggressive exploration planned across the Athabasca Basin and major programs advancing at Russell and Moore Lake the company is positioned for what could be a significant new #uranium discovery. Denison committing tens of millions into the JV speaks volumes about the geological potential here. (Disclosure: I have a commercial relationship with Skyharbour) Skyharbour is advancing several projects with over [-----] metres of combined drilling planned in [----] between Skyharbour and its partner companies ⚒ Alongside"  
[X Link](https://x.com/Swedish_uranium/status/2022334826141888882)  2026-02-13T15:39Z [----] followers, [----] engagements


"The U.S. will need lots of more #nuclear energy. But where will all the #uranium come from #SPUT and $YCA send the spot supply to uranium heaven. Kazakhstan and Uzbekistan send most of their supply to Russia and China. China will take a stake in Bannerman. Cameco will enter an agreement with the Indians. What is the U.S. and the rest of the Western world actually doing to secure future supply Much talk but still no action. They need to invest in new mines and secure off-takes for their utilities. Will they wake up too late 🚨 Datacenters are now 7% of total U.S. power demand"  
[X Link](https://x.com/Swedish_uranium/status/2022773436058157108)  2026-02-14T20:42Z [----] followers, [----] engagements


"Such interesting times in my favorite commodities: #uranium #silver #copper and #fluorspar. Plenty of volatility but nothing that changes the powerful fundamentals. The supercycle has just started and will continue for many years. A few words about each commodity followed by my top picks: Uranium Structural supply deficit meets accelerating nuclear build-out. With new reactors life extensions and SMRs advancing globally utilities remain under-contracted and prices must move much higher to incentivize new mine supply. Silver A rare combination of monetary metal and critical industrial input."  
[X Link](https://x.com/Swedish_uranium/status/2023059888583151889)  2026-02-15T15:40Z [----] followers, [----] engagements


""A fuel crunch that could hobble President Donald #Trumps #nuclear renaissance initiatives looms as soon as [----] several experts warned during the two-day U.S. Nuclear Industry Councils 13th annual Advanced Reactors Summit in Seattle that concluded Feb. 12." #Uranium 🚀🚀🚀 As Demand Grows US Nuclear Energy Industry Faces Looming Crunch In Reactor Fuel Supply https://t.co/DfRbhoNGzD As Demand Grows US Nuclear Energy Industry Faces Looming Crunch In Reactor Fuel Supply https://t.co/DfRbhoNGzD"  
[X Link](https://x.com/Swedish_uranium/status/2023120208492143082)  2026-02-15T19:40Z [----] followers, [----] engagements


"Is there a solution to the looming #nuclear fuel supply crunch As the U.S. looks to fuel a growing reactor fleet without relying on geopolitically sensitive #uranium imports one answer may be hiding in plain sight: Wyomings Copper Mountain district. In the 1970s [----] historical boreholes outlined [--] deposits and [--] mineralised prospects across a large shallow system. A hub-and-spoke plan was already engineered in [----] with six open pits feeding a central heap-leach facility. U3O8 endowment of the core Copper Mtn. project area estimated at [---] Mlbs to [---] ft. Broader district endowment"  
[X Link](https://x.com/Swedish_uranium/status/2023128525482406041)  2026-02-15T20:13Z [----] followers, [----] engagements


"#Uranium companies to watch 👀⚛ $UUUU Largest U.S. producer; operating mill and clear path to ramp toward [--] Mlbs/yr $DNN Low-cost ISR; potentially the first new Athabasca project to reach production $EU Slow but steady ISR ramp-up in the U.S. $CCO Industry leader with exposure across the entire nuclear fuel cycle $NXE One of the largest undeveloped uranium deposits globally $UEC Largest U.S. ISR by market cap; heavily ETF-weighted $AEC Advancing mine restarts and mill refurbishment plans $ISO Highest-grade deposit globally (Hurricane) + U.S. production potential and strong global portfolio"  
[X Link](https://x.com/Swedish_uranium/status/1999849179451990206)  2025-12-13T14:29Z [----] followers, [----] engagements


"Some very interesting takeaways in this new $NOBL video on the Duck Creek project ⚛ 12:30 mark: NOBL acquired this for $0.440.45 per historic pound Management believes a compliant pound in the ground could be worth $45 at a $75 uranium price At higher uranium prices the value per pound could increase significantly They also clearly explain: GTs and other key metrics to watch Why their drilling results matter The plan to expand and convert historic resources into compliant ones Noble Plains Uranium continues to look like one of the most exciting small-cap uranium stories right now continued"  
[X Link](https://x.com/Swedish_uranium/status/1999879669659672806)  2025-12-13T16:30Z [----] followers, [----] engagements


"#Uranium Boom🔥 @UraniumMarkets reporting #uranium spot price up by $2.25 and it is now sitting at $81.50. Ask at $82 Up we go✅ https://t.co/RUeswQ39g3 Boom🔥 @UraniumMarkets reporting #uranium spot price up by $2.25 and it is now sitting at $81.50. Ask at $82 Up we go✅ https://t.co/RUeswQ39g3"  
[X Link](https://x.com/Swedish_uranium/status/2002124426259870089)  2025-12-19T21:10Z [----] followers, [----] engagements


"The $URNM rebalancing is still not complete some adjustments has to be done next week as they evidently did not manage to sell all the shares in #uranium names to be dropped. Heavily increased weighting in $CCJ and $UEC"  
[X Link](https://x.com/Swedish_uranium/status/2002291593370300422)  2025-12-20T08:14Z [----] followers, [----] engagements


"$NOBL having a good day so far rising 27%. #uranium Rising power demand. Governments embracing #nuclear. Constrained #uranium supply. Thats the setup and why the uranium market continues to strengthen. Enjoyed unpacking it with Victor Adair on @moneytalkstweet and highlighting how @NOBLuranium is building direct leverage Rising power demand. Governments embracing #nuclear. Constrained #uranium supply. Thats the setup and why the uranium market continues to strengthen. Enjoyed unpacking it with Victor Adair on @moneytalkstweet and highlighting how @NOBLuranium is building direct leverage"  
[X Link](https://x.com/Swedish_uranium/status/2003121487658803543)  2025-12-22T15:12Z [----] followers, [----] engagements


"I might buy shares in a few #silver companies if there is a dip today. Feel welcome to give me suggestions below. Producers and near-term producers in safe jurisdictions with no dilution expected are preferred"  
[X Link](https://x.com/Swedish_uranium/status/2005579943854637554)  2025-12-29T10:01Z [----] followers, [----] engagements


"Only 481k #uranium left to stack for #SPUT to reach the allowed [--] Mlbs for this year. Heavy buying needed today to make it. [-----] CAD is the magic number. If we get some volume at or above that number I think they will go for it. #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -0.87% discount to NAV 100k lbs purchased 301.5k trusts issued = $5.9m raised $58.9m in cash https://t.co/xWpoWfw8t0 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -0.87% discount to NAV 100k lbs purchased 301.5k trusts issued = $5.9m raised $58.9m in cash https://t.co/xWpoWfw8t0"  
[X Link](https://x.com/Swedish_uranium/status/2006003403949056099)  2025-12-30T14:04Z [----] followers, 15.7K engagements


"Is Copper Mountain the largest #uranium endowment in the United States Ive never seen numbers like these. What adds to the excitement is that Myriad has been intersecting higher grades than those used in historic estimates. The upcoming drill program includes multiple targets. While exploration always carries risk Myriad is drilling with a clear advantage guided by extensive historic drilling and a strong understanding of where to place the drill bit. Importantly historic estimates do not include mineralization below [---] feet while the upcoming program will test much deeper levels. If deeper"  
[X Link](https://x.com/Swedish_uranium/status/2007187143760781322)  2026-01-02T20:28Z [----] followers, [----] engagements


"@Belmondo2020 Very illiquid so hard hit by $URNM dumping it. At risk of $URA dumping as well. But looking at the assets $WUC is probably the cheapest you can get"  
[X Link](https://x.com/Swedish_uranium/status/2008285972618723734)  2026-01-05T21:14Z [----] followers, [----] engagements


"Noble Plains #Uranium $NOBL.V keeps delivering at Duck Creek Wyoming. New drill results confirm strong grade + thickness continuity across a growing [---] km strike. Highlights include [----] ft @ 0.063% eUO (incl. [--] ft @ 0.201%) and [----] ft @ 0.072% (incl. [--] ft @ 0.142%). That means GTs up [----] which is very good considering the industry standard Grade-Thickness (GT) cut-off of [---] typically used in Wyoming roll front uranium deposits. Average GT so far is [----] that is 3.5x above the cut-off. With GT outperforming the NI 43-101 exploration target [--] of [--] holes expanding beyond historic data and"  
[X Link](https://x.com/Swedish_uranium/status/2008538913128763894)  2026-01-06T13:59Z [----] followers, [----] engagements


"@zerohedge @nano_nuclear @oklo @NuScale_Power @BWXT Got #uranium https://x.com/Swedish_uranium/status/2008049589220184301 Things are heating up fast in the #uranium sector and the year is off to a strong start. Heres whats happening 👇 Uranium equities were heavily pressured in NovDec by profit taking tax-loss selling and ETF dividend mechanics. Those headwinds are now behind us. ✓ Tax-loss https://x.com/Swedish_uranium/status/2008049589220184301 Things are heating up fast in the #uranium sector and the year is off to a strong start. Heres whats happening 👇 Uranium equities were heavily"  
[X Link](https://x.com/Swedish_uranium/status/2008928625224040874)  2026-01-07T15:48Z [----] followers, [----] engagements


"For those looking for arbitrage with Myriad #Uranium trading at C$0.42 Rush should be worth C$0.227 as 0.420.5405=C$0.227"  
[X Link](https://x.com/Swedish_uranium/status/2009276301840875521)  2026-01-08T14:49Z [----] followers, [----] engagements


"🚀 Skyharbour Resources $SYH continues to scale in the Athabasca Basin staking [--] new #uranium claims and growing its portfolio to [------] hectares across [--] projects. Key points: Low-cost staking 100% owned ground Expansion around the worlds highest-grade uranium district New assets feed the prospect generator model alongside core projects (Russell Lake JV w/ Denison 100%-owned Moore) 📈 Relentless land consolidation in Tier-1 uranium terrain positioning Skyharbour with unmatched optionality as the uranium cycle builds. Disclosure: $SYH is my sponsor. All opinions are my own. Please do your"  
[X Link](https://x.com/Swedish_uranium/status/2009277227414831541)  2026-01-08T14:53Z [----] followers, [----] engagements


"My top picks in #uranium #silver #copper and #fluorspar (Disclosure: I have a commercial relationship with $M.CN $SYH $CTV.V and $NOBL.V. Please do your own DD.) Cameco Corporation $CCJ Cameco is not just a uranium miner its a core pillar of the nuclear fuel ecosystem. The company supplies uranium from major mines (e.g. Cigar Lake McArthur River) and operates refining and conversion operations that feed the global nuclear fuel cycle. What makes Cameco especially strategic is its ownership stake in Westinghouse Electric Company a leading designer and supplier of nuclear reactors fuel"  
[X Link](https://x.com/Swedish_uranium/status/2010282207848378831)  2026-01-11T09:26Z [----] followers, 50.6K engagements


"Noble Plains #Uranium $NOBL.V expands Duck Creek footprint in Wyoming This is a small-cap uranium explorer with a market capitalization of roughly US$6M. The company is currently running a successful drill program at its Duck Creek Project in Wyoming and has now expanded its land position by staking additional nearby claims. The reasons are obvious. This is one to watch 👀 (Disclosure: I am a shareholder of $NOBL.V and have a commercial relationship with the company. All opinions are my own.) News Alert 🚨 Noble Plains Uranium Expands Flagship Duck Creek Project Increasing Uranium Trend"  
[X Link](https://x.com/Swedish_uranium/status/2010713462838628659)  2026-01-12T14:00Z [----] followers, [----] engagements


"Not a bad year so far for my top picks. This is how they have moved since the beginning of [----]. #Silver #Copper #Uranium #Fluorspar My top picks in #uranium #silver #copper and #fluorspar (Disclosure: I have a commercial relationship with $M.CN $SYH $CTV.V and $NOBL.V. Please do your own DD.) Cameco Corporation $CCJ Cameco is not just a uranium miner its a core pillar of the nuclear fuel ecosystem. My top picks in #uranium #silver #copper and #fluorspar (Disclosure: I have a commercial relationship with $M.CN $SYH $CTV.V and $NOBL.V. Please do your own DD.) Cameco Corporation $CCJ Cameco is"  
[X Link](https://x.com/Swedish_uranium/status/2011138632888037485)  2026-01-13T18:09Z [----] followers, [----] engagements


"🚀 Noble Plains #Uranium $NOBL delivers again at Duck Creek (Wyoming) Noble Plains Uranium Corp. reported [--] new drill holes with an impressive 85% success rate reinforcing the predictability and scale of the Duck Creek roll-front system in the Powder River Basin. Key highlights: ✅ 85% of holes met or exceeded Wyoming ISR thresholds ✅ Average grade 0.069% eUO 38% higher than the upper exploration target ✅ Mineralization confirmed along [----] km (1.4 miles) of strike ✅ Vertical holes true thickness intercepts Standout intercepts include: [--] ft @ 0.117% eUO incl. [--] ft @ 0.369% [----] ft @ 0.137%"  
[X Link](https://x.com/Swedish_uranium/status/2011798794115977556)  2026-01-15T13:53Z [----] followers, [----] engagements


"Strong start to [----]. The commodity supercycle is accelerating and I just added $HL as silver miners can outperform even with flat silver prices. YTD performance of my top picks below 👇 #uranium #silver #copper #fluorspar"  
[X Link](https://x.com/Swedish_uranium/status/2012894822172967320)  2026-01-18T14:28Z [----] followers, [----] engagements


"We might see some temporary noise the coming week as the market digests the latest threats of tariffs regarding #Greenland and some investors may choose to go risk-off. But commodities like #uranium #silver #copper and #fluorspar have entered a supercycle in my opinion and political noise will not be able to stop it. The commodity supercycle is driven by slow-moving structural forces that have been building for years and are now converging. Energy security electrification deglobalization and a decade of underinvestment are reshaping supply and demand. For years commodities were left behind."  
[X Link](https://x.com/Swedish_uranium/status/2012915363533533489)  2026-01-18T15:49Z [----] followers, [----] engagements


"@StudentofValues PDN is fine but I sold some time ago. If Skyharbour hits close to Denison's Wheeler River valuation will look very cheap. Cameco is the sector leader and will continue moving with the sector even though the mcap is high"  
[X Link](https://x.com/Swedish_uranium/status/2012955439697215783)  2026-01-18T18:29Z [----] followers, [---] engagements


"Laramide $LAM to Abandon Kazakhstan Greenfield #Uranium Effort Due to Newly Enacted Government Policy Changes https://laramide.com/laramide-to-abandon-kazakhstan-greenfield-uranium-13338/ https://laramide.com/laramide-to-abandon-kazakhstan-greenfield-uranium-13338/"  
[X Link](https://x.com/Swedish_uranium/status/2013594094014959737)  2026-01-20T12:46Z [----] followers, [----] engagements


"$ISO this will be interesting to watch 👀 #uranium IsoEnergy Commences [----] Winter Drilling Program at the Larocque East Project Athabasca Basin $ISO.TO https://t.co/iVgRuRDcID IsoEnergy Commences [----] Winter Drilling Program at the Larocque East Project Athabasca Basin $ISO.TO https://t.co/iVgRuRDcID"  
[X Link](https://x.com/Swedish_uranium/status/2013608519967052011)  2026-01-20T13:44Z [----] followers, [----] engagements


"#Uranium investors only need to dedicate [--] minutes to get an idea about why Skyharbour $SYH will have a very exciting [----]. Listen as Corporate Communications Manager Nick Coltura discusses Skyharbours recent news flow their huge Athabasca properties their hybrid model recent high-grade results and upcoming plans. (Disclosure: I have a commercial relationship with $SYH) https://www.youtube.com/watchv=CzUrdt6c3nw https://www.youtube.com/watchv=CzUrdt6c3nw"  
[X Link](https://x.com/Swedish_uranium/status/2014012977473609974)  2026-01-21T16:31Z [----] followers, [----] engagements


"Skyharbour $SYH is gearing up for an exciting drill season with major ambitions to hit high-grade #uranium . Drilling next to Denisons world-class Wheeler River project could be a real game changer and will be fascinating to watch closely. Disclosure: I have a commercial relationship with Skyharbour News Release Skyharbour Announces Major [----] Exploration Campaign with Denison Mines at Russell Lake Uranium Joint Ventures. $SYH.v $SYHBF Read🔗: https://t.co/31F5C0oI8N https://t.co/pdMTQttTQ4 News Release Skyharbour Announces Major [----] Exploration Campaign with Denison Mines at Russell Lake"  
[X Link](https://x.com/Swedish_uranium/status/2014385608941064544)  2026-01-22T17:12Z [----] followers, [----] engagements


"Is it time for some profit-taking in #uranium stocks Looking at my portfolio you could argue yes several positions are up 5080% in just three weeks. That said uranium is a long-cycle commodity and were still very early. At current prices almost no uranium producers are meaningfully profitable essentially only Cameco and Kazatomprom. Incentive prices remain well above todays spot. To my knowledge not a single new uranium mine reached Final Investment Decision in [----] (might come soon for Denisons Phoenix). Meanwhile the structural supply deficit continues to widen. Personally Im not selling"  
[X Link](https://x.com/Swedish_uranium/status/2014713263154475396)  2026-01-23T14:54Z [----] followers, 23.2K engagements


"#Uranium premarket looking very strong with $UUUU taking the lead"  
[X Link](https://x.com/Swedish_uranium/status/2015781458615435442)  2026-01-26T13:38Z [----] followers, 28.5K engagements


"There are two elephants in the #uranium market worth highlighting. 🐘 First: U.S. utilities. They consume [--] Mlbs per year while domestic production is only [--] Mlbs. The U.S. is fully dependent on foreign supply. Canada is a major source but with shifting geopolitics Canada is increasingly securing long-term contracts with China and India. Going forward the U.S. will need its own supply. $UUUU $EU $UEC $URG can all contribute nut far from enough. That leads to the second elephant. 🐘 The U.S. needs a truly large uranium deposit. The Copper Mountain Project is likely the largest uranium"  
[X Link](https://x.com/Swedish_uranium/status/2015806775203594582)  2026-01-26T15:19Z [----] followers, 22.1K engagements


"#Uranium hits US$90.00 Numerco Spot #uranium US$90.00 /Lb (+$1.00 +1.11%) U3O8 #U3O8 as reported by https://t.co/ZKbLwsQBZ9 Mon [--] Jan [----] 15:31:38 GMT Numerco Spot #uranium US$90.00 /Lb (+$1.00 +1.11%) U3O8 #U3O8 as reported by https://t.co/ZKbLwsQBZ9 Mon [--] Jan [----] 15:31:38 GMT"  
[X Link](https://x.com/Swedish_uranium/status/2015810584726442112)  2026-01-26T15:34Z [----] followers, [----] engagements


"Will there be enough #uranium to feed U.S. #nuclear reactors 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 #Canada's trade pivot intensifies🔥⚛⛏🏭🧑🏭🤠🐂🌊🏄 https://t.co/LlJtr6tkSz 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 #Canada's trade pivot intensifies🔥⚛⛏🏭🧑🏭🤠🐂🌊🏄"  
[X Link](https://x.com/Swedish_uranium/status/2015825495934251425)  2026-01-26T16:33Z [----] followers, [----] engagements


"So we got another fairly significant dip across many #uranium equities despite a strong premarket uranium pushing $90 and #SPUT about to resume buying new pounds. I was not expecting that but a great opportunity to add in my opinion. #Uranium premarket looking very strong with $UUUU taking the lead. https://t.co/RLGb0lH4uH #Uranium premarket looking very strong with $UUUU taking the lead. https://t.co/RLGb0lH4uH"  
[X Link](https://x.com/Swedish_uranium/status/2015826377463808304)  2026-01-26T16:37Z [----] followers, 19.4K engagements


"I entered J2 Metals $JTWO yesterday compelling story here as #silver continues to run hot. https://t.co/iaTS0XOTRc I sat down with @tdlamb CEO of @J2Metals (TSX.V: JTWO) a super low-cap (CAD 7M) junior explorer positioned perfectly for the massive moves in #silver (now $110/oz) #gold ($5000/oz) and #antimony. We dive deep into their portfolio of https://t.co/iaTS0XOTRc I sat down with @tdlamb CEO of @J2Metals (TSX.V: JTWO) a super low-cap (CAD 7M) junior explorer positioned perfectly for the massive moves in #silver (now $110/oz) #gold ($5000/oz) and #antimony. We dive deep into their"  
[X Link](https://x.com/Swedish_uranium/status/2016037512309841985)  2026-01-27T06:36Z [----] followers, [----] engagements


"To understand whats coming in #uranium just look at the #silver chart over the past year. Were used to massive dips in spot prices and equities that drag on for months. I believe that phase is over. From now on any dip will likely be bought within days. Why Because market participants are finally realizing the deficit is REAL. The same is true for silver: the supply shortfall is real and theres no meaningful substitution for either commodity. When an indispensable commodity enters a structural deficit the price has only one direction to go. https://twitter.com/i/web/status/2016063110902092241"  
[X Link](https://x.com/Swedish_uranium/status/2016063110902092241)  2026-01-27T08:17Z [----] followers, 19.2K engagements


"Is #SPUT about to buy all the allowed [--] Mlbs of #uranium at once or what is going on 🎇🎆😲Today is the highest volume day for USD ticker $U.U in the entire history of @Sprott Physical #Uranium Trust🌋far surpassing that of [--] October [----] when Wyoming's State Pension took their US$50M position in #SPUT.💰🛒 I hope they held on so they are smiling now💰💰😊 https://t.co/gTduIXfi8t 🎇🎆😲Today is the highest volume day for USD ticker $U.U in the entire history of @Sprott Physical #Uranium Trust🌋far surpassing that of [--] October [----] when Wyoming's State Pension took their US$50M position in"  
[X Link](https://x.com/Swedish_uranium/status/2016244115336302760)  2026-01-27T20:17Z [----] followers, [----] engagements


"The dip at the beginning of this week in #uranium and #silver equities was a gift for new investors and for those looking to add. With the #SPUT coffers full of cash and silver options now expired my prediction is a violent move to $100 in uranium and $130 in silver by next week. (No guarantees please do your own DD) https://twitter.com/i/web/status/2016247908807373156 https://twitter.com/i/web/status/2016247908807373156"  
[X Link](https://x.com/Swedish_uranium/status/2016247908807373156)  2026-01-27T20:32Z [----] followers, [----] engagements


"As massive volumes enter the #uranium market thanks to #SPUT raising record amounts of cash and sweeping up available pounds on the spot market here are my current top picks in the sector spread across producers developers and explorers. I look for current or near-term producers that will actually make money and developers or explorers in low-risk jurisdictions with current or historic resources large enough for economic viability or extraordinary discovery potential. Preferably no near-time financing needed in order not to kill the momentum. (Disclosure: I have a commercial relationship with"  
[X Link](https://x.com/Swedish_uranium/status/2016448247057801397)  2026-01-28T09:48Z [----] followers, 10.9K engagements


"Have you ever seen the #uranium flywheel spinning at full speed If you havent you will probably see it today for the first time and many more times during [----]. What is the flywheel effect and why does it have such a huge impact on uranium equities Uranium is a very small sector and when money starts flowing into the ETFs that automatically leads to buying of the included equities including #SPUT. If the ATM is activated SPUT will raise cash and then has to buy uranium on the spot market which leads to higher uranium prices which in turn leads to more money pouring into the ETFs and so on."  
[X Link](https://x.com/Swedish_uranium/status/2016483227825795370)  2026-01-28T12:07Z [----] followers, [---] engagements


"@sat87127 Let's see how they do in the URA rebalancing might be an opportunity to get back in"  
[X Link](https://x.com/Swedish_uranium/status/2016499701596447122)  2026-01-28T13:12Z [----] followers, [---] engagements


"Huge arbitrage opportunity at the moment in one of my #uranium top picks Rush Rare Metals $RSH. The conditions of the proposed merger sets the share price to [----] Myriad shares for each Rush share. Currently with Myriad at [----] CAD that brings Rush to [----] CAD without even including the Boxi property. Rush currently at [----] CAD. As massive volumes enter the #uranium market thanks to #SPUT raising record amounts of cash and sweeping up available pounds on the spot market here are my current top picks in the sector spread across producers developers and explorers. I look for current or"  
[X Link](https://x.com/Swedish_uranium/status/2016526859480031631)  2026-01-28T15:00Z [----] followers, [----] engagements


"2026 will be a very aggressive and ambitious year for Skyharbour Resources $SYH. In my view the chances are strong that they could make the next major #uranium discovery in the Athabasca Basin. Theres a reason Denison is investing tens of millions into their joint venture. (Disclosure: I have a commercial relationship with Skyharbour) Skyharbour is entering [----] with strong momentum and an aggressive exploration program across the Athabasca Basin⚒ We have outlined plans for more than [-----] metres of drilling at the Russell Lake Joint Venture with Denison Mines alongside an [----] to [-----] metre"  
[X Link](https://x.com/Swedish_uranium/status/2016563964499439949)  2026-01-28T17:28Z [----] followers, [----] engagements


"#Uranium hitting $99 🚀🚀🚀 Ka-boom💣💥 The #Uranium sector flywheel has kicked into stage [--] 🔥🎡🚀 with #SPUT raising even more stacking cash⚙⚛💵 which puts them on the bid now at $97 to push @Numerco's Spot #U3O8 price UP $6.75 +6.8% to a new 2-year high of $99/lb💲⚛🛢 with $100 Spot now imminent🤯 https://t.co/R4aZEepaze Ka-boom💣💥 The #Uranium sector flywheel has kicked into stage [--] 🔥🎡🚀 with #SPUT raising even more stacking cash⚙⚛💵 which puts them on the bid now at $97 to push @Numerco's Spot #U3O8 price UP $6.75 +6.8% to a new 2-year high of $99/lb💲⚛🛢 with $100 Spot now imminent🤯"  
[X Link](https://x.com/Swedish_uranium/status/2016564655536115845)  2026-01-28T17:30Z [----] followers, [----] engagements


"I guess you all saw the #uranium flywheel in action today. There is no other commodity like uranium. The market is tight and can spin faster than you can imagine. Have you ever seen the #uranium flywheel spinning at full speed If you havent you will probably see it today for the first time and many more times during [----]. What is the flywheel effect and why does it have such a huge impact on uranium equities Uranium is a very small https://t.co/Y8lMAeznyN Have you ever seen the #uranium flywheel spinning at full speed If you havent you will probably see it today for the first time and many"  
[X Link](https://x.com/Swedish_uranium/status/2016627011049902252)  2026-01-28T21:38Z [----] followers, [----] engagements


"The New Commodity Boom Has Started. #Uranium #Silver & #Copper at the Center A powerful shift is underway in global commodity markets. Not a short-term rally fueled by hype but the early phase of a long-term supercycle driven by real-world constraints. After years of neglect supply systems are colliding with accelerating demand from energy transition geopolitical realities and massive infrastructure buildouts. And three metals are emerging as the clear winners of this new cycle: uranium silver and copper. Years of Neglect Are Catching Up For over a decade capital largely avoided the mining"  
[X Link](https://x.com/Swedish_uranium/status/2016820759264456988)  2026-01-29T10:28Z [----] followers, [----] engagements


"Every #silver dip is being bought quickly today as well. That is what a real structural deficit looks like. Same pattern will be seen in #uranium could be even more violent"  
[X Link](https://x.com/Swedish_uranium/status/2016979098594156893)  2026-01-29T20:57Z [----] followers, [----] engagements


"#Silver investors should zoom out for a moment. The price has doubled since October and $100 silver is not bad at all. Month-end pullbacks are normal but remember: were in a structural deficit and every dip is likely to be bought quickly as physical silver remains in scarce supply. https://twitter.com/i/web/status/2017249552647016892 https://twitter.com/i/web/status/2017249552647016892"  
[X Link](https://x.com/Swedish_uranium/status/2017249552647016892)  2026-01-30T14:52Z [----] followers, [----] engagements


"The commodity supercycle is far from over it will likely run for many years despite massive volatility along the way. #Uranium #silver and #copper are all essential for AI industrial growth and global electrification and all face structural supply shortages going forward. Stay calm zoom out and enjoy the ride even when it gets a little bumpy 🚀"  
[X Link](https://x.com/Swedish_uranium/status/2017328655102316899)  2026-01-30T20:06Z [----] followers, [----] engagements


"On days like today you almost forget its time for the $URA rebalancing. Expect huge volumes in some #uranium names during the final minutes of trading. Some stocks may spike while others could drop depending on the adjusted weightings"  
[X Link](https://x.com/Swedish_uranium/status/2017329421330289053)  2026-01-30T20:09Z [----] followers, 12.4K engagements


"Month-end smash in #silver and #uranium explained 👇 📉 What is a month-end smash Its when prices are pushed down sharply near the end of the month often in the last [--] trading days. Youll often see: Heavy selling in paper markets (futures ETFs options) Sudden drops with no bad news Price recovers a few days later This happens a lot in: ✅ Uranium ✅ Silver (notorious for it) ✅ Gold too (to a lesser degree) 🧠 Why it happens (main reasons) [--]. 📊 Fund rebalancing & accounting Big funds: Rebalance portfolios at month end Lock in profits/losses for reporting Adjust commodity exposure If"  
[X Link](https://x.com/Swedish_uranium/status/2017578317642141761)  2026-01-31T12:38Z [----] followers, 15.4K engagements


"What a first month of [----] we had in commodities with prices exploding upwards during most of the month followed by a month-end smash the last day. My comment today is focused on the structural deficit in silver and uranium and why both metals continue to have huge upside. First silver a lot of noise around it but look at this table and focus on Market Balance the last [--] years. That is a cumulative deficit of some [---] million ounces. And it won't be any better as demand keeps growing and supply is slow to respond. Inventories have been used to cover the shortage but they will just keep"  
[X Link](https://x.com/Swedish_uranium/status/2017987108355412106)  2026-02-01T15:43Z [----] followers, 14.8K engagements


"Many #silver investors are a bit nervous as the US futures open in [--] minutes. But zoom out and look at the below table. Forget the noise and remember we are in a long-term structural deficit that will not be over any time soon. What a first month of [----] we had in commodities with prices exploding upwards during most of the month followed by a month-end smash the last day. My comment today is focused on the structural deficit in silver and uranium and why both metals continue to have huge upside. https://t.co/ZWO3LJU7q3 What a first month of [----] we had in commodities with prices exploding"  
[X Link](https://x.com/Swedish_uranium/status/2018093003684859971)  2026-02-01T22:44Z [----] followers, [----] engagements


"It is not that #silver suddenly became abundant and the deficit was magically solved. Many #silver investors are a bit nervous as the US futures open in [--] minutes. But zoom out and look at the below table. Forget the noise and remember we are in a long-term structural deficit that will not be over any time soon. Many #silver investors are a bit nervous as the US futures open in [--] minutes. But zoom out and look at the below table. Forget the noise and remember we are in a long-term structural deficit that will not be over any time soon"  
[X Link](https://x.com/Swedish_uranium/status/2018228040241754587)  2026-02-02T07:40Z [----] followers, [----] engagements


"Details here as to what will be included in the new critical minerals stockpile: "The stockpile is expected to include both rare earths and critical minerals as well as other strategically important elements that are subject to volatile prices." It seems both #uranium and #silver might be possible. https://finance.yahoo.com/news/trump-launches-12-billion-minerals-120104530.html https://finance.yahoo.com/news/trump-launches-12-billion-minerals-120104530.html"  
[X Link](https://x.com/Swedish_uranium/status/2018311918952300588)  2026-02-02T13:13Z [----] followers, [----] engagements


"#Silver is back at $87 the month-end smash is over. The bankers have had time to cover their shorts and flip long. Massive market manipulation but you have to admit they played it perfectly. Month-end smash in #silver and #uranium explained 👇 📉 What is a month-end smash Its when prices are pushed down sharply near the end of the month often in the last [--] trading days. Youll often see: Heavy selling in paper markets (futures ETFs options) Sudden Month-end smash in #silver and #uranium explained 👇 📉 What is a month-end smash Its when prices are pushed down sharply near the end of the month"  
[X Link](https://x.com/Swedish_uranium/status/2018600008233238594)  2026-02-03T08:18Z [----] followers, [----] engagements


"Small-cap explorers are where you may find the greatest leverage in this #uranium bull cycle. Most of them however will never discover an economically viable deposit and will simply continue diluting shareholders. But there is a key factor that can make a huge difference and one you should really pay attention to if you invest in explorers: 👉 Historic drill results. It makes a massive difference when an exploration company has access to a large database of historic drilling. If the data is reliable management already knows where to drill and can be almost certain of achieving at least"  
[X Link](https://x.com/Swedish_uranium/status/2018743138157003048)  2026-02-03T17:47Z [----] followers, [----] engagements


"By the way that is not all to it Myriad has another project in New Mexico with 1000+ historic drill holes: https://x.com/MyriadUranium/status/2018400334268231826 Did you know Myriads 100%-owned Red Basin Project in New Mexico has 1000+ historic drill holes and past production at 0.17% UO. District potential is [----] Mlbs. Learn more: https://t.co/OFlrbojYl1 CSE: $M.CN OTC: $MYRUF FRA: $C3Q https://t.co/1QeE9DKZ29 https://x.com/MyriadUranium/status/2018400334268231826 Did you know Myriads 100%-owned Red Basin Project in New Mexico has 1000+ historic drill holes and past production at 0.17% UO."  
[X Link](https://x.com/Swedish_uranium/status/2018749022203154850)  2026-02-03T18:10Z [----] followers, [----] engagements


"#Silver miners are about to report and the numbers should reflect a massive tailwind from higher prices. Based on daily closing prices (USD/oz): Q3 [----] (JulSep): $39.54 Q4 [----] (OctDec): $55.46 Jan [----] (to Jan 30): $90.69 Thats not a gradual move thats an accelerating price breakout. We will see stronger revenues margins and cash flow. The market often reacts to short-term noise. But earnings are about to show what higher silver really means for miners. https://twitter.com/i/web/status/2019437431053824354 https://twitter.com/i/web/status/2019437431053824354"  
[X Link](https://x.com/Swedish_uranium/status/2019437431053824354)  2026-02-05T15:46Z [----] followers, [----] engagements

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