[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @da_sails DA Sails Not mentioned, as DA Sails is not referenced in the provided tweets. The conversation revolves around nuclear energy, uranium, and critical minerals, with significant developments in the US, China, and partnerships between governments and companies. Key players like Cameco, Westinghouse, and Brookfield are investing heavily in nuclear technology, with major projects and partnerships announced recently. ### Engagements: XXXXX [#](/creator/twitter::1431418490045468673/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXX +630% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1431418490045468673/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX +193% - X Year XXXXX +35% ### Followers: XXXXX [#](/creator/twitter::1431418490045468673/followers)  - X Week XXXXX +0.30% - X Month XXXXX +3.10% - X Months XXXXX +25% - X Year XXXXX +36% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1431418490045468673/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [technology brands](/list/technology-brands) [countries](/list/countries) [automotive brands](/list/automotive-brands) **Social topic influence** [$mir](/topic/$mir) #3, [ai](/topic/ai), [momentum](/topic/momentum) #1269, [$10m](/topic/$10m) #123, [$55m](/topic/$55m) #20, [acquisition](/topic/acquisition) #1503, [mexico](/topic/mexico), [$7846t](/topic/$7846t) #2031, [mir](/topic/mir), [ndaa](/topic/ndaa) #186 **Top accounts mentioned or mentioned by** [@saucyxmr](/creator/undefined) [@macgully](/creator/undefined) [@cardanowhale](/creator/undefined) [@sethforprivacy](/creator/undefined) [@geezsquared](/creator/undefined) [@cakewallet](/creator/undefined) [@zanoproject](/creator/undefined) [@hedera](/creator/undefined) [@zacharybrubake4](/creator/undefined) [@escoxbt](/creator/undefined) [@cryptokidsyd](/creator/undefined) [@vikrantnyc](/creator/undefined) [@pudgypenguins](/creator/undefined) [@foundationdvcs](/creator/undefined) [@1cardanoking](/creator/undefined) [@vivalacoinbtc](/creator/undefined) [@nostredamus](/creator/undefined) [@carnivorejt](/creator/undefined) [@kevonstage](/creator/undefined) [@pastorcoin](/creator/undefined) **Top assets mentioned** [Mirror Protocol (MIR)](/topic/$mir) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Cameco Corporation (CCJ)](/topic/$ccj) [CargoX (CXO)](/topic/cargox) [Bitcoin (BTC)](/topic/bitcoin) [NextEra Energy Inc (NEE)](/topic/$nee) [American Electric Power Company Inc (AEP)](/topic/$aep) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Dominion Energy Inc (D)](/topic/dominion-energy) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [GE Vernova Inc. (GEV)](/topic/$gev) [Duke Energy Corp (DUK)](/topic/$duk) [General Electric Company (GE)](/topic/$ge) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) ### Top Social Posts Top posts by engagements in the last XX hours "Ramaco Resources ( $METC) signs 5-year Cooperative Research and Development Agreement with DOEs NETL Framework for multi-project collaboration on rare earths and critical minerals Focused on advancing development at Brook Mine Sheridan WY Will integrate AI quantum and advanced materials research Linked to DOEs new METALLIC supply chain initiative across nine national labs Aims to strengthen U.S. rare earth supply and mineral security" [X Link](https://x.com/da_sails/status/1984030009846014067) 2025-10-30T22:49Z 6642 followers, XXX engagements "Antares announces $96M Series B to accelerate rapid design-build-test cycles for nuclear reactors First low-power reactor demo (Mark-0) set for 2026 at Idaho National Laboratory Path cleared for a full-power electricity-producing reactor as early as 2027 Positioned to compete in major federal programs including Armys JANUS and NASAs Fission Surface Power Signals a broader shift: the return of fast iterative U.S. nuclear engineering and a push toward abundant energy across Earth space and beyond" [X Link](https://x.com/da_sails/status/1995893713185206762) 2025-12-02T16:31Z 6641 followers, 2175 engagements "@DrPaulyDeSantis Id do $CCJ XX% and $EU 30%" [X Link](https://x.com/da_sails/status/1997073106322534715) 2025-12-05T22:38Z 6643 followers, XX engagements "CargoX @CargoXio reports a surge in users of its platform now processing over XXX million electronic trade documents. This leap follows a successful interoperability test with edoxOnline cutting transfer times from days to minutes. McKinsey estimates eBLs could save $XXX billion in direct costs and boost global trade by $XX billion. CargoX's blockchain tech is transforming trade with faster secure document exchanges. #Blockchain #SupplyChain" [X Link](https://x.com/da_sails/status/1828261091329351836) 2024-08-27T02:39Z 6638 followers, XXX engagements "Mirion $MIR Q3 2025 Earnings Powered by Nuclear Momentum: Nuclear Power organic growth: +9% in Q3 +11% YTD Nuclear & Safety segment revenue +9% EBITDA +16% $10M SMR new build order; $55M Oct. installed base order Certrec acquisition (July) expands nuclear software & compliance suite Paragon acquisition (announced Sept) to deepen U.S. nuclear presence XX% of revenue now tied to Nuclear Power post-Paragon Nuclear orders +21% YoY; SMR-related orders $26M YTD Total revenue $223M (+7.9% YoY); Adj. EBITDA $52.4M (+14.7% YoY) FY25 guidance reaffirmed: strong nuclear demand driving growth" [X Link](https://x.com/da_sails/status/1983492730568196546) 2025-10-29T11:14Z 6638 followers, 1135 engagements "Bull case for $MIR (Mirion Technologies): Partnership with Westinghouse Electric Company to supply digital instrumentation for its reactor fleet gives exposure to the U.S. $XX billion+ nuclear build-out programme Entrenched in regulated nuclear medical and defense markets with mandatory demand Massive installed base across nearly all active reactors and cancer centers Recurring high-margin revenue from service and dosimetry contracts Regulatory and safety requirements create high switching costs and barriers to entry Global nuclear and radiotherapy expansion driving steady mid-single-digit" [X Link](https://x.com/da_sails/status/1983571750505025728) 2025-10-29T16:28Z 6642 followers, XXX engagements "Interesting $MIR" [X Link](https://x.com/da_sails/status/1983611930595180741) 2025-10-29T19:08Z 6638 followers, XXX engagements "Sequans ( $SQNS) just sold XXX $BTC. using the proceeds to redeem XX% of its convertible debt. The company calls it a tactical move given current market conditionsnot a shift in conviction. If Bitcoins price stalls we might see more treasury-heavy firms do the same: monetizing part of their stack to shore up balance sheets" [X Link](https://x.com/da_sails/status/1985669745526358393) 2025-11-04T11:25Z 6639 followers, 4506 engagements "DOE just awarded more than $5.3M to strengthen university #nuclear energy infrastructure. Awardees include: Kansas State University MIT Oregon State University Penn State Purdue Rhode Island Nuclear Science Center SUNY Stony Brook Ohio State University of Florida University of Michigan University of New Mexico University of Notre Dame University of TennesseeKnoxville University of WisconsinMadison Implications: Expands U.S. capacity for advanced reactor R&D Strengthens the skilled workforce pipeline Supports university research reactors and critical infrastructure Reinforces U.S." [X Link](https://x.com/da_sails/status/1996024440493105408) 2025-12-03T01:11Z 6642 followers, XXX engagements "U.S. Nuclear Reactor Ownership Overview (EIA 2025) Entergy Owns Arkansas Nuclear One (1 & 2) Grand Gulf X (90%) River Bend X Waterford X Energy Harbor Owns Beaver Valley (1 & 2) Davis-Besse X Perry X Constellation Sole/majority owner of Braidwood (1 & 2) Byron (1 & 2) Calvert Cliffs (1 & 2) Clinton X Dresden (2 & 3) FitzPatrick X Ginna X LaSalle (1 & 2) Limerick (1 & 2) Nine Mile Point (1; XX% of 2) Peach Bottom (50%) Quad Cities (75%) Salem (42.59%) Duke Energy Owns Brunswick (1 & 2) Harris X McGuire (1 & 2) Oconee (13) Robinson X Catawba (partial shares) Tennessee Valley Authority Owns" [X Link](https://x.com/da_sails/status/1997360947149877502) 2025-12-06T17:42Z 6638 followers, XXX engagements "Up to 1000000 lbs of finished UO in 2025 (after the Q4 run). 430000730000 lbs of UO in Q1 2026 alone. Their long-term deliveries for 2026: 620000880000 lbs I dont see how this would come at a cost of limiting REE Energy Fuels has stated repeatedly that the REE pilot circuit is separate from the uranium mill campaign. Heavy-REE work (Dy/Tb) is modular and does not require the same circuits or manpower as the uranium ore run. I want to say they fulfilled a contract with the government for around 300000lbs for the reserve before. So Im not sure how this would be a problem" [X Link](https://x.com/da_sails/status/1998001005330317711) 2025-12-08T12:05Z 6638 followers, XX engagements "NextEra Energy Resources and Meta announced XXX GW of new clean-energy contracts including XX PPAs and X ESAs. Deployment spans nine solar projects across ERCOT SPP and MISO totaling XXX GW to support growing U.S. data-center load. In New Mexico four additional projects deliver XXX MW of solar and XXX MW of storage under PNMs Rate 36B enabling 24/7 clean-energy matching. Projects come online 20262028 supporting up to 2440 construction jobs and regional economic growth. NextEra highlights infrastructure scale as essential for U.S. competitiveness in data-center expansion and the AI race. The" [X Link](https://x.com/da_sails/status/1998035091524554924) 2025-12-08T14:21Z 6637 followers, XXX engagements "MSTEC Shielded Hot Cell: What it is and why it matters A highly protected workspace that lets experts safely handle very radioactive materials. Uses thick shielding remote manipulators and an argon-filled glovebox to keep workers safe. Allows scientists to study how molten salts and nuclear materials behave under real conditions. In 2025 major components were installed and tested moving MSTEC toward full readiness in early FY26. Once operational it will support the reliable data needed to design and test future molten salt reactors" [X Link](https://x.com/da_sails/status/1998142884520845727) 2025-12-08T21:29Z 6642 followers, XXX engagements "@UnoMasReactor I got $MIR as a potential indirect via Westinghouse" [X Link](https://x.com/da_sails/status/1998170818556399691) 2025-12-08T23:20Z 6641 followers, XXX engagements "@UnoMasReactor This announcement: $MIR:" [X Link](https://x.com/da_sails/status/1998171244680917071) 2025-12-08T23:22Z 6642 followers, XXX engagements "Johns Hopkins Kimmel Cancer Center at Sibley Memorial Hospital Awarded $XX Million to Accelerate Pediatric Proton Therapy Johns Hopkins Medicine" [X Link](https://x.com/da_sails/status/1997145018977415622) 2025-12-06T03:24Z 6639 followers, XXX engagements "Santee Cooper Board approves MOU with Brookfield Asset Management Agreement launches formal feasibility study on completing two AP1000 nuclear units Terms include $2.7B cash plus targeted XX% ownership for Santee Cooper Project aims to deliver 2000+ MW of reliable carbon-free power Next milestone: Brookfield to determine initial feasibility by June XX 2026" [X Link](https://x.com/da_sails/status/1998428027148275841) 2025-12-09T16:22Z 6642 followers, XXX engagements "Company Initiatives Advancing Nuclear Development in Virginia American Electric Power ( $AEP) Appalachian Power (an AEP company) plans to develop a new nuclear reactor site in Campbell County Virginia. Amazon ( $AMZN) Entered an MOU with Dominion Energy to explore financing and development structures for small modular reactors (SMRs). BWX Technologies ( $BWXT) Opened the BWXT Innovation Campus to support advanced nuclear systems for NASA DoE DoD and commercial applications. Dominion Energy ( $D) Announced plans to develop an SMR at the North Anna Power Station and partnered with Amazon to" [X Link](https://x.com/da_sails/status/1989118713581248579) 2025-11-13T23:50Z 6640 followers, 1009 engagements "DOE selects TVA and Holtec for up to $800M to advance first U.S. Gen III+ SMR deployments TVA up to $400M for BWRX-300 at Clinch River; working with GE Vernova Hitachi Indiana Michigan Power Elementl Scot Forge North American Forgemasters BWX Technologies Aecon Duke Energy ORAU and EPRI Holtec up to $400M for two SMR-300 units at the Palisades site; partnering with Hyundai Engineering & Construction and serving as vendor constructor operator and power seller Strengthens domestic nuclear supply chains and supports follow-on SMR projects Aligns with national goals to accelerate a nuclear" [X Link](https://x.com/da_sails/status/1995957135276916938) 2025-12-02T20:43Z 6642 followers, XXX engagements "Separate topic that Im looking at as well The FY26 NDAA shows that the U.S. government.especially the Department of Defense through its Industrial Base Fundcan now directly support players like Energy Fuels by investing in domestic critical-mineral mining and refining capacity including uranium and rare earths. It effectively broadens federal authority to fund the very capabilities Energy Fuels provides at White Mesa" [X Link](https://x.com/da_sails/status/1998010028926652916) 2025-12-08T12:41Z 6640 followers, XX engagements "Idaho National Laboratory announces first MARVEL microreactor experiment selectees Amazon Web Services Inc. to pair MARVEL with modular deployable data centers DCX USA and Arizona State University to study microreactor-powered AI data center performance General Electric Vernova to demonstrate remote and autonomous reactor operations Radiation Detection Technologies Inc. to test advanced high-performance sensors Shepherd Power NOV and ConocoPhillips to pilot nuclear-powered desalination for produced water challenges" [X Link](https://x.com/da_sails/status/1996650229702037707) 2025-12-04T18:38Z 6637 followers, XXX engagements "Idea pairing: 60/40 - $MIR/ $UUUU thinking out loud #nuclear #CriticalMinerals" [X Link](https://x.com/da_sails/status/1997006028899061880) 2025-12-05T18:11Z 6637 followers, XXX engagements "NDAA FY26: Nuclear Power & Critical Minerals Codifies the Advanced Nuclear Energy Executive Order and requires DoW to stand up a program of record for military installation nuclear energy. Includes a Navy pilot program for small modular or mobile reactors. (No specific dollar figure assigned in text.) Adds nuclear fission and fusion projects to the Office of Strategic Capitals eligible investment portfolio opening the door for federal-backed financing of advanced reactor and fuel-cycle technologies. Authorizes $XX billion for Defense Nuclear Programs supporting nuclear weapons infrastructure" [X Link](https://x.com/da_sails/status/1997821095609536736) 2025-12-08T00:10Z 6638 followers, XXX engagements "The Atlantic Council @AtlanticCouncil hosts the 2025 Critical Minerals Supply Chains Summit on December XX in Washington DC. Senior government officials industry leaders and global experts will explore financing partnerships and innovation needed to secure competitive mineral supply chains. Ill share my thoughts after the event" [X Link](https://x.com/da_sails/status/1998097383796707551) 2025-12-08T18:28Z 6642 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@da_sails DA Sails
Not mentioned, as DA Sails is not referenced in the provided tweets. The conversation revolves around nuclear energy, uranium, and critical minerals, with significant developments in the US, China, and partnerships between governments and companies. Key players like Cameco, Westinghouse, and Brookfield are investing heavily in nuclear technology, with major projects and partnerships announced recently.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +630%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +193%
- X Year XXXXX +35%
Followers: XXXXX #
- X Week XXXXX +0.30%
- X Month XXXXX +3.10%
- X Months XXXXX +25%
- X Year XXXXX +36%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance cryptocurrencies stocks technology brands countries automotive brands
Social topic influence $mir #3, ai, momentum #1269, $10m #123, $55m #20, acquisition #1503, mexico, $7846t #2031, mir, ndaa #186
Top accounts mentioned or mentioned by @saucyxmr @macgully @cardanowhale @sethforprivacy @geezsquared @cakewallet @zanoproject @hedera @zacharybrubake4 @escoxbt @cryptokidsyd @vikrantnyc @pudgypenguins @foundationdvcs @1cardanoking @vivalacoinbtc @nostredamus @carnivorejt @kevonstage @pastorcoin
Top assets mentioned Mirror Protocol (MIR) Ramaco Resources, Inc. Common Stock (METC) Cameco Corporation (CCJ) CargoX (CXO) Bitcoin (BTC) NextEra Energy Inc (NEE) American Electric Power Company Inc (AEP) Amazon.com, Inc. (AMZN) Dominion Energy Inc (D) BWX Technologies, Inc. (BWXT) GE Vernova Inc. (GEV) Duke Energy Corp (DUK) General Electric Company (GE) Energy Fuels Inc. (UUUU)
Top Social Posts
Top posts by engagements in the last XX hours
"Ramaco Resources ( $METC) signs 5-year Cooperative Research and Development Agreement with DOEs NETL Framework for multi-project collaboration on rare earths and critical minerals Focused on advancing development at Brook Mine Sheridan WY Will integrate AI quantum and advanced materials research Linked to DOEs new METALLIC supply chain initiative across nine national labs Aims to strengthen U.S. rare earth supply and mineral security"
X Link 2025-10-30T22:49Z 6642 followers, XXX engagements
"Antares announces $96M Series B to accelerate rapid design-build-test cycles for nuclear reactors First low-power reactor demo (Mark-0) set for 2026 at Idaho National Laboratory Path cleared for a full-power electricity-producing reactor as early as 2027 Positioned to compete in major federal programs including Armys JANUS and NASAs Fission Surface Power Signals a broader shift: the return of fast iterative U.S. nuclear engineering and a push toward abundant energy across Earth space and beyond"
X Link 2025-12-02T16:31Z 6641 followers, 2175 engagements
"@DrPaulyDeSantis Id do $CCJ XX% and $EU 30%"
X Link 2025-12-05T22:38Z 6643 followers, XX engagements
"CargoX @CargoXio reports a surge in users of its platform now processing over XXX million electronic trade documents. This leap follows a successful interoperability test with edoxOnline cutting transfer times from days to minutes. McKinsey estimates eBLs could save $XXX billion in direct costs and boost global trade by $XX billion. CargoX's blockchain tech is transforming trade with faster secure document exchanges. #Blockchain #SupplyChain"
X Link 2024-08-27T02:39Z 6638 followers, XXX engagements
"Mirion $MIR Q3 2025 Earnings Powered by Nuclear Momentum: Nuclear Power organic growth: +9% in Q3 +11% YTD Nuclear & Safety segment revenue +9% EBITDA +16% $10M SMR new build order; $55M Oct. installed base order Certrec acquisition (July) expands nuclear software & compliance suite Paragon acquisition (announced Sept) to deepen U.S. nuclear presence XX% of revenue now tied to Nuclear Power post-Paragon Nuclear orders +21% YoY; SMR-related orders $26M YTD Total revenue $223M (+7.9% YoY); Adj. EBITDA $52.4M (+14.7% YoY) FY25 guidance reaffirmed: strong nuclear demand driving growth"
X Link 2025-10-29T11:14Z 6638 followers, 1135 engagements
"Bull case for $MIR (Mirion Technologies): Partnership with Westinghouse Electric Company to supply digital instrumentation for its reactor fleet gives exposure to the U.S. $XX billion+ nuclear build-out programme Entrenched in regulated nuclear medical and defense markets with mandatory demand Massive installed base across nearly all active reactors and cancer centers Recurring high-margin revenue from service and dosimetry contracts Regulatory and safety requirements create high switching costs and barriers to entry Global nuclear and radiotherapy expansion driving steady mid-single-digit"
X Link 2025-10-29T16:28Z 6642 followers, XXX engagements
"Interesting $MIR"
X Link 2025-10-29T19:08Z 6638 followers, XXX engagements
"Sequans ( $SQNS) just sold XXX $BTC. using the proceeds to redeem XX% of its convertible debt. The company calls it a tactical move given current market conditionsnot a shift in conviction. If Bitcoins price stalls we might see more treasury-heavy firms do the same: monetizing part of their stack to shore up balance sheets"
X Link 2025-11-04T11:25Z 6639 followers, 4506 engagements
"DOE just awarded more than $5.3M to strengthen university #nuclear energy infrastructure. Awardees include: Kansas State University MIT Oregon State University Penn State Purdue Rhode Island Nuclear Science Center SUNY Stony Brook Ohio State University of Florida University of Michigan University of New Mexico University of Notre Dame University of TennesseeKnoxville University of WisconsinMadison Implications: Expands U.S. capacity for advanced reactor R&D Strengthens the skilled workforce pipeline Supports university research reactors and critical infrastructure Reinforces U.S."
X Link 2025-12-03T01:11Z 6642 followers, XXX engagements
"U.S. Nuclear Reactor Ownership Overview (EIA 2025) Entergy Owns Arkansas Nuclear One (1 & 2) Grand Gulf X (90%) River Bend X Waterford X Energy Harbor Owns Beaver Valley (1 & 2) Davis-Besse X Perry X Constellation Sole/majority owner of Braidwood (1 & 2) Byron (1 & 2) Calvert Cliffs (1 & 2) Clinton X Dresden (2 & 3) FitzPatrick X Ginna X LaSalle (1 & 2) Limerick (1 & 2) Nine Mile Point (1; XX% of 2) Peach Bottom (50%) Quad Cities (75%) Salem (42.59%) Duke Energy Owns Brunswick (1 & 2) Harris X McGuire (1 & 2) Oconee (13) Robinson X Catawba (partial shares) Tennessee Valley Authority Owns"
X Link 2025-12-06T17:42Z 6638 followers, XXX engagements
"Up to 1000000 lbs of finished UO in 2025 (after the Q4 run). 430000730000 lbs of UO in Q1 2026 alone. Their long-term deliveries for 2026: 620000880000 lbs I dont see how this would come at a cost of limiting REE Energy Fuels has stated repeatedly that the REE pilot circuit is separate from the uranium mill campaign. Heavy-REE work (Dy/Tb) is modular and does not require the same circuits or manpower as the uranium ore run. I want to say they fulfilled a contract with the government for around 300000lbs for the reserve before. So Im not sure how this would be a problem"
X Link 2025-12-08T12:05Z 6638 followers, XX engagements
"NextEra Energy Resources and Meta announced XXX GW of new clean-energy contracts including XX PPAs and X ESAs. Deployment spans nine solar projects across ERCOT SPP and MISO totaling XXX GW to support growing U.S. data-center load. In New Mexico four additional projects deliver XXX MW of solar and XXX MW of storage under PNMs Rate 36B enabling 24/7 clean-energy matching. Projects come online 20262028 supporting up to 2440 construction jobs and regional economic growth. NextEra highlights infrastructure scale as essential for U.S. competitiveness in data-center expansion and the AI race. The"
X Link 2025-12-08T14:21Z 6637 followers, XXX engagements
"MSTEC Shielded Hot Cell: What it is and why it matters A highly protected workspace that lets experts safely handle very radioactive materials. Uses thick shielding remote manipulators and an argon-filled glovebox to keep workers safe. Allows scientists to study how molten salts and nuclear materials behave under real conditions. In 2025 major components were installed and tested moving MSTEC toward full readiness in early FY26. Once operational it will support the reliable data needed to design and test future molten salt reactors"
X Link 2025-12-08T21:29Z 6642 followers, XXX engagements
"@UnoMasReactor I got $MIR as a potential indirect via Westinghouse"
X Link 2025-12-08T23:20Z 6641 followers, XXX engagements
"@UnoMasReactor This announcement: $MIR:"
X Link 2025-12-08T23:22Z 6642 followers, XXX engagements
"Johns Hopkins Kimmel Cancer Center at Sibley Memorial Hospital Awarded $XX Million to Accelerate Pediatric Proton Therapy Johns Hopkins Medicine"
X Link 2025-12-06T03:24Z 6639 followers, XXX engagements
"Santee Cooper Board approves MOU with Brookfield Asset Management Agreement launches formal feasibility study on completing two AP1000 nuclear units Terms include $2.7B cash plus targeted XX% ownership for Santee Cooper Project aims to deliver 2000+ MW of reliable carbon-free power Next milestone: Brookfield to determine initial feasibility by June XX 2026"
X Link 2025-12-09T16:22Z 6642 followers, XXX engagements
"Company Initiatives Advancing Nuclear Development in Virginia American Electric Power ( $AEP) Appalachian Power (an AEP company) plans to develop a new nuclear reactor site in Campbell County Virginia. Amazon ( $AMZN) Entered an MOU with Dominion Energy to explore financing and development structures for small modular reactors (SMRs). BWX Technologies ( $BWXT) Opened the BWXT Innovation Campus to support advanced nuclear systems for NASA DoE DoD and commercial applications. Dominion Energy ( $D) Announced plans to develop an SMR at the North Anna Power Station and partnered with Amazon to"
X Link 2025-11-13T23:50Z 6640 followers, 1009 engagements
"DOE selects TVA and Holtec for up to $800M to advance first U.S. Gen III+ SMR deployments TVA up to $400M for BWRX-300 at Clinch River; working with GE Vernova Hitachi Indiana Michigan Power Elementl Scot Forge North American Forgemasters BWX Technologies Aecon Duke Energy ORAU and EPRI Holtec up to $400M for two SMR-300 units at the Palisades site; partnering with Hyundai Engineering & Construction and serving as vendor constructor operator and power seller Strengthens domestic nuclear supply chains and supports follow-on SMR projects Aligns with national goals to accelerate a nuclear"
X Link 2025-12-02T20:43Z 6642 followers, XXX engagements
"Separate topic that Im looking at as well The FY26 NDAA shows that the U.S. government.especially the Department of Defense through its Industrial Base Fundcan now directly support players like Energy Fuels by investing in domestic critical-mineral mining and refining capacity including uranium and rare earths. It effectively broadens federal authority to fund the very capabilities Energy Fuels provides at White Mesa"
X Link 2025-12-08T12:41Z 6640 followers, XX engagements
"Idaho National Laboratory announces first MARVEL microreactor experiment selectees Amazon Web Services Inc. to pair MARVEL with modular deployable data centers DCX USA and Arizona State University to study microreactor-powered AI data center performance General Electric Vernova to demonstrate remote and autonomous reactor operations Radiation Detection Technologies Inc. to test advanced high-performance sensors Shepherd Power NOV and ConocoPhillips to pilot nuclear-powered desalination for produced water challenges"
X Link 2025-12-04T18:38Z 6637 followers, XXX engagements
"Idea pairing: 60/40 - $MIR/ $UUUU thinking out loud #nuclear #CriticalMinerals"
X Link 2025-12-05T18:11Z 6637 followers, XXX engagements
"NDAA FY26: Nuclear Power & Critical Minerals Codifies the Advanced Nuclear Energy Executive Order and requires DoW to stand up a program of record for military installation nuclear energy. Includes a Navy pilot program for small modular or mobile reactors. (No specific dollar figure assigned in text.) Adds nuclear fission and fusion projects to the Office of Strategic Capitals eligible investment portfolio opening the door for federal-backed financing of advanced reactor and fuel-cycle technologies. Authorizes $XX billion for Defense Nuclear Programs supporting nuclear weapons infrastructure"
X Link 2025-12-08T00:10Z 6638 followers, XXX engagements
"The Atlantic Council @AtlanticCouncil hosts the 2025 Critical Minerals Supply Chains Summit on December XX in Washington DC. Senior government officials industry leaders and global experts will explore financing partnerships and innovation needed to secure competitive mineral supply chains. Ill share my thoughts after the event"
X Link 2025-12-08T18:28Z 6642 followers, XXX engagements