#  @uraniuminsider Uranium Insider Uranium Insider posts on X about $sruuf, solar, kazakhstan, $kap the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::934170119864905728/interactions)  - [--] Week [----------] +1,879% - [--] Month [----------] +16,001% - [--] Months [----------] +5,383% - [--] Year [----------] +1,371% ### Mentions: [--] [#](/creator/twitter::934170119864905728/posts_active)  - [--] Week [--] +21% - [--] Month [--] +346% - [--] Months [---] +127% - [--] Year [---] +26% ### Followers: [------] [#](/creator/twitter::934170119864905728/followers)  - [--] Week [------] +0.21% - [--] Month [------] +1.70% - [--] Months [------] +6.10% - [--] Year [------] +11% ### CreatorRank: [-------] [#](/creator/twitter::934170119864905728/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 10% [countries](/list/countries) 10% [stocks](/list/stocks) 3% [technology brands](/list/technology-brands) 2% [celebrities](/list/celebrities) 2% [exchanges](/list/exchanges) 1% [cryptocurrencies](/list/cryptocurrencies) 1% [currencies](/list/currencies) 1% **Social topic influence** [$sruuf](/topic/$sruuf) 5%, [solar](/topic/solar) #1087, [kazakhstan](/topic/kazakhstan) 4%, [$kap](/topic/$kap) 4%, [in the](/topic/in-the) 4%, [closed](/topic/closed) 3%, [uranium](/topic/uranium) 3%, [trust](/topic/trust) 3%, [$uu](/topic/$uu) 3%, [this is](/topic/this-is) 2% **Top accounts mentioned or mentioned by** [@quakes99](/creator/undefined) [@sprott](/creator/undefined) [@thealexw](/creator/undefined) [@numerco](/creator/undefined) [@goldenrock235](/creator/undefined) [@realrickrule](/creator/undefined) [@jekyllcapital](/creator/undefined) [@elonmusk](/creator/undefined) [@capnek123](/creator/undefined) [@peakascent](/creator/undefined) [@hkuppy](/creator/undefined) [@uraniumfilledb1](/creator/undefined) [@cxuasx](/creator/undefined) [@thenextbigrush](/creator/undefined) [@gabbyhoffman](/creator/undefined) [@aoverk](/creator/undefined) [@xenergynuclear](/creator/undefined) [@alexepstein](/creator/undefined) [@pigsapple113320](/creator/undefined) [@gouranium](/creator/undefined) **Top assets mentioned** [SOLLENSYS CORP (SOLS)](/topic/$sols) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) ### Top Social Posts Top posts by engagements in the last [--] hours "Looks like they forgot one. Just so happens that its vital for almost 20% of our grid but still an afterthought lol" [X Link](https://x.com/uraniuminsider/status/2020556520577257505) 2026-02-08T17:53Z 81.4K followers, 56.7K engagements "Lets go Takaichis decisive win cements Japans push to revive nuclear power ❤☢ She has kept nuclear power central to the nation's energy policy and has advocated for the restart of Kashiwazaki-Kariwa (Japan's largest nuclear plant) Meanwhile she has been quite critical of solar https://t.co/6B6KvMUvCJ Takaichis decisive win cements Japans push to revive nuclear power ❤☢ She has kept nuclear power central to the nation's energy policy and has advocated for the restart of Kashiwazaki-Kariwa (Japan's largest nuclear plant) Meanwhile she has been quite critical of solar https://t.co/6B6KvMUvCJ" [X Link](https://x.com/uraniuminsider/status/2020908686592590182) 2026-02-09T17:12Z 81.4K followers, 12.3K engagements "RT @TheNextBigRush: I've never been so unworried about a price returning to its highs. Ever" [X Link](https://x.com/uraniuminsider/status/2021716273839878563) 2026-02-11T22:41Z 81.4K followers, [--] engagements "RT @Gabby_Hoffman: Nuclear is vastly superior to solar. It works nearly 100% of the year 24/7 baseload power and occupies a fraction of" [X Link](https://x.com/uraniuminsider/status/2019268486942605502) 2026-02-05T04:34Z 81.4K followers, [---] engagements "RT @RealRickRule: Persistence patience work" [X Link](https://x.com/uraniuminsider/status/2019970267033088024) 2026-02-07T03:03Z 81.4K followers, [--] engagements "Looks like a capacity expansion for Metropolis/Converdyn conversion facility. This is something certain uranium market pundits have been waiting for as a significant bullish uranium catalyst. This is very good for uranium demand 👏🏻👏🏻👏🏻👏🏻 $SOLS starting uranium conversion capacity expansion https://t.co/IlQL7hafVI $SOLS starting uranium conversion capacity expansion https://t.co/IlQL7hafVI" [X Link](https://x.com/uraniuminsider/status/2021401439940247726) 2026-02-11T01:50Z 81.4K followers, 17.2K engagements "RT @AoverK: Small scale nuclear reactors cant come soon enough" [X Link](https://x.com/uraniuminsider/status/2022378805776781324) 2026-02-13T18:34Z 81.4K followers, [--] engagements "The largest daily raise since SPUT's inception and ATM activation in August [----]. Big money found us. THIS will get interesting #SPUTTracker Updated: 500K pounds purchased for a total of 57.7M. 9.6M units issued and $323M cash on hand. Spot closed at $92.38 per pound (per @numerco). Implied #uranium price $93.88. $sruuf @quakes99 @sprott @uraniuminsider https://t.co/dAOh1xI5vg #SPUTTracker Updated: 500K pounds purchased for a total of 57.7M. 9.6M units issued and $323M cash on hand. Spot closed at $92.38 per pound (per @numerco). Implied #uranium price $93.88. $sruuf @quakes99 @sprott" [X Link](https://x.com/uraniuminsider/status/2016304152352325717) 2026-01-28T00:15Z 81.3K followers, 21.9K engagements ""When we leave office three years and three months from now I want to see hopefully dozens of nuclear plants under construction" Wright said https://t.co/yPWtU7zKzT https://t.co/yPWtU7zKzT" [X Link](https://x.com/uraniuminsider/status/2016565686722765254) 2026-01-28T17:35Z 81.4K followers, 22.2K engagements "Public Service Announcement: inventories ALWAYS exist in this industry. Always have always will. Anyone who tells you there's an inventory overhang right now has very simply not done the work. If you feel the need to respond just ask them to explain price action over the last 5-10 years. Prices. Don't. Rise. In. An. Oversupplied. Market. Thanks for coming to my TED Talk. Have a good weekend https://twitter.com/i/web/status/2019928556814635166 https://twitter.com/i/web/status/2019928556814635166" [X Link](https://x.com/anyuser/status/2019928556814635166) 2026-02-07T00:17Z 81.4K followers, 18.7K engagements "Nuclear crushes Solar PV in lifecycle CO2 / GW Lifecycle emissions data shows a clear hierarchy in electricity sources. These numbers reflect total greenhouse gases from construction fuel supply operation and decommissioning per unit of electricity produced. Coal and lignite sit near the top (900 to [----] tCO2e/GWh) https://t.co/y4Pi94qpGc Lifecycle emissions data shows a clear hierarchy in electricity sources. These numbers reflect total greenhouse gases from construction fuel supply operation and decommissioning per unit of electricity produced. Coal and lignite sit near the top (900 to 1050" [X Link](https://x.com/uraniuminsider/status/2020596933417676993) 2026-02-08T20:33Z 81.4K followers, 11.6K engagements "Spot uranium climbing back towards $90/lb. Good to see a new floor emerge just under $85/lb. following the recent spike" [X Link](https://x.com/uraniuminsider/status/2021624044823749091) 2026-02-11T16:35Z 81.4K followers, 32.3K engagements "Congrats to @xenergynuclear. Nice to see the NRC taking a victory lap for fast approvals #NRCNews: Today we issued a license to @xenergynuclear subsidiary TRISO-X LLC for a first-of-a-kind fuel fabrication facility and did it three months ahead of our published schedule https://t.co/FDgEnC0UWH https://t.co/lBtlrWkjcU #NRCNews: Today we issued a license to @xenergynuclear subsidiary TRISO-X LLC for a first-of-a-kind fuel fabrication facility and did it three months ahead of our published schedule https://t.co/FDgEnC0UWH https://t.co/lBtlrWkjcU" [X Link](https://x.com/uraniuminsider/status/2022396717166141552) 2026-02-13T19:45Z 81.4K followers, 10.1K engagements "RT @AlexEpstein: Solar sucks as a real power source even compared to wind. Wind is intermittent but at least blows some almost 24/7 so if" [X Link](https://x.com/uraniuminsider/status/2022797347282129165) 2026-02-14T22:17Z 81.4K followers, [---] engagements ""Decarbonization efforts and the proliferation of AI are leading to a surge in data processing which is expected to further drive up electricity demand. The Japanese government is advocating for the construction of new nuclear plants." https://japan-forward.com/kepco-ohi-nuclear-plant-60-years-new-law-kansai-electric/ https://japan-forward.com/kepco-ohi-nuclear-plant-60-years-new-law-kansai-electric/" [X Link](https://x.com/uraniuminsider/status/1767596779799978143) 2024-03-12T17:01Z 77.2K followers, 10.8K engagements "Nice move for $URNM / $SPXlooks like an inverse H&S to me" [X Link](https://x.com/uraniuminsider/status/1774872981036281867) 2024-04-01T18:54Z 79.3K followers, 19.6K engagements "UxC reporting $90.00/lb. spot U3O8 (+$2.00)" [X Link](https://x.com/uraniuminsider/status/1785380978380394759) 2024-04-30T18:49Z 78.9K followers, 18.9K engagements "The Sprott Physical Uranium Trust (SPUT) closes at a premium to NAV for the first time since November. $U.U $U.UN $SRUUF #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy #uranium 0.78% PREMIUM to NAV 200k lbs gobbled 1423.4k trusts issued = $32.7m raised $52.8m in cash https://t.co/t9V0wDr2v8 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy #uranium 0.78% PREMIUM to NAV 200k lbs gobbled 1423.4k trusts issued = $32.7m raised $52.8m in cash https://t.co/t9V0wDr2v8" [X Link](https://x.com/uraniuminsider/status/1786176725044670907) 2024-05-02T23:31Z 79.2K followers, 38.8K engagements "Vamos We are going to design an Argentine nuclear plan that includes the construction of new reactors as well as research into emerging technologies for small or modular reactors while maintaining the highest standards of safety and efficiency. Javier Milei https://t.co/KcScWWQWDj We are going to design an Argentine nuclear plan that includes the construction of new reactors as well as research into emerging technologies for small or modular reactors while maintaining the highest standards of safety and efficiency. Javier Milei https://t.co/KcScWWQWDj" [X Link](https://x.com/uraniuminsider/status/1866685903407813009) 2024-12-11T03:26Z 79.8K followers, 18.9K engagements "In the next five years the world will add 100GWe in nuclear operating capacity. This includes expected shutdowns" [X Link](https://x.com/uraniuminsider/status/1887985585232495073) 2025-02-07T22:03Z 73.6K followers, 24.9K engagements "BHP's Olympic Dam mine is primarily a copper and gold mine but produces a substantial amount of uranium as a "byproduct" of Au and Cu production. It has long been assumed that with rising Au and Cu prices OD would increase production leading to greater "byproduct" uranium. Breaking💥🔨BHP shatters the dreams of #Nuclear fuel buyers counting on a doubling of #Uranium production at #Australia's Olympic Dam to push down U prices😭as 2X #copper expansion plan only increases #U3O8 by 1% in "phenomenal" news for U bulls⚛⛏🤠🐂 https://t.co/DQLxN65A5G Breaking💥🔨BHP shatters the dreams of #Nuclear" [X Link](https://x.com/uraniuminsider/status/1888699199149257069) 2025-02-09T21:19Z 73.6K followers, 16.3K engagements "Yup People really think another megatons to megawatts program would be that detrimental to the uranium market Using chatGPT cause Im lazy 39Mlbs from the prior megatons to megawatts came from [-----] warheads. Were not at that same level as before. Bring on nuclear disarmament https://t.co/aWs7UZwnwh People really think another megatons to megawatts program would be that detrimental to the uranium market Using chatGPT cause Im lazy 39Mlbs from the prior megatons to megawatts came from [-----] warheads. Were not at that same level as before. Bring on nuclear disarmament https://t.co/aWs7UZwnwh" [X Link](https://x.com/uraniuminsider/status/1890616013957234953) 2025-02-15T04:15Z 73.6K followers, 13.6K engagements "Excellent I have a new hero 🙂 It started with a few voices in the wilderness including my own. Now world leaders are saying it. This will increase the chances that fundamental regulatory reform will happen. Article link in reply. Excessive unjustified regulations and double https://t.co/28GDLN5RTD I have a new hero 🙂 It started with a few voices in the wilderness including my own. Now world leaders are saying it. This will increase the chances that fundamental regulatory reform will happen. Article link in reply. Excessive unjustified regulations and double https://t.co/28GDLN5RTD" [X Link](https://x.com/uraniuminsider/status/1890819269069251028) 2025-02-15T17:43Z 73.7K followers, 10.7K engagements "19 operable Japanese reactors have yet to restart. #Japan Confirms Commitment To Maximum Use Of #Nuclear Power. #NuclearPower #NuclearEnergy Revised energy plan says government will aim to bring almost all of countrys reactors back online https://t.co/iPM9prWeJl #Japan Confirms Commitment To Maximum Use Of #Nuclear Power. #NuclearPower #NuclearEnergy Revised energy plan says government will aim to bring almost all of countrys reactors back online https://t.co/iPM9prWeJl" [X Link](https://x.com/uraniuminsider/status/1891901241703211495) 2025-02-18T17:23Z 73.7K followers, 16.9K engagements "Now we need the 450M+ annual tax for nuclear operators to drop. As of now no Spanish operators have filed for life extensions. Nuclear Waste tax Spent Fuel Storage tax Radioactive Waste Management tax (+30% in 2024) Punitive taxation has to go.20% of Spains grid Huge news from Spain Another nuclear U-turn Under currentplans Spain's reactors are scheduled to shut by [----]. Now a proposal has passed with [---] votes in favour of keeping Spains reactors running & extending their lifespans. Spain is also pushing to lift bans on https://t.co/FqU0QeXfdx Huge news from Spain Another nuclear U-turn" [X Link](https://x.com/uraniuminsider/status/1891910980126302386) 2025-02-18T18:01Z 73.7K followers, [----] engagements "For some context. In late Q3 last year there were rumors that a larger tender was in the market and many industry players were trying to find out if it was CEG (it wasn't). Why They're the largest operator in the largest market.when they come in in size others follow. The long-awaited replacement rate and inventory build-out will come in [----] at least in the case of Constellation with the largest US fleet of NPP with 22.07GWe. The big one always leads the others #uranium https://t.co/8v4fmFJtfv The long-awaited replacement rate and inventory build-out will come in [----] at least in the case of" [X Link](https://x.com/uraniuminsider/status/1892246742520762857) 2025-02-19T16:15Z 79.8K followers, 17.7K engagements "@Pigsapple113320 Capitulation. A lot of fear out there due to the spot price weakness while term price is firm. Have seen it a half dozen times in the past [--] years or so. These are the defining moments where money can be made.like last September" [X Link](https://x.com/uraniuminsider/status/1892249849065525714) 2025-02-19T16:28Z 73.7K followers, [---] engagements "Great summary from Greg @ $NF and thank you for the hat-tip. Nuclear Fuels' Friday Feedstock [--]. Remember a couple weeks ago when we said that it didn't feel like this roller coaster ride for uranium equities was over quite yet Well we're still waiting for the the descent part to be over with equities down an average of 5.3% w/w to Nuclear Fuels' Friday Feedstock [--]. Remember a couple weeks ago when we said that it didn't feel like this roller coaster ride for uranium equities was over quite yet Well we're still waiting for the the descent part to be over with equities down an average of 5.3%" [X Link](https://x.com/uraniuminsider/status/1892980642574450897) 2025-02-21T16:52Z 79.2K followers, 11.7K engagements "According to $KAP's latest SUA proposal production from Kazakhstan (100% basis) will be LESS in [----] than it is today. The decline from there is.shocking. An enormous effort and investment is needed to avoid true supply shocks during what the industry sees as "tomorrow"" [X Link](https://x.com/uraniuminsider/status/1895185574115582173) 2025-02-27T18:53Z 74.1K followers, 22.5K engagements "@GoUranium Supply/demand models (ours included) segment production geographically but assume a global marketplace. With that said OECD is 69% of demand and 45% of U3O8 mined production.which WILL have an impact on price" [X Link](https://x.com/uraniuminsider/status/1928526440670310423) 2025-05-30T18:58Z 78K followers, [----] engagements "Looking like SPUT closed very close to NAV. $U.U $U.UN $SRUUF" [X Link](https://x.com/uraniuminsider/status/1933258349107425713) 2025-06-12T20:21Z 78K followers, 12.8K engagements "Today is the reason why I was perplexed that the market yawned when SPUT raised $25.5M at a premium to the market one month ago. It established a precedent that would likely be repeated" [X Link](https://x.com/uraniuminsider/status/1934683886690423155) 2025-06-16T18:45Z 80K followers, 11.9K engagements "@goldenrock235 @mountaingoat672 Those numbers are unlikely until new SA facility is up and running (+12-18mo after that). IMO 2028-ish" [X Link](https://x.com/uraniuminsider/status/1958664142887542945) 2025-08-21T22:54Z 78.2K followers, [---] engagements "$KAP maintaining [----] production guidance revising DOWN [----] 100% Subsoil Use levels by -10% and is in process of amending multiple projects' Subsoil Use Agreements" [X Link](https://x.com/uraniuminsider/status/1958779713918324781) 2025-08-22T06:34Z 79.3K followers, 27.5K engagements "@JekyllCapital Nice little nugget to drop right before WNA 😬" [X Link](https://x.com/uraniuminsider/status/1961205881032302832) 2025-08-28T23:14Z 78.6K followers, [----] engagements "@goldenrock235 @HorribleDisgust 😂. Start shopping for that bottle. It's baffled me for year as well. Not sure why they haven't more aggressively pursued other Sask AB deposits ripe for SABRE Instead.Mongolia Alrighty. Either way UG's motivations and lack of tact have always been a head-scratcher" [X Link](https://x.com/uraniuminsider/status/1961962850743640298) 2025-08-31T01:22Z 78.2K followers, [----] engagements "I was just thinking about this scenario earlier today Tim.imagine the premium that would have to be offered for 2/3 of all SPUT unitholders to vote 'yes' to a takeout and what that premium would represent to the 'real' uranium price at that time Judging by the utilities' activity currently that scenario is a long ways away and the environment in which a buyout offer is made is one where uranium investors are already very happy IMO.to Peak's point" [X Link](https://x.com/uraniuminsider/status/1965504369677181423) 2025-09-09T19:55Z 78.7K followers, [---] engagements "As of now global expansion of enrichment is growing at a slower pace than nuclear capacity. As of now. In GLE's "potential" case yes SWU producing LEU from depleted tails does replace U3O8 theoretically. However their plan to my understanding at least to begin with is to produce 5mlbs./yr. U3O8e of UF6 from depleted tails. With that said more enrichment capacity generally = lower tails and less required feed.but feed is still required. Saying they are substitutes lacks an enormous amount of nuance" [X Link](https://x.com/uraniuminsider/status/1968340047830368692) 2025-09-17T15:43Z 78.3K followers, [----] engagements "Nuclear utilities continue to slow creep their way to eventual long-term uranium contracting in size while larger traders and financial institutions (Mercuria Natixis CitiBlackrock) smell blood in the water and the physical trusts keep accumulating. We know whats coming" [X Link](https://x.com/uraniuminsider/status/1970853515678597308) 2025-09-24T14:11Z 78.7K followers, 16.1K engagements "$YCA raise upsized to $175M for $KAP $100M option + spot market purchasing" [X Link](https://x.com/uraniuminsider/status/1970894934560604261) 2025-09-24T16:55Z 80.1K followers, 17.5K engagements "UxC has raised its LT U3O8 price to $82/lb. Importantly the 5-yr. forward price is $98/lb. This tells you where price is headedthough the vast majority of polled utilities believe that the spot price will be essentially unchanged five years from now" [X Link](https://x.com/uraniuminsider/status/1972779399532711950) 2025-09-29T21:43Z 78.9K followers, 28K engagements "@goldenrock235 What's going to happen is going to happen. No stopping it now just have to let it play out" [X Link](https://x.com/uraniuminsider/status/1973191784231739446) 2025-10-01T01:02Z 78.3K followers, [---] engagements "@elonmusk Or we quadruple the US nuclear fleet for 1/5 the cost and call it good for 80-100 years. Actually considering that solar + battery storage would have to be replaced every 20-30 years the nuclear option is orders of magnitude cheaper and baseload" [X Link](https://x.com/uraniuminsider/status/1979992082770211183) 2025-10-19T19:24Z 78.2K followers, 12.5K engagements "@grok @michaeljanich @elonmusk @grok LCOE is not a worthwhile metric. You have to consider capacity factor the need for battery backup and of course the replacement rate of 3-5x that of nuclear. Try again" [X Link](https://x.com/uraniuminsider/status/1980000914162520280) 2025-10-19T19:59Z 78.1K followers, [----] engagements "DOE plutonium for maybe a couple of advanced reactor projects is a nothingburger folks. Move along" [X Link](https://x.com/uraniuminsider/status/1980846027260457408) 2025-10-22T03:57Z 78.4K followers, 31.6K engagements "At the time these new AP1000s will be procuring fuel Cigar Lake & Rossing will be in their final years & Kazakhstan will be in steep decline. The right tail risks are front and center now. How about strategic sovereign stockpiling Smart utilities will be restocking and soon" [X Link](https://x.com/uraniuminsider/status/1983187130911445436) 2025-10-28T15:00Z 78.5K followers, 53.6K engagements "Strategic Uranium Reserve. Highly likely incoming for the U.S. Recall the EU discussing this a few months back Are they now more or less likely to implement How about Japan Korea India Is China about to slow down" [X Link](https://x.com/uraniuminsider/status/1983190112034009423) 2025-10-28T15:12Z 78.5K followers, 27.6K engagements "Good Lord its coming through a firehose. Got uranium" [X Link](https://x.com/uraniuminsider/status/1983196633702732015) 2025-10-28T15:38Z 80.1K followers, 30.1K engagements "UI members can access today's Market Update video at the link below. I discuss the spot market SPUT some Cameco thoughts and a thorough chart review. https://bit.ly/3Xmo4A5 https://bit.ly/3Xmo4A5" [X Link](https://x.com/uraniuminsider/status/1986631647954149721) 2025-11-07T03:07Z 78.7K followers, [----] engagements "Long-term contracted volumes YTD are down by -45% from last year. The LT price is moving higher.+$5/lb. in the past two months. What sort of market structure has a rising price on lower traded volume" [X Link](https://x.com/uraniuminsider/status/1988628960683450573) 2025-11-12T15:24Z 78.8K followers, 25.2K engagements "@capnek123 Badge of honor 😉🍻. Keep up the good work Lucijan" [X Link](https://x.com/uraniuminsider/status/1989847421124554796) 2025-11-16T00:06Z 78.7K followers, [----] engagements "🥲 The solution to the increased energy demand from AI is through energy addition that means more nuclear energy. @POTUS is unleashing the full capabilities of American nuclear energy to power American leadership in the AI race strengthen our grid and increase energy output. The solution to the increased energy demand from AI is through energy addition that means more nuclear energy. @POTUS is unleashing the full capabilities of American nuclear energy to power American leadership in the AI race strengthen our grid and increase energy output" [X Link](https://x.com/uraniuminsider/status/1992671245331321142) 2025-11-23T19:07Z 78.9K followers, 25.4K engagements "@MalcolmRaw99915 From your mouth to Gods ears" [X Link](https://x.com/uraniuminsider/status/1992737007643263065) 2025-11-23T23:28Z 78.8K followers, [---] engagements "The UxC reported Long Term U3O8 price moved up again for the month of November now at $86/lb. a +$6 move following [--] months of stagnation. +$2 per month for the last three months. Total LT volume for [----] now stands at 74.9M lbs" [X Link](https://x.com/uraniuminsider/status/1993090907986645235) 2025-11-24T22:54Z 80K followers, 50.9K engagements "Importantly the 3-year and 5-year forward prices jumped +$6/lb. and +$5/lb. respectively. Now at $92 and $99/lb. This is effectively creating the spot price floor" [X Link](https://x.com/uraniuminsider/status/1993098850249359406) 2025-11-24T23:26Z 78.9K followers, 35.3K engagements "👀 Hello fellow nuclear enthusiasts George Westinghouse here I have something fun to show you to kick off the holiday season. It should spark quite a reaction dare I say nuclear reaction from you Ill reveal it Friday. Lets just say Im building up the excitement till then. https://t.co/5QnMcmpqiC Hello fellow nuclear enthusiasts George Westinghouse here I have something fun to show you to kick off the holiday season. It should spark quite a reaction dare I say nuclear reaction from you Ill reveal it Friday. Lets just say Im building up the excitement till then. https://t.co/5QnMcmpqiC" [X Link](https://x.com/uraniuminsider/status/1996343077313954129) 2025-12-03T22:17Z 79.1K followers, 16.3K engagements "This law comes at the same time $KAP is: - Signaling production declines post-2030 - Warning of sulfuric-acid constraints - Facing wellfield depletion at mature ISR operations - Operating under a government that increasingly views uranium as a strategic asset Kazakhstan - Amendments to the Subsoil Code https://t.co/UaTnwH7pJJ https://t.co/KISg2zXA6h Kazakhstan - Amendments to the Subsoil Code https://t.co/UaTnwH7pJJ https://t.co/KISg2zXA6h" [X Link](https://x.com/uraniuminsider/status/1996638668619162051) 2025-12-04T17:52Z 79.3K followers, 18.8K engagements "Happy Holidays to my almost 80k followers on this crazy app. [----] was a ride I wont soon forget. Much to be grateful for much to be excited for. 🙏🏻🍻 Uranium Market Minute Episode 213: [----] Fueling the Next Move for URANIUM https://youtu.be/YcpJFFp6jU0si=ENFOkCDYftwYxo2h https://youtu.be/YcpJFFp6jU0si=ENFOkCDYftwYxo2h" [X Link](https://x.com/uraniuminsider/status/2003715395187016122) 2025-12-24T06:32Z 79.4K followers, 26.9K engagements "Incentive price for new projects is one thing. Capital restocking for future pipeline projects is another. Near-term demand for an essential commodity outstripping supply is something else altogether. The marginal lb. sets the price. $150-160 by Q2 next year $150-160 by Q2 next year" [X Link](https://x.com/uraniuminsider/status/2004710877598216655) 2025-12-27T00:28Z 79.5K followers, 16.5K engagements "Constructive IMO .@uraniuminsider Justin how's that URNM/SPX chart of your looking Today's action (URA up on SPX down) seems to really reinforce the long-anticipated move in the U miners finally starting in earnest. But spot U is still confounding the tourists who don't understand its .@uraniuminsider Justin how's that URNM/SPX chart of your looking Today's action (URA up on SPX down) seems to really reinforce the long-anticipated move in the U miners finally starting in earnest. But spot U is still confounding the tourists who don't understand its" [X Link](https://x.com/uraniuminsider/status/2009050621882884376) 2026-01-07T23:52Z 79.8K followers, 16.1K engagements "Spot pushing close to $83 mid-market here.a bit higher for Converdyn settlement. #SPUT's ATMs have been continuously raising millions more physical #Uranium stacking cash since today's open🔥⚛💵😊 and now Spot #U3O8 is responding🎇 with @Numerco reporting a +50c rise to a 3-month high of $82.50/lb.💲⚛⛏🤠🐂 https://t.co/eqY8CzgrUA #SPUT's ATMs have been continuously raising millions more physical #Uranium stacking cash since today's open🔥⚛💵😊 and now Spot #U3O8 is responding🎇 with @Numerco reporting a +50c rise to a 3-month high of $82.50/lb.💲⚛⛏🤠🐂 https://t.co/eqY8CzgrUA" [X Link](https://x.com/uraniuminsider/status/2009662484370911562) 2026-01-09T16:24Z 80.3K followers, 10.9K engagements "Spot U3O8 trading @ $85 for front-month settlement. We're going higher" [X Link](https://x.com/uraniuminsider/status/2011870837343994239) 2026-01-15T18:39Z 80.3K followers, 48.7K engagements "@Peak_Ascent @quakes99 @JekyllCapital @hkuppy @SloCan68 @capnek123 @uselinkinv @RealRickRule Love your stuff as well. Thx for the shout out 🍻" [X Link](https://x.com/uraniuminsider/status/2011871023067550059) 2026-01-15T18:40Z 80K followers, [----] engagements "@GitzelsGreen They'll spend it when the 9mlbs. limit is approved by the OSC" [X Link](https://x.com/uraniuminsider/status/2013988311753502811) 2026-01-21T14:53Z 80.3K followers, [----] engagements "RT @Peak_Ascent: @uraniuminsider a wee update for you and our #uranium buddies LSE:GCL Geiger Counter did indeed go off the scale LFG N" [X Link](https://x.com/anyuser/status/2018732053219647892) 2026-02-03T17:03Z 81.4K followers, [--] engagements "More Sprott Physical Uranium Trust files Preliminary Short Form Prospectus for $2000000000 https://t.co/KfX1j7mhQe Sprott Physical Uranium Trust files Preliminary Short Form Prospectus for $2000000000 https://t.co/KfX1j7mhQe" [X Link](https://x.com/uraniuminsider/status/2013982457062670769) 2026-01-21T14:30Z 81.4K followers, 42.9K engagements "@Malc_Poole Try Interactive Brokers and most good equity options on the TSX exchange" [X Link](https://x.com/uraniuminsider/status/1144306126843834368) 2019-06-27T18:06Z 81.3K followers, [--] engagements "Additionally it seems clear that there will be support for domestic conversion and enrichment in addition to uranium mining. An intact domestic fuel cycle is priority one for national energy security" [X Link](https://x.com/uraniuminsider/status/1253711313336819715) 2020-04-24T15:44Z 81.3K followers, [--] engagements "In brief conclusion this report is NOT yet an immediate shot in the arm for US uranium companies.with the likely exception of Energy Fuels and UR Energy being the most obvious near-term beneficiaries of a confirmed plan for the federal uranium stockpile purchasing" [X Link](https://x.com/uraniuminsider/status/1253711314154745856) 2020-04-24T15:44Z 81.3K followers, [--] engagements "I never miss this weekly podcast. Worth listening to the full episode but a good mention of #uranium at 1:06:00 https://podcasts.apple.com/us/podcast/macro-voices/id1079172742i=1000553643166 https://podcasts.apple.com/us/podcast/macro-voices/id1079172742i=1000553643166" [X Link](https://x.com/uraniuminsider/status/1502337423442731008) 2022-03-11T17:35Z 81.2K followers, [---] engagements "First Japanese BWR cleared for restart : Regulation & Safety - World Nuclear News https://www.world-nuclear-news.org/Articles/First-Japanese-BWR-cleared-for-restart https://www.world-nuclear-news.org/Articles/First-Japanese-BWR-cleared-for-restart" [X Link](https://x.com/uraniuminsider/status/1533863697218560000) 2022-06-06T17:29Z 81.3K followers, [---] engagements "UxC reporting $67.25/lb. spot U3O8 (+$.75)" [X Link](https://x.com/uraniuminsider/status/1704930858707423408) 2023-09-21T18:49Z 81.4K followers, 19.3K engagements "UxC reporting $72.15/lb. spot U3O8 (+$1.65)" [X Link](https://x.com/uraniuminsider/status/1707107560439063035) 2023-09-27T18:58Z 81.4K followers, 97K engagements "Oh boy. Here come the utilities. $KAP" [X Link](https://x.com/anyuser/status/1752958210250776959) 2024-02-01T07:33Z 81.4K followers, 72.2K engagements "Agreed On our panel at Bitcoin Atlantis a couple days ago @saylor said he thinks the big tech companies like Microsoft Amazon and Apple will successfully lobby for a nuclear power renaissance due to the need to power all sorts of digital intelligence. I agree with that take. On our panel at Bitcoin Atlantis a couple days ago @saylor said he thinks the big tech companies like Microsoft Amazon and Apple will successfully lobby for a nuclear power renaissance due to the need to power all sorts of digital intelligence. I agree with that take" [X Link](https://x.com/uraniuminsider/status/1764826838675910785) 2024-03-05T01:34Z 81.4K followers, 22.5K engagements "Cameco identified limited access to skilled labor as one of several risks that have contributed to delays at the McArthur River mine. This statement means so much more than the market understands" [X Link](https://x.com/uraniuminsider/status/1961485064732090559) 2025-08-29T17:44Z 81.4K followers, 79.7K engagements "We had 10Mlbs. of secondary demand for [----] as a "plug" in our S/D model financial demand inventory restocking sovereign buying. We just had to double it. And that's probably being conservative" [X Link](https://x.com/uraniuminsider/status/2000983136696721866) 2025-12-16T17:35Z 81.2K followers, 25.5K engagements "Ascending triangle breakout incoming (my favorite bullish pattern btw) Spot U3O8 trading @ $85 for front-month settlement. We're going higher. Spot U3O8 trading @ $85 for front-month settlement. We're going higher" [X Link](https://x.com/uraniuminsider/status/2011871759595946322) 2026-01-15T18:43Z 81K followers, 20.6K engagements "Look at these Japanese nuclear reactor construction timelines. K-K Unit [--] a 1.3GW advanced boiling water reactor was constructed in [---] years. Incredible. Let's get these guys back in the game" [X Link](https://x.com/uraniuminsider/status/2014206866906329453) 2026-01-22T05:21Z 80.9K followers, 13.6K engagements "Good coverage of the increased Mineral Extraction Tax in Kazakhstan this week in our members webinar with our guest Ben Finegold of @oceanwall2. The highest taxation will be paid for production from KATCO and Budenovskoye. In our estimation this tax will not disincentivize" [X Link](https://x.com/uraniuminsider/status/2014793834765693237) 2026-01-23T20:14Z 81.1K followers, [----] engagements "We bust through $90/lb. spot next week. Have a good weekend yall 🍻" [X Link](https://x.com/uraniuminsider/status/2014809722256556041) 2026-01-23T21:17Z 81K followers, 39.3K engagements "Maybe by tomorrow. SPUT volume very chunky. Wall St. smelling a squeeze" [X Link](https://x.com/uraniuminsider/status/2016183711285559714) 2026-01-27T16:17Z 81.4K followers, 37K engagements "Already there" [X Link](https://x.com/uraniuminsider/status/2016196157844934706) 2026-01-27T17:06Z 81K followers, 18.4K engagements "8GW of nuclear currently. Aiming for 100GW by [----] Indian Government Releases Draft Energy Policy; https://t.co/x09qckouRg #NuclearEnergy #NuclearPower #CleanEnergy Indian Government Releases Draft Energy Policy; https://t.co/x09qckouRg #NuclearEnergy #NuclearPower #CleanEnergy" [X Link](https://x.com/uraniuminsider/status/2016220445423612077) 2026-01-27T18:43Z 81.2K followers, 15.1K engagements "UxC reporting $91.10/lb. Spot U3O8" [X Link](https://x.com/uraniuminsider/status/2016236954422280360) 2026-01-27T19:48Z 81K followers, 10.5K engagements "WOW 🎇🎆😲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 #SPUT.💰🛒 I hope they held on so they are smiling now💰💰😊" [X Link](https://x.com/uraniuminsider/status/2016257267298169305) 2026-01-27T21:09Z 81K followers, 15.4K engagements "#SPUTTracker Updated: 500K pounds purchased for a total of 57.7M. 9.6M units issued and $323M cash on hand. Spot closed at $92.38 per pound (per @numerco). Implied #uranium price $93.88. $sruuf @quakes99 @sprott @uraniuminsider https://t.co/dAOh1xI5vg #SPUTTracker Updated: 500K pounds purchased for a total of 57.7M. 9.6M units issued and $323M cash on hand. Spot closed at $92.38 per pound (per @numerco). Implied #uranium price $93.88. $sruuf @quakes99 @sprott @uraniuminsider https://t.co/dAOh1xI5vg" [X Link](https://x.com/uraniuminsider/status/2016303461579764157) 2026-01-28T00:13Z 81K followers, 12.1K engagements "Triple digits spot" [X Link](https://x.com/uraniuminsider/status/2016584979715936639) 2026-01-28T18:51Z 81.2K followers, 32.7K engagements "A +$9 spot move with nothing purchased by SPUT. Meanwhile the war chest grows. Wow. #SPUTTracker Updated: Nothing purchased; total of 57.7M pounds purchased since acquisition by @Sprott. 1.7M units issued and $360.8M cash on hand. Spot closed at $100.00 per pound. Implied #uranium price $99.88. $sruuf @quakes99 @uraniuminsider https://t.co/dAOh1xI5vg #SPUTTracker Updated: Nothing purchased; total of 57.7M pounds purchased since acquisition by @Sprott. 1.7M units issued and $360.8M cash on hand. Spot closed at $100.00 per pound. Implied #uranium price $99.88. $sruuf @quakes99 @uraniuminsider" [X Link](https://x.com/uraniuminsider/status/2016684000065311082) 2026-01-29T01:25Z 81.2K followers, 23.5K engagements "UxC reporting $80.25/lb. spot U3O8 (+3.00)" [X Link](https://x.com/uraniuminsider/status/1726719883545911439) 2023-11-20T21:51Z 81.4K followers, 39.7K engagements "Im deeply humbled by the messages & emails expressing gratitude. Its been an emotional week between the personal stories shared with me and sending my kid off to college. I do my best to be stoic but Im really moved by it all. I appreciate all of you. A few quick thoughts" [X Link](https://x.com/uraniuminsider/status/1746559473794314678) 2024-01-14T15:46Z 81.4K followers, 112.5K engagements "Great chat with @hkuppy https://podcasts.apple.com/us/podcast/going-nuclear-with-justin-huhn-and-trevor-hall/id1660633132i=1000643235403 https://podcasts.apple.com/us/podcast/going-nuclear-with-justin-huhn-and-trevor-hall/id1660633132i=1000643235403" [X Link](https://x.com/anyuser/status/1751681875763241440) 2024-01-28T19:01Z 81.4K followers, 108.5K engagements "Russia appears to be progressing towards the banning of exports of certain critical materials (including uranium) to unfriendly countries. Depending on which countries fall under the unfriendly category this could be an incredible disruption to the nuclear fuels market" [X Link](https://x.com/anyuser/status/1840075602897903731) 2024-09-28T17:06Z 81.4K followers, 47.2K engagements "Main takeaway from the @cameconews Q3 Conference Call: the enormous demand pressure on both enrichment and conversion has yet to hit uranium.but it will" [X Link](https://x.com/anyuser/status/1854522847718191511) 2024-11-07T13:54Z 81.4K followers, 40.6K engagements "I can tell you with a straight face that many utilities when prompted about their concern (or lack thereof) about a future uranium shortage believe one of two things: eventually SPUT lbs. will shake out or; Arrow will be producing almost 30mlbs./yr. [--] years from now. Short 🧵 Uranium commentary on Supreme Court ruling against Sask Gov in favour of the Mtis (mostly AI analysis) NexGens Uranium Future in Doubt: Court Ruling Threatens Delays and Price Spikes On February [--] [----] the Supreme Court of Canada (SCC) ruled against Saskatchewan letting Uranium commentary on Supreme Court ruling against" [X Link](https://x.com/anyuser/status/1895908112076587042) 2025-03-01T18:44Z 81.4K followers, 76.3K engagements "The long-term U3O8 price remains at $80/lb. for March w/ only 4Mlbs. transacted in the term market for the month. The spot price is quietly firming up as well with small location spreads. $64.38-$65.75 mid-market depending on location" [X Link](https://x.com/anyuser/status/1907105553643700363) 2025-04-01T16:19Z 81.4K followers, 24.2K engagements "Just hit my inbox: SPROTT TRUST REPORTS $100M BOUGHT DEAL FINANCING *SPROTT PHYSICAL URANIUM TRUST PRICES 5.8M UNITS AT $17.25 EACH" [X Link](https://x.com/anyuser/status/1934464790996599003) 2025-06-16T04:15Z 81.4K followers, 45.1K engagements "Hearing that the $AEE contracts that I mentioned in this talk w/ Benjamin might have been signed at higher prices than were reported. Hopefully this is the case. Btw I never intend to pick on certain projects. Mining is hard development timetables are always optimistic. Uranium Market Insights - Navigating The Supply Chain with @uraniuminsider Full Ep out now. Link in comments. https://t.co/5tG8HGjIAn Uranium Market Insights - Navigating The Supply Chain with @uraniuminsider Full Ep out now. Link in comments. https://t.co/5tG8HGjIAn" [X Link](https://x.com/uraniuminsider/status/1962522382481985862) 2025-09-01T14:26Z 81.4K followers, 12.1K engagements "Fermi planning to begin sourcing nuclear fuel as soon as [----]. Once new builds are approved and shovels hit the ground it won't take long for uranium demand to come into play. I think our models will have many upward demand adjustments in the next 12-24 months" [X Link](https://x.com/uraniuminsider/status/1988320310576521717) 2025-11-11T18:57Z 81.4K followers, 23.4K engagements "Somehow today SPUT traded the second highest daily volume in 3-1/2 years. Huge trade done in the final minutes" [X Link](https://x.com/uraniuminsider/status/1973124500830203943) 2025-09-30T20:35Z 81.4K followers, 46.3K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@uraniuminsider Uranium Insider
Uranium Insider posts on X about $sruuf, solar, kazakhstan, $kap the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [----------] +1,879%
- [--] Month [----------] +16,001%
- [--] Months [----------] +5,383%
- [--] Year [----------] +1,371%
Mentions: [--] #
- [--] Week [--] +21%
- [--] Month [--] +346%
- [--] Months [---] +127%
- [--] Year [---] +26%
Followers: [------] #
- [--] Week [------] +0.21%
- [--] Month [------] +1.70%
- [--] Months [------] +6.10%
- [--] Year [------] +11%
CreatorRank: [-------] #
Social Influence
Social category influence finance 10% countries 10% stocks 3% technology brands 2% celebrities 2% exchanges 1% cryptocurrencies 1% currencies 1%
Social topic influence $sruuf 5%, solar #1087, kazakhstan 4%, $kap 4%, in the 4%, closed 3%, uranium 3%, trust 3%, $uu 3%, this is 2%
Top accounts mentioned or mentioned by @quakes99 @sprott @thealexw @numerco @goldenrock235 @realrickrule @jekyllcapital @elonmusk @capnek123 @peakascent @hkuppy @uraniumfilledb1 @cxuasx @thenextbigrush @gabbyhoffman @aoverk @xenergynuclear @alexepstein @pigsapple113320 @gouranium
Top assets mentioned SOLLENSYS CORP (SOLS) Bitcoin (BTC) Microsoft Corp. (MSFT)
Top Social Posts
Top posts by engagements in the last [--] hours
"Looks like they forgot one. Just so happens that its vital for almost 20% of our grid but still an afterthought lol"
X Link 2026-02-08T17:53Z 81.4K followers, 56.7K engagements
"Lets go Takaichis decisive win cements Japans push to revive nuclear power ❤☢ She has kept nuclear power central to the nation's energy policy and has advocated for the restart of Kashiwazaki-Kariwa (Japan's largest nuclear plant) Meanwhile she has been quite critical of solar https://t.co/6B6KvMUvCJ Takaichis decisive win cements Japans push to revive nuclear power ❤☢ She has kept nuclear power central to the nation's energy policy and has advocated for the restart of Kashiwazaki-Kariwa (Japan's largest nuclear plant) Meanwhile she has been quite critical of solar https://t.co/6B6KvMUvCJ"
X Link 2026-02-09T17:12Z 81.4K followers, 12.3K engagements
"RT @TheNextBigRush: I've never been so unworried about a price returning to its highs. Ever"
X Link 2026-02-11T22:41Z 81.4K followers, [--] engagements
"RT @Gabby_Hoffman: Nuclear is vastly superior to solar. It works nearly 100% of the year 24/7 baseload power and occupies a fraction of"
X Link 2026-02-05T04:34Z 81.4K followers, [---] engagements
"RT @RealRickRule: Persistence patience work"
X Link 2026-02-07T03:03Z 81.4K followers, [--] engagements
"Looks like a capacity expansion for Metropolis/Converdyn conversion facility. This is something certain uranium market pundits have been waiting for as a significant bullish uranium catalyst. This is very good for uranium demand 👏🏻👏🏻👏🏻👏🏻 $SOLS starting uranium conversion capacity expansion https://t.co/IlQL7hafVI $SOLS starting uranium conversion capacity expansion https://t.co/IlQL7hafVI"
X Link 2026-02-11T01:50Z 81.4K followers, 17.2K engagements
"RT @AoverK: Small scale nuclear reactors cant come soon enough"
X Link 2026-02-13T18:34Z 81.4K followers, [--] engagements
"The largest daily raise since SPUT's inception and ATM activation in August [----]. Big money found us. THIS will get interesting #SPUTTracker Updated: 500K pounds purchased for a total of 57.7M. 9.6M units issued and $323M cash on hand. Spot closed at $92.38 per pound (per @numerco). Implied #uranium price $93.88. $sruuf @quakes99 @sprott @uraniuminsider https://t.co/dAOh1xI5vg #SPUTTracker Updated: 500K pounds purchased for a total of 57.7M. 9.6M units issued and $323M cash on hand. Spot closed at $92.38 per pound (per @numerco). Implied #uranium price $93.88. $sruuf @quakes99 @sprott"
X Link 2026-01-28T00:15Z 81.3K followers, 21.9K engagements
""When we leave office three years and three months from now I want to see hopefully dozens of nuclear plants under construction" Wright said https://t.co/yPWtU7zKzT https://t.co/yPWtU7zKzT"
X Link 2026-01-28T17:35Z 81.4K followers, 22.2K engagements
"Public Service Announcement: inventories ALWAYS exist in this industry. Always have always will. Anyone who tells you there's an inventory overhang right now has very simply not done the work. If you feel the need to respond just ask them to explain price action over the last 5-10 years. Prices. Don't. Rise. In. An. Oversupplied. Market. Thanks for coming to my TED Talk. Have a good weekend https://twitter.com/i/web/status/2019928556814635166 https://twitter.com/i/web/status/2019928556814635166"
X Link 2026-02-07T00:17Z 81.4K followers, 18.7K engagements
"Nuclear crushes Solar PV in lifecycle CO2 / GW Lifecycle emissions data shows a clear hierarchy in electricity sources. These numbers reflect total greenhouse gases from construction fuel supply operation and decommissioning per unit of electricity produced. Coal and lignite sit near the top (900 to [----] tCO2e/GWh) https://t.co/y4Pi94qpGc Lifecycle emissions data shows a clear hierarchy in electricity sources. These numbers reflect total greenhouse gases from construction fuel supply operation and decommissioning per unit of electricity produced. Coal and lignite sit near the top (900 to 1050"
X Link 2026-02-08T20:33Z 81.4K followers, 11.6K engagements
"Spot uranium climbing back towards $90/lb. Good to see a new floor emerge just under $85/lb. following the recent spike"
X Link 2026-02-11T16:35Z 81.4K followers, 32.3K engagements
"Congrats to @xenergynuclear. Nice to see the NRC taking a victory lap for fast approvals #NRCNews: Today we issued a license to @xenergynuclear subsidiary TRISO-X LLC for a first-of-a-kind fuel fabrication facility and did it three months ahead of our published schedule https://t.co/FDgEnC0UWH https://t.co/lBtlrWkjcU #NRCNews: Today we issued a license to @xenergynuclear subsidiary TRISO-X LLC for a first-of-a-kind fuel fabrication facility and did it three months ahead of our published schedule https://t.co/FDgEnC0UWH https://t.co/lBtlrWkjcU"
X Link 2026-02-13T19:45Z 81.4K followers, 10.1K engagements
"RT @AlexEpstein: Solar sucks as a real power source even compared to wind. Wind is intermittent but at least blows some almost 24/7 so if"
X Link 2026-02-14T22:17Z 81.4K followers, [---] engagements
""Decarbonization efforts and the proliferation of AI are leading to a surge in data processing which is expected to further drive up electricity demand. The Japanese government is advocating for the construction of new nuclear plants." https://japan-forward.com/kepco-ohi-nuclear-plant-60-years-new-law-kansai-electric/ https://japan-forward.com/kepco-ohi-nuclear-plant-60-years-new-law-kansai-electric/"
X Link 2024-03-12T17:01Z 77.2K followers, 10.8K engagements
"Nice move for $URNM / $SPXlooks like an inverse H&S to me"
X Link 2024-04-01T18:54Z 79.3K followers, 19.6K engagements
"UxC reporting $90.00/lb. spot U3O8 (+$2.00)"
X Link 2024-04-30T18:49Z 78.9K followers, 18.9K engagements
"The Sprott Physical Uranium Trust (SPUT) closes at a premium to NAV for the first time since November. $U.U $U.UN $SRUUF #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy #uranium 0.78% PREMIUM to NAV 200k lbs gobbled 1423.4k trusts issued = $32.7m raised $52.8m in cash https://t.co/t9V0wDr2v8 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy #uranium 0.78% PREMIUM to NAV 200k lbs gobbled 1423.4k trusts issued = $32.7m raised $52.8m in cash https://t.co/t9V0wDr2v8"
X Link 2024-05-02T23:31Z 79.2K followers, 38.8K engagements
"Vamos We are going to design an Argentine nuclear plan that includes the construction of new reactors as well as research into emerging technologies for small or modular reactors while maintaining the highest standards of safety and efficiency. Javier Milei https://t.co/KcScWWQWDj We are going to design an Argentine nuclear plan that includes the construction of new reactors as well as research into emerging technologies for small or modular reactors while maintaining the highest standards of safety and efficiency. Javier Milei https://t.co/KcScWWQWDj"
X Link 2024-12-11T03:26Z 79.8K followers, 18.9K engagements
"In the next five years the world will add 100GWe in nuclear operating capacity. This includes expected shutdowns"
X Link 2025-02-07T22:03Z 73.6K followers, 24.9K engagements
"BHP's Olympic Dam mine is primarily a copper and gold mine but produces a substantial amount of uranium as a "byproduct" of Au and Cu production. It has long been assumed that with rising Au and Cu prices OD would increase production leading to greater "byproduct" uranium. Breaking💥🔨BHP shatters the dreams of #Nuclear fuel buyers counting on a doubling of #Uranium production at #Australia's Olympic Dam to push down U prices😭as 2X #copper expansion plan only increases #U3O8 by 1% in "phenomenal" news for U bulls⚛⛏🤠🐂 https://t.co/DQLxN65A5G Breaking💥🔨BHP shatters the dreams of #Nuclear"
X Link 2025-02-09T21:19Z 73.6K followers, 16.3K engagements
"Yup People really think another megatons to megawatts program would be that detrimental to the uranium market Using chatGPT cause Im lazy 39Mlbs from the prior megatons to megawatts came from [-----] warheads. Were not at that same level as before. Bring on nuclear disarmament https://t.co/aWs7UZwnwh People really think another megatons to megawatts program would be that detrimental to the uranium market Using chatGPT cause Im lazy 39Mlbs from the prior megatons to megawatts came from [-----] warheads. Were not at that same level as before. Bring on nuclear disarmament https://t.co/aWs7UZwnwh"
X Link 2025-02-15T04:15Z 73.6K followers, 13.6K engagements
"Excellent I have a new hero 🙂 It started with a few voices in the wilderness including my own. Now world leaders are saying it. This will increase the chances that fundamental regulatory reform will happen. Article link in reply. Excessive unjustified regulations and double https://t.co/28GDLN5RTD I have a new hero 🙂 It started with a few voices in the wilderness including my own. Now world leaders are saying it. This will increase the chances that fundamental regulatory reform will happen. Article link in reply. Excessive unjustified regulations and double https://t.co/28GDLN5RTD"
X Link 2025-02-15T17:43Z 73.7K followers, 10.7K engagements
"19 operable Japanese reactors have yet to restart. #Japan Confirms Commitment To Maximum Use Of #Nuclear Power. #NuclearPower #NuclearEnergy Revised energy plan says government will aim to bring almost all of countrys reactors back online https://t.co/iPM9prWeJl #Japan Confirms Commitment To Maximum Use Of #Nuclear Power. #NuclearPower #NuclearEnergy Revised energy plan says government will aim to bring almost all of countrys reactors back online https://t.co/iPM9prWeJl"
X Link 2025-02-18T17:23Z 73.7K followers, 16.9K engagements
"Now we need the 450M+ annual tax for nuclear operators to drop. As of now no Spanish operators have filed for life extensions. Nuclear Waste tax Spent Fuel Storage tax Radioactive Waste Management tax (+30% in 2024) Punitive taxation has to go.20% of Spains grid Huge news from Spain Another nuclear U-turn Under currentplans Spain's reactors are scheduled to shut by [----]. Now a proposal has passed with [---] votes in favour of keeping Spains reactors running & extending their lifespans. Spain is also pushing to lift bans on https://t.co/FqU0QeXfdx Huge news from Spain Another nuclear U-turn"
X Link 2025-02-18T18:01Z 73.7K followers, [----] engagements
"For some context. In late Q3 last year there were rumors that a larger tender was in the market and many industry players were trying to find out if it was CEG (it wasn't). Why They're the largest operator in the largest market.when they come in in size others follow. The long-awaited replacement rate and inventory build-out will come in [----] at least in the case of Constellation with the largest US fleet of NPP with 22.07GWe. The big one always leads the others #uranium https://t.co/8v4fmFJtfv The long-awaited replacement rate and inventory build-out will come in [----] at least in the case of"
X Link 2025-02-19T16:15Z 79.8K followers, 17.7K engagements
"@Pigsapple113320 Capitulation. A lot of fear out there due to the spot price weakness while term price is firm. Have seen it a half dozen times in the past [--] years or so. These are the defining moments where money can be made.like last September"
X Link 2025-02-19T16:28Z 73.7K followers, [---] engagements
"Great summary from Greg @ $NF and thank you for the hat-tip. Nuclear Fuels' Friday Feedstock [--]. Remember a couple weeks ago when we said that it didn't feel like this roller coaster ride for uranium equities was over quite yet Well we're still waiting for the the descent part to be over with equities down an average of 5.3% w/w to Nuclear Fuels' Friday Feedstock [--]. Remember a couple weeks ago when we said that it didn't feel like this roller coaster ride for uranium equities was over quite yet Well we're still waiting for the the descent part to be over with equities down an average of 5.3%"
X Link 2025-02-21T16:52Z 79.2K followers, 11.7K engagements
"According to $KAP's latest SUA proposal production from Kazakhstan (100% basis) will be LESS in [----] than it is today. The decline from there is.shocking. An enormous effort and investment is needed to avoid true supply shocks during what the industry sees as "tomorrow""
X Link 2025-02-27T18:53Z 74.1K followers, 22.5K engagements
"@GoUranium Supply/demand models (ours included) segment production geographically but assume a global marketplace. With that said OECD is 69% of demand and 45% of U3O8 mined production.which WILL have an impact on price"
X Link 2025-05-30T18:58Z 78K followers, [----] engagements
"Looking like SPUT closed very close to NAV. $U.U $U.UN $SRUUF"
X Link 2025-06-12T20:21Z 78K followers, 12.8K engagements
"Today is the reason why I was perplexed that the market yawned when SPUT raised $25.5M at a premium to the market one month ago. It established a precedent that would likely be repeated"
X Link 2025-06-16T18:45Z 80K followers, 11.9K engagements
"@goldenrock235 @mountaingoat672 Those numbers are unlikely until new SA facility is up and running (+12-18mo after that). IMO 2028-ish"
X Link 2025-08-21T22:54Z 78.2K followers, [---] engagements
"$KAP maintaining [----] production guidance revising DOWN [----] 100% Subsoil Use levels by -10% and is in process of amending multiple projects' Subsoil Use Agreements"
X Link 2025-08-22T06:34Z 79.3K followers, 27.5K engagements
"@JekyllCapital Nice little nugget to drop right before WNA 😬"
X Link 2025-08-28T23:14Z 78.6K followers, [----] engagements
"@goldenrock235 @HorribleDisgust 😂. Start shopping for that bottle. It's baffled me for year as well. Not sure why they haven't more aggressively pursued other Sask AB deposits ripe for SABRE Instead.Mongolia Alrighty. Either way UG's motivations and lack of tact have always been a head-scratcher"
X Link 2025-08-31T01:22Z 78.2K followers, [----] engagements
"I was just thinking about this scenario earlier today Tim.imagine the premium that would have to be offered for 2/3 of all SPUT unitholders to vote 'yes' to a takeout and what that premium would represent to the 'real' uranium price at that time Judging by the utilities' activity currently that scenario is a long ways away and the environment in which a buyout offer is made is one where uranium investors are already very happy IMO.to Peak's point"
X Link 2025-09-09T19:55Z 78.7K followers, [---] engagements
"As of now global expansion of enrichment is growing at a slower pace than nuclear capacity. As of now. In GLE's "potential" case yes SWU producing LEU from depleted tails does replace U3O8 theoretically. However their plan to my understanding at least to begin with is to produce 5mlbs./yr. U3O8e of UF6 from depleted tails. With that said more enrichment capacity generally = lower tails and less required feed.but feed is still required. Saying they are substitutes lacks an enormous amount of nuance"
X Link 2025-09-17T15:43Z 78.3K followers, [----] engagements
"Nuclear utilities continue to slow creep their way to eventual long-term uranium contracting in size while larger traders and financial institutions (Mercuria Natixis CitiBlackrock) smell blood in the water and the physical trusts keep accumulating. We know whats coming"
X Link 2025-09-24T14:11Z 78.7K followers, 16.1K engagements
"$YCA raise upsized to $175M for $KAP $100M option + spot market purchasing"
X Link 2025-09-24T16:55Z 80.1K followers, 17.5K engagements
"UxC has raised its LT U3O8 price to $82/lb. Importantly the 5-yr. forward price is $98/lb. This tells you where price is headedthough the vast majority of polled utilities believe that the spot price will be essentially unchanged five years from now"
X Link 2025-09-29T21:43Z 78.9K followers, 28K engagements
"@goldenrock235 What's going to happen is going to happen. No stopping it now just have to let it play out"
X Link 2025-10-01T01:02Z 78.3K followers, [---] engagements
"@elonmusk Or we quadruple the US nuclear fleet for 1/5 the cost and call it good for 80-100 years. Actually considering that solar + battery storage would have to be replaced every 20-30 years the nuclear option is orders of magnitude cheaper and baseload"
X Link 2025-10-19T19:24Z 78.2K followers, 12.5K engagements
"@grok @michaeljanich @elonmusk @grok LCOE is not a worthwhile metric. You have to consider capacity factor the need for battery backup and of course the replacement rate of 3-5x that of nuclear. Try again"
X Link 2025-10-19T19:59Z 78.1K followers, [----] engagements
"DOE plutonium for maybe a couple of advanced reactor projects is a nothingburger folks. Move along"
X Link 2025-10-22T03:57Z 78.4K followers, 31.6K engagements
"At the time these new AP1000s will be procuring fuel Cigar Lake & Rossing will be in their final years & Kazakhstan will be in steep decline. The right tail risks are front and center now. How about strategic sovereign stockpiling Smart utilities will be restocking and soon"
X Link 2025-10-28T15:00Z 78.5K followers, 53.6K engagements
"Strategic Uranium Reserve. Highly likely incoming for the U.S. Recall the EU discussing this a few months back Are they now more or less likely to implement How about Japan Korea India Is China about to slow down"
X Link 2025-10-28T15:12Z 78.5K followers, 27.6K engagements
"Good Lord its coming through a firehose. Got uranium"
X Link 2025-10-28T15:38Z 80.1K followers, 30.1K engagements
"UI members can access today's Market Update video at the link below. I discuss the spot market SPUT some Cameco thoughts and a thorough chart review. https://bit.ly/3Xmo4A5 https://bit.ly/3Xmo4A5"
X Link 2025-11-07T03:07Z 78.7K followers, [----] engagements
"Long-term contracted volumes YTD are down by -45% from last year. The LT price is moving higher.+$5/lb. in the past two months. What sort of market structure has a rising price on lower traded volume"
X Link 2025-11-12T15:24Z 78.8K followers, 25.2K engagements
"@capnek123 Badge of honor 😉🍻. Keep up the good work Lucijan"
X Link 2025-11-16T00:06Z 78.7K followers, [----] engagements
"🥲 The solution to the increased energy demand from AI is through energy addition that means more nuclear energy. @POTUS is unleashing the full capabilities of American nuclear energy to power American leadership in the AI race strengthen our grid and increase energy output. The solution to the increased energy demand from AI is through energy addition that means more nuclear energy. @POTUS is unleashing the full capabilities of American nuclear energy to power American leadership in the AI race strengthen our grid and increase energy output"
X Link 2025-11-23T19:07Z 78.9K followers, 25.4K engagements
"@MalcolmRaw99915 From your mouth to Gods ears"
X Link 2025-11-23T23:28Z 78.8K followers, [---] engagements
"The UxC reported Long Term U3O8 price moved up again for the month of November now at $86/lb. a +$6 move following [--] months of stagnation. +$2 per month for the last three months. Total LT volume for [----] now stands at 74.9M lbs"
X Link 2025-11-24T22:54Z 80K followers, 50.9K engagements
"Importantly the 3-year and 5-year forward prices jumped +$6/lb. and +$5/lb. respectively. Now at $92 and $99/lb. This is effectively creating the spot price floor"
X Link 2025-11-24T23:26Z 78.9K followers, 35.3K engagements
"👀 Hello fellow nuclear enthusiasts George Westinghouse here I have something fun to show you to kick off the holiday season. It should spark quite a reaction dare I say nuclear reaction from you Ill reveal it Friday. Lets just say Im building up the excitement till then. https://t.co/5QnMcmpqiC Hello fellow nuclear enthusiasts George Westinghouse here I have something fun to show you to kick off the holiday season. It should spark quite a reaction dare I say nuclear reaction from you Ill reveal it Friday. Lets just say Im building up the excitement till then. https://t.co/5QnMcmpqiC"
X Link 2025-12-03T22:17Z 79.1K followers, 16.3K engagements
"This law comes at the same time $KAP is: - Signaling production declines post-2030 - Warning of sulfuric-acid constraints - Facing wellfield depletion at mature ISR operations - Operating under a government that increasingly views uranium as a strategic asset Kazakhstan - Amendments to the Subsoil Code https://t.co/UaTnwH7pJJ https://t.co/KISg2zXA6h Kazakhstan - Amendments to the Subsoil Code https://t.co/UaTnwH7pJJ https://t.co/KISg2zXA6h"
X Link 2025-12-04T17:52Z 79.3K followers, 18.8K engagements
"Happy Holidays to my almost 80k followers on this crazy app. [----] was a ride I wont soon forget. Much to be grateful for much to be excited for. 🙏🏻🍻 Uranium Market Minute Episode 213: [----] Fueling the Next Move for URANIUM https://youtu.be/YcpJFFp6jU0si=ENFOkCDYftwYxo2h https://youtu.be/YcpJFFp6jU0si=ENFOkCDYftwYxo2h"
X Link 2025-12-24T06:32Z 79.4K followers, 26.9K engagements
"Incentive price for new projects is one thing. Capital restocking for future pipeline projects is another. Near-term demand for an essential commodity outstripping supply is something else altogether. The marginal lb. sets the price. $150-160 by Q2 next year $150-160 by Q2 next year"
X Link 2025-12-27T00:28Z 79.5K followers, 16.5K engagements
"Constructive IMO .@uraniuminsider Justin how's that URNM/SPX chart of your looking Today's action (URA up on SPX down) seems to really reinforce the long-anticipated move in the U miners finally starting in earnest. But spot U is still confounding the tourists who don't understand its .@uraniuminsider Justin how's that URNM/SPX chart of your looking Today's action (URA up on SPX down) seems to really reinforce the long-anticipated move in the U miners finally starting in earnest. But spot U is still confounding the tourists who don't understand its"
X Link 2026-01-07T23:52Z 79.8K followers, 16.1K engagements
"Spot pushing close to $83 mid-market here.a bit higher for Converdyn settlement. #SPUT's ATMs have been continuously raising millions more physical #Uranium stacking cash since today's open🔥⚛💵😊 and now Spot #U3O8 is responding🎇 with @Numerco reporting a +50c rise to a 3-month high of $82.50/lb.💲⚛⛏🤠🐂 https://t.co/eqY8CzgrUA #SPUT's ATMs have been continuously raising millions more physical #Uranium stacking cash since today's open🔥⚛💵😊 and now Spot #U3O8 is responding🎇 with @Numerco reporting a +50c rise to a 3-month high of $82.50/lb.💲⚛⛏🤠🐂 https://t.co/eqY8CzgrUA"
X Link 2026-01-09T16:24Z 80.3K followers, 10.9K engagements
"Spot U3O8 trading @ $85 for front-month settlement. We're going higher"
X Link 2026-01-15T18:39Z 80.3K followers, 48.7K engagements
"@Peak_Ascent @quakes99 @JekyllCapital @hkuppy @SloCan68 @capnek123 @uselinkinv @RealRickRule Love your stuff as well. Thx for the shout out 🍻"
X Link 2026-01-15T18:40Z 80K followers, [----] engagements
"@GitzelsGreen They'll spend it when the 9mlbs. limit is approved by the OSC"
X Link 2026-01-21T14:53Z 80.3K followers, [----] engagements
"RT @Peak_Ascent: @uraniuminsider a wee update for you and our #uranium buddies LSE:GCL Geiger Counter did indeed go off the scale LFG N"
X Link 2026-02-03T17:03Z 81.4K followers, [--] engagements
"More Sprott Physical Uranium Trust files Preliminary Short Form Prospectus for $2000000000 https://t.co/KfX1j7mhQe Sprott Physical Uranium Trust files Preliminary Short Form Prospectus for $2000000000 https://t.co/KfX1j7mhQe"
X Link 2026-01-21T14:30Z 81.4K followers, 42.9K engagements
"@Malc_Poole Try Interactive Brokers and most good equity options on the TSX exchange"
X Link 2019-06-27T18:06Z 81.3K followers, [--] engagements
"Additionally it seems clear that there will be support for domestic conversion and enrichment in addition to uranium mining. An intact domestic fuel cycle is priority one for national energy security"
X Link 2020-04-24T15:44Z 81.3K followers, [--] engagements
"In brief conclusion this report is NOT yet an immediate shot in the arm for US uranium companies.with the likely exception of Energy Fuels and UR Energy being the most obvious near-term beneficiaries of a confirmed plan for the federal uranium stockpile purchasing"
X Link 2020-04-24T15:44Z 81.3K followers, [--] engagements
"I never miss this weekly podcast. Worth listening to the full episode but a good mention of #uranium at 1:06:00 https://podcasts.apple.com/us/podcast/macro-voices/id1079172742i=1000553643166 https://podcasts.apple.com/us/podcast/macro-voices/id1079172742i=1000553643166"
X Link 2022-03-11T17:35Z 81.2K followers, [---] engagements
"First Japanese BWR cleared for restart : Regulation & Safety - World Nuclear News https://www.world-nuclear-news.org/Articles/First-Japanese-BWR-cleared-for-restart https://www.world-nuclear-news.org/Articles/First-Japanese-BWR-cleared-for-restart"
X Link 2022-06-06T17:29Z 81.3K followers, [---] engagements
"UxC reporting $67.25/lb. spot U3O8 (+$.75)"
X Link 2023-09-21T18:49Z 81.4K followers, 19.3K engagements
"UxC reporting $72.15/lb. spot U3O8 (+$1.65)"
X Link 2023-09-27T18:58Z 81.4K followers, 97K engagements
"Oh boy. Here come the utilities. $KAP"
X Link 2024-02-01T07:33Z 81.4K followers, 72.2K engagements
"Agreed On our panel at Bitcoin Atlantis a couple days ago @saylor said he thinks the big tech companies like Microsoft Amazon and Apple will successfully lobby for a nuclear power renaissance due to the need to power all sorts of digital intelligence. I agree with that take. On our panel at Bitcoin Atlantis a couple days ago @saylor said he thinks the big tech companies like Microsoft Amazon and Apple will successfully lobby for a nuclear power renaissance due to the need to power all sorts of digital intelligence. I agree with that take"
X Link 2024-03-05T01:34Z 81.4K followers, 22.5K engagements
"Cameco identified limited access to skilled labor as one of several risks that have contributed to delays at the McArthur River mine. This statement means so much more than the market understands"
X Link 2025-08-29T17:44Z 81.4K followers, 79.7K engagements
"We had 10Mlbs. of secondary demand for [----] as a "plug" in our S/D model financial demand inventory restocking sovereign buying. We just had to double it. And that's probably being conservative"
X Link 2025-12-16T17:35Z 81.2K followers, 25.5K engagements
"Ascending triangle breakout incoming (my favorite bullish pattern btw) Spot U3O8 trading @ $85 for front-month settlement. We're going higher. Spot U3O8 trading @ $85 for front-month settlement. We're going higher"
X Link 2026-01-15T18:43Z 81K followers, 20.6K engagements
"Look at these Japanese nuclear reactor construction timelines. K-K Unit [--] a 1.3GW advanced boiling water reactor was constructed in [---] years. Incredible. Let's get these guys back in the game"
X Link 2026-01-22T05:21Z 80.9K followers, 13.6K engagements
"Good coverage of the increased Mineral Extraction Tax in Kazakhstan this week in our members webinar with our guest Ben Finegold of @oceanwall2. The highest taxation will be paid for production from KATCO and Budenovskoye. In our estimation this tax will not disincentivize"
X Link 2026-01-23T20:14Z 81.1K followers, [----] engagements
"We bust through $90/lb. spot next week. Have a good weekend yall 🍻"
X Link 2026-01-23T21:17Z 81K followers, 39.3K engagements
"Maybe by tomorrow. SPUT volume very chunky. Wall St. smelling a squeeze"
X Link 2026-01-27T16:17Z 81.4K followers, 37K engagements
"Already there"
X Link 2026-01-27T17:06Z 81K followers, 18.4K engagements
"8GW of nuclear currently. Aiming for 100GW by [----] Indian Government Releases Draft Energy Policy; https://t.co/x09qckouRg #NuclearEnergy #NuclearPower #CleanEnergy Indian Government Releases Draft Energy Policy; https://t.co/x09qckouRg #NuclearEnergy #NuclearPower #CleanEnergy"
X Link 2026-01-27T18:43Z 81.2K followers, 15.1K engagements
"UxC reporting $91.10/lb. Spot U3O8"
X Link 2026-01-27T19:48Z 81K followers, 10.5K engagements
"WOW 🎇🎆😲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 #SPUT.💰🛒 I hope they held on so they are smiling now💰💰😊"
X Link 2026-01-27T21:09Z 81K followers, 15.4K engagements
"#SPUTTracker Updated: 500K pounds purchased for a total of 57.7M. 9.6M units issued and $323M cash on hand. Spot closed at $92.38 per pound (per @numerco). Implied #uranium price $93.88. $sruuf @quakes99 @sprott @uraniuminsider https://t.co/dAOh1xI5vg #SPUTTracker Updated: 500K pounds purchased for a total of 57.7M. 9.6M units issued and $323M cash on hand. Spot closed at $92.38 per pound (per @numerco). Implied #uranium price $93.88. $sruuf @quakes99 @sprott @uraniuminsider https://t.co/dAOh1xI5vg"
X Link 2026-01-28T00:13Z 81K followers, 12.1K engagements
"Triple digits spot"
X Link 2026-01-28T18:51Z 81.2K followers, 32.7K engagements
"A +$9 spot move with nothing purchased by SPUT. Meanwhile the war chest grows. Wow. #SPUTTracker Updated: Nothing purchased; total of 57.7M pounds purchased since acquisition by @Sprott. 1.7M units issued and $360.8M cash on hand. Spot closed at $100.00 per pound. Implied #uranium price $99.88. $sruuf @quakes99 @uraniuminsider https://t.co/dAOh1xI5vg #SPUTTracker Updated: Nothing purchased; total of 57.7M pounds purchased since acquisition by @Sprott. 1.7M units issued and $360.8M cash on hand. Spot closed at $100.00 per pound. Implied #uranium price $99.88. $sruuf @quakes99 @uraniuminsider"
X Link 2026-01-29T01:25Z 81.2K followers, 23.5K engagements
"UxC reporting $80.25/lb. spot U3O8 (+3.00)"
X Link 2023-11-20T21:51Z 81.4K followers, 39.7K engagements
"Im deeply humbled by the messages & emails expressing gratitude. Its been an emotional week between the personal stories shared with me and sending my kid off to college. I do my best to be stoic but Im really moved by it all. I appreciate all of you. A few quick thoughts"
X Link 2024-01-14T15:46Z 81.4K followers, 112.5K engagements
"Great chat with @hkuppy https://podcasts.apple.com/us/podcast/going-nuclear-with-justin-huhn-and-trevor-hall/id1660633132i=1000643235403 https://podcasts.apple.com/us/podcast/going-nuclear-with-justin-huhn-and-trevor-hall/id1660633132i=1000643235403"
X Link 2024-01-28T19:01Z 81.4K followers, 108.5K engagements
"Russia appears to be progressing towards the banning of exports of certain critical materials (including uranium) to unfriendly countries. Depending on which countries fall under the unfriendly category this could be an incredible disruption to the nuclear fuels market"
X Link 2024-09-28T17:06Z 81.4K followers, 47.2K engagements
"Main takeaway from the @cameconews Q3 Conference Call: the enormous demand pressure on both enrichment and conversion has yet to hit uranium.but it will"
X Link 2024-11-07T13:54Z 81.4K followers, 40.6K engagements
"I can tell you with a straight face that many utilities when prompted about their concern (or lack thereof) about a future uranium shortage believe one of two things: eventually SPUT lbs. will shake out or; Arrow will be producing almost 30mlbs./yr. [--] years from now. Short 🧵 Uranium commentary on Supreme Court ruling against Sask Gov in favour of the Mtis (mostly AI analysis) NexGens Uranium Future in Doubt: Court Ruling Threatens Delays and Price Spikes On February [--] [----] the Supreme Court of Canada (SCC) ruled against Saskatchewan letting Uranium commentary on Supreme Court ruling against"
X Link 2025-03-01T18:44Z 81.4K followers, 76.3K engagements
"The long-term U3O8 price remains at $80/lb. for March w/ only 4Mlbs. transacted in the term market for the month. The spot price is quietly firming up as well with small location spreads. $64.38-$65.75 mid-market depending on location"
X Link 2025-04-01T16:19Z 81.4K followers, 24.2K engagements
"Just hit my inbox: SPROTT TRUST REPORTS $100M BOUGHT DEAL FINANCING *SPROTT PHYSICAL URANIUM TRUST PRICES 5.8M UNITS AT $17.25 EACH"
X Link 2025-06-16T04:15Z 81.4K followers, 45.1K engagements
"Hearing that the $AEE contracts that I mentioned in this talk w/ Benjamin might have been signed at higher prices than were reported. Hopefully this is the case. Btw I never intend to pick on certain projects. Mining is hard development timetables are always optimistic. Uranium Market Insights - Navigating The Supply Chain with @uraniuminsider Full Ep out now. Link in comments. https://t.co/5tG8HGjIAn Uranium Market Insights - Navigating The Supply Chain with @uraniuminsider Full Ep out now. Link in comments. https://t.co/5tG8HGjIAn"
X Link 2025-09-01T14:26Z 81.4K followers, 12.1K engagements
"Fermi planning to begin sourcing nuclear fuel as soon as [----]. Once new builds are approved and shovels hit the ground it won't take long for uranium demand to come into play. I think our models will have many upward demand adjustments in the next 12-24 months"
X Link 2025-11-11T18:57Z 81.4K followers, 23.4K engagements
"Somehow today SPUT traded the second highest daily volume in 3-1/2 years. Huge trade done in the final minutes"
X Link 2025-09-30T20:35Z 81.4K followers, 46.3K engagements
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