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[@da_sails](/creator/twitter/da_sails)
"Wheaton Precious Metals $WPM commits up to $400M gold stream to support Carcetti Capitals acquisition of the Hemlo Mine from Barrick. Equity raise: $415M Bank facility: $200M Hemlo: 25M oz produced 14-yr mine life forecast Carcetti Hemlo Mining Corp. Validates Hemlos geology & team adds steady gold flow for Wheaton and signals more mid-tier M&A"  
[X Link](https://x.com/da_sails/status/1965935925420249367) [@da_sails](/creator/x/da_sails) 2025-09-11T00:30Z 5820 followers, XXX engagements


"Uranium Energy Corp (NYSE American: $UEC) Closed $203M public offering at $XXXXX per share Proceeds to accelerate development of the United States Uranium Refining & Conversion Corp Goldman Sachs acted as sole underwriter UEC advancing U.S.-based uranium refining and conversion to strengthen domestic nuclear fuel supply chain"  
[X Link](https://x.com/da_sails/status/1975206851131113788) [@da_sails](/creator/x/da_sails) 2025-10-06T14:29Z 5822 followers, XXX engagements


"What happened to Cardano $ADA"  
[X Link](https://x.com/da_sails/status/1976760466899661122) [@da_sails](/creator/x/da_sails) 2025-10-10T21:23Z 5820 followers, 4737 engagements


"Wild might go chat with one of my LCS today to get some intel on what they are seeing on the ground. #gold"  
[X Link](https://x.com/da_sails/status/1978788087254720687) [@da_sails](/creator/x/da_sails) 2025-10-16T11:40Z 5819 followers, XXX engagements


"One LCS in my area: #Silver Selling at: $XX Buying at: $XXXXX Customer Buy to sale ratio: 50/50 Refiner kick back difficulties"  
[X Link](https://x.com/da_sails/status/1978841857342751046) [@da_sails](/creator/x/da_sails) 2025-10-16T15:13Z 5819 followers, XXX engagements


"Will $NEM touch $XXX today 👀"  
[X Link](https://x.com/da_sails/status/1978850907354734676) [@da_sails](/creator/x/da_sails) 2025-10-16T15:49Z 5815 followers, XXX engagements


"Stellantis $STLA will invest $13B in U.S. manufacturing over X years Goal: boost domestic vehicle output by XX% $600M to reopen Belvidere IL plant 3300 new jobs $400M to build new mid-size pickup in Toledo OH900 jobs $100M retooling Warren MI plant for new EV + SUV $130M to upgrade Detroit for next-gen Dodge Durango $100M+ for new 4-cylinder engine in Kokomo IN Total: 5000 new U.S. jobs"  
[X Link](https://x.com/da_sails/status/1978891964901920989) [@da_sails](/creator/x/da_sails) 2025-10-16T18:33Z 5816 followers, XXX engagements


"DOE Fusion Roadmap incentives: Expands publicprivate partnerships to accelerate fusion commercialization Launches new Private Facility Research program in FY26 Builds national fusion test & supply-chain infrastructure Continues milestone-based cost-share funding model Supports regional manufacturing & workforce hubs Aligns national labs industry & academia toward shared fusion R&D goals Future funding contingent on congressional appropriations"  
[X Link](https://x.com/da_sails/status/1978983853026086986) [@da_sails](/creator/x/da_sails) 2025-10-17T00:38Z 5817 followers, 1653 engagements


"Sprott Announces Changes to #Uranium Miners ETF Index ( $URNM) Effective December XX 2025 Source: Sprott Asset Management Index: North Shore Global Uranium Mining Index ( $URNMX) Objective: Track companies with at least XX% of assets in uranium mining and related activities Key updates: Market cap: Minimum $125M free-float for new entries ($100M buffer for existing) Liquidity: ADVT $100K (new) $75K (existing) Constituent count: Minimum of XX securities Weighting: Transition to free-float weighting Single-stock cap: Raised from XX% to XX% Reconstitution: Shifted to June and December Quarterly"  
[X Link](https://x.com/da_sails/status/1979187740437623033) [@da_sails](/creator/x/da_sails) 2025-10-17T14:08Z 5813 followers, XXX engagements


"GA-ASI x U.S. Navy General Atomics Aeronautical Systems Inc selected to design Collaborative Combat Aircraft (CCA) for the Navys future carrier air wing Modular design enables rapid upgrades & reconfiguration for evolving missions Builds on GA-ASIs Air Force CCA the YFQ-42A now in flight testing Supports the Navys shift toward agile tech-driven acquisition Extends GA-ASIs 17+ years pioneering unmanned jet operations"  
[X Link](https://x.com/da_sails/status/1979962135875879177) [@da_sails](/creator/x/da_sails) 2025-10-19T17:25Z 5821 followers, XXX engagements


"Energy Fuels ( $UUUU) x POSCO - Rare Earth Breakthrough Energy Fuels produced U.S.-sourced NdPr oxide POSCO converted into EV magnets (1500 cars) UUUU hit 52-week highs ($13.35$13.46 $3B+ market cap) MOU targets scale-up: 1k 6k tons NdPr/yr = 30k+ EVs powered POSCO raised $700M in green bonds to fund eco-projects First real step toward a non-China mine-to-magnet supply chain but sustainability will shape long-ter"  
[X Link](https://x.com/da_sails/status/1965782299347439721) [@da_sails](/creator/x/da_sails) 2025-09-10T14:19Z 5820 followers, XXX engagements


"Energy Fuels $UUUU could be next in line for a big deal: Only U.S. producer of heavy REEs (Dy/Tb) critical for defense & EVs Proven NdPr oxide already tested & qualified in EV magnets (POSCO) MOUs with POSCO & Vulcan long-term supply deals likely DOE/DoW support for critical minerals & uranium expanding Bullish setup: govt contracts + private offtakes could land soon"  
[X Link](https://x.com/da_sails/status/1965954664177807506) [@da_sails](/creator/x/da_sails) 2025-09-11T01:44Z 5820 followers, XXX engagements


"Energy Fuels ( $UUUU) Belle of the ball Nuclear demand at 70-yr high White Mesa Mill: 180k lbs UO Q2 guiding 700k1M lbs 2025 First U.S. heavy REE oxides (Dy Tb) from monazite Partnerships: Chemours Vulcan POSCO Shares +100% YTD $2.6B market cap Positioned to cut uranium + REE reliance"  
[X Link](https://x.com/da_sails/status/1966512117349032383) [@da_sails](/creator/x/da_sails) 2025-09-12T14:39Z 5820 followers, 1270 engagements


"Energy Fuels $UUUU up XX% overnight. I have no idea what could be causing this"  
[X Link](https://x.com/da_sails/status/1977535593681666425) [@da_sails](/creator/x/da_sails) 2025-10-13T00:43Z 5819 followers, 3038 engagements


"Energy Fuels ( $UUUU): U.S. industrial policy shifting toward domestic critical minerals & supply chain security JPMorgans $1.5T initiative signals major capital aligning with this strategy Energy Fuels $700M raise oversubscribed 67x strong institutional demand Owns White Mesa Mill only U.S. rare earth & uranium processor at scale Positioned to benefit from policy tailwinds strategic capital & rising demand for REEs uranium and energy security"  
[X Link](https://x.com/da_sails/status/1977734486117831157) [@da_sails](/creator/x/da_sails) 2025-10-13T13:53Z 5819 followers, XXX engagements


"What is DPA XXX - and why does it matter for U.S. nuclear energy Authority: Section XXX of the Defense Production Act allows the U.S. government to form voluntary agreements with industry to strengthen national defense and supply chain resilience. Antitrust Protection: Companies that join a DPA XXX consortium can collaborate without violating antitrust lawsso long as actions align with the approved agreement. Purpose: Enables coordination in areas like production conversion and recycling of nuclear materials critical to national security. DOEs Role: The Department of Energys Office of Nuclear"  
[X Link](https://x.com/da_sails/status/1978059857946120646) [@da_sails](/creator/x/da_sails) 2025-10-14T11:26Z 5819 followers, XXX engagements


"Speech by Chair Jerome Powell on the Economic Outlook and Monetary Policy 67th Annual Meeting of the National Association for Business Economics Philadelphia Oct XX 2025 Powell explained how the Feds balance sheet supports the economy. It totals about $6.5T mostly in Treasuries mortgage bonds and bank reserves. During COVID the Fed bought assets to calm marketslonger than ideal in hindsight. The Fed is now shrinking its balance sheet carefully to keep markets stable. The ample reserves system is working well to control interest rates. Negative income is temporary.the Fed has sent $900B+ to"  
[X Link](https://x.com/da_sails/status/1978135257208545616) [@da_sails](/creator/x/da_sails) 2025-10-14T16:26Z 5819 followers, XXX engagements


"DOE announces $1.6B loan guarantee to a subsidiary of American Electric Power ( $AEP) Funds will rebuild 5000 miles of transmission lines across IN MI OH OK & WV Over 1000 construction jobs expected First project under the Energy Dominance Financing (EDF) Program Goal: strengthen grid reliability lower costs & boost U.S. energy security"  
[X Link](https://x.com/da_sails/status/1978773545862775008) [@da_sails](/creator/x/da_sails) 2025-10-16T10:42Z 5819 followers, XXX engagements


"Amazon is helping pioneer one of the first small modular reactor (SMR) facilities in the U.S.the Cascade Advanced Energy Facility in Washington State. Will provide reliable carbon-free energy to power AI and cloud operations. Compact design: three XXX MW reactors combine for XXX MW on just a few city blocks. Expected to create over 1000 construction jobs and more than XXX permanent roles. Partnership with X-energy and Energy Northwest using the advanced Xe-100 reactor design. Construction targeted to begin by the end of the decade operations in the 2030s. Includes a new Energy Learning Center"  
[X Link](https://x.com/da_sails/status/1978956796866728307) [@da_sails](/creator/x/da_sails) 2025-10-16T22:50Z 5821 followers, XXX engagements


"DOE unveils Fusion Science & Technology Roadmap A national strategy to accelerate fusion energy commercialization by the mid-2030s Defines DOEs BuildInnovateGrow framework aligning public investment & private innovation Advances President Trumps Unleashing American Energy executive order Strengthens U.S. energy security supply chains & global leadership Developed with input from 600+ scientists engineers & industry leaders Full roadmap ➤"  
[X Link](https://x.com/da_sails/status/1978978049606455666) [@da_sails](/creator/x/da_sails) 2025-10-17T00:15Z 5819 followers, 3652 engagements


"Americas AI Milestone NVIDIA & TSMC celebrate the first U.S.-made Blackwell wafer in Phoenix AZ Marks start of volume production Onshores advanced AI chipmaking Strengthens U.S. supply chain & tech sovereignty Fuels next industrial revolution in AI $NVDA $TSM"  
[X Link](https://x.com/da_sails/status/1979376675931521351) [@da_sails](/creator/x/da_sails) 2025-10-18T02:39Z 5819 followers, XXX engagements


"@KevOnStage"  
[X Link](https://x.com/da_sails/status/1979685033612095957) [@da_sails](/creator/x/da_sails) 2025-10-18T23:04Z 5820 followers, 2738 engagements


"Indias Nuclear Momentum Fuel loading begins at Kalpakkams XXX MWe Fast Breeder Reactor2nd of its kind globally Govt targets XXX GW nuclear capacity by 2047 Roadmap: XX GW by 2032 X SMRs by 2033 XXX GW by 2047 Fast-breeder tech enables fuel recycling & thorium use Key step toward energy independence & clean-power leadership"  
[X Link](https://x.com/da_sails/status/1979701881325650230) [@da_sails](/creator/x/da_sails) 2025-10-19T00:11Z 5820 followers, XXX engagements


"Virginia SMR Update: SCC approved Dominions Rider SMR (Case PUR-2024-00205) on 7/29/25 Phase I $XXXX M feasibility funding ($0.29/mo rate impact). Site: North Anna Power Station Louisa Co. Vendors under review: GE Hitachi (BWRX-300) NuScale (VOYGR) Westinghouse (AP300). No vendor selected or NRC filing yet. Target: First SMR mid-2030s. Dominion + Amazon Web Services partnership continues under MOU"  
[X Link](https://x.com/da_sails/status/1979719019415363983) [@da_sails](/creator/x/da_sails) 2025-10-19T01:19Z 5820 followers, XXX engagements


"Whirlpool to invest $300M in Ohio plants $300M to expand washing machine (Clyde) & dryer (Marion) facilities Up to XXX new jobs expected Backed by JobsOhio & state tax credits XX% of Whirlpools U.S. sales made domestically XX% of its steel sourced in the U.S. CEO: Commitment to American manufacturing is our cornerstone Investment strengthens U.S. manufacturing amid global trade shifts"  
[X Link](https://x.com/da_sails/status/1980005280370012423) [@da_sails](/creator/x/da_sails) 2025-10-19T20:17Z 5819 followers, XX engagements


"United States Antimony Corporation ( $UAMY) on Bloomberg TV Today Chairman & CEO Gary C. Evans joins Bloomberg TVs Businessweek Daily with Carol Massar and Tim Stenovec. Airs at 2:40 PM ET Monday Oct. XX 2025. Topic: USACs proposal to acquire Larvotto Resources Ltd (Australia) expanding its global role in critical minerals. About US Antimony (USAC): A North American leader in antimony zeolite and precious metals with operations in the U.S. Mexico and Canada. Products and Uses: Antimony Oxide Flame retardants coatings lighting. Antimony Metal Bearings batteries defense. Antimony Trisulfide"  
[X Link](https://x.com/da_sails/status/1980325646464139505) [@da_sails](/creator/x/da_sails) 2025-10-20T17:30Z 5821 followers, 1845 engagements


"Materials of Interest Alloys Metals Miscellaneous Non-Metals Rare Earths Ores and Compounds Precious Metals"  
[X Link](https://x.com/da_sails/status/1977525055413235927) [@da_sails](/creator/x/da_sails) 2025-10-13T00:01Z 5819 followers, XXX engagements


"JPMorgan Chase $JPM unveils $1.5T Security & Resiliency Initiative $XXX trillion over XX years to finance and invest in U.S. industries vital to national security Up to $XX billion in direct equity and venture investments Focus areas: supply chain resilience defense & aerospace energy independence frontier tech (AI quantum cybersecurity) Jamie Dimon: America has become too reliant on unreliable sources of critical minerals products and manufacturing. Initiative expands prior $X trillion plan by XX% adding new banker hires and an advisory council $UUUU $UAMY $EU $HII"  
[X Link](https://x.com/da_sails/status/1977693791139070059) [@da_sails](/creator/x/da_sails) 2025-10-13T11:11Z 5819 followers, 28.3K engagements


"@PeterSchiff $WPM"  
[X Link](https://x.com/da_sails/status/1977812321834844609) [@da_sails](/creator/x/da_sails) 2025-10-13T19:02Z 5818 followers, 1871 engagements


"Westwater Resources (NYSE: $WWR) On track to be the first U.S.-based producer of battery-grade natural graphite Kellyton Graphite Plant in Alabama: Phase X under construction XXX% of capacity secured via Stellantis & SK On offtakes Phase X planned to expand total capacity to 50000 mtpa Coosa Graphite Deposit offers 22-year mine life and path to full vertical integration Patent-pending sustainable purification process Strategically located in the U.S. Battery Corridor near key EV hubs Aligns with U.S. critical-mineral policy and DOE incentives for domestic battery materials Positioned to"  
[X Link](https://x.com/da_sails/status/1977841667630620674) [@da_sails](/creator/x/da_sails) 2025-10-13T20:59Z 5819 followers, 4540 engagements


"$WPM $NEM $SA $PSLV"  
[X Link](https://x.com/da_sails/status/1978502731712057525) [@da_sails](/creator/x/da_sails) 2025-10-15T16:46Z 5819 followers, XXX engagements


"$EMX $WPM $NEM $HL $PSLV $SA"  
[X Link](https://x.com/da_sails/status/1978828604227076180) [@da_sails](/creator/x/da_sails) 2025-10-16T14:21Z 5819 followers, XXX engagements


"Tanaka Precious Metals Update (Oct X 2025) Due to high demand & market surge sales of small gold & platinum ingots (50g gold / 10g platinum) are temporarily suspended. Larger bars & coins remain available. Sales expected to resume late November"  
[X Link](https://x.com/da_sails/status/1978858751806284278) [@da_sails](/creator/x/da_sails) 2025-10-16T16:21Z 5819 followers, XX engagements


"$BWXT Highlights Record $6B+ backlog - driven by large U.S. Navy (Go Navy 😏) contracts for reactors and fuel. Defense & national-security tailwinds. Navy submarines (Virginia & Columbiaclass) HPDU / depleted uranium contracts with the DOE/NNSA. Nuclear energy secular pushreactor life extensions + SMRs (Small Modular Reactors) = new commercial growth. Medical-isotopes business ramping Mo-99 / Tc-99m production capability coming online; addresses US/Canada supply-chain gap. Solid 2025 outlookadjusted EPS $3.65-$3.75 EBITDA expanding; free-cash-flow turning positive. High-barrier"  
[X Link](https://x.com/da_sails/status/1979591938543427984) [@da_sails](/creator/x/da_sails) 2025-10-18T16:54Z 5819 followers, XXX engagements


"South Africa bets big on nuclear Pebble Bed Modular Reactor revived at Pelindaba New builds planned for Duynefontein & Thyspunt Nuclear share to double to X% by 2039 Transparent procurement & new nuclear strategy panel Part of SAs IRP 2025 energy mix update"  
[X Link](https://x.com/da_sails/status/1980018661265203528) [@da_sails](/creator/x/da_sails) 2025-10-19T21:10Z 5819 followers, 4954 engagements


"Gold Market Update - Irans Moves Iran has approved a policy allowing foreign investors to import standard gold bars for local investment. The Central Bank of Iran has been increasing its gold reserves to stabilize the rial and reduce reliance on foreign currencies. These steps highlight continued de-dollarization and reinforce physical demand for gold across emerging markets. The developments add structural support to the global gold rally"  
[X Link](https://x.com/da_sails/status/1980254262073471292) [@da_sails](/creator/x/da_sails) 2025-10-20T12:46Z 5819 followers, XXX engagements


"Cleveland-Cliffs $CLF Q3 2025 Highlights: Revenue: $4.7B down from $4.9B in Q2 Adjusted EBITDA: $143M up from $94M in Q2 Net loss: $234M ($0.45/sh adj.) Liquidity: $3.1B as of Sept XX CEO Lourenco Goncalves: Demand recovery for U.S. automotive-grade steel driven by new trade environment under Trump Signed an MoU with a major global steel producer; expected to be accretive Exploring rare-earth opportunities at mining sites in Michigan & Minnesota to support U.S. critical minerals independence"  
[X Link](https://x.com/da_sails/status/1980298271760269377) [@da_sails](/creator/x/da_sails) 2025-10-20T15:41Z 5819 followers, XXX engagements


"President Trump Closes Billion-Dollar Deals with Australia U.S. & Australia sign Critical Minerals Framework to boost supply-chain security $3B joint investment in critical mineral projects valued at $53B recoverable resources $5B+ total investment unlocked via U.S. Export-Import Bank financing U.S. to build XXX metric ton/year gallium refinery in Western Australia Australia commits $1.2B for unmanned underwater vehicles & $2.6B for Apache helicopters Adds $2B in U.S. air/missile defense investments Australia boosts AUKUS support with $2B+ for submarine and defense supply chains"  
[X Link](https://x.com/da_sails/status/1980337542399492223) [@da_sails](/creator/x/da_sails) 2025-10-20T18:17Z 5819 followers, XXX engagements


"Merck Breaks Ground on $3B Manufacturing Center in Virginia $3B investment to build a 400000 sq. ft. Center of Excellence in Elkton VA Part of $70B+ U.S. investment to expand R&D and manufacturing Expected to create XXX full-time jobs + 8000 construction jobs Builds on XX years in Elkton and strengthens U.S. biopharma leadership CEO Robert M. Davis: advancing innovation for patients worldwide $MRK"  
[X Link](https://x.com/da_sails/status/1980375198840025536) [@da_sails](/creator/x/da_sails) 2025-10-20T20:46Z 5819 followers, XXX engagements


"Retail Investors Burned by Bitcoin-Treasury Hype $17B lost betting on firms hoarding $BTC (10X Research) NAV premiums collapsed as crypto cooled Speculative frenzy may have peaked Bitcoins rally now tied more to corporate hype than fundamentals"  
[X Link](https://x.com/da_sails/status/1980407141904318504) [@da_sails](/creator/x/da_sails) 2025-10-20T22:53Z 5819 followers, XXX engagements


"@BrickCenter_ Man said this is Ohio State royalty"  
[X Link](https://x.com/da_sails/status/1980561001948066281) [@da_sails](/creator/x/da_sails) 2025-10-21T09:05Z 5819 followers, XXX engagements


"@goldseek Many in the West forget how deeply precious metals are woven into daily life in places like India & China. Gold isnt just an investment thereits savings culture and tradition passed through generations"  
[X Link](https://x.com/da_sails/status/1980600027463770499) [@da_sails](/creator/x/da_sails) 2025-10-21T11:40Z 5819 followers, XXX engagements


"Chinas rare-earth exports drop sparks global tailwind Sept exports of rare-earth magnets fell XXX % MoM tighter supply from dominant player. Export licences face stricter controls longer approval times. Global manufacturers eye non-China sourcing for EVs wind & defense. Prices of key REEs (NdPr Dy) ticking up as supply fears grow. US & allied miners/processors stand to gain from diversification push"  
[X Link](https://x.com/da_sails/status/1980423442567414249) [@da_sails](/creator/x/da_sails) 2025-10-20T23:58Z 5819 followers, XXX engagements


"Eos Energy x MN8 Energy Partnership Up to XXX MWh of -made long-duration #energystorage (Z3 zinc-based systems) Initial XXX MWh 10-hour discharge duration for solar + storage projects Supports data centers manufacturing C&I facilities with 24/7 renewable power Enhances U.S. grid reliability and energy security Built in America Non-flammable Sustainable #CleanEnergy $EOSE"  
[X Link](https://x.com/da_sails/status/1980618455859540147) [@da_sails](/creator/x/da_sails) 2025-10-21T12:53Z 5819 followers, XXX engagements