# ![@Napalm_1_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1427950516768854027.png) @Napalm_1_ Napalm

Napalm posts on X about $uun, uranium, $ura, $urnm the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1427950516768854027/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1427950516768854027/c:line/m:interactions.svg)

- [--] Week [-----] -56%
- [--] Month [-------] +69%
- [--] Months [-------] +47%
- [--] Year [---------] -1%

### Mentions: [--] [#](/creator/twitter::1427950516768854027/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1427950516768854027/c:line/m:posts_active.svg)

- [--] Week [--] -63%
- [--] Month [---] +98%
- [--] Months [---] +24%
- [--] Year [---] +56%

### Followers: [-----] [#](/creator/twitter::1427950516768854027/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1427950516768854027/c:line/m:followers.svg)

- [--] Week [-----] -0.09%
- [--] Month [-----] -0.30%
- [--] Months [-----] +3.30%
- [--] Year [-----] +7.90%

### CreatorRank: [-------] [#](/creator/twitter::1427950516768854027/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1427950516768854027/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  41.18% [currencies](/list/currencies)  10.92% [countries](/list/countries)  9.24% [cryptocurrencies](/list/cryptocurrencies)  9.24% [stocks](/list/stocks)  5.88% [technology brands](/list/technology-brands)  1.68% [exchanges](/list/exchanges)  0.84% [celebrities](/list/celebrities)  0.84% [financial services](/list/financial-services)  0.84% [social networks](/list/social-networks)  0.84%

**Social topic influence**
[$uun](/topic/$uun) #2, [uranium](/topic/uranium) #2, [$ura](/topic/$ura) 26.05%, [$urnm](/topic/$urnm) 21.85%, [$yca](/topic/$yca) 16.81%, [$lot](/topic/$lot) 10.92%, [commodities](/topic/commodities) 10.92%, [$pdn](/topic/$pdn) 9.24%, [$dyl](/topic/$dyl) 9.24%, [$uu](/topic/$uu) 8.4%

**Top accounts mentioned or mentioned by**
[@sprott](/creator/undefined) [@numerco](/creator/undefined) [@uraniummarkets](/creator/undefined) [@chaeyunchong](/creator/undefined) [@sammy2288776](/creator/undefined) [@uraniuminsider](/creator/undefined) [@mrneilerua](/creator/undefined) [@theeconomist](/creator/undefined) [@malcolmraw99915](/creator/undefined) [@evomarkets](/creator/undefined) [@denouementiv](/creator/undefined) [@uranium_ftw](/creator/undefined) [@stupidbill1](/creator/undefined) [@leggett_john](/creator/undefined)

**Top assets mentioned**
[Pentagon Games (PEN)](/topic/$pen) [Cameco Corporation (CCJ)](/topic/$ccj) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Uranium Energy Corp. (UEC)](/topic/$uec) [Denison Mines Corp (DNN)](/topic/$dnn) [Ameren, Corp. (AEE)](/topic/$aee) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [Endeavour Silver Corp. (EXK)](/topic/$exk) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [The 99% Community (99)](/topic/$99) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Goldman Sachs (GS)](/topic/goldman-sachs) [Bitcoin (BTC)](/topic/$btc) [Strategy (MSTR)](/topic/$mstr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Important for security of #uranium supply of Europe Neglected by investors looking for short term gains Uranium exploration/development ban lifted on January 1th [----] = intrinsic value A multi-bagger if you just forget about it in short term Happy holder of $AEE position"  
[X Link](https://x.com/Napalm_1_/status/1994191000168710226)  2025-11-27T23:45Z [----] followers, [----] engagements


"What happens when physical silver has been running hard is sold at premium & is less available They go over to #palladium & #Platinum Sibanye-Stillwater $SBSW ValOre Metals Corp $VO: Pedra Branca (PGEs & Au) flagship project & Hatchet Lake (U3O8) deposits PALLADIUM The audacity of that comment on the 18th of November https://t.co/r3L0FZTgh7 PALLADIUM The audacity of that comment on the 18th of November https://t.co/r3L0FZTgh7"  
[X Link](https://x.com/Napalm_1_/status/2011070973462605866)  2026-01-13T13:40Z [----] followers, [----] engagements


"In [----] Cameco $CCJ signed a supply contracted with Ukraine including an option to sell 27.2M lb uranium to supply the Zaporizhzhya [--] nuclear reactor plant. I dont think they ever will be able to activate that option"  
[X Link](https://x.com/Napalm_1_/status/2011740721959825640)  2026-01-15T10:02Z [----] followers, [---] engagements


"Back in August/September [----] Lotus Resources $LOT was right in delaying the contracting of main part of future #uranium output with clients until significant higher uranium prices LOT is fully funded & LOT share price of [---] AUD/sh = 570M USD market cap = PE10 1/2 💥📈UxC's January Month-end #Uranium Prices: 🔷#U3O8 Spot +$7.15 to $88.55 3-year +$6 to $99 5-year +$6 to $107 Long +$2 to new 17-year high of $88🌋 🔷Conversion NA Spot +$1 to $60 NA Long +$2 to $55.50 🔷Enrichment SWU Spot $200👊 Long $173👊 #Nuclear⚛🤠🐂🌊🏄 https://t.co/DqPtunZWpD 💥📈UxC's January Month-end #Uranium Prices:"  
[X Link](https://x.com/Napalm_1_/status/2015917891921617139)  2026-01-26T22:40Z [----] followers, [----] engagements


"No cheap uranium pounds to get your hands on to close your annual shortage with this year Cameco"  
[X Link](https://x.com/Napalm_1_/status/2016577683740643638)  2026-01-28T18:22Z [----] followers, [----] engagements


"$AG $EXK and others cant keep up with the fast decline of #silver price 🙂"  
[X Link](https://x.com/Napalm_1_/status/2017291122087698631)  2026-01-30T17:37Z [----] followers, [----] engagements


"#silver is now back under the price it had a month ago. Silver stocks like $AG $EXK still respectively 23% and 12% above their share price a month ago"  
[X Link](https://x.com/Napalm_1_/status/2017302922581746096)  2026-01-30T18:24Z [----] followers, [----] engagements


"$PYPL Market overreaction🙂 Lets use [----] EPS each quarter in2026: [----] x4 =460 EPS [----] PE =10 =46 USD/sh PE =11 =50.6 USD/sh PE =12 Well under its [---] MA & [--] MA End 2025: Cash 8B USD ST assets ST laibilities 2026: 6B USD adj FCFadd share repurchase in [----] NEW PAYPAL CEO PayPal $PYPL announced today that its board has appointed HP veteran Enrique Lores as president and CEO effective March 1st succeeding Alex Chriss NEW PAYPAL CEO PayPal $PYPL announced today that its board has appointed HP veteran Enrique Lores as president and CEO effective March 1st succeeding Alex Chriss"  
[X Link](https://x.com/Napalm_1_/status/2018704007687016941)  2026-02-03T15:11Z [----] followers, [---] engagements


"When - investors go risk-off - BoJ &/or FED their balance sheet which liquidity in market - bond market gets into trouble - banks take liquidity safeguard measures The general stockmarkets gets hit while high risk investments (mining stocks) are thrown out WHEN"  
[X Link](https://x.com/Napalm_1_/status/2019552144244998192)  2026-02-05T23:22Z [----] followers, [----] engagements


"Uranium spot price could be hit like silver is being hit atm Reason 😱 for liquidity crunch in future = frontrun this (self fulfilling prophecy) Some family offices/utilities/intermediaries/producers hold physical #uranium (like in 2H 2008) & AI tourists sell Uranium ETFs"  
[X Link](https://x.com/Napalm_1_/status/2019556278931173716)  2026-02-05T23:38Z [----] followers, [----] engagements


"Its a combination of different factors Uncertainty in US future Japan spending  Bond market unstable BTC breaking important support level Big Tech huge capex spending while earnings will not cover those capex amounts = overvalued Debt crisis in the making Nasdaq $QQQ has now closed below its 100-day moving average for [--] consecutive days for the first time since May 🚨🚨🚨 https://t.co/1BHP8eDw9E Nasdaq $QQQ has now closed below its 100-day moving average for [--] consecutive days for the first time since May 🚨🚨🚨 https://t.co/1BHP8eDw9E"  
[X Link](https://x.com/Napalm_1_/status/2019559727919952295)  2026-02-05T23:52Z [----] followers, [---] engagements


"@ChaeYunChong @Sammy2288776 I sold a part last week but not all. So I took a hit. Will LOT do well in coming years Imo yes. Could it bounce up again in coming weeks Yes maybe But I sold all my LOT now Why Because the broader market & bond market became very dangerous now [----] will be difficult"  
[X Link](https://x.com/Napalm_1_/status/2019582938590183724)  2026-02-06T01:24Z [----] followers, [--] engagements


"@MrNeilerua AI tourists"  
[X Link](https://x.com/Napalm_1_/status/2019731305261646267)  2026-02-06T11:14Z [----] followers, [---] engagements


"Imo AI becoming bigger reason for layoffs in [----] 😱 of future layoffs among more & more US workers +😱 for rising electric bills Slowing down AI/datacenter buildout argument growing + healtcare insurance price + tarrifs bills The road to Midterms 👀 #uranium 1/3 Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in annual capex is Six US states now have bills to pause data center"  
[X Link](https://x.com/Napalm_1_/status/2020437802471883125)  2026-02-08T10:01Z [----] followers, [----] engagements


"$PDN $LOT $AEE $AEU $BMN $DYL $PEN #uranium 🎇🎆Today #SPUT put its $323M war chest to work in the Spot #Uranium market💰🛒as its ATM raised millions more stacking cash🔥🏧💵sending #Nuclear fuel brokers @UraniumMarkets soaring +$9.13 to a 2-year high of $100.50/lb #U3O8🚀🌟 and @Numerco leaping +7.75 to $100 even💯🤠🐂🏄 https://t.co/VYcLg8Zvqv 🎇🎆Today #SPUT put its $323M war chest to work in the Spot #Uranium market💰🛒as its ATM raised millions more stacking cash🔥🏧💵sending #Nuclear fuel brokers @UraniumMarkets soaring +$9.13 to a 2-year high of $100.50/lb #U3O8🚀🌟 and @Numerco"  
[X Link](https://x.com/Napalm_1_/status/2016624201675821311)  2026-01-28T21:27Z [----] followers, [----] engagements


"Not enough skilled labour force to build many reactors starting soon Cant be dishonest towards people following me I dont believe $CCJ Westinghouse will start construction of [--] plus reactors early [----] There isnt enough qualified labour force to achieve this #uranium Why does Goldman Sachs call Cameco $CCJ its highest conviction play on the #nuclear theme Maybe because there are more than 30+ Westinghouse AP1000 Reactors in the planning stages: [--] in Bulgaria [--] (potentially 15) in and [--] (potentially 17) in . Profitable👇#Uranium https://t.co/pK3Ydj8kds Why does Goldman Sachs call Cameco"  
[X Link](https://x.com/Napalm_1_/status/2019450706369888455)  2026-02-05T16:39Z [----] followers, [----] engagements


"By [----] Probably Question: will investors hold on to $CCJ for 5y with all broader market troubles coming are way Labour shortage in🏗 sector inwill slow projected new AP1000🏗 starts down PE at [---] USD/share will remain very high in 2026/2027 AI tourists go in & get out About 7% of my #uranium portfolio is Cameco. I am now convinced that $ccj $cco will be a behemoth in the next [--] years. Production Expansion Vertical integration AP1000's through Westinghouse . I will continue to swing into and add to on any market weakness henceforth. https://t.co/vMsRP3uQ3S About 7% of my #uranium portfolio"  
[X Link](https://x.com/Napalm_1_/status/2019727466944995353)  2026-02-06T10:58Z [----] followers, [----] engagements


"Not realistic Im pro #nuclearbut betting on🏗 start of [--] 1000MW reactors in US by early2028 is just wishful thinking Gas-fired power 🏗 faster than reactors 🏗 big reactors in 5y in West estimates 7y 🏗 for next [--] in US Westinghouse 👀 12y earnings from🏗 #uranium Only way this is remotely realistic is if the US announces construction of [--] new nuclear power plants tomorrow https://t.co/18cUgs5cCK Only way this is remotely realistic is if the US announces construction of [--] new nuclear power plants tomorrow https://t.co/18cUgs5cCK"  
[X Link](https://x.com/Napalm_1_/status/2020508223539933361)  2026-02-08T14:41Z [----] followers, [----] engagements


"#Uranium because there just isnt enough available for short term delivery to satisfy everyone. $URNM $URA $URNJ $U.UN $UROY"  
[X Link](https://x.com/anyuser/status/1706360507311985128)  2023-09-25T17:30Z [----] followers, [----] engagements


"Against a) U3O8 deficit (excl bcd): 38Mlb in2024.Also huge deficit after b) Restocking: 20% of 175Mlb/y =35Mlb New demand from licence extensions (c) & fin players & new U3O8 funds (d) BIG difference between 2018-2022 & today👇 100+ USD/lb #uranium coming (5/5) $U.UN Global primary deficit in2018-2022utilities/UxC:We are fine Global primary deficit in 2H2023utilities/UxC:Houstonwe have problem Difference The commercial available #uranium stockpile created in2011-2017that filled the gap in2018-2022now depleted #commodities (1/2) https://t.co/gRJcr6t67b Global primary deficit"  
[X Link](https://x.com/anyuser/status/1730241296902582749)  2023-11-30T15:04Z [----] followers, 67.4K engagements


"No plan $BTC created in January2009 meaning BTC didnt experience a liquidity crunch like in2008 yet Saylor says no credit risk Banks might see it differently I know fund that saw its line of credit being revoked overnight bc bank👀for its own liquidity security 1st $MSTR Yeah it's not looking good for your digital gold. Saylor casually chatting about $8K $BTC https://t.co/BllyUv4o69 Yeah it's not looking good for your digital gold. Saylor casually chatting about $8K $BTC https://t.co/BllyUv4o69"  
[X Link](https://x.com/Napalm_1_/status/2022428971615633466)  2026-02-13T21:53Z [----] followers, [---] engagements


"With increasing AI use less and less freshly graduated students without job experience get hired while those companies use the existing workforce to train AI (step 1) Step [--] part of existing workforce is laid off The US student loan delinquency is only getting started imo U.S. Student Loan Delinquencies Hit Crisis Levels: The Share Of Loans Transitioning Into Serious Delinquency (90+ Days Past Due) Surged To A Record 16.19% In Q4 [----]. U.S. Student Loan Delinquencies Hit Crisis Levels: The Share Of Loans Transitioning Into Serious Delinquency (90+ Days Past Due) Surged To A Record 16.19% In"  
[X Link](https://x.com/Napalm_1_/status/2022596320461017127)  2026-02-14T08:58Z [----] followers, [---] engagements


"Hi everyone A detailed overview of Global Atomic - Global Atomic ( $GLO $GLATF ) is my Paladin of this contracting cycle $URNM $URA #uranium Note: I will try to post this with an attachment too https://www.reddit.com/r/UraniumSqueeze/comments/wrfxws/a_detailed_overview_of_global_atomic_global/ https://www.reddit.com/r/UraniumSqueeze/comments/wrfxws/a_detailed_overview_of_global_atomic_global/"  
[X Link](https://x.com/Napalm_1_/status/1560291486574563328)  2022-08-18T15:44Z [----] followers, [---] engagements


"Hi A new long post The shift from underfeeding to overfeeding in [----] = almost 3x bigger than Cigar Lake mine floods in [----] + Kazakhstan + China (in 2tweets) = its inevitable the #uranium price is going much higher in near futur = $U.UN $YCA $URNM $URA 🚀 Part1 (1/2)"  
[X Link](https://x.com/Napalm_1_/status/1567869538737262593)  2022-09-08T13:36Z [----] followers, [---] engagements


"You cant overfeed with UF6 in 2022/2023 coming from U3O8 with a delivery date in [----] that will be mined in [----] 😉 Utilities & enrichers need add #uranium (U3O8) for DELIVERY IN SHORT TERM (2022/2023) -U3O8 spotprice is going much higher (1/3) $PDN $DYL $BMN $PEN $LOT #ASX"  
[X Link](https://x.com/Napalm_1_/status/1569164221149061124)  2022-09-12T03:21Z [----] followers, [---] engagements


"Utility:Dear producers could you restart your production to sell us your #uranium at 50USD/lb so that we can overfeed Producer:I need 75USD/lb to make a profit labour & material cost went up 15% Utility: Please its urgent. Producer: NO this isnt charity. - $U.UN $SRUUF 🚀"  
[X Link](https://x.com/Napalm_1_/status/1569765294050082818)  2022-09-13T19:09Z [----] followers, [--] engagements


"Boom Someone needs #uranium for short term delivery and they want to buy it before #SPUT does. $U.UN $SRUUF $URNM $URA Spot #uranium 5100/5250 USc/Lb #U3O8 (Delivery at ALL Chg +50c +0.97%) ALL = CVD 0c/Lb ALL = CMX 0c/Lb See https://t.co/oK6SEbGF1L Spot #uranium 5100/5250 USc/Lb #U3O8 (Delivery at ALL Chg +50c +0.97%) ALL = CVD 0c/Lb ALL = CMX 0c/Lb See https://t.co/oK6SEbGF1L"  
[X Link](https://x.com/Napalm_1_/status/1582778631054843905)  2022-10-19T17:00Z [----] followers, [--] engagements


"4 important points regarding Global Atomic $GLO: 1) GLO will produce 4.5Mlb/y starting end2024 but they build their #uranium mine in such a way that they will be able to double production if customers pay the right price (= potential significant FCF increase) (1/4) $URNM"  
[X Link](https://x.com/Napalm_1_/status/1597966032685371392)  2022-11-30T14:49Z [----] followers, [---] engagements


"#uranium spotmarket is very small market bc most of uranium deliveries go through LT contracts Today utilities signing LT contracts with deliveries starting in [----] & beyond. Spotmarket for utilities & enrichers is mainly for adjustments in U3O8 needs (1/8) $YCA $FTSE $U.UN"  
[X Link](https://x.com/anyuser/status/1612779306081476608)  2023-01-10T11:52Z [----] followers, 78.6K engagements


"Put into perspective:Impact shift from underfeeding to overfeeding is [--] times that big as impact Cigar Lake mine flood in 2006👇 +Bonus 1: add 10Mlb/y demand due to many U-turns in 2H2022 +Bonus 2: [--] to 5Mlb #uranium prod loss in [----] in Kazakhstan $YCA $U.UN $SRUUF $URNM $URA"  
[X Link](https://x.com/Napalm_1_/status/1620407889822367744)  2023-01-31T13:05Z [----] followers, [----] engagements


"259980lb instead of 300000lb. Thats the second time this month #SPUT was scraping the bottom of the barrel Not much #uranium available through spotmarket at todays low uranium prices. Like Per Lander said in November👇 $U.UN $YCA $URNM $URA $PDN $PEN $LOT $DYL #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised $48.7m in cash Lock & load https://t.co/KaXuuptQcZ #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised"  
[X Link](https://x.com/Napalm_1_/status/1620580036226220037)  2023-02-01T00:29Z [----] followers, 25.5K engagements


"So let me get that straight: the uranium spot buying vs spot selling in [----] (4 pages/4 pictures) Well ok than. #Uranium price $U.UN $U.U $SRUUF $YCA 🚀 (1/2) $URA $URNM $HURA $GCL #commodities"  
[X Link](https://x.com/Napalm_1_/status/1622971641973317635)  2023-02-07T14:52Z [----] followers, 164.2K engagements


"Guys you are missing something much bigger than the fact that 67.3Mlb #uranium over 2024-2036 is indeed huge For all the doubters about overfeeding actually happening (+ add licence extensions in future) look at my comparison👇 Its🤯 $U.UN $YCA $URNM $URA $GCL 🚀 (1/3) Boom🎆 Cameco $CCO $CCJ & Energoatom Agree on Commercial Terms to Supply #Ukraines Full Natural UF6 #Uranium Needs through [----] in a 12-year deal of up to 67+ Million lbs #U3O8🐳 largest contract in Cameco's history📜🤠🐂 #mining #Nuclear #Canada 🌊🏄 https://t.co/tOjg13Vd1m https://t.co/QOgyPF8Rjz Boom🎆 Cameco $CCO $CCJ &"  
[X Link](https://x.com/Napalm_1_/status/1623688442558160896)  2023-02-09T14:21Z [----] followers, 31.5K engagements


"Sometimes people ask me if Im not afraid for my positions in the #uranium sector if a nuclear war would happen. My answer: No because with a nuclear war I would be dead. And when Im dead I dont care about the valuation of my portfolio anymore. Cheers"  
[X Link](https://x.com/Napalm_1_/status/1631320296191049733)  2023-03-02T15:47Z [----] followers, [----] engagements


"@uraniuminsider Its true Not driven by SPUT anymorebut by pivotal point in dynamic between annual structural deficit &stockpiles from2011-2017 Close to pivotal point of significant uranium price discovery SPUT is only bonus now Let all utilities flex-up their existing supply contracts😉"  
[X Link](https://x.com/Napalm_1_/status/1690843674207252481)  2023-08-13T21:52Z [----] followers, 11.3K engagements


"I spend 1.5day preparing detailed overview about👇 starting with productionloss of japanese consumption from 2011/2013 till end2022 & structural deficit since early2018 Conclusion: We are close to pivotal point of significant #uranium price discovery Will post in coming days @uraniuminsider Its true Not driven by SPUT anymorebut by pivotal point in dynamic between annual structural deficit &stockpiles from2011-2017 Close to pivotal point of significant uranium price discovery SPUT is only bonus now Let all utilities flex-up their existing supply contracts😉 @uraniuminsider Its true Not driven"  
[X Link](https://x.com/Napalm_1_/status/1691062792848019457)  2023-08-14T12:22Z [----] followers, 10.2K engagements


"After 12days of work I finally finished my long report (31 pages) about the pivotal moment between the annual primary supply deficit & the decreasing #uranium stockpiles of the past (they are gone btw) The conclusion is 🤯🥳 I will post it a 1st time tomorrow But first 😴"  
[X Link](https://x.com/anyuser/status/1694142641632432590)  2023-08-23T00:20Z [----] followers, [----] engagements


"Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6)"  
[X Link](https://x.com/anyuser/status/1694325723991859206)  2023-08-23T12:28Z [----] followers, 108.5K engagements


"EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did the same KHNP:We also CCJ/Orano/KAP:😬 Me:🥳 $U.UN $YCA $URA #commodities"  
[X Link](https://x.com/anyuser/status/1694664241632960603)  2023-08-24T10:53Z [----] followers, 23.7K engagements


"And it keeps going higher And the high season in the #uranium sector didnt even start yet $U.UN $YCA $URA $URNM $UROY EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did the same KHNP:We also CCJ/Orano/KAP:😬 Me:🥳 $U.UN $YCA $URA #commodities https://t.co/Zu2tSVj6iX EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did"  
[X Link](https://x.com/Napalm_1_/status/1697216395484840338)  2023-08-31T11:54Z [----] followers, [----] engagements


"This is magnificent. By raising money without buying #uranium U3O8 #SPUT is actually creating a floor 64.50USD/lb 15.69M USD raised at 63USD/lb = 250k lb 8.24M USD at 65USD/lb = 127k lb 9.27M USD at 65.5USD/lb = 141k lb While (1/3) $URA $URNM $URNJ $U.UN #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.24% premium to NAV No pounds purchased 571.9k trusts issued = $9.4m raised $43.4m in cash https://t.co/5eQTZWlh11 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.24% premium to NAV No pounds purchased 571.9k trusts issued = $9.4m raised $43.4m in cash"  
[X Link](https://x.com/anyuser/status/1703833727049072662)  2023-09-18T18:09Z [----] followers, 67.7K engagements


"The two largest producers are sold out until 2027; some utilities are thought to be short for [----] [--] largest producers: $KAP (23% of 🌎production) $CCJ (12%) = 35% sold out until [----] Orano (11%) has problems to get their #uranium out of &while (1/3) $U.UN $URA UxC President Jonathan Hinze spoke to @TheEconomist about the recent rise in #uranium prices and incentive prices for new uranium mines to support the growth of #nuclearpower. https://t.co/wTrPdh726Q UxC President Jonathan Hinze spoke to @TheEconomist about the recent rise in #uranium prices and incentive prices for new uranium mines"  
[X Link](https://x.com/anyuser/status/1704854977615938039)  2023-09-21T13:47Z [----] followers, 35.3K engagements


"The #uranium spotmarket jumped by more than 2USD/lb today on a purchase of only 100000lb So tight so tight 😉 Help $PDN $EU $URG $PEN $LOT $GLO Help Your pounds are urgently needed. #commodities #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.18% premium to NAV 100k pounds purchased 825.1k trusts issued = $14.2m raised $59.7m in cash Lock & Load https://t.co/j5jJtyB1vv #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.18% premium to NAV 100k pounds purchased 825.1k trusts issued = $14.2m raised $59.7m in cash Lock & Load https://t.co/j5jJtyB1vv"  
[X Link](https://x.com/anyuser/status/1705359728191115770)  2023-09-22T23:13Z [----] followers, 32.8K engagements


"Volumes in #uranium ETFs were impressive today: $URNM 4x average volume $URA 3x average volume $URNJ 12x average volume = massive buying of $DYL $BMN $LOT $ACB $PEN $EL8 by those [--] ETFs incoming today #ASX"  
[X Link](https://x.com/anyuser/status/1706461636356108400)  2023-09-26T00:12Z [----] followers, [----] engagements


"📣 After CCJ/KAP/Orano (big uranium producers) being short #uranium bc their clients ask more uranium than they produce Now Rosatom (parent of Uranium One) is also looking to buy uranium from others🤯🚀 All major producers are uranium buyers $U.UN $URA $URNM #commodities #Russia's #Nuclear reactor fuel maker & #Uranium procuring state-owned enterprise Rosatom💂 has apparently put out a #U3O8 market Request seeking to acquire more uranium🌎⚛⛏🛒 Doesn't get much more bullish than that🤠🐂 So much for talk of an oversupplied Eastern market.🏜 #Russia's #Nuclear reactor fuel maker & #Uranium"  
[X Link](https://x.com/Napalm_1_/status/1706748461595730012)  2023-09-26T19:11Z [----] followers, [----] engagements


"#uranium spotmarket is so tight😉👇 Even when we reach [--] USD/lb small uranium mines in care-&-maintenance will not start producing overnight. Why 1) It takes time to restart 2) There is a Labour shortage 3) Once you hired new employees you need to train them 1st $U.UN So word around the uranium campfire is that the 100Lbs U3O8 SPUT bought last friday was for jan [--] delivery. John Ciampaglia have before said they preferred immediate delivery but also normally in a [--] months window. This could mean nothing or it could mean a lot 🤷♂ https://t.co/ClqX5Qp9d1 So word around the uranium campfire is"  
[X Link](https://x.com/anyuser/status/1706813250996715743)  2023-09-26T23:29Z [----] followers, [----] engagements


"While tourists are executing their 10-30% profit on #uranium etf positionsthe spotmarket is in situation of: The highest bidder will get remaining lbs of uranium others will be left without Ready for 80+ USD/lb in Q4 Bc the 2011-2017 stockpiles are gone $UROY $U.UN $URNM Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6) https://t.co/iI6Bm34MlV Hi everyone My detailed report (30 pages): An important"  
[X Link](https://x.com/anyuser/status/1708910356666400872)  2023-10-02T18:22Z [----] followers, [----] engagements


"Help $URG $EU $PEN $UUUU $UEC $GLO we utilities urgently need your #uranium At a meeting held Wednesday in Astana SCO members (China Russia Kazakhstan Uzbekistan.) agreed to strengthen their relations and broaden their agenda in the energy sector. Kazakh #uranium heading East At a meeting held Wednesday in Astana SCO members (China Russia Kazakhstan Uzbekistan.) agreed to strengthen their relations and broaden their agenda in the energy sector. Kazakh #uranium heading East"  
[X Link](https://x.com/anyuser/status/1710276819172106426)  2023-10-06T12:52Z [----] followers, 19K engagements


"Utility: Dear producers could you restart your (small) production to sell us your #uranium at 70USD/lb We cant find enough through spot. Producers: First we need 90USD/lb to make an acceptable profit labour & material cost went up 15% (1/2) $U.UN $YCA $URA #commodities Help $URG $EU $PEN $UUUU $UEC $GLO we utilities urgently need your #uranium Help $URG $EU $PEN $UUUU $UEC $GLO we utilities urgently need your #uranium"  
[X Link](https://x.com/Napalm_1_/status/1711738750928093187)  2023-10-10T13:41Z [----] followers, 13.5K engagements


"Spot now: The highest bidder will get remaining lbs of #uraniumothers will be left without & its getting worse for utilities (OranoU3O8 toCNNC📣more spotbuying by fin players) Ready for 80+USD/lb in Q4 Bc 2011-2017 stockpiles are gone👇 (1/3) $U.UN $URNM $URA Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6) https://t.co/iI6Bm34MlV Hi everyone My detailed report (30 pages): An important pivotal"  
[X Link](https://x.com/anyuser/status/1713090443657834674)  2023-10-14T07:12Z [----] followers, 27.1K engagements


"So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for Phoenix (200M+55M)/340M = already 75% financed (1/2)"  
[X Link](https://x.com/Napalm_1_/status/1715047562913128770)  2023-10-19T16:49Z [----] followers, 13.8K engagements


"$PDN: Langer Heinrich & Kayelekera (Malawi) in February [----] (spot was 75USD/lb): share price back then represented 23.04USD/lb $DYL: Reptile (Tumas) & Mulga Rock today (#uranium spot is 71USD/lb: DYL 1.40AUD/sh represents only valuation of 1.56USD/lb (1/2) #ASX"  
[X Link](https://x.com/anyuser/status/1715183698314776991)  2023-10-20T01:50Z [----] followers, 12.3K engagements


"And up up she goes Simple math: Total amount uranium needed for short term delivery total amount uranium available for short term delivery while uranium demand is price inelastic 80+ USD/lb #uranium price incoming $URA $URNM $U.UN $UROY #commodities"  
[X Link](https://x.com/Napalm_1_/status/1715429645338714361)  2023-10-20T18:07Z [----] followers, 32.8K engagements


"Denison Mines $DNN $DML plays their 2.5Mlb physical #uranium stockpile very well 👏 So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for Phoenix (200M+55M)/340M = already 75% financed (1/2) https://t.co/DZuiTwpG0A So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for"  
[X Link](https://x.com/Napalm_1_/status/1716511484111466673)  2023-10-23T17:46Z [----] followers, 26.3K engagements


"While: -CCJ/KAP fully booked until2027 -Orano has issues -GLO:possible [--] to [--] month prod delay (from early2025 to possibly early2026) -URG:possible prod delays -PEN delayed prod until end2024 & is already well booked by&utilities -You arent the only [--] looking for #uranium Little Birdie 🐦 whispered to me that there is a large US utility looking to lock in millions of pounds of #uranium beginning [----]. Oh boy.Oh Boy https://t.co/3e8hVmB4yP Little Birdie 🐦 whispered to me that there is a large US utility looking to lock in millions of pounds of #uranium beginning [----]. Oh boy.Oh Boy"  
[X Link](https://x.com/Napalm_1_/status/1716959872455934365)  2023-10-24T23:28Z [----] followers, 13.3K engagements


"Utilities starting to see they are in a pickle: Phosphate tailsseawater extraction increased production from polymetallic mines & several more were all discussed.🤣 Many years ago we talked about 200+USD/lb needed for seawater extraction. Add inflation now (1/2) #uranium At the ENS conference it became clear that end-users are also focusing on other sources of #uranium supply as they appear to recognize that primary supply may not be able to meet demand. Phosphate tails seawater extraction increased production from polymetallic mines and At the ENS conference it became clear that end-users"  
[X Link](https://x.com/anyuser/status/1717201624165134437)  2023-10-25T15:29Z [----] followers, 10K engagements


"John @Sprott: We have had conversations with over [---] institutions in 2months.Many of them are generalist funds looking for new ideas. vs total market cap of entire #uranium sector only [--] (or 50) billion USD😉 While the situation became so precarious that👇 $URA $U.UN 🚀 A good clear and telling conversation with John. Uranium is about to light up. A good clear and telling conversation with John. Uranium is about to light up"  
[X Link](https://x.com/anyuser/status/1717892931342741514)  2023-10-27T13:16Z [----] followers, 20.1K engagements


"Heard that #uranium sector is in a structural deficit that cant be solved at current #commodity price & cant be solved any time soonbut you know nothing about the companies & can only invest in [--] to [--] positionsdifficult to diversify your exposure to the sector (1/6) $URNM"  
[X Link](https://x.com/anyuser/status/1719375060513829074)  2023-10-31T15:25Z [----] followers, 17.7K engagements


"People: Look Energy Fuels $UUUU sold 180k lb #uranium at 58.18USD/lb so they can mine uranium profitably at 58USD/lb Me: NO look better. They need much higher uranium sell price than 58USD/lb to mine uranium profitably. Today they dont mine uranium (1/4) $URNM $URA Energy Fuels Announces Q3-2023 Results Including Net Income Continued Significant Increase in Working Capital Profitable Uranium Sales and Continued Progress on Development of Uranium Mines and Rare Earth Separation Capabilities $EFR.TO $UUUU https://t.co/vlpPCT75yg Energy Fuels Announces Q3-2023 Results Including Net Income"  
[X Link](https://x.com/Napalm_1_/status/1720732255792828519)  2023-11-04T09:18Z [----] followers, 29.2K engagements


"Global primary deficit in2018-2022utilities/UxC:We are fine Global primary deficit in 2H2023utilities/UxC:Houstonwe have problem Difference The commercial available #uranium stockpile created in2011-2017that filled the gap in2018-2022now depleted #commodities (1/2)"  
[X Link](https://x.com/Napalm_1_/status/1725864671998058840)  2023-11-18T13:12Z [----] followers, 30.9K engagements


"Fuel buyers are doing everything they can to avoid direct #uranium spot purchase bc they know that the spotmarket became so tight that a couple 100klb would push uranium spotprice significantly higher now 😉 U3O8 needs for ST delivery U3O8 available for ST delivery $U.UN 🚀 Breaking⚡🔨US #Nuclear fuel brokers '#Uranium Markets' have just issued an RFP on behalf of a non-US utility seeking [------] lbs of US and EU legal non-Russian #U3O8 for book transfer delivery to ConverDyn USA on [--] January [----] asking suppliers to quote a Fixed Price/lb🤠🐂 https://t.co/se7YTQE3Tf Breaking⚡🔨US #Nuclear"  
[X Link](https://x.com/anyuser/status/1729206564475768976)  2023-11-27T18:32Z [----] followers, 18.9K engagements


"Simple math: The #uranium spotsupply significantly for different reasons (a)while the needed uranium for short term delivery significantly (b) while not all uranium needs for 2024/2025 (reactor fueling 2026/2028) are covered todaywhile (1/7) $U.UN $URA #commodities"  
[X Link](https://x.com/anyuser/status/1729902860609978371)  2023-11-29T16:39Z [----] followers, 28.7K engagements


"Who can partially help in2024/2025 with ADDITIONAL #uranium production - CCJ/KAP/Orano NOfuture production already fully booked. - Arrow & Triple R NOproduction start in [----] at earliest. - $PDN Yescouple 100k lb 2024/2025 production left to buy (1/3) $URNM $URA $U.UN Simple math: The #uranium spotsupply significantly for different reasons (a)while the needed uranium for short term delivery significantly (b) while not all uranium needs for 2024/2025 (reactor fueling 2026/2028) are covered todaywhile (1/7) $U.UN $URA #commodities https://t.co/BXgxH5G3gS Simple math: The #uranium spotsupply"  
[X Link](https://x.com/Napalm_1_/status/1730214064737972659)  2023-11-30T13:15Z [----] followers, 27.5K engagements


"In [----] Western utilities will beg for the #uranium stockpile of $DNN (2.3Mlb) $UROY (1.5Mlb) $UEC (1Mlb available in2024) Those [--] companies + few small producers adding uranium prod in [----] will be able to sell at very high price $EU 200klb vs 1.3Mlb (0.8+0.5) in 2024"  
[X Link](https://x.com/Napalm_1_/status/1735730267254317274)  2023-12-15T18:35Z [----] followers, 15K engagements


"Translated: $UUUU will in total supply 300klb to the market in2024 & stockpile #uranium ore from [--] mines (total 1.2Mlb/y by end2024) to be ramped up in2024 for mill processing starting in2025 With underfeeding gone1 1000Mwe reactor consumes 500klb/y https://www.energyfuels.com/2023-12-21-In-Response-to-Surging-Prices-Supportive-Government-Policies-and-a-Domestic-Focus-on-Security-of-Supply-Energy-Fuels-Has-Commenced-Production-at-Three-of-its-U-S-Uranium-Mines"  
[X Link](https://x.com/anyuser/status/1737830083933671672)  2023-12-21T13:39Z [----] followers, [----] engagements


"Yes yes #uranium restocking by utilities out of fear to not be able to secure enough uranium in coming months and years is coming in full force while uranium demand is price inelastic. (1/2) $U.UN $YCA $URA $URNM $URNJ [----] seconds with everyone's favorite Utwit @MalcolmRaw99915. https://t.co/RKRY4qG1oT I wish I could sum it up in here but I just can't. Guess you'll have to watch the whole thing. Here's a teaser tho: https://t.co/wUFO2laeaz [----] seconds with everyone's favorite Utwit @MalcolmRaw99915. https://t.co/RKRY4qG1oT I wish I could sum it up in here but I just can't. Guess you'll have"  
[X Link](https://x.com/Napalm_1_/status/1740511819511574695)  2023-12-28T23:15Z [----] followers, 16.8K engagements


"Utilities will become anxious of purchase behavior of other utilities & try to frontrun each other #uranium (U3O8) restocking by utilities out of fear to not be able to secure enough U3O8 in coming years comingwhile U3O8 demand is price inelastic =U3O8 price $U.UN (1/2)"  
[X Link](https://x.com/Napalm_1_/status/1744725831078011261)  2024-01-09T14:20Z [----] followers, [----] engagements


"Up up goes #uranium price based on fundamentals & simple math There isnt enough uranium available for short term delivery to satisfy all uranium demand for short term delivery In such unsolvable situation 150USD/lb isnt that high & far away #commodities $U.UN $URA $URNM Utilities will become anxious of purchase behavior of other utilities & try to frontrun each other #uranium (U3O8) restocking by utilities out of fear to not be able to secure enough U3O8 in coming years comingwhile U3O8 demand is price inelastic =U3O8 price $U.UN (1/2) https://t.co/Xl6gDMtRug Utilities will become anxious of"  
[X Link](https://x.com/anyuser/status/1744752430682706181)  2024-01-09T16:06Z [----] followers, [----] engagements


"$U.UN only bought 100000lb of #uranium today Like Mike Alkin confirmed a good month ago: There isnt any uranium available maybe a couple 100000lb for delivery in April thats all. Me: The secondary supply that was used to compensate the annual deficit is now depleted. 💥Today @Sprott Physical #Uranium Trust🏦issued 2.34M shares to raise US$56M🔥🏧💵 AND stacked [------] lbs #U3O8🛒😲 as its NAV soared +$557M to new all-time high of US$6.6B💰🎇🤯 #SPUT holds $63M🪙 closing at a -6.16% Discount to NAV😋🤠🐂 #Nuclear🌊🏄 https://t.co/VJuEVxGdWA https://t.co/ZffORxXha5 💥Today @Sprott Physical"  
[X Link](https://x.com/Napalm_1_/status/1745963535740309620)  2024-01-13T00:18Z [----] followers, 17.4K engagements


"#uranium 😉"  
[X Link](https://x.com/Napalm_1_/status/1747648312646205780)  2024-01-17T15:53Z [----] followers, [----] engagements


"Gone gone secondary supply is gone While everyone wants to buy #uranium asap ProducersUtilities & investors Only the highest bidder will get the remaining lbsthe others will be left without $YCA trading at 14% discount $U.UN also at discount #commodities #FTSE $GCL $URA"  
[X Link](https://x.com/Napalm_1_/status/1747959305444225074)  2024-01-18T12:29Z [----] followers, [----] engagements


"By raising money #SPUT actually created a floor 104USD/lb Only 43M USD needed to buy 400k lb at current #uranium price While: -KAP just warned that ALL major U3O8 producers will probably produce significantly less in2024/2025 than hoped (1/4) $URA $URNM $URNJ $YCA $U.UN #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -6.14% discount to NAV No pounds purchased No trusts issued = no $ raised $62.2m in cash https://t.co/yaGx8VL449 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -6.14% discount to NAV No pounds purchased No trusts issued = no $ raised $62.2m in cash"  
[X Link](https://x.com/anyuser/status/1749410635564171661)  2024-01-22T12:36Z [----] followers, 15.3K engagements


"Wauuw Now extrapolate that to the other Kazakhstan JV & boom you have got yourself a huge wave of future #uranium spotbuying + less uranium available for spotselling due to the fact that 100% of Uranium One (12Mlb/y prod in normal times) comes from Yes indeed Kazakhstan BOOM Here comes the #uranium production miss in Kazakhstan: Ortalyk was expected to produce 1.28Mlb in 4Q2023 but only reached 79.7% of the production target 1.02Mlb BOOM Here comes the #uranium production miss in Kazakhstan: Ortalyk was expected to produce 1.28Mlb in 4Q2023 but only reached 79.7% of the production target"  
[X Link](https://x.com/anyuser/status/1750878142690963916)  2024-01-26T13:47Z [----] followers, 11.5K engagements


"$KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) 💥Kazatomprom $KAP had previously announced a [----] ramp-up in #Kazakhstan's #Uranium production by 4300tU (+11.2M lbs) from 21000tU to 25300tU which would have been -10% below the Subsoil Use Limit but have revised downward to just a +750tU (+1.95M lbs) increase from [----] - https://t.co/doPV2QP54k 💥Kazatomprom $KAP had"  
[X Link](https://x.com/Napalm_1_/status/1753044640184373452)  2024-02-01T13:16Z [----] followers, 52.8K engagements


"Note:175Mlb is NOT total #uranium (U3O8) demand2024its actually much higher 175Mlb is the estimated total U3O8 consumption2024 (without 1st reactor cores) Total U3O8 demand=Total U3O8 consumption+strategic U3O8 inventory build out+U3O8 restocking by utilities (4/4) $U.UN"  
[X Link](https://x.com/Napalm_1_/status/1753068424274788378)  2024-02-01T14:50Z [----] followers, 26.8K engagements


"Owner of bit of uranium: On second thought Im not going to sell my #uranium at todays uranium price. Other utilities will offer me much more dollars per pound for my uranium in the near future because uranium demand is price inelastic Good luck utilities $U.UN $URA $URNM"  
[X Link](https://x.com/Napalm_1_/status/1753115188390498430)  2024-02-01T17:56Z [----] followers, [----] engagements


"1 memo to put above your🛌/💻: The secondary supply that was used to compensate🌎annual primary #uranium deficit in2018-2023 is now DEPLETED while uranium demand is price INELASTIC Now that primary deficit can only be solved by new production Good luck with that $U.UN 🚀 $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the"  
[X Link](https://x.com/anyuser/status/1753154413911310370)  2024-02-01T20:32Z [----] followers, 22.4K engagements


"A very stupid comparison. Why 1) #uranium demand is Price INelastic while #lithium is price elastic 2) NO alternative for an existing ☢ reactor with [--] year lifetime. It only can use different forms all originating from U3O8. Lithium has several alternatives for batteries"  
[X Link](https://x.com/Napalm_1_/status/1753943721714876644)  2024-02-04T00:49Z [----] followers, [----] engagements


"Imo Deep Yellow $DYL $DYLLF is significantly undervalued compared to less advanced peers. John Borshoff and his team already did it with the Langer Heinrich deposit (a mine today) 30km from Tumas with quite similar geology and type of deposit mineralization (1/4) #uranium"  
[X Link](https://x.com/anyuser/status/1754687156310725038)  2024-02-06T02:03Z [----] followers, 10.4K engagements


"Did #uranium sector solve the 40Mlb deficit today NO Will they 12months from now NO technically (ISR prod [----] is based on input of product in wells [--] - [--] months earlier) & mathematically (not enough near term prod in pipeline +Z (Next tweets)) impossible (1/3) $URA Note:175Mlb is NOT total #uranium (U3O8) demand2024its actually much higher 175Mlb is the estimated total U3O8 consumption2024 (without 1st reactor cores) Total U3O8 demand=Total U3O8 consumption+strategic U3O8 inventory build out+U3O8 restocking by utilities (4/4) $U.UN https://t.co/oTHPErLsSU Note:175Mlb is NOT total #uranium"  
[X Link](https://x.com/Napalm_1_/status/1757431997515850018)  2024-02-13T15:50Z [----] followers, 27K engagements


"There is no way out of it The upward pressure in #uranium spot market will continue for a long time Why Bc the secondary supply used to solve the primary deficit is depleted Now primary deficit can only be solved with big new uranium production Good luck with that (1/2) Where are we in terms of LT contracting compared to the previous #uranium cycle [----] was the first year of the previous cycle in which the annual consumption + inventory build-up by the uts (254Mlb in total) was contracted. It is worth noting and to give just one example Where are we in terms of LT contracting compared to the"  
[X Link](https://x.com/anyuser/status/1758145349305131363)  2024-02-15T15:04Z [----] followers, 15.9K engagements


"Each time the sector goes investors start to doubt 🛑looking at daily share price fluctuations. Look at sectorial facts Did CCJ/KAP/Orano previously estimated #uranium production for2024 Nothey it Did GLOBAL commercial available uranium inventory in2023 (1/10) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary"  
[X Link](https://x.com/Napalm_1_/status/1760831820579364890)  2024-02-23T00:59Z [----] followers, 24.8K engagements


"I dont know if #uranium investors realize thisbut the fin market today (SPUTsoon followed by non-utilities & producers short uranium) is creating a beautiful runway for a big leg up in upcoming high season (buying byutilities with new budgetsbigger than previous budgets) #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.03% premium to NAV 200k lbs gobbled 1280k trusts issued = $28.8m raised $35.5m in cash https://t.co/rXIKBLDjyl #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.03% premium to NAV 200k lbs gobbled 1280k trusts issued = $28.8m raised $35.5m in cash"  
[X Link](https://x.com/Napalm_1_/status/1792936260434092265)  2024-05-21T15:11Z [----] followers, 16.7K engagements


"In August2023 I showed with 30pp report that the #uranium inventory created in2011-2017 (inventory X) used to compensate annual primary deficit since early2018 was now (2023) (close to be) depleted Surprise. During high season that followed uranium spotprice went (1/3) $U.UN Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6) https://t.co/iI6Bm34MlV Hi everyone My detailed report (30 pages): An"  
[X Link](https://x.com/Napalm_1_/status/1822697467814597049)  2024-08-11T18:11Z [----] followers, 19.1K engagements


"With all major #uranium producers + couple small producers ALL producing significantly less lbs in2H2024/2025 than all lbs delivery commitments towards their clients in2H2024/2025while: (1) inventory X being mathematically depleted now (2) U1 having less to sell in spot 1/10"  
[X Link](https://x.com/Napalm_1_/status/1833150500738412959)  2024-09-09T14:28Z [----] followers, 16.6K engagements


"Its like a moving tanker (#uranium demand) still tied to the dock (spotmarket & spotprice) with a rope (inventory X). The moving tanker cant be stopped & will eventually take the dock (spotmarket & spotprice) with it bc the rope (inventory X) is coming to its end 1/3 $U.UN With all major #uranium producers + couple small producers ALL producing significantly less lbs in2H2024/2025 than all lbs delivery commitments towards their clients in2H2024/2025while: (1) inventory X being mathematically depleted now (2) U1 having less to sell in spot 1/10 https://t.co/BtC244GrRW With all major #uranium"  
[X Link](https://x.com/Napalm_1_/status/1834626923223195968)  2024-09-13T16:15Z [----] followers, 23.3K engagements


"1) Next week new #uranium purchase budgets of US utilities will be released With all latest announcements (big prod cuts uranium supply warnings Putins threat UxC confirms Inventory X now depleted) those budgets will be significantly bigger than previous ones imo 1/2"  
[X Link](https://x.com/Napalm_1_/status/1838235687444717718)  2024-09-23T15:15Z [----] followers, 24.5K engagements


"A lot of work is being done imo to keep #SPUT share price under NAV I expect that stakeholders that are short #uranium & need to find uranium elsewhere are trying to keep it downbc once SPUT starts buying uranium againthey will be in an even more serious supply problem Soon"  
[X Link](https://x.com/Napalm_1_/status/1838297360872739284)  2024-09-23T19:20Z [----] followers, [----] engagements


"For those waiting on the sideline $GLO 🥳 60% bank financing about to be approved in October2024 40% = 197M USD of which already 120M USD has been invested = 77M USD remains to be financed And now comes the fun part (see next post) 1/3 #uranium https://globalatomiccorp.com/investors/news/news-details/2024/Global-Atomic-Provides-Update-on-the-Dasa-Project/default.aspx https://globalatomiccorp.com/investors/news/news-details/2024/Global-Atomic-Provides-Update-on-the-Dasa-Project/default.aspx"  
[X Link](https://x.com/Napalm_1_/status/1841985380804931882)  2024-10-03T23:35Z [----] followers, 10K engagements


"Growing #uranium supply deficit gets bigger & bigger: 1) Dasa delayed till early2026 2) Phoenix delayed till [----] 3) LOT delayed till early2026 4) PEN delayed till end2024 5) big cuts in prod for [--------] & beyond 6) URG& PDN producing less in2024 7) more☢ restarts 8) now👇 Oranos Zuuvch Ovoo 7M lb/yr #uranium mine delayed from [----] to at least [----]. https://t.co/vgut1QxTJb Oranos Zuuvch Ovoo 7M lb/yr #uranium mine delayed from [----] to at least [----]. https://t.co/vgut1QxTJb"  
[X Link](https://x.com/Napalm_1_/status/1843207273738584479)  2024-10-07T08:30Z [----] followers, 20.7K engagements


"Total shorted vs average daily volume $PDN 41M shares shorted vs 2.6M shares traded daily $BOE 55M shares shorted vs 2.8M shares traded daily $DYL 95M shares shorted vs 5.4M shares traded daily $LOT 154M shares shorted vs 8.4M shares traded daily Short squeeze #uranium"  
[X Link](https://x.com/anyuser/status/1846021257294131526)  2024-10-15T02:52Z [----] followers, 28.1K engagements


"The implications are huge. & are taking all future #uranium production from Kazakhstan away from western utilities () Western utilities will soon beg for future uranium lbs from $EU $PEN $LOT $UEC $GLO $BMN $DYL = pre payments of deliveries will become the norm Breaking news Kazatomprom shareholders to approve another major contract between KAP and CNNC #uranium https://t.co/HjmNQrfgsY Breaking news Kazatomprom shareholders to approve another major contract between KAP and CNNC #uranium https://t.co/HjmNQrfgsY"  
[X Link](https://x.com/anyuser/status/1846182832479088678)  2024-10-15T13:34Z [----] followers, [----] engagements


"Look at the short positions vs average daily trading volumes =Several trading days of high volumes or several weeks with average volumes will be needed to close those short positions on $DYL $BOE $PDN $LOT 🥳 while #uranium ETFs will also buy underlying uranium company shares"  
[X Link](https://x.com/anyuser/status/1848201353992040836)  2024-10-21T03:15Z [----] followers, 15.5K engagements


"How the hell are shorters going to get out of those short positions The volume of $DYL for instance was only [---] million shares [--] minutes before end of the trading day vs [--] million shares shorted Short squeeze in ASX listed #uranium companies in the making $PDN $LOT $BOE Look at the short positions vs average daily trading volumes =Several trading days of high volumes or several weeks with average volumes will be needed to close those short positions on $DYL $BOE $PDN $LOT 🥳 while #uranium ETFs will also buy underlying uranium company shares https://t.co/3CB0mrt7FV Look at the short"  
[X Link](https://x.com/anyuser/status/1848226636161745387)  2024-10-21T04:55Z [----] followers, 17.7K engagements


"I just bought physical #uranium at a price of 75USD/lb $U.UN [--] - [---] = 33% [--] - [---] = 60% [--] - [---] = No mining related risks here"  
[X Link](https://x.com/Napalm_1_/status/1851714807981838370)  2024-10-30T19:56Z [----] followers, [----] engagements


"My $U.UN purchase yesterday was my biggest purchase order on the stockmarket in my entire investors carrier With primary #uranium supply deficit remaining & growing while inventory X being depleted now each day operational inventories are reduced by FORCE Tik tok tik tok I just bought physical #uranium at a price of 75USD/lb $U.UN [--] - [---] = 33% [--] - [---] = 60% [--] - [---] = No mining related risks here I just bought physical #uranium at a price of 75USD/lb $U.UN [--] - [---] = 33% [--] - [---] = 60% [--] - [---] = No mining related risks here"  
[X Link](https://x.com/anyuser/status/1851977028074893681)  2024-10-31T13:18Z [----] followers, [----] engagements


"#uranium Inkai"  
[X Link](https://x.com/anyuser/status/1874880772919930914)  2025-01-02T18:09Z [----] followers, [----] engagements


"There goes the false hope of utilities intermediaries & producers short in #uranium that $U.UN would sell a couple 100k lbs uranium to them to pay for the uranium storage🥳 Fyi: 25.55M USD would only have represented 365k lbs at [--] USD/lb Private placement almost same as ATM Sprott Physical Uranium Trust Raises US$25.55 Million Through Non-Brokered Private Placement $SIL $U.UN #uranium #nuclearenergy https://t.co/59EjVV6D8P Sprott Physical Uranium Trust Raises US$25.55 Million Through Non-Brokered Private Placement $SIL $U.UN #uranium #nuclearenergy https://t.co/59EjVV6D8P"  
[X Link](https://x.com/Napalm_1_/status/1921894077345214747)  2025-05-12T11:43Z [----] followers, [----] engagements


"Surprise So many producers & intermediaries are short #uranium so they have to buy uranium from elsewhere to be able to honor their supply contracts towards utilities And now that SPUT proved that no uranium held by them will be sold producers & intermediaries go to spot Ask #uranium now at $73. Reported by @UraniumMarkets https://t.co/NhBXiTFx03 Ask #uranium now at $73. Reported by @UraniumMarkets https://t.co/NhBXiTFx03"  
[X Link](https://x.com/Napalm_1_/status/1922303215191703740)  2025-05-13T14:49Z [----] followers, [----] engagements


"The announcement was made after closing of the North American stockmarkets yesterday. So the #uranium sector ETFs didnt even start to buy underlying uranium holdings YET For #ASX it starts on Monday at the earliest Upside pressure coming $DYL $BOE $PDN $LOT $BMN"  
[X Link](https://x.com/anyuser/status/1925785342289846577)  2025-05-23T05:26Z [----] followers, [----] engagements


"Uranium contracts at higher and higher #uranium prices Uranium demand from utilities is extremely price inelastic Combined with a structural primary supply deficit while secondary supply is now gone = much higher uranium price coming $PDN $BOE $LOT $EU 🥳 #uranium CGN just signed contracts at $100/lb now up 20% https://t.co/CxBeTs2NAG can someone please unpack this https://t.co/hqUkNajT8Y #uranium CGN just signed contracts at $100/lb now up 20% https://t.co/CxBeTs2NAG can someone please unpack this https://t.co/hqUkNajT8Y"  
[X Link](https://x.com/anyuser/status/1930117803043877252)  2025-06-04T04:21Z [----] followers, [----] engagements


"And SPUT (U.UN) will remain above NAV for the entire day The cash inflows are massive much more to come We are probably witnessing one of the biggest ATM cash inflows since the start of SPUT (after takeover of Uranium Participation in 2021) #uranium And there is it. SPUT volume today reaches its [--] month daily average in just [--] minutes. $U.UN #uranium And there is it. SPUT volume today reaches its [--] month daily average in just [--] minutes. $U.UN #uranium"  
[X Link](https://x.com/Napalm_1_/status/1934614909641232705)  2025-06-16T14:11Z [----] followers, [----] engagements


"SPUT didnt buy a single lb of uranium yesterday. This are others frontrunning SPUT bc they know once SPUT starts buying with that amount of money [--] USD/lb will be of the past SPUT will start buying on Friday = Lot more #uranium spotbuying coming in coming days 🐳A giant US$200M wave of 'bought deal' cash flowing into @Sprott Physical #Uranium Trust💵🌊drove the price of Spot #U3O8 far higher today with #Nuclear fuel brokers @EvoMarkets UP +$5.50 to $75/lb with both UK @Numerco & US @UraniumMarkets UP +$4.75 to $74.50💲⚛⛏🚀🤠🐂🏄 https://t.co/oDtu5jP309 🐳A giant US$200M wave of 'bought deal'"  
[X Link](https://x.com/Napalm_1_/status/1934967538384834976)  2025-06-17T13:33Z [----] followers, 11.8K engagements


"Just 400000lb pushing uranium spotprice from [----] to [-----] USD/lb in [--] day 🙂 And SPUT is raising [---] million USD that will give them a buying power equivalent to 2600000lb #uranium at [--] USD/lb or [---] Mlb at [--] USD/lb or [----] Mlb at [--] USD/lb Starting Friday $U.UN $YCA Spot market yesterday https://t.co/OXwFMgSFAG https://t.co/uybmZdMfQD Spot market yesterday https://t.co/OXwFMgSFAG https://t.co/uybmZdMfQD"  
[X Link](https://x.com/anyuser/status/1935091757722865976)  2025-06-17T21:46Z [----] followers, 14.8K engagements


"Those 650000lb #uranium SPUT bought on Friday were probably the easy quarterly lbs from Olympic Dam. And after that $YCA $U.UN #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -3.35% discount to NAV No pounds purchased No trusts issued = no $ raised $182.7m in cash https://t.co/UJrqW3gxc0 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -3.35% discount to NAV No pounds purchased No trusts issued = no $ raised $182.7m in cash https://t.co/UJrqW3gxc0"  
[X Link](https://x.com/anyuser/status/1937437069942395067)  2025-06-24T09:06Z [----] followers, [----] engagements


"#Uranium supply sector is taken by surprise. Its that simple The utilities as global group are too late. They just dont know it yetbc they only look at their own needs accelerating☢reactor 🏗 restarting reactors & aiming to🏗 new ones extends+restarts reactors 1/n #EU has a policy of keeping a 3-year supply of #Uranium on hand for each of its reactors but a new draft plan to mitigate wartime supply risks is recommending that member states begin stockpiling larger quantities of #Nuclear fuel in case war breaks out across #Europe.🏰⚛🛒🤠🐂 https://t.co/nHKI1wQJjR #EU has a policy of keeping a"  
[X Link](https://x.com/Napalm_1_/status/1942172569471234342)  2025-07-07T10:43Z [----] followers, 18.3K engagements


"$LOT message to utilities Noyou will not get remaining #uranium easily.We now want market linked pricingreferenced to but not sold into spotmarket. Want price. Just did 65.3M AUD raise (42.6M USD) to allow us to stockpile uranium instead of selling it to you $U.UN $YCA"  
[X Link](https://x.com/anyuser/status/1963488515091583245)  2025-09-04T06:25Z [----] followers, 13.8K engagements


"#SPUT is raising money at the close #uranium"  
[X Link](https://x.com/Napalm_1_/status/1968765357574721652)  2025-09-18T19:53Z [----] followers, [----] engagements


"Up up she goes #uranium Up Up & Away🎈 Spot #Uranium has spiked +75c to $77.25/lb #U3O8 over at UK #Nuclear fuel brokers @Numerco 💲⚛⛏ which has lit an even hotter fire under soaring U #mining #stocks 🔥🚀heading into afternoon trading in NYC & TO.🤠🐂🚆 https://t.co/h3Ih9XgqGc Up Up & Away🎈 Spot #Uranium has spiked +75c to $77.25/lb #U3O8 over at UK #Nuclear fuel brokers @Numerco 💲⚛⛏ which has lit an even hotter fire under soaring U #mining #stocks 🔥🚀heading into afternoon trading in NYC & TO.🤠🐂🚆 https://t.co/h3Ih9XgqGc"  
[X Link](https://x.com/anyuser/status/1969081912531513726)  2025-09-19T16:51Z [----] followers, [----] engagements


"#SPUT now traded [--] million SPUT unites above NAV. This would be the biggest raise since a very long time 78USD/lb at the close 80USD/lb #uranium spotprice very soon 🚨Spot #Uranium continues its flight higher🌀🪁 now UP +$1.25 to $77.75/lb #U3O8 for UK #Nuclear fuel brokers @Numerco 💲⚛⛏ as #SPUT's ATM is on fire constantly issuing new shares to raise 10's of $Millions in new stacking cash🔥🏧💵 as U #stocks soar.🚀🌜🤠🐂🚆 https://t.co/tcKhuA1CJ3 🚨Spot #Uranium continues its flight higher🌀🪁 now UP +$1.25 to $77.75/lb #U3O8 for UK #Nuclear fuel brokers @Numerco 💲⚛⛏ as #SPUT's ATM is on"  
[X Link](https://x.com/anyuser/status/1969121739939446855)  2025-09-19T19:29Z [----] followers, [----] engagements


"Mega raise 95M USD of the 117M USD cash at their disposal to buy lbs 95M USD to buy uranium [--] USD/lb = 1.2M lbs And Monday #SPUT will open well above NAV I very rarely use it but this time its justified Soon #uranium spotprice 🚀 and $URNM $URA $URNJ will follow #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash https://t.co/iguwmugPHL #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash"  
[X Link](https://x.com/anyuser/status/1969179515608850836)  2025-09-19T23:19Z [----] followers, [----] engagements


"Not 300klb but 264078lb were bought today It seems that SPUT has reached the end of available #uranium lbs at [--] USD/lb But #SPUT still has 115M USD of their 138M USD cash at their disposal to buy more uranium + SPUT NAV after closing =More money will be raised tomorrow #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in cash https://t.co/L0ONJOBcO8 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in"  
[X Link](https://x.com/anyuser/status/1970291082953986321)  2025-09-23T00:56Z [----] followers, [----] engagements


"The first [--] min [------] #SPUT units have been traded above NAV today 6h 15min to go #uranium spotprice possibly reaching 80USD/lb today already Upward flywheel effect in progress"  
[X Link](https://x.com/anyuser/status/1970485082449469661)  2025-09-23T13:47Z [----] followers, [----] engagements


"$YCA just announced a capital raise to buy [----] million lbs of #uranium from KAP 🥳 SPUT bought [-------] lbs the last [--] trading days Thats 3M lbs purchased in total last [--] trading days Note: KAP suggested their [----] production would be 8M lbs lower than previously expected Breaking💥 As anticipated #UK Physical #Uranium fund Yellow Cake plc $YCA in London has initiated a raise of US$125M to purchase 1.33M lbs #U3O8 ⚛⛏🛒exercising its [----] purchase option with Kazatomprom $KAP at $75.08/lb a 7.1% discount to Spot at $80.80🤠🐂 https://t.co/TPH2IPNQWy Breaking💥 As anticipated #UK Physical"  
[X Link](https://x.com/anyuser/status/1970755241034256470)  2025-09-24T07:40Z [----] followers, 10K engagements


"And there we go #SPUT again trading above NAV now #uranium"  
[X Link](https://x.com/Napalm_1_/status/1970856811755651451)  2025-09-24T14:24Z [----] followers, [----] engagements


"Kaboom #uranium Boom💥 The Spot #Uranium U-train🚆 is morphing into a #Nuclear rocket today🔥🚀 with fuel brokers @Numerco now reporting another huge +$2.00 spike to $83.00/lb #U3O8 with sellers asking a minimum of $84.00🎆😲 as a #UraniumSqueeze takes hold.🗜🤠🐂 #RideTheNuclearWave 🌊🏄 https://t.co/wv0aDynWFF Boom💥 The Spot #Uranium U-train🚆 is morphing into a #Nuclear rocket today🔥🚀 with fuel brokers @Numerco now reporting another huge +$2.00 spike to $83.00/lb #U3O8 with sellers asking a minimum of $84.00🎆😲 as a #UraniumSqueeze takes hold.🗜🤠🐂 #RideTheNuclearWave 🌊🏄"  
[X Link](https://x.com/Napalm_1_/status/1970917495629545683)  2025-09-24T18:25Z [----] followers, [----] engagements


"So SPUT raising again on Monday Starting with premium to NAV on Monday + URNM rebalancing Rule: 17.5% allocated to entities that hold physical #uranium uranium royalties or other non-mining assets 01/04/2025 vs 26/09/2025 #SPUT : 13.47% vs 10.26% (Coming days:- 12.75%) #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.60% premium to NAV No pounds purchased 7k trusts issued = $0.14m raised $56.5m in cash https://t.co/hlrw6Je1rK #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.60% premium to NAV No pounds purchased 7k trusts issued = $0.14m raised $56.5m in cash"  
[X Link](https://x.com/Napalm_1_/status/1971977923348648371)  2025-09-27T16:39Z [----] followers, 11.6K engagements


"#SPUT is again trading above NAV today and raising money to buy more #uranium in the spotmarket"  
[X Link](https://x.com/Napalm_1_/status/1972665723483816395)  2025-09-29T14:12Z [----] followers, [----] engagements


"Example of non event: URNM exit: PUR 5311k sh vs URNJ: new $PUR position: 0.12%+ 0.75%= 0.87/0.12 x 734k sh=5321k sh 724k sh difference easily done via other institutional If not only 724k sh sold in market in December Thats it🙂 Before: URA reweighting uranium price"  
[X Link](https://x.com/Napalm_1_/status/1980276696541737168)  2025-10-20T14:15Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing