#  @piterloskot82 Borja Borja posts on X about $aspi, $skbl, $qle, china the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1037578530161414144/interactions)  ### Mentions: [--] [#](/creator/twitter::1037578530161414144/posts_active)  ### Followers: [-----] [#](/creator/twitter::1037578530161414144/followers)  ### CreatorRank: [-------] [#](/creator/twitter::1037578530161414144/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) [stocks](/list/stocks) [finance](/list/finance) [financial services](/list/financial-services) #1721 [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$aspi](/topic/$aspi) #2, [$skbl](/topic/$skbl) #2, [$qle](/topic/$qle) #3, [china](/topic/china), [russia](/topic/russia), [kazakhstan](/topic/kazakhstan), [uranium](/topic/uranium), [investment](/topic/investment), [in the](/topic/in-the), [uzbekistan](/topic/uzbekistan) **Top assets mentioned** [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Skyline Builders Group Holding Limited (SKBL)](/topic/$skbl) [Oklo Inc. (OKLO)](/topic/$oklo) [BlackRock Inc (BLK)](/topic/blackrock) [Novartis AG (NVS)](/topic/novartis) ### Top Social Posts Top posts by engagements in the last [--] hours "The path from #uranium exploration to production Zuuvch-Ovoo deposit: Cogegobi (Orano) began exploration drilling in this licensed area in [----]. In [----] the Zuuvch-Ovoo deposit was discovered. In [----] the Professional Mineral Resource Council reviewed and approved 54640tU" [X Link](https://x.com/piterloskot82/status/1651212999422537729) 2023-04-26T13:13Z [----] followers, 23K engagements "This latest deal known today is just one more step by China to control as much supply as possible. In the CGNs [----] MD&A they were very clear: they are focused on the worlds premium mine resources and promoting the locking of new overseas #uranium projects" [X Link](https://x.com/piterloskot82/status/1661767932936953858) 2023-05-25T16:15Z [----] followers, [---] engagements "In KAP's latest note there are many interesting facts that the market should not ignore. First of all it confirms that in January [----] delivered the first #uranium to Alashankou. During [----] it foresees the delivery of an extra 26Mlb" [X Link](https://x.com/piterloskot82/status/1676222432561053696) 2023-07-04T18:20Z [----] followers, 36K engagements "Let's give some more context to contract flexibilities. Saturday thread First of all point out that LT contracts refer to those where deliveries start [--] years after signing it. Historically the percentage of flexibility is correlated to the amount of #uranium contracted worldwide" [X Link](https://x.com/piterloskot82/status/1687807394624008192) 2023-08-05T12:46Z [----] followers, 35.4K engagements "Words vs. numbers: CEZ announces an increase in nuclear fuel stocks and provides a nice & illustrative Powerpoint. But then you go to their inventory and it has decreased during 1H2023. The battle for #uranium has just begunthere are some very tough years ahead for Western uts" [X Link](https://x.com/piterloskot82/status/1689515878449098752) 2023-08-10T05:55Z [----] followers, [----] engagements "Kazakhstan's exports to Russia in 1H2023 increased by 38.1% to $4.93B. The weight of #uranium exports to the West will gradually but inexorably decline. When will the West get serious about incentivizing new supply to fuel its reactors Disruptions will happen overnight" [X Link](https://x.com/piterloskot82/status/1691890961331220940) 2023-08-16T19:13Z [----] followers, 15K engagements ""The cost of Russian-imported #uranium surged in 1H2023 to $696.5 million marking the highest recorded value since [----] the year when the US began to break down data every month"" [X Link](https://x.com/piterloskot82/status/1694631885081588089) 2023-08-24T08:45Z [----] followers, 10K engagements "#uranium traders' business is becoming very tough. Margins and returns going down substantially Last week CGN announced a profit warning for 1H2023 due to: a US25M$ Kazakh fine for irregular exploration at Zhalpak as well as increased operating & financial costs. Cheap #uranium is over is a road with no return Last week CGN announced a profit warning for 1H2023 due to: a US25M$ Kazakh fine for irregular exploration at Zhalpak as well as increased operating & financial costs. Cheap #uranium is over is a road with no return" [X Link](https://x.com/piterloskot82/status/1695055026618544543) 2023-08-25T12:46Z [----] followers, [----] engagements "The struggle for #uranium supply will be vital to meet domestic requirements as well as to fuel foreign-built reactors" [X Link](https://x.com/piterloskot82/status/1697580333640663129) 2023-09-01T12:01Z [----] followers, 21.9K engagements "Some of Orano's employees have been evacuated from Niger. The #uranium supply side is so fragile and demand so robust" [X Link](https://x.com/piterloskot82/status/1697857246586184176) 2023-09-02T06:21Z [----] followers, [----] engagements "Few years ago several insiders warned of what was to come among them Askar once the visible face of Kazatomprom. He said that there was a possibility that there would be no #uranium for everyone in the future. On the other side of the table they were smiling proudly" [X Link](https://x.com/piterloskot82/status/1698417338943459629) 2023-09-03T19:27Z [----] followers, 12.6K engagements "material and therefore wanted the feed back to feed its own nuclear fleet. What really matters about the inventories is their form this is what marks their availability or not in the market" [X Link](https://x.com/piterloskot82/status/1699049441565565289) 2023-09-05T13:18Z [----] followers, [---] engagements "Pay attention: Bulgarias Kozloduy NPP just said the Russian Federal Service for Technical and Export Control did not issue any license for import of SNF to Russia during 1H2023 due to the complicated situation in the Black Sea. Seems route to be closed for a long period #uranium" [X Link](https://x.com/piterloskot82/status/1699349709230387489) 2023-09-06T09:11Z [----] followers, [----] engagements "Egypt is considering building new nuclear units for power generation after it completes the existing reactor in [----] #uranium" [X Link](https://x.com/piterloskot82/status/1699780056896459161) 2023-09-07T13:42Z [----] followers, [----] engagements "In 1H23 producers only dumped 450000lb/month in spot market. Intermediaries have been net sellers in favor of uts while discretionary #uranium purchases have dropped from 94% to 74%. Uts need every lb in the market to end up in their inventory and even then it will not be enough" [X Link](https://x.com/anyuser/status/1701571331492344234) 2023-09-12T12:19Z [--] followers, [----] engagements "As Marcelo rightly points outbad day for the buyer searching 2.5Mlb by 2025.But there will be several buyers with bad days since the accumulated needs to be covered between now and [----] are almost 40Mlb. The game is over several years ago now it is just coming to light #uranium" [X Link](https://x.com/piterloskot82/status/1702654971940896892) 2023-09-15T12:05Z [----] followers, [----] engagements "I am not certain (confirmation from BHP itself) that BHP has stopped making sales in the spot market but the numbers are clear: in 1H23 BHP has produced 3.63Mlb and between all #uranium producers (including the participations of the states)" [X Link](https://x.com/piterloskot82/status/1703765016556490875) 2023-09-18T13:36Z [----] followers, [----] engagements "China wants as much Kazakh U3O8 as possible. Reliable production and without transportation issues "Both sides engaged in in-depth discussions on cooperation in various areas including #uranium resource development and natural uranium trade" https://en.cnnc.com.cn/2023-09/19/c_922622.htm https://en.cnnc.com.cn/2023-09/19/c_922622.htm" [X Link](https://x.com/piterloskot82/status/1704181712492667367) 2023-09-19T17:12Z [----] followers, 33.1K engagements "Two largest producers sold out until [----] If so no choice to meet uncovered needs through [----] 0% chance to cover all of them #uranium" [X Link](https://x.com/piterloskot82/status/1704834239584211386) 2023-09-21T12:25Z [----] followers, 15.5K engagements "Going back few months at Vienna symposium in May there were many who warned of what was coming. UxC's Carter told meeting #uranium production in the mid term will be very difficult. Boytsov of Tenex said that cheap U was over. Aliya of KAP stated that the SD imbalance cannot" [X Link](https://x.com/piterloskot82/status/1706295214208348595) 2023-09-25T13:10Z [----] followers, [----] engagements "Alexander Kozlov Russias Natural Resources Ministry stated in [----] that Russia could face a shortage of U3O8 by [----]. He added Russias #uranium reserves are of low quality and expensive to mine. Hence its interest in Kazakhstan Tanzania Mongolia" [X Link](https://x.com/piterloskot82/status/1706944999416348846) 2023-09-27T08:12Z [----] followers, 15.4K engagements "Yellow Cakes US125M$ placing completed. Less #uranium available for end users" [X Link](https://x.com/piterloskot82/status/1707276551866208517) 2023-09-28T06:10Z [----] followers, 18.6K engagements "KAP and China agreed on the sale of U3O8 which comprises 50% or more of the total book value of KAP's assets #uranium" [X Link](https://x.com/piterloskot82/status/1707648545728385521) 2023-09-29T06:48Z [----] followers, 16.5K engagements "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/piterloskot82/status/1710262469489307809) 2023-10-06T11:55Z [----] followers, 12.6K engagements "Kazakhstan's Energy Minister Satkaliyev stated today that KAZ continues to suffer from internal gas shortages. Three major projects underway to solve it but completion will be in [----]. Solution Import additional volumes from Russia. Gas for Kazakhstan and #uranium for Russia" [X Link](https://x.com/piterloskot82/status/1712091368204456327) 2023-10-11T13:02Z [----] followers, 10.6K engagements "It cannot be said clearer CNNC is telling uts that the only way to meet future #uranium needs is to contract directly with realiable producers. U3O8 trading is practically nonexistent Revenues declined 87% in the first half of [----] mainly due to rising interest rates" [X Link](https://x.com/piterloskot82/status/1712762274933264670) 2023-10-13T09:28Z [----] followers, 34.6K engagements "Likhachev the Head of Rosatom stated last week Russia can provide large NPP & its RITM-200 to Uzbekistan as signed [--] years ago. That agreement also involves the development of #uranium deposits in Uzb. Russia needs the product (U3O8) to further expand its nuclear program" [X Link](https://x.com/piterloskot82/status/1712802367639363999) 2023-10-13T12:08Z [----] followers, [----] engagements "Euratom has just presented its [----] annual report. If one thing is corroborated it is a fact: the huge dependence on Russia in each phase of the nuclear fuel cycle as well as in the CIS in terms of natural #uranium (47.4% of deliveries)" [X Link](https://x.com/piterloskot82/status/1713107907036790861) 2023-10-14T08:22Z [----] followers, [----] engagements "Just completed third delivery of nucler fuel batch by Kazatomprom to Chinas Yangtze. The relationship is growing stronger by leaps and bounds. In addition Tokayev will meet with Xi in China tomorrow as well as with the largest chinese companies #uranium" [X Link](https://x.com/piterloskot82/status/1713849647892922851) 2023-10-16T09:29Z [----] followers, 10K engagements "Is the carry trade dead Short answer: not entirely but its very costly. A deal closed few days ago for a very small amount to be delivered in the very short term with an interest rate equivalent above 10% pa #uranium It cannot be said clearer CNNC is telling uts that the only way to meet future #uranium needs is to contract directly with realiable producers. U3O8 trading is practically nonexistent Revenues declined 87% in the first half of [----] mainly due to rising interest rates https://t.co/nOsp1V2Dcz It cannot be said clearer CNNC is telling uts that the only way to meet future #uranium" [X Link](https://x.com/piterloskot82/status/1714187499914838328) 2023-10-17T07:52Z [----] followers, 14.5K engagements "TVO repeats and consumes more material than purchased. These inventory reductions are accompanied by the fact that the equivalent amount of material purchased per euro is lower than that consumed #uranium" [X Link](https://x.com/piterloskot82/status/1715439592944361966) 2023-10-20T18:47Z [----] followers, [----] engagements "Everyone is short of U3O8: utilities producers states enrichers. #uranium" [X Link](https://x.com/piterloskot82/status/1717889491455672708) 2023-10-27T13:02Z [----] followers, 37.9K engagements "Navoiyuran (Uzbekistan) and Itochu will create a joint venture for the development of new deposits and #uranium production. It is also intended to create new sulfuric acid production capacities. Itochu will continue to work closely with Japanese uts" [X Link](https://x.com/piterloskot82/status/1718979012171530711) 2023-10-30T13:11Z [----] followers, [----] engagements "KAP says that by [----] China alone will consume more #uranium than NA. At the same time Eastern experts remind us of China's huge influence in Kaz. Western uts must encourage production in this area but time will show that western supply is much more inelastic than is believed" [X Link](https://x.com/piterloskot82/status/1719365386766832007) 2023-10-31T14:47Z [----] followers, [----] engagements "Kazatomproms sulfuric acid problem persists. Capex for [----] reduced by 20B tenge. More #uranium to be delivered to customers in [----] up to 1.3Mlb Vs June. It seems target too ambitious to reach [----] and [----] production guidance. Approved the sale of U3O8 to SNURDC China" [X Link](https://x.com/piterloskot82/status/1719619728711258538) 2023-11-01T07:37Z [----] followers, 20.8K engagements "At the end of the meeting between Putin & Tokayev the latter described it as historic. [---] projects worth more than US30B$ to be carried out. Cooperation in the energy sector is qualitatively at a new level. Both stated to strengthen relations between the two countries #uranium" [X Link](https://x.com/piterloskot82/status/1722599661314187750) 2023-11-09T12:58Z [----] followers, [----] engagements "Is the current price of nuclear fuel a problem to continue operating the reactors and encourage new #uranium production to ensure future power generation Absolutely not the numbers shown by KEPCO are overwhelming" [X Link](https://x.com/piterloskot82/status/1724736331924873311) 2023-11-15T10:29Z [----] followers, [----] engagements "Putin continues to visit allies to get his hands on more #uranium. As Tenex's Ludmila Zalimskaya stated at the [----] WNFM conference enrichment was one way to mitigate future U3O8 supply shortages. This path alone is no longer viable; the product is needed" [X Link](https://x.com/piterloskot82/status/1727244550044012707) 2023-11-22T08:36Z [----] followers, 11.3K engagements "KAP 9M2023: geographic sales are on a sustainable upward trend to China + Russia. Since KAP was listed in [----] they have gone from 30.39% to 50.03% as of Sept [----]. These #uranium sales are referred to the share of KAP to this add the share in Kazakhstan of Russia above all" [X Link](https://x.com/piterloskot82/status/1727979191704900043) 2023-11-24T09:15Z [----] followers, 15.7K engagements "and China. More KAP's loans have increased from 19.1B tenge at the end of [----] to 78.2B. Repayment was scheduled for the end of [----] but KAP wants to extend it to March [----]. All market players should be aware of the current fragile situation especially western players" [X Link](https://x.com/piterloskot82/status/1727979193210671199) 2023-11-24T09:15Z [----] followers, [----] engagements "Kazakhstan #uranium production costs: in 9M2022 the average selling price was US42.6$ and in 9M2023 +13.4% higher. Uranium profit was -1.7% in 9M2023 vs. 9M2022. Costs and taxes have wiped out the U3O8 price increase. Last Friday the National Bank of Kazakhstan updated" [X Link](https://x.com/piterloskot82/status/1729137346145353858) 2023-11-27T13:57Z [----] followers, 62.3K engagements "@SilverCrisis405 @hkuppy @oceanwall2 @uraniuminsider @TheNextBigRush @Yellowbull11 @NAC_Kazatomprom I have great respect for the KAP team they have proven to be a very reliable #uranium supplier they have the highest FCF/share in the industry but given the issues in the supply chain especially sulfuric acid shortage in Kazakhstanmeeting guidance is almost impossible" [X Link](https://x.com/piterloskot82/status/1733171439614771574) 2023-12-08T17:07Z [----] followers, [----] engagements "@mmchungking @ProvenReserves @hchris999 @BambroughKevin @quakes99 Hi Keyser each utility has its own way of explaining its current contractual situation and also its inventories. NA EU Japan SK SA Switzerland. are very clear and give you a lot of data. Cheers" [X Link](https://x.com/piterloskot82/status/1735169312204157414) 2023-12-14T05:26Z [----] followers, [---] engagements "Today China confirms again the expansion of its nuclear fleet. They are going to need a lot of fuel. And keep building inventory. The rumors that they want a part of Inkai 2&3 has a basis. They are along with Russia way ahead of the rest in securing future #uranium supply" [X Link](https://x.com/piterloskot82/status/1735625882943770820) 2023-12-15T11:40Z [----] followers, [----] engagements "@U308Andy Andy add to above they want conversion services with a cap at 43$/kgU starting in [----] when there is no supply available at any price. They are late very late" [X Link](https://x.com/piterloskot82/status/1735628566874685684) 2023-12-15T11:51Z [----] followers, [----] engagements "@U308Andy @KatusaResearch Hi Andy regarding Marin's comments: Kazatomprom did not quietly partner with the Kazakhstan Sovereign Wealth Fund in fact KAP is 75% owned by the SWF. That Strategic Reserve at Ulba and created in [----] consists of 90t LEU and it is available to IAEA members. Cheers" [X Link](https://x.com/piterloskot82/status/1736590604732166434) 2023-12-18T03:33Z [----] followers, [---] engagements "South Africa will issue a RFP for 2.5GWe of nuclear in March [----]. Among the many reasons for this look at the different costs per MWh #uranium" [X Link](https://x.com/piterloskot82/status/1737050378984693945) 2023-12-19T10:00Z [----] followers, 11.2K engagements "and my opinion is that it will fail again. I believe that the market is not aware of the extreme seriousness of the situation. And all of this is assuming that there is no overnight disruption in Russian #uranium supplies to the West. If so chaos" [X Link](https://x.com/piterloskot82/status/1740368308569014384) 2023-12-28T13:45Z [----] followers, [----] engagements "Thus in [----] it took [--] tons of sulfuric acid to produce [--] ton of #uranium and in [----] this ratio rose to [--] tons of acid/tonU. The trend of this ratio is clearly upward" [X Link](https://x.com/piterloskot82/status/1752683721705005154) 2024-01-31T13:22Z [----] followers, [----] engagements "Russia will need a lot of #uranium to feed all those reactors both in Russia and abroad" [X Link](https://x.com/piterloskot82/status/1754875975823667257) 2024-02-06T14:33Z [----] followers, [----] engagements "Engie has just contracted a total of 1.2Mlb #uranium to be delivered over [--] years starting in [----]. It still has a lot of contracting to do to ensure that its reactors stay on line Children's party is over it's time for the adults'. Big bites are coming to the physical #uranium market all along the curve. Now comes the moment where it will be seen who swims naked Children's party is over it's time for the adults'. Big bites are coming to the physical #uranium market all along the curve. Now comes the moment where it will be seen who swims naked" [X Link](https://x.com/piterloskot82/status/1763547213588742503) 2024-03-01T12:49Z [----] followers, 12.1K engagements "#uranium The problem of sulfuric acid shortage has been known for a long time Fletcher Newton (Cameco) already warned about it in [----]. Nick @oceanwall2 you should raise Ben's salary his work is fantastic although you know this much better than I do😉" [X Link](https://x.com/piterloskot82/status/1763624769780359169) 2024-03-01T17:58Z [----] followers, [----] engagements "@U308_bull Producers who are the ones who provide what the uts need going to the spot market to buy do not suggest what in this case Vistra states bluntly. Let time pass its veredict" [X Link](https://x.com/piterloskot82/status/1765077539624743154) 2024-03-05T18:10Z [----] followers, [---] engagements "Tokayev has always been very clear the relationship with China is a priority in his agenda. This is evidenced by the trade turnover between Kazakhstan and China in [----] with US31.4B$ an increase of 30% compared to [----] #uranium" [X Link](https://x.com/piterloskot82/status/1767193792799486014) 2024-03-11T14:20Z [----] followers, [----] engagements "The Ballestra sulfuric acid plant in Kazakhstan will most likely be delayed to [----]. The supply of sulfuric acid will be essential to increase production not the amount of Capex. China wont provide it. If there is not acid paper (money) is worthless #uranium" [X Link](https://x.com/piterloskot82/status/1768623968238419990) 2024-03-15T13:03Z [----] followers, 25.4K engagements "South Korea's #uranium purchase commitments relative to its consumption continue to decline; at the end of [----] it was 3.9x. The RFP completed in 1Q2024 is peanuts considering it owns 26.05GWe. SK will return to the market sooner rather than later South Korea increases its U3O8 purchase commitments by 8.56Mlb in 2Q2023 but still remains at historically low levels. Today its position is less than [--] years coverage few years ago it was above 8y #uranium South Korea increases its U3O8 purchase commitments by 8.56Mlb in 2Q2023 but still remains at historically low levels. Today its position is" [X Link](https://x.com/piterloskot82/status/1771164770969829643) 2024-03-22T13:19Z [----] followers, [----] engagements "@Ricardo13230367 My mistake Ricardo I was referring to South Korea. Thanks" [X Link](https://x.com/piterloskot82/status/1771267805045776479) 2024-03-22T20:08Z [----] followers, [--] engagements "The physical #uranium delivery troubles have only just begun will get worse. CNNC assumes this in its [----] results. Somina will not produce in the short term. CNNC mainly interested in-production projects and of high quality (these requirements lead them directly to Kazakhstan)" [X Link](https://x.com/piterloskot82/status/1773016030945640830) 2024-03-27T15:55Z [----] followers, [----] engagements "Kazakhstan will definitely not import sulfuric acid from China #uranium CHINA COPPER SMELTERS MOVE CLOSER TO POSSIBLE 10% PRODUCTION CUT https://x.com/piterloskot82/status/1768623968238419990s=20 CHINA COPPER SMELTERS MOVE CLOSER TO POSSIBLE 10% PRODUCTION CUT https://x.com/piterloskot82/status/1768623968238419990s=20" [X Link](https://x.com/piterloskot82/status/1773260478875152894) 2024-03-28T08:06Z [----] followers, [----] engagements "Flood of 2014:in 2Q2014 Kazakhstan produced 14.7Mlb in line with planned target.Production for 1H2014 was [-----] Mlb. Overall flooding had not affected its production target. But unlike in [----] today there are many links in the chain broken there is not turning back #uranium" [X Link](https://x.com/piterloskot82/status/1774698739799646353) 2024-04-01T07:22Z [----] followers, 11.1K engagements "Orano's JV in Uzbekistan will drill [------] meters over the next three years. The feasibility of ISR will be tested. Do not expect significant #uranium production before [----] let alone doubling as planned until recently" [X Link](https://x.com/piterloskot82/status/1778784608168890709) 2024-04-12T13:57Z [----] followers, [----] engagements "On August [--] [----] Kiriyenko (Rosatom) was very clear in Ulan Bator at a meeting with reporters "Russia will be the first" in reference to #uranium mining in Mongolia. It is only needed to place Mongolia on the map to know about the almost French impossibility With its primary supply of #Uranium from #Niger on hold⚛⛏⛔ French #Nuclear fuel supplier Orano is hoping to build new U mines in #Mongolia to satisfy its future needs but failure to secure an official investment agreement has put its plan at risk.😟 https://t.co/j4peh5jN9e https://t.co/Hz3rSFecvz With its primary supply of #Uranium from" [X Link](https://x.com/piterloskot82/status/1780205845520728308) 2024-04-16T12:05Z [----] followers, 10.8K engagements "The average spot price of #uranium in [----] was US61$. China is telling the price will go much higher" [X Link](https://x.com/piterloskot82/status/1782389592986988561) 2024-04-22T12:42Z [----] followers, [----] engagements "Halt of Rosatom project in Namibia My ministry will soon be issuing a government notice prohibiting the exploration and mining activities that will negatively impact the water resource" #uranium https://www.namibian.com.na/uranium-miner-ignored-govts-licence-conditions/ https://www.namibian.com.na/uranium-miner-ignored-govts-licence-conditions/" [X Link](https://x.com/piterloskot82/status/1783001677777248363) 2024-04-24T05:15Z [----] followers, 19.2K engagements "@U308RM Back in January [----] UAE signed a contract for the initial cores and first reloads with a consortium led by Korea Electric Power Corporation (KEPCO). When was the grid connection of the first reactor [----] [--] years after securing the fuel" [X Link](https://x.com/piterloskot82/status/1783837267536302238) 2024-04-26T12:35Z [----] followers, [----] engagements "@JekyllCapital @cameconews @CEGCleanEnergy True if I remenber correctly Constellation signed on July [--] [----] with Tenex for EUP and deliveries 2015-2025. It seems the contract is still in force" [X Link](https://x.com/piterloskot82/status/1785304820192080276) 2024-04-30T13:46Z [----] followers, [----] engagements "@onlyuranium Hi Onlyuranium I answered you several times: about share prices I do not know at all what they will do nobody knows it. I only know the U3O8 shortage is very real and it is already here" [X Link](https://x.com/piterloskot82/status/1786391124346585594) 2024-05-03T13:43Z [----] followers, [---] engagements "What matters is LT contracting. Now that the uncertainty has been cleared up this one can begin. Last year was NOT the first year of #uranium replacement contracting there was a very large one-off contract for political and not commercial reasons. Uncommitted mid-term production Biden Signs Ban on Imports of Russian Nuclear Reactor Fuel https://t.co/sFO6NtX6j9 Biden Signs Ban on Imports of Russian Nuclear Reactor Fuel https://t.co/sFO6NtX6j9" [X Link](https://x.com/piterloskot82/status/1790249735506309264) 2024-05-14T05:16Z [----] followers, [----] engagements "CEZ Group (Czech Republic) amortize nuclear fuel purchased at lower prices than current ones for a higher value than the purchases. You cannot live forever on inventories and even less so when you plan to increase your nuclear fleet #uranium" [X Link](https://x.com/piterloskot82/status/1790652953679868260) 2024-05-15T07:58Z [----] followers, [----] engagements "Russia to create nuclear power plant in Uzbekistan. This agreement will bring others attached #uranium" [X Link](https://x.com/piterloskot82/status/1795066290664571371) 2024-05-27T12:15Z [----] followers, [----] engagements "@SloCan68 Hi Nostra honestly I have no idea. I hear and read all the plans for new reactors but I don't see the same emphasis on incentivizing production & services to feed those reactors. It takes many billions and a lot of time" [X Link](https://x.com/piterloskot82/status/1796162531112665429) 2024-05-30T12:51Z [----] followers, [---] engagements "More supply going to the East: Russia is seeking to take over #uranium assets in Niger held by a state-controlled French company https://www.bloomberg.com/news/articles/2024-06-03/russia-said-to-seek-takeover-of-france-s-uranium-assets-in-niger https://www.bloomberg.com/news/articles/2024-06-03/russia-said-to-seek-takeover-of-france-s-uranium-assets-in-niger" [X Link](https://x.com/piterloskot82/status/1797537379936514414) 2024-06-03T07:54Z [----] followers, 16.5K engagements "Cargo volume between Kazakhstan and China increases by 22% in [----] to a record [--] million tons. On the other hand Kazakhstan signs with Lukoil investments of US6B$ for production in Kalamkas and Khazar. Ties strengthen further and further #uranium" [X Link](https://x.com/piterloskot82/status/1799051093831475581) 2024-06-07T12:09Z [----] followers, [----] engagements "How and who will supply that gap of several million SWU that exists in the open market and as we read everyone in the West is signing with open market suppliers Where is this capacity coming from that is not even planned/financed And if we go to conversion it is even worse" [X Link](https://x.com/piterloskot82/status/1799066779115004152) 2024-06-07T13:11Z [----] followers, [----] engagements "Less Kazakh #uranium going to the US and EU https://www.mining.com/web/south-korea-kazakhstan-sign-minerals-deals-as-seoul-moves-to-diversify-supply-chain/ https://www.mining.com/web/south-korea-kazakhstan-sign-minerals-deals-as-seoul-moves-to-diversify-supply-chain/" [X Link](https://x.com/piterloskot82/status/1800909576658932053) 2024-06-12T15:14Z [----] followers, 12.8K engagements "After signing a MoU with Kazakhstan the South Korean President flies to Uzbekistan and anchors partnership in the field of critical mineral resources. All this while the Western uts are reluctant to sign LT contracts cause they consider those as high priced #uranium Less Kazakh #uranium going to the US and EU https://t.co/SCgr0VekBW Less Kazakh #uranium going to the US and EU https://t.co/SCgr0VekBW" [X Link](https://x.com/piterloskot82/status/1801608296073150825) 2024-06-14T13:31Z [----] followers, [----] engagements "Indias Nuclear Power generation capacity to increase by around [--] percent in the next [--] years says Union Minister Dr. Jitendra Singh Installed capacity of [----] GWe to become [-----] GWe by [----] #uranium https://pib.gov.in/PressReleaseIframePage.aspxPRID=2028578 https://pib.gov.in/PressReleaseIframePage.aspxPRID=2028578" [X Link](https://x.com/piterloskot82/status/1805622064713212202) 2024-06-25T15:20Z [----] followers, 11.5K engagements "For the first time Kozloduy NPP (Bulgaria) reports in its annual report for [----] that it has made prepayments on its purchases totaling 84% of its annual consumption. Prepayments the old trust no longer exists #uranium" [X Link](https://x.com/piterloskot82/status/1806236848181690522) 2024-06-27T08:03Z [----] followers, [----] engagements "Uzatom and Rosatom formalize the agreement reached by the presidents of Russia and Uzbekistan one month ago and the contract for the construction of [--] low-power NPP comes into force. Russia continues to gain leverage in #uranium producing countries" [X Link](https://x.com/piterloskot82/status/1806294240504287607) 2024-06-27T11:51Z [----] followers, [----] engagements "The President of Kyrgyzstan signs the law authorizing the exploration and development of #uranium deposits. Any doubts who will control that supply" [X Link](https://x.com/piterloskot82/status/1806308253938176400) 2024-06-27T12:47Z [----] followers, [----] engagements "China need to absorb all available #uranium . If they could they would import all that Kazakhstan is able to produce https://news.az/news/china-sets-record-with-uranium-purchases-from-russia https://news.az/news/china-sets-record-with-uranium-purchases-from-russia" [X Link](https://x.com/piterloskot82/status/1806343882365448472) 2024-06-27T15:08Z [----] followers, [----] engagements "My opinion on KAP taxes. It incentivizes JV's where non-Russian/Chinese operate to seek the lower level of #uranium production avoiding an additional 3%. Russia and China play a different game their priority above all is security of supply. Many times nothing is what it seems" [X Link](https://x.com/piterloskot82/status/1811319417000566883) 2024-07-11T08:39Z [----] followers, [----] engagements "The Ministry of Energy of Kazakhstan has released today a number of agreements that took place at the SCO meeting on July 3-4. Among them is the "cooperation in #uranium products"" [X Link](https://x.com/piterloskot82/status/1811410211837558787) 2024-07-11T14:40Z [----] followers, [----] engagements "@capnek123 They don't need that PP to further develop their Shirley Project. At the same time they need extra feed to optimize the Lost Creek plant" [X Link](https://x.com/piterloskot82/status/1816755070454649004) 2024-07-26T08:38Z [----] followers, [----] engagements "From Orano's own figures one can deduce very dark times ahead in Niger #uranium (Imourarens impairment 69M euros 128M for Somair)" [X Link](https://x.com/piterloskot82/status/1816805243172045013) 2024-07-26T11:58Z [----] followers, [----] engagements "KAP announces a slight #uranium production increase for [----]. But what really matters in today's bifurcated market is how much production each deposit and each JV achieves. August [--] will be known" [X Link](https://x.com/piterloskot82/status/1818895373408088335) 2024-08-01T06:23Z [----] followers, [----] engagements "Kazakhstan's main numbers increase from 21112tU in [----] to 23000tU expected in [----]. An increase of approx. 1900tU. Let's go to the individual #uranium deposits" [X Link](https://x.com/piterloskot82/status/1819299961835553278) 2024-08-02T09:11Z [----] followers, 44.1K engagements "Inkai 2like Inkai [--] will not feed the market until the 30s. KAP and the Ministry of Energy of the Republic of Kazakhstan signed an amendment to the contract for #uranium exploration at Inkai [--] deposit which extends the exploration period for [--] years http://kazatomprom.kz/en/media/view/ Future #uranium supply will not come overnight it will take years. It must be incentivized with LT contracts and this is being delayed. Suppliers of product as well as services are being very cautious with investments and capacity expansions https://t.co/qofVoukCYy http://kazatomprom.kz/en/media/view/ Future" [X Link](https://x.com/piterloskot82/status/1820703096890163497) 2024-08-06T06:06Z [----] followers, 12.5K engagements "Regarding the EUP coming from China that has been talked about in the last hours: NSP miraculously and in only [--] months has been able to cover itself until [----] with non-Russian material going from a 29% dependence to 0% #uranium The unknowns and risks are still there and their dependence on Russia is increasing slightly #uranium https://t.co/Z11wc2vZ0G The unknowns and risks are still there and their dependence on Russia is increasing slightly #uranium https://t.co/Z11wc2vZ0G" [X Link](https://x.com/piterloskot82/status/1822188943590166620) 2024-08-10T08:31Z [----] followers, 16K engagements "@SilverCrisis405 @AFranzos @quakes99 Malcolm Critchley (Converdyn) was very clear few months ago: Metropolis will not expand its capacity if US uts continues to buy Chinese EUP" [X Link](https://x.com/piterloskot82/status/1822236050938269922) 2024-08-10T11:38Z [----] followers, [---] engagements "Today a new era begins. Decades ago there were different #uranium quotas and prices for the CIS market (Kaz Uzb Tai Rus) and the restricted market. Today the quota for Russia is zero. There may be temporary bypassings (China) but the end result is inevitable" [X Link](https://x.com/piterloskot82/status/1822884793664606475) 2024-08-12T06:36Z [----] followers, [----] engagements "All prices are going up cause the world shortage is large. In today's "restricted market" the shortage is huge staggering. Got US U3O8" [X Link](https://x.com/piterloskot82/status/1822884795300339900) 2024-08-12T06:36Z [----] followers, [----] engagements "The Russian deliveries to EU utilities in [----] has been huge. The dependance is total. All the uts in the West claim that they are covered with non-Russian #uranium but the data and especially the mathematics do not add up. CORNERED" [X Link](https://x.com/piterloskot82/status/1823374449598423099) 2024-08-13T15:02Z [----] followers, 16.5K engagements "Kazakhstan and Tajikistan sign a MoU providing for a strategic partnership for #uranium production. All this future supply from de East has its home in the East itself https://www.kazatomprom.kz/en/media/view/kazatomprom_and_tajredmet https://www.kazatomprom.kz/en/media/view/kazatomprom_and_tajredmet" [X Link](https://x.com/piterloskot82/status/1827943051232198970) 2024-08-26T05:35Z [----] followers, [----] engagements "Days ago during the KAP CC Dastan was asked about the current shortage. He encouraged all producers & developers to produce #uranium to fill the gap. He explicitly said there is room for everyone.KAP knows how much additional capacity can be produced globally. Finally he smiled" [X Link](https://x.com/piterloskot82/status/1829207008958132269) 2024-08-29T17:18Z [----] followers, [----] engagements "In [----] there were no sales from Uzbekistan to China. Everything seems to indicate that this will change in the coming years #uranium https://kun.uz/en/news/2024/09/07/chinas-cnuc-to-aid-uzbekistan-in-uranium-exploration-and-develop-scientific-center-for-mining https://kun.uz/en/news/2024/09/07/chinas-cnuc-to-aid-uzbekistan-in-uranium-exploration-and-develop-scientific-center-for-mining" [X Link](https://x.com/piterloskot82/status/1833115820664218023) 2024-09-09T12:10Z [----] followers, [----] engagements "Long life for the French nuclear fleet #uranium" [X Link](https://x.com/piterloskot82/status/1833736259740557574) 2024-09-11T05:16Z [----] followers, [----] engagements "@hchris999 Transportation will be a big problem. If Putin restricts the export of uranium he will also restrict the export of Kazakh U that enters Russia to go abroad. And through China what goes in stays in. Thank you Harry for your kind words" [X Link](https://x.com/piterloskot82/status/1834204418083828096) 2024-09-12T12:16Z [----] followers, [---] engagements "By [----] Turkey will have a capacity of 4.45GWe at Akkuyu. It is also well advanced with another project in Sinop with Rosatom. It is securing its own #uranium supply with Imourarem. Meanwhile the West sleeps #uranium didnt have this on my bingo card #uranium didnt have this on my bingo card" [X Link](https://x.com/piterloskot82/status/1836390470131347875) 2024-09-18T13:03Z [----] followers, 10.5K engagements "@shanejmc0 The numbers are very clear: inventory as of June [----] = 182000lb. Expected production in 2H2024 300000lb. Deliveries in 2H2024 495000lb. It is a very delicate moment for several mining companies with contracts in force and that are restarting their productive activity" [X Link](https://x.com/piterloskot82/status/1836637394570752087) 2024-09-19T05:24Z [----] followers, [---] engagements "Kazakhstan will expand its agricultural markets. Farmers will receive cheaper loans&subsidy procedure eased. So KAZ will incentivize sulfuric acid demand.KAP can't be blamed for anythingthey have been very clear. Its quite another matter who didnt want to undrstand it #uranium" [X Link](https://x.com/piterloskot82/status/1838539462877307113) 2024-09-24T11:22Z [----] followers, [----] engagements "No one realistically knows where another Kazatomprom may come from. Dastan Current forecasts indicate that by the middle of the next decade the #uranium market will need another Kazatomprom-sized supplier to bridge the gap between supply and demand https://www.kazatomprom.kz/en/media/view/speaks_at_the_financing_the_tripling_of_nuclear_energy_forum https://www.kazatomprom.kz/en/media/view/speaks_at_the_financing_the_tripling_of_nuclear_energy_forum" [X Link](https://x.com/piterloskot82/status/1839266629743456641) 2024-09-26T11:31Z [----] followers, 12.1K engagements "Short thread #uranium In June [----] at the WNMF in Budapest ConverDyn's Malcolm Critchley stated that his company as well as the conversion market may not adequately respond to future supply disruptions due to the decline in the capacity. The spot conversion price was 5.25$ Up she goes🪁 US #Nuclear fuel brokers @UraniumMarkets are reporting a +$2.00 rise in the price of Conversion to a new all-time record high of $73.50/KgU🌋😲 with sellers now asking $77🧀🐭 for the leading price indicator for Spot #Uranium that's primed to go higher.📈🤠🐂🌊🏄 https://t.co/LoKcjmONeQ Up she goes🪁 US" [X Link](https://x.com/piterloskot82/status/1839288118912139589) 2024-09-26T12:57Z [----] followers, [----] engagements "Today the price is 73.5$. The price says clearly that the fuel buyers did not listen to Malcolm. At the same event Dauren Alybayev of Kazatomprom stated that a supply shortage could occur early in the next decade (today). The U3O8 spot price was 19.25$ and today it is at 80$" [X Link](https://x.com/piterloskot82/status/1839288121449423162) 2024-09-26T12:57Z [----] followers, [----] engagements "The French La Gazzete du Caucase reports on the vital importance for France of the supply of Kazah #uranium through Azerbaijan. The same route that Kazatomprom itself called too costly. The pieces do not add up https://www.lagazetteaz.fr/news/europe/18161.html https://www.lagazetteaz.fr/news/europe/18161.html" [X Link](https://x.com/piterloskot82/status/1841438346683322430) 2024-10-02T11:21Z [----] followers, [----] engagements "France's chances of mining #uranium in Mongolia are remote but those of transporting it are practically nil. It will almost certainly be another country (and there are only two possibilities) that will develop and exploit all these resources A long-delayed multi-billion dollar uranium project in Mongolia under development by French state-controlled miner Orano could start producing the nuclear fuel by [----] https://t.co/aHcM0NLnvu A long-delayed multi-billion dollar uranium project in Mongolia under development by French state-controlled miner Orano could start producing the nuclear fuel by" [X Link](https://x.com/piterloskot82/status/1843157687087079722) 2024-10-07T05:13Z [----] followers, [----] engagements "Some details speak for themselves.A week ago a conference was held in a hotel in Astana highlighting the energy security that a NPP would bring to the development of Kazakhstan.Many people Ministry of Energy was among them.There was also [--] company Rosatom with Ishanova #uranium Survey says Rosatom by a landslide. So according to us the Russian state-owned #nuclear contractor is a slam dunk for Kazakhstan's new Nuclear Power Plant. Big if true #uranium Survey says Rosatom by a landslide. So according to us the Russian state-owned #nuclear contractor is a slam dunk for Kazakhstan's new Nuclear" [X Link](https://x.com/piterloskot82/status/1843554307968585903) 2024-10-08T07:29Z [----] followers, [----] engagements "Gates noted that the project was delayed from [----] to [----] because of the fuel supply.But suppliers in the UK and South Africaalong with an eventual supply from #uranium mines in the US&Canada will allow the project to go forward South Africa +Haleu http://cbsnews.com/news/bill-gate Were reviewing TerraPowers exemption request for the Kemmerer Unit [--] project in Wyoming. Were looking at whether the company can safely start building the plants energy island before our final construction permit decision on the plants reactor. https://t.co/ZtA77GlWRb http://cbsnews.com/news/bill-gate Were" [X Link](https://x.com/piterloskot82/status/1844062672574349734) 2024-10-09T17:09Z [----] followers, [----] engagements "In a short time this waiver will show to be worthless. The Russian ban will make what western uts should have done years ago incentivize the building of a nuclear fuel supply chain in the West #uranium Constellation Energy received an Energy Department waiver to import enriched #uranium from Russia through [----]. https://t.co/CAOn6bP3jL Constellation Energy received an Energy Department waiver to import enriched #uranium from Russia through [----]. https://t.co/CAOn6bP3jL" [X Link](https://x.com/piterloskot82/status/1844728997571125602) 2024-10-11T13:17Z [----] followers, [----] engagements "@onlyuranium Keep pushing Onlyuranium keep pushing. Its THE INVESTMENT of our lives" [X Link](https://x.com/piterloskot82/status/1845834749853450747) 2024-10-14T14:31Z [----] followers, [--] engagements "The world's largest supplier of isotopes (Rosatom) has described the licensing for production of Lutetium-177 as a landmark. As the sole supplier of Lithium-7 it fulfilled its contract with Brazil. Aspi is now on a level playing field with Rosatom. Bad time to be short #uranium" [X Link](https://x.com/piterloskot82/status/1846911256009007151) 2024-10-17T13:48Z [----] followers, 12.2K engagements "@BeodoIV_IF Hi Beodo it goes without saying that I am not a financial advisor. Personally I am heavily invested in Asp Isotopes I think there are many more certainties than uncertainties regarding its technology. It is worth to study the company and decide to invest or not in it" [X Link](https://x.com/piterloskot82/status/1847267522564780479) 2024-10-18T13:24Z [----] followers, [--] engagements "Confirmed today in Kazan: Russia to build units 2&3 of Bushehr NPP (Iran). #uranium demand is growing steadily" [X Link](https://x.com/piterloskot82/status/1849161886656336026) 2024-10-23T18:52Z [----] followers, 14.1K engagements "Several weeks ago Peythieu (Orano) literally stated mining projects as well as GB2 expansion "will be financed by our balance sheet" #uranium" [X Link](https://x.com/piterloskot82/status/1849683322395296244) 2024-10-25T05:24Z [----] followers, 12.7K engagements "Looking at the shortmedium and LT Orano is in serious trouble. In the short term it can fix it with 300M$ but further down the road its very complicated #uranium Several weeks ago Peythieu (Orano) literally stated mining projects as well as GB2 expansion "will be financed by our balance sheet" #uranium Several weeks ago Peythieu (Orano) literally stated mining projects as well as GB2 expansion "will be financed by our balance sheet" #uranium" [X Link](https://x.com/piterloskot82/status/1849782183822520702) 2024-10-25T11:56Z [----] followers, 11.3K engagements "Breaking news: Kazakhstan receives BRICS partner status #uranium https://tass.com/world/1862925 https://tass.com/world/1862925" [X Link](https://x.com/piterloskot82/status/1850611752423059592) 2024-10-27T18:53Z [----] followers, 13.6K engagements "Kazakhstan and Mongolia signed a Memorandum of Cooperation in the nuclear energy sector yesterday. At the same time Kazakh entrepreneurs are ready to explore the potential of Mongolia's mining sector. All the pieces are coming together one by one #uranium" [X Link](https://x.com/piterloskot82/status/1851177423879995610) 2024-10-29T08:21Z [----] followers, [----] engagements "NextEra Energy to sell equity units #uranium" [X Link](https://x.com/piterloskot82/status/1851203442691166376) 2024-10-29T10:04Z [----] followers, [----] engagements "Kazatomprom and Mon-Atom agreed on cooperation in #uranium industry. "Kazakhstan aims to further strengthen its positions and the partnership with Mon-Atom is an important milestone in this direction." Any doubts as to which countries this new production will go to Kazakhstan and Mongolia signed a Memorandum of Cooperation in the nuclear energy sector yesterday. At the same time Kazakh entrepreneurs are ready to explore the potential of Mongolia's mining sector. All the pieces are coming together one by one #uranium Kazakhstan and Mongolia signed a Memorandum of Cooperation in the nuclear" [X Link](https://x.com/piterloskot82/status/1851581043674853389) 2024-10-30T11:04Z [----] followers, [----] engagements "So Asp Isotopes will provide that fuel #uranium Almost [--] years ago TerraPower delayed its Natrium reactor project due to a lack of Haleu. It recently applied to the NRC for early building of the plant's energy island.The supply orders are being issued. I assume that Gates has the fuel secured. Where will it come from #uranium Almost [--] years ago TerraPower delayed its Natrium reactor project due to a lack of Haleu. It recently applied to the NRC for early building of the plant's energy island.The supply orders are being issued. I assume that Gates has the fuel secured. Where will it come from" [X Link](https://x.com/piterloskot82/status/1851581556915077169) 2024-10-30T11:06Z [----] followers, 10.1K engagements "Sorry for the cryptic message. The most accurate indicator of the health of an industry and the availability of its products/services is the price. Today the spot conversion ask is US90$. This is out of the ordinary it is extraordinary #uranium There is someone literally panicking #uranium There is someone literally panicking #uranium" [X Link](https://x.com/piterloskot82/status/1852058620516811080) 2024-10-31T18:42Z [----] followers, 17.2K engagements "Honeywell is going to spin off and make it a publicly traded company its Metroplis facility in the best moment #uranium 💥TradeTech's October month-end Spot #Uranium & #Nuclear fuel prices continued to signal incoming #U3O8 demand🌊 that will push prices higher📶💲🏄 #U3O8 slid $2.25 to $80.00/lb UF6 rose +$6 to $294/KgU Conversion spiked UP +$14🎆😲 to a new all-time record high of https://t.co/k0hFNjmFwN 💥TradeTech's October month-end Spot #Uranium & #Nuclear fuel prices continued to signal incoming #U3O8 demand🌊 that will push prices higher📶💲🏄 #U3O8 slid $2.25 to $80.00/lb UF6 rose" [X Link](https://x.com/piterloskot82/status/1852790421837234618) 2024-11-02T19:10Z [----] followers, [----] engagements "Do not want to add fuel to Paladin's fire but it is not even mining as of today. The problems may continue for a while longer. Supply will not respond on time #uranium (Quarterly Activities Report for the period ending [--] September 2024)" [X Link](https://x.com/piterloskot82/status/1856217501337518272) 2024-11-12T06:08Z [----] followers, 13.2K engagements "Russia continues on its path to secure future supplies. China is doing the same. Hard to predict where all the #uranium needed by the West will come from https://www.themoscowtimes.com/2024/11/13/niger-invites-russian-firms-to-mine-uranium-other-resources-a86999 https://www.themoscowtimes.com/2024/11/13/niger-invites-russian-firms-to-mine-uranium-other-resources-a86999" [X Link](https://x.com/piterloskot82/status/1856633534623936984) 2024-11-13T09:41Z [----] followers, [----] engagements "@Xatraxion Just yesterday Paul defined the possible permit for the construction of the first Haleu plant as a "game changer"" [X Link](https://x.com/piterloskot82/status/1857078633472389592) 2024-11-14T15:10Z [----] followers, [---] engagements "Institutional entry into $Aspi : AWM Investment announces that it has surpassed 5% of Aspi's shareholding with the purchase of [---] million shares #uranium" [X Link](https://x.com/piterloskot82/status/1857159435132768610) 2024-11-14T20:31Z [----] followers, [----] engagements "@capnek123 @timrotolo @SachemCove @colinhealey @NishaHasanIR @PremierAUranium New balance [--------] shares" [X Link](https://x.com/piterloskot82/status/1858511554418782495) 2024-11-18T14:04Z [----] followers, [---] engagements "Notice the difference in language: in [----] Annual Report $ASPI says can produce commercial quantities of Haleu by [----]. In the 1Q24 & 2Q24 10Qs they say nothing. In 3Q2024 no longer says commercial quantities but "should be capable of supplying METRIC TON QUANTITIES #uranium" [X Link](https://x.com/piterloskot82/status/1859165436299841883) 2024-11-20T09:22Z [----] followers, 12.1K engagements "Nothing related to any waiver concerning enriched #uranium was reported at today's meeting of the Russian government by Energy Minister Sergey Tsivilev" [X Link](https://x.com/piterloskot82/status/1859661062787956832) 2024-11-21T18:12Z [----] followers, [----] engagements "United Arab Emirates unveils new brand identity signaling a new era of clean energy leadership #uranium" [X Link](https://x.com/piterloskot82/status/1861036242260971946) 2024-11-25T13:16Z [----] followers, [----] engagements "Days ago we learned about the serious heating issues of Nvidia's chips. Asp Isotopes can help them to a greater extent (50kg/year) than previously expected (10kg/year). This is only the second plant built by $Aspi several more will come in the near future https://ir.aspisotopes.com/news-events/press-releases/detail/48/asp-isotopes-inc-completes-construction-and-starts-the https://ir.aspisotopes.com/news-events/press-releases/detail/48/asp-isotopes-inc-completes-construction-and-starts-the" [X Link](https://x.com/piterloskot82/status/1861400891414208574) 2024-11-26T13:25Z [----] followers, 10.2K engagements "- Part [--] talks about the addresses of their subsidiaries and how they couldn't find anyone at those addresses. But let's see does this short believe that the addresses of Aspi's plants are on Google Maps What does he think Aspi does Selling popcorn" [X Link](https://x.com/piterloskot82/status/1861704007154069908) 2024-11-27T09:29Z [----] followers, [----] engagements "- Part [--] talks about paid promoters. How many companies do you know that allocate capital to investor relations Namy. Short talks about 12500$ per month to RedChip (I know smaller companies that pay more than that) Youtube Ocean Wall.amazing his lack of arguments" [X Link](https://x.com/piterloskot82/status/1861704009431617920) 2024-11-27T09:29Z [----] followers, [----] engagements "- Part [--] talks about Terrapower. As announced by Terrapower a strategic agreement was signed for the commercialization and purchase of Haleu as well as a term sheet for the construction of a Haleu plant in South Africa. Terrapower says this is yet another agreement signed" [X Link](https://x.com/piterloskot82/status/1861704011256131840) 2024-11-27T09:29Z [----] followers, [----] engagements "for the receipt of Haleu signed both in the US and in allied countries.The short says that Terrapower executives (without names which completely undermines its credibility) have labeled Aspi as very low quality.The facts say otherwise in addition to the signed strategic" [X Link](https://x.com/piterloskot82/status/1861704013563175125) 2024-11-27T09:30Z [----] followers, [----] engagements "surname) told there will not be enough Haleu production in the US before 2030that is why they signed this strategic agreement with Aspi.They expect to get their reactor construction license from the NRC in 2H2026 and want to load Haleu in early [----] this is where Aspi comes in" [X Link](https://x.com/piterloskot82/status/1861704018503868889) 2024-11-27T09:30Z [----] followers, [----] engagements "- Part [--] talks again without names short talk that Centrus executives believe that Aspi is not worth 2M$. I can also say that someone from Volvo has told me that BMW is not worth even 100M$ and stay so calm. Unbelievable the lack of rigorousness of this short" [X Link](https://x.com/piterloskot82/status/1861704020814909817) 2024-11-27T09:30Z [----] followers, [----] engagements "It seems that Action II begins its voyage to the US. As of today the Russian Government has not issued any order/directive on a possible waiver. Nothing has been issued through official channels #uranium" [X Link](https://x.com/piterloskot82/status/1861855055474720883) 2024-11-27T19:30Z [----] followers, [----] engagements "@variance_swap Hi Monolith Im saying the Russian Government didnt issue any waiver through official channels" [X Link](https://x.com/piterloskot82/status/1861858445755871507) 2024-11-27T19:43Z [----] followers, [---] engagements "Kazatomprom's sales to the West in the first nine months of the year accounted for 26.89% of total sales the lowest level since the IPO #uranium" [X Link](https://x.com/piterloskot82/status/1862059084830110199) 2024-11-28T09:00Z [----] followers, 21.6K engagements "@quakes99 @EvoMarkets There has been no official statement from the Russian Government about any license/waiver. So it seems that the Action II sailed from St Petersburg without EUP. The conversion price could be confirming that" [X Link](https://x.com/piterloskot82/status/1863110790187778480) 2024-12-01T06:40Z [----] followers, [----] engagements "China bans germanium exports to the US. $Aspi will produce depleted Germanium-73 along with [--] kilograms of highly enriched Silicon-28 at its multi-isotope plant in South Africa https://www.reuters.com/markets/commodities/china-bans-exports-gallium-germanium-antimony-us-2024-12-03/ https://www.reuters.com/markets/commodities/china-bans-exports-gallium-germanium-antimony-us-2024-12-03/" [X Link](https://x.com/piterloskot82/status/1863864742202212593) 2024-12-03T08:35Z [----] followers, 10.4K engagements "Axpo (Switzerland) extends Beznau NPP life by three years #uranium" [X Link](https://x.com/piterloskot82/status/1864587547327787176) 2024-12-05T08:28Z [----] followers, 15.8K engagements "@onlyuranium As I have been telling you for several years I don't know when equities will rise no idea. No one does. I am sorry but I cannot answer your question" [X Link](https://x.com/piterloskot82/status/1864600608482742743) 2024-12-05T09:20Z [----] followers, [--] engagements "$Aspi In [----] Necsa planned to develop a centrifuge facility for #uranium enrichment. This option is not only incredibly expensive but also very time consuming. What alternative has been chosen by this nuclear energy company with origins as far back as [----] Cameco Nano Nuclear and Terrapower all recognize that centrifugation has little future. #Haleu and medical/specialty isotopes comes down to who has best method and who has the best lasers Not the US not France not Japan. South Africa Structured Light Cameco Nano Nuclear and Terrapower all recognize that centrifugation has little future." [X Link](https://x.com/piterloskot82/status/1865054579399770437) 2024-12-06T15:23Z [----] followers, [----] engagements "The construction of a Haleu plant together with $Aspi. If anyone can be classified as an expert they are in South Africa" [X Link](https://x.com/piterloskot82/status/1865054581719249262) 2024-12-06T15:23Z [----] followers, [----] engagements "Memorandum of Cooperation signed between Uzatom (Uzbekistan) and CNNC (China). It has long been obvious where the puck is going. In the meantime as Dastan (Kazatomprom) pointed out US buyers are "closed minded" thinking that there is still cheap #uranium available" [X Link](https://x.com/piterloskot82/status/1866042174812401789) 2024-12-09T08:48Z [----] followers, [----] engagements "In a press release dated December [--] and published today Necsa mentions the word turnaround up to [--] times. The language says it all $Aspi" [X Link](https://x.com/piterloskot82/status/1866181082116137316) 2024-12-09T18:00Z [----] followers, [----] engagements "Action II left St Petersburg without EUP only two weeks ago and the consequences are already being felt. It has been a very tiny nerve and yet it shows that it is a broken market. Let's wait for the real nerves which will come. Chaos is very close #uranium" [X Link](https://x.com/piterloskot82/status/1866416189318050211) 2024-12-10T09:34Z [----] followers, 11.9K engagements "@hchris999 No thats another RFP than can cause another issue for buyers. Last week there was a very tiny spot transaction that caused a large change in a bid price showing scarcity" [X Link](https://x.com/piterloskot82/status/1866480007935050212) 2024-12-10T13:48Z [----] followers, [----] engagements "LIS and GLE applied to supply LEU but did not apply for Haleu $Aspi Breaking💥🔨 Today the US Dept of @ENERGY has selected [--] companies to supply $3.4 Billion in American-made Low Enriched #Uranium (LEU) to boost domestic production of US #Nuclear reactor fuel from US & allied mined uranium for up to [--] years.⚛🏭🧑🏭🤠🐂 https://t.co/OnI2Gc0wA8 https://t.co/QypHv3xEWN Breaking💥🔨 Today the US Dept of @ENERGY has selected [--] companies to supply $3.4 Billion in American-made Low Enriched #Uranium (LEU) to boost domestic production of US #Nuclear reactor fuel from US & allied mined uranium for up" [X Link](https://x.com/piterloskot82/status/1866560053756694900) 2024-12-10T19:06Z [----] followers, [----] engagements "EDF once again revises its nuclear power production upwards #uranium Reactor related requirements for #uranium over the short term are fundamentally determined by the number of GWh of electricity generated in operating NPPs. Great news for the French fleet to increase its generation forecast https://t.co/lLtqQanBxx Reactor related requirements for #uranium over the short term are fundamentally determined by the number of GWh of electricity generated in operating NPPs. Great news for the French fleet to increase its generation forecast https://t.co/lLtqQanBxx" [X Link](https://x.com/piterloskot82/status/1866764479154794659) 2024-12-11T08:38Z [----] followers, 13.1K engagements "Twelve years ago Strydom and Ronander applied scalability between laboratory and industrial use. $Aspi will produce Silicon-28 at 99.995% and if demand responds Aspi will do the same with supply $ASPI With the market quickly turning to all things quantum from $IONQ to $GOOG and even $RGTI there is $ASPI that has its own quantum angle. https://t.co/WNaYDzOQ2Z *not financial advice https://t.co/Kf5uPbPUDA $ASPI With the market quickly turning to all things quantum from $IONQ to $GOOG and even $RGTI there is $ASPI that has its own quantum angle. https://t.co/WNaYDzOQ2Z *not financial advice" [X Link](https://x.com/piterloskot82/status/1866869858975023614) 2024-12-11T15:37Z [----] followers, [----] engagements "and dishonesty are incurable. Everyone will know how has acted. I am not here to judge anyone cause Im nobody for it for that there are judges down here and God up there for moral issues. PS. I believe this is my first controversial tweet on X apologies in advance to everyone" [X Link](https://x.com/piterloskot82/status/1867567162011136280) 2024-12-13T13:48Z [----] followers, [----] engagements "Last pointI know many only look at equity prices and think it has been a wrong investment.I admit lately Im like living in Matrixthe disconnect between this broken nuclear fuel cycle and the price of equities is staggering. But it will all come #uranium PS. Im long US miners To this must be added that the replacement of the corresponding SWU supply will be made with much higher tails than those that Russia was going to supply so Mexico will have to provide a much larger amount of UF6 #uranium To this must be added that the replacement of the corresponding SWU supply will be made with much" [X Link](https://x.com/piterloskot82/status/1867839629405434082) 2024-12-14T07:50Z [----] followers, [----] engagements "At today's meeting of the Russian Government Mishustin did not issue any license for the loading of EUP on the Project II. She is due to sail to the US this week time is running out #uranium Fuel buyers have their eyes on a possible Russian license to load EUP to the US hoping that what happened three weeks ago was just a warning from Russia. At today's meeting Mishustin did not grant it either #uranium Fuel buyers have their eyes on a possible Russian license to load EUP to the US hoping that what happened three weeks ago was just a warning from Russia. At today's meeting Mishustin did not" [X Link](https://x.com/piterloskot82/status/1869459385828974768) 2024-12-18T19:07Z [----] followers, 13.4K engagements "Atlantic Project II is on its way to Baltimore. It has sailed without the Russian Government having issued the license/order through official channels to load EUP on the cargo #uranium At today's meeting of the Russian Government Mishustin did not issue any license for the loading of EUP on the Project II. She is due to sail to the US this week time is running out #uranium At today's meeting of the Russian Government Mishustin did not issue any license for the loading of EUP on the Project II. She is due to sail to the US this week time is running out #uranium" [X Link](https://x.com/piterloskot82/status/1869741144990749174) 2024-12-19T13:46Z [----] followers, 21.7K engagements "The Russian Government after not giving the license officially independent sources also confirm that there is no EUP on the Project II. This #uranium delivery was carrying EUP with very low tails compared to its future replacement. Atlantic Project II is on its way to Baltimore. It has sailed without the Russian Government having issued the license/order through official channels to load EUP on the cargo #uranium Atlantic Project II is on its way to Baltimore. It has sailed without the Russian Government having issued the license/order through official channels to load EUP on the cargo" [X Link](https://x.com/piterloskot82/status/1870365464922091572) 2024-12-21T07:07Z [----] followers, [----] engagements "Buyers must look for a very short term alternative. They will have to deliver a much larger quantity of UF6. That's two failed deliveries already two for two. Western fuel buyers should realize that Russia is very serious" [X Link](https://x.com/piterloskot82/status/1870365467019276779) 2024-12-21T07:07Z [----] followers, [----] engagements "113GWe A western drama in the making. China needs more than 50Mlb to feed those NPPs. Those GWe will grow and a lot. World supply is below 160Mlbs. China has in direct ownership just over 26Mlb + LT contracts. China will secure more #uranium supply no doubt #1st ⚛⚛ #China's in-operation and under-construction nuclear #energy scale has risen to the first place in the world. The latest statistics from the National Energy Administration show that currently there are [---] in-operation and approved under-construction nuclear power https://t.co/8fiHNCOwS6 #1st ⚛⚛ #China's in-operation and" [X Link](https://x.com/piterloskot82/status/1870382341354656099) 2024-12-21T08:14Z [----] followers, 12.9K engagements "@mountaingoat672 @GLoffelhardt Since the IPO peak production levels have been in [----] at 4.37Mlb and [----] at 4.33Mlb. Unlikely to hit that 5.7Mlb" [X Link](https://x.com/piterloskot82/status/1870396032523067486) 2024-12-21T09:08Z [----] followers, [---] engagements "@todouranio Do not lose faith Enzo everything will come" [X Link](https://x.com/piterloskot82/status/1870396317479965037) 2024-12-21T09:10Z [----] followers, [---] engagements "Having confirmed that Russia banned two EUP shipments of two we can assume that they are firm in their decision. Russia's next step could be a ban on exporting Kazakh and Uzbek U3O8 #uranium from St. Petersburg to the US. In [--] days these will become BRICS partners. The current If Russia effectively bans the export of EUP to unfriendly countries they will also have to say goodbye to Kazakh and Uzbek #uranium exported through St Petersburg it will be a total ban from russian territory If Russia effectively bans the export of EUP to unfriendly countries they will also have to say goodbye to" [X Link](https://x.com/piterloskot82/status/1871464303808909797) 2024-12-24T07:53Z [----] followers, 14.2K engagements "If I have learned anything these past few years it is that someone can be very smart but without common sense they are lost. It's as easy as locating Mongolia on a map to realize that no western company is going to transport (mine) uranium. Curzon signed in January [----] with the Czech Uranium Industry (with assets in Mongolia) to buy 4.75Mlb for [--] years. Ok good luck with that contract" [X Link](https://x.com/piterloskot82/status/1873282853871431722) 2024-12-29T08:20Z [----] followers, [---] engagements "The key to investing in commodities is always supply. But let's look for a moment at the demand side in this case US data centers #uranium . In 2014-2016 these consumed 60TWh per year a figure that increased to 173TWh in [----] 4.4% of US electricity demand. By [----] the DoE expects energy use of 325TWh for the low estimate (6.7% of total electricity to be consumed across the US) and 580TWh at the high estimate (12%). That's a lot of new GWe to be built. by 2028" [X Link](https://x.com/piterloskot82/status/1873725446736449571) 2024-12-30T13:38Z [----] followers, 18.2K engagements "Uranium is a geopolitical raw material it has nothing to do with the others. Just take a look back at Khan Resources the last company to put real effort into mining uranium in Mongolia. You can start from January [--] [----] when Khan contracted Aker E&C / Scott Wilson Roscoe to do a PFS on the Dornod project and follow it all the way to April [--] [----]. Uranium is geopolitics" [X Link](https://x.com/piterloskot82/status/1873999746056048850) 2024-12-31T07:48Z [----] followers, [---] engagements "@Cyclops_Trader Is this a serious question Problems always start out temporary. Which JVs do you think will take on the loss of Inkai It's clear where the puck is going" [X Link](https://x.com/piterloskot82/status/1874734654743540123) 2025-01-02T08:29Z [----] followers, [----] engagements "@CycleInvestor The Navigator II will sail from St. Petersburg next Saturday and as of today the Kremlin has not issued any waiver to load EUP" [X Link](https://x.com/piterloskot82/status/1876698833138106432) 2025-01-07T18:34Z [----] followers, [---] engagements "More geopolitical fuel. Rosatom will finally take Siemens to court for breach of contract for not delivering prepaid equipment. Likhachev accuses Siemens of refusing to deliver what has already been paid for #uranium @U308Andy Few weeks ago Novak accused Siemens of breaching a contractual obligation in the delivery of equipment for the NPP Russia is building in Turkey. Coming soon to nuclear fuel. @U308Andy Few weeks ago Novak accused Siemens of breaching a contractual obligation in the delivery of equipment for the NPP Russia is building in Turkey. Coming soon to nuclear fuel" [X Link](https://x.com/piterloskot82/status/1876924483925139471) 2025-01-08T09:30Z [----] followers, [----] engagements "In the various statements made today by Mikhail Mishustin there has been none for the waiver to load EUP on the Atlantic Navigator II. It is scheduled to sail tomorrow from St Petersburg. The commercial relationship between Russia and the US as far as nuclear fuel is concerned appears to be exhausted and without return #uranium" [X Link](https://x.com/piterloskot82/status/1877804849255063720) 2025-01-10T19:48Z [----] followers, 13.5K engagements "Incredibly good news from $Aspi #uranium" [X Link](https://x.com/piterloskot82/status/1878828772218269827) 2025-01-13T15:37Z [----] followers, 27.6K engagements "ARRC has updated today the departure of the Navigator II from St Petersburg it was scheduled a week ago and finally it will be today. Tenex got a waiver and has loaded EUP on the Navigator II #uranium In the various statements made today by Mikhail Mishustin there has been none for the waiver to load EUP on the Atlantic Navigator II. It is scheduled to sail tomorrow from St Petersburg. The commercial relationship between Russia and the US as far as nuclear fuel is concerned In the various statements made today by Mikhail Mishustin there has been none for the waiver to load EUP on the Atlantic" [X Link](https://x.com/piterloskot82/status/1880495034719695053) 2025-01-18T05:58Z [----] followers, [----] engagements "You can agree or disagree with Kek's numbers and thoughts but it is certainly an honest analysis. It is worth reading thank you Kek for your effort #uranium $GLO My 16-page analysis covering Nigers geopolitical risks management decisions the implications of potential DFC and JV financing strategies and the effects on DASAs valuation. The link to the PDF is in the post below. You can view it online; no download required. 1/2 $GLO My 16-page analysis covering Nigers geopolitical risks management decisions the implications of potential DFC and JV financing strategies and the effects on DASAs" [X Link](https://x.com/piterloskot82/status/1881340222769942569) 2025-01-20T13:57Z [----] followers, [----] engagements "In the last [--] years (1994-2023) US reactors have consumed an annual average of 48.72Mlbeq. Current US U3O8 production is practically non-existent. Recent events are showing that Western consumers (NPPs) are being left with less available supply as China and Russia continue to grab more of the present and future supply. The renaissance of US #uranium production is imperative and this is the understanding of the Executive Order issued yesterday In the Unleashing American Energy Executive Order issued today under the Section entitled Restoring Americas Mineral Dominance #uranium gets some well" [X Link](https://x.com/piterloskot82/status/1881633853619450132) 2025-01-21T09:24Z [----] followers, 20.2K engagements "@todouranio Sorry Enzo just saw your reply 1) I have no idea when stock prices will react to these excellent fundamental facts no idea. 2) I too am amazed with the poor stock performance over the last [--] years it seems unbelievable but that is the reality" [X Link](https://x.com/piterloskot82/status/1881699217414267329) 2025-01-21T13:43Z [----] followers, [---] engagements "Terrapower has signed a MoU with Sabey for the deployment of Natrium plants to meet Sabey's growing energy needs. The Haleu that these plants will use will be supplied by $Aspi after Terrapower thoroughly analyzed Aspi's capabilities sending its own scientists and those from Lawrence Livermore National Laboratory. The expansion of Terrapower plants around the world will be a fact with ASP Isotopes as its fuel supplier #uranium" [X Link](https://x.com/piterloskot82/status/1881722668749083101) 2025-01-21T15:16Z [----] followers, 15K engagements "@todouranio Hi Enzo I think PUR will do very well growing both inorganically and organically. Its strong shareholding makes its liquidity very low hence with few shares it goes down and up very sharply" [X Link](https://x.com/piterloskot82/status/1885020824945492175) 2025-01-30T17:42Z [----] followers, [--] engagements "EDF revises upwards its expected nuclear generation for [----] and [----] thus revising upwards also the EUP to be consumed #uranium" [X Link](https://x.com/piterloskot82/status/1885207649702043861) 2025-01-31T06:05Z [----] followers, [----] engagements "In [----] US imported 13.16Mlbeq from Canada at an average price of US43.73$. This price was well above that paid for Russian material but lower than that paid for Australian. To give some context the price paid for US material (just 2.38Mlbeq) was lower US40.63$. In Kazakhstan there will be new taxes and less and less flow of material to the West and now this tariff is added to Canadian material. Due to lack of availability US uts will have to face these tariffs and continue importing there is no uncommitted supply anywhere. What this tariff should do is to incentivize U3O8 production in the" [X Link](https://x.com/piterloskot82/status/1885954762467623150) 2025-02-02T07:33Z [----] followers, [----] engagements "January is off to a strong start in terms of LT contracting. Although few in number there are still uts with very short term needs. There are hardly any players interested in spot price increases in the short term but water always always finds a way out. No one knows if the replacement rate will happen in [----] but at some point it will happen and no player will be able to fight against the water outflow. The tariffs to Canada are delayed by one month but not to China. In [----] US imported 85tU as EUP from China so the corresponding SWU provided by China is more expensive. The Action II is in" [X Link](https://x.com/piterloskot82/status/1886702276808503483) 2025-02-04T09:04Z [----] followers, [----] engagements "@Brandon25357439 Hi Brandon its the total they own (5.5% of Aspi)" [X Link](https://x.com/piterloskot82/status/1886857113256780261) 2025-02-04T19:19Z [----] followers, [---] engagements "Centrus has confirmed that Tenex has secured three EUP export licenses to the US. This material is for a single customer. It should also be noted that Centrus has requested additional waivers for EUP imports in [----] and [----]. Time to go to Haleu: Centrus has achieved a production of only [---] kilograms of Haleu to date (332 kilograms as of September 2024). At this rate if any SMR company is relying entirely on Centrus say that its reactor will have no fuel. Supply will have to come from elsewhere #uranium $Aspi" [X Link](https://x.com/piterloskot82/status/1887738317187272808) 2025-02-07T05:41Z [----] followers, 11.9K engagements "The deficit is already several Mlb/year. I guess you are very focused on the share prices solely on that issue. I understand your frustration the performance has been very poor what can I tell you I have no idea when capital will flow into uranium equities no idea. I am sure the time will come when No idea Enzo no one knows. You must get comfortable with your portfolio otherwise you will only get more and more frustration. Cheer up" [X Link](https://x.com/piterloskot82/status/1887837681633116199) 2025-02-07T12:15Z [----] followers, [---] engagements "@tonyp03877 @todouranio Denison's word of when it would start production I wouldn't take it too seriously. This is what they stated in late 2018" [X Link](https://x.com/piterloskot82/status/1887874079018909707) 2025-02-07T14:40Z [----] followers, [---] engagements "I have not misunderstood anything I do not care at all about the AISC given by any company I repeat I only care about the FCF/pound produced. Before I gave the example of Cameco in this one you have to dig deeper since you have to separate its former energy business as well as gold. A much simpler example is Kazatomprom with financial reports since [----]. Very easy to check the difference between AISC given and FCF/pound produced. I am not a miner I consider myself much more of a financially focused investor hence AISC matters zero to me. FCF is the king of metrics" [X Link](https://x.com/piterloskot82/status/1888516019838222567) 2025-02-09T09:11Z [----] followers, [---] engagements "@WTXCap Paul Mann we have had no end of incoming calls from SMR companies who need HALEU as soon as possible" [X Link](https://x.com/piterloskot82/status/1895554085740564766) 2025-02-28T19:18Z [----] followers, [--] engagements "Orano should start looking for a credible replacement for the loss of Mlb of U3O8 it will have in Kazakhstan with the depletion of Southern Moinkum in less than [--] years and Tortkuduk in [----] in addition to the already official loss of Niger. Nicolas Maes full of pride affirmed a few weeks ago that there will be no deficit in any term. Perhaps he believes that France will be able to transport uranium from Mongolia" [X Link](https://x.com/piterloskot82/status/1899084842119164300) 2025-03-10T13:08Z [----] followers, [----] engagements "@capnek123 My bet Nicolas Maes will be there begging U3O8" [X Link](https://x.com/piterloskot82/status/1899347451363869047) 2025-03-11T06:31Z [----] followers, [----] engagements "If there is a big current player who is screwed in the long term it is undoubtedly Orano. Niger is lost Southern Moinkum depleted in less than [--] years Tortkuduk in [----] and Cigar Lake in [----]. These dates seem far off but not at all. Just naming Trepkkoje financially a disaster decission shows how desperate Orano's situation is. Just as it intends to go to Mongolia desperation" [X Link](https://x.com/piterloskot82/status/1899375584309916062) 2025-03-11T08:23Z [----] followers, [----] engagements "Electricity will be the core power of countries in this century #uranium 🚨 TRUMP: WILL SHORTLY BE DECLARING A NATIONAL EMERGENCY ON ELECTRICITY 🚨 TRUMP: WILL SHORTLY BE DECLARING A NATIONAL EMERGENCY ON ELECTRICITY" [X Link](https://x.com/piterloskot82/status/1899462933777694790) 2025-03-11T14:10Z [----] followers, 10.5K engagements "Inkai [--] has been transferred to SaUran (100% owned by KAP) so only Inkai [--] can be available for a JV. Who will be able to get hold of it" [X Link](https://x.com/piterloskot82/status/1899470791760101634) 2025-03-11T14:41Z [----] followers, [----] engagements "$ASPI A few days ago Jeff Miller stated that TerraPower is convinced and have a credible plan to go from First of a kind to Nth of a kind. He also pointed out they are already in discussions with utilities hyperscalers and industrials about these future SMRs plants. Now after that agreement with Hyundai they talk "large-scale production and global deployment of Natrium plants". Thats huge. Regarding the Haleu needed by those reactors he was very clear "they ASP Isotopes are absolutely the first mover in HALEU and I think its a great thing for the industry that a new company is coming in to" [X Link](https://x.com/piterloskot82/status/1899517139230568599) 2025-03-11T17:45Z [----] followers, [----] engagements "Last week RWE and EnBW questioned the restart of (part of) the German nuclear fleet on two main issues: regulatory gaps and fuel availability. The second reason given is really sad because it highlights the West's complacency with regard to nuclear fuel. More to come. Sad #uranium" [X Link](https://x.com/piterloskot82/status/1899841310565027863) 2025-03-12T15:14Z [----] followers, [----] engagements "@capnek123 He got a project of just 700tU/y to be owned by Navoiyuran Orano and Itochu" [X Link](https://x.com/piterloskot82/status/1899905989891207348) 2025-03-12T19:31Z [----] followers, [---] engagements "Kazakhstan #uranium : 83% of the increase in production between [----] and [----] was accounted for by Russian JVs. The following years will follow the same trend with the expected production increase at Budenovskoye 6&7" [X Link](https://x.com/piterloskot82/status/1902279132181921883) 2025-03-19T08:41Z [----] followers, [----] engagements "I can agree with you but how can KAP or Cameco know how much material is going to enter the spot market At what price do they start buying How much do they buy Where do they place that material They are not traders but producers. Now we only see one side of the scale what about when spot hit 107$ The pendulum swings back and forth. It is not easy to choose the right type of contracts to sign there will always be unfavorable moments" [X Link](https://x.com/piterloskot82/status/1902792785037574312) 2025-03-20T18:42Z [----] followers, [---] engagements "CGN shows some very striking facts in its accounts. Profit after tax has fallen after rising taxes. As we can see on the second page these have risen in Kazakhstan by 400% wow. The #uranium trading segment has made a loss in [----] showing the difficulty of the business. It also shows how in China there is a capacity of 113GWe in operation approved and under construction at the end of [----] this means an annual consumption of approximately 55Mlb. This amount of GWe will increase at least by 10GWe per year. It then gives a clear warning that uncovered requirements are increasing. And finally" [X Link](https://x.com/piterloskot82/status/1903036485965652156) 2025-03-21T10:50Z [----] followers, 16.5K engagements "Cash flows coming: ASP Isotopes commences commercial production of enriched Silicon-28 $ASPI" [X Link](https://x.com/piterloskot82/status/1905229378948079804) 2025-03-27T12:04Z [----] followers, [----] engagements "@SHJVerborg @ThirdWayTweet @ASPIsotopes @TerraPower A few days ago it became known that Westinghouse and Urenco have reached an agreement for the supply of Haleu. The irony of the agreement Westinghouse wants to deploy its first eVinci in [----] while Urenco in the best case scenario will be able to produce Haleu in 2031" [X Link](https://x.com/piterloskot82/status/1905263826582315105) 2025-03-27T14:21Z [----] followers, [---] engagements "$ASPI ASP Isotopes Inc. Completes Commissioning of First Quantum Enrichment Laser System and Starts Production of Commercial Samples of Ytterbium-176" [X Link](https://x.com/piterloskot82/status/1907045780830966191) 2025-04-01T12:22Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@piterloskot82 Borja
Borja posts on X about $aspi, $skbl, $qle, china the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
Mentions: [--] #
Followers: [-----] #
CreatorRank: [-------] #
Social Influence
Social category influence countries stocks finance financial services #1721 technology brands travel destinations social networks automotive brands currencies cryptocurrencies
Social topic influence $aspi #2, $skbl #2, $qle #3, china, russia, kazakhstan, uranium, investment, in the, uzbekistan
Top assets mentioned ASP Isotopes Inc. (ASPI) Skyline Builders Group Holding Limited (SKBL) Oklo Inc. (OKLO) BlackRock Inc (BLK) Novartis AG (NVS)
Top Social Posts
Top posts by engagements in the last [--] hours
"The path from #uranium exploration to production Zuuvch-Ovoo deposit: Cogegobi (Orano) began exploration drilling in this licensed area in [----]. In [----] the Zuuvch-Ovoo deposit was discovered. In [----] the Professional Mineral Resource Council reviewed and approved 54640tU"
X Link 2023-04-26T13:13Z [----] followers, 23K engagements
"This latest deal known today is just one more step by China to control as much supply as possible. In the CGNs [----] MD&A they were very clear: they are focused on the worlds premium mine resources and promoting the locking of new overseas #uranium projects"
X Link 2023-05-25T16:15Z [----] followers, [---] engagements
"In KAP's latest note there are many interesting facts that the market should not ignore. First of all it confirms that in January [----] delivered the first #uranium to Alashankou. During [----] it foresees the delivery of an extra 26Mlb"
X Link 2023-07-04T18:20Z [----] followers, 36K engagements
"Let's give some more context to contract flexibilities. Saturday thread First of all point out that LT contracts refer to those where deliveries start [--] years after signing it. Historically the percentage of flexibility is correlated to the amount of #uranium contracted worldwide"
X Link 2023-08-05T12:46Z [----] followers, 35.4K engagements
"Words vs. numbers: CEZ announces an increase in nuclear fuel stocks and provides a nice & illustrative Powerpoint. But then you go to their inventory and it has decreased during 1H2023. The battle for #uranium has just begunthere are some very tough years ahead for Western uts"
X Link 2023-08-10T05:55Z [----] followers, [----] engagements
"Kazakhstan's exports to Russia in 1H2023 increased by 38.1% to $4.93B. The weight of #uranium exports to the West will gradually but inexorably decline. When will the West get serious about incentivizing new supply to fuel its reactors Disruptions will happen overnight"
X Link 2023-08-16T19:13Z [----] followers, 15K engagements
""The cost of Russian-imported #uranium surged in 1H2023 to $696.5 million marking the highest recorded value since [----] the year when the US began to break down data every month""
X Link 2023-08-24T08:45Z [----] followers, 10K engagements
"#uranium traders' business is becoming very tough. Margins and returns going down substantially Last week CGN announced a profit warning for 1H2023 due to: a US25M$ Kazakh fine for irregular exploration at Zhalpak as well as increased operating & financial costs. Cheap #uranium is over is a road with no return Last week CGN announced a profit warning for 1H2023 due to: a US25M$ Kazakh fine for irregular exploration at Zhalpak as well as increased operating & financial costs. Cheap #uranium is over is a road with no return"
X Link 2023-08-25T12:46Z [----] followers, [----] engagements
"The struggle for #uranium supply will be vital to meet domestic requirements as well as to fuel foreign-built reactors"
X Link 2023-09-01T12:01Z [----] followers, 21.9K engagements
"Some of Orano's employees have been evacuated from Niger. The #uranium supply side is so fragile and demand so robust"
X Link 2023-09-02T06:21Z [----] followers, [----] engagements
"Few years ago several insiders warned of what was to come among them Askar once the visible face of Kazatomprom. He said that there was a possibility that there would be no #uranium for everyone in the future. On the other side of the table they were smiling proudly"
X Link 2023-09-03T19:27Z [----] followers, 12.6K engagements
"material and therefore wanted the feed back to feed its own nuclear fleet. What really matters about the inventories is their form this is what marks their availability or not in the market"
X Link 2023-09-05T13:18Z [----] followers, [---] engagements
"Pay attention: Bulgarias Kozloduy NPP just said the Russian Federal Service for Technical and Export Control did not issue any license for import of SNF to Russia during 1H2023 due to the complicated situation in the Black Sea. Seems route to be closed for a long period #uranium"
X Link 2023-09-06T09:11Z [----] followers, [----] engagements
"Egypt is considering building new nuclear units for power generation after it completes the existing reactor in [----] #uranium"
X Link 2023-09-07T13:42Z [----] followers, [----] engagements
"In 1H23 producers only dumped 450000lb/month in spot market. Intermediaries have been net sellers in favor of uts while discretionary #uranium purchases have dropped from 94% to 74%. Uts need every lb in the market to end up in their inventory and even then it will not be enough"
X Link 2023-09-12T12:19Z [--] followers, [----] engagements
"As Marcelo rightly points outbad day for the buyer searching 2.5Mlb by 2025.But there will be several buyers with bad days since the accumulated needs to be covered between now and [----] are almost 40Mlb. The game is over several years ago now it is just coming to light #uranium"
X Link 2023-09-15T12:05Z [----] followers, [----] engagements
"I am not certain (confirmation from BHP itself) that BHP has stopped making sales in the spot market but the numbers are clear: in 1H23 BHP has produced 3.63Mlb and between all #uranium producers (including the participations of the states)"
X Link 2023-09-18T13:36Z [----] followers, [----] engagements
"China wants as much Kazakh U3O8 as possible. Reliable production and without transportation issues "Both sides engaged in in-depth discussions on cooperation in various areas including #uranium resource development and natural uranium trade" https://en.cnnc.com.cn/2023-09/19/c_922622.htm https://en.cnnc.com.cn/2023-09/19/c_922622.htm"
X Link 2023-09-19T17:12Z [----] followers, 33.1K engagements
"Two largest producers sold out until [----] If so no choice to meet uncovered needs through [----] 0% chance to cover all of them #uranium"
X Link 2023-09-21T12:25Z [----] followers, 15.5K engagements
"Going back few months at Vienna symposium in May there were many who warned of what was coming. UxC's Carter told meeting #uranium production in the mid term will be very difficult. Boytsov of Tenex said that cheap U was over. Aliya of KAP stated that the SD imbalance cannot"
X Link 2023-09-25T13:10Z [----] followers, [----] engagements
"Alexander Kozlov Russias Natural Resources Ministry stated in [----] that Russia could face a shortage of U3O8 by [----]. He added Russias #uranium reserves are of low quality and expensive to mine. Hence its interest in Kazakhstan Tanzania Mongolia"
X Link 2023-09-27T08:12Z [----] followers, 15.4K engagements
"Yellow Cakes US125M$ placing completed. Less #uranium available for end users"
X Link 2023-09-28T06:10Z [----] followers, 18.6K engagements
"KAP and China agreed on the sale of U3O8 which comprises 50% or more of the total book value of KAP's assets #uranium"
X Link 2023-09-29T06:48Z [----] followers, 16.5K engagements
"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 2023-10-06T11:55Z [----] followers, 12.6K engagements
"Kazakhstan's Energy Minister Satkaliyev stated today that KAZ continues to suffer from internal gas shortages. Three major projects underway to solve it but completion will be in [----]. Solution Import additional volumes from Russia. Gas for Kazakhstan and #uranium for Russia"
X Link 2023-10-11T13:02Z [----] followers, 10.6K engagements
"It cannot be said clearer CNNC is telling uts that the only way to meet future #uranium needs is to contract directly with realiable producers. U3O8 trading is practically nonexistent Revenues declined 87% in the first half of [----] mainly due to rising interest rates"
X Link 2023-10-13T09:28Z [----] followers, 34.6K engagements
"Likhachev the Head of Rosatom stated last week Russia can provide large NPP & its RITM-200 to Uzbekistan as signed [--] years ago. That agreement also involves the development of #uranium deposits in Uzb. Russia needs the product (U3O8) to further expand its nuclear program"
X Link 2023-10-13T12:08Z [----] followers, [----] engagements
"Euratom has just presented its [----] annual report. If one thing is corroborated it is a fact: the huge dependence on Russia in each phase of the nuclear fuel cycle as well as in the CIS in terms of natural #uranium (47.4% of deliveries)"
X Link 2023-10-14T08:22Z [----] followers, [----] engagements
"Just completed third delivery of nucler fuel batch by Kazatomprom to Chinas Yangtze. The relationship is growing stronger by leaps and bounds. In addition Tokayev will meet with Xi in China tomorrow as well as with the largest chinese companies #uranium"
X Link 2023-10-16T09:29Z [----] followers, 10K engagements
"Is the carry trade dead Short answer: not entirely but its very costly. A deal closed few days ago for a very small amount to be delivered in the very short term with an interest rate equivalent above 10% pa #uranium It cannot be said clearer CNNC is telling uts that the only way to meet future #uranium needs is to contract directly with realiable producers. U3O8 trading is practically nonexistent Revenues declined 87% in the first half of [----] mainly due to rising interest rates https://t.co/nOsp1V2Dcz It cannot be said clearer CNNC is telling uts that the only way to meet future #uranium"
X Link 2023-10-17T07:52Z [----] followers, 14.5K engagements
"TVO repeats and consumes more material than purchased. These inventory reductions are accompanied by the fact that the equivalent amount of material purchased per euro is lower than that consumed #uranium"
X Link 2023-10-20T18:47Z [----] followers, [----] engagements
"Everyone is short of U3O8: utilities producers states enrichers. #uranium"
X Link 2023-10-27T13:02Z [----] followers, 37.9K engagements
"Navoiyuran (Uzbekistan) and Itochu will create a joint venture for the development of new deposits and #uranium production. It is also intended to create new sulfuric acid production capacities. Itochu will continue to work closely with Japanese uts"
X Link 2023-10-30T13:11Z [----] followers, [----] engagements
"KAP says that by [----] China alone will consume more #uranium than NA. At the same time Eastern experts remind us of China's huge influence in Kaz. Western uts must encourage production in this area but time will show that western supply is much more inelastic than is believed"
X Link 2023-10-31T14:47Z [----] followers, [----] engagements
"Kazatomproms sulfuric acid problem persists. Capex for [----] reduced by 20B tenge. More #uranium to be delivered to customers in [----] up to 1.3Mlb Vs June. It seems target too ambitious to reach [----] and [----] production guidance. Approved the sale of U3O8 to SNURDC China"
X Link 2023-11-01T07:37Z [----] followers, 20.8K engagements
"At the end of the meeting between Putin & Tokayev the latter described it as historic. [---] projects worth more than US30B$ to be carried out. Cooperation in the energy sector is qualitatively at a new level. Both stated to strengthen relations between the two countries #uranium"
X Link 2023-11-09T12:58Z [----] followers, [----] engagements
"Is the current price of nuclear fuel a problem to continue operating the reactors and encourage new #uranium production to ensure future power generation Absolutely not the numbers shown by KEPCO are overwhelming"
X Link 2023-11-15T10:29Z [----] followers, [----] engagements
"Putin continues to visit allies to get his hands on more #uranium. As Tenex's Ludmila Zalimskaya stated at the [----] WNFM conference enrichment was one way to mitigate future U3O8 supply shortages. This path alone is no longer viable; the product is needed"
X Link 2023-11-22T08:36Z [----] followers, 11.3K engagements
"KAP 9M2023: geographic sales are on a sustainable upward trend to China + Russia. Since KAP was listed in [----] they have gone from 30.39% to 50.03% as of Sept [----]. These #uranium sales are referred to the share of KAP to this add the share in Kazakhstan of Russia above all"
X Link 2023-11-24T09:15Z [----] followers, 15.7K engagements
"and China. More KAP's loans have increased from 19.1B tenge at the end of [----] to 78.2B. Repayment was scheduled for the end of [----] but KAP wants to extend it to March [----]. All market players should be aware of the current fragile situation especially western players"
X Link 2023-11-24T09:15Z [----] followers, [----] engagements
"Kazakhstan #uranium production costs: in 9M2022 the average selling price was US42.6$ and in 9M2023 +13.4% higher. Uranium profit was -1.7% in 9M2023 vs. 9M2022. Costs and taxes have wiped out the U3O8 price increase. Last Friday the National Bank of Kazakhstan updated"
X Link 2023-11-27T13:57Z [----] followers, 62.3K engagements
"@SilverCrisis405 @hkuppy @oceanwall2 @uraniuminsider @TheNextBigRush @Yellowbull11 @NAC_Kazatomprom I have great respect for the KAP team they have proven to be a very reliable #uranium supplier they have the highest FCF/share in the industry but given the issues in the supply chain especially sulfuric acid shortage in Kazakhstanmeeting guidance is almost impossible"
X Link 2023-12-08T17:07Z [----] followers, [----] engagements
"@mmchungking @ProvenReserves @hchris999 @BambroughKevin @quakes99 Hi Keyser each utility has its own way of explaining its current contractual situation and also its inventories. NA EU Japan SK SA Switzerland. are very clear and give you a lot of data. Cheers"
X Link 2023-12-14T05:26Z [----] followers, [---] engagements
"Today China confirms again the expansion of its nuclear fleet. They are going to need a lot of fuel. And keep building inventory. The rumors that they want a part of Inkai 2&3 has a basis. They are along with Russia way ahead of the rest in securing future #uranium supply"
X Link 2023-12-15T11:40Z [----] followers, [----] engagements
"@U308Andy Andy add to above they want conversion services with a cap at 43$/kgU starting in [----] when there is no supply available at any price. They are late very late"
X Link 2023-12-15T11:51Z [----] followers, [----] engagements
"@U308Andy @KatusaResearch Hi Andy regarding Marin's comments: Kazatomprom did not quietly partner with the Kazakhstan Sovereign Wealth Fund in fact KAP is 75% owned by the SWF. That Strategic Reserve at Ulba and created in [----] consists of 90t LEU and it is available to IAEA members. Cheers"
X Link 2023-12-18T03:33Z [----] followers, [---] engagements
"South Africa will issue a RFP for 2.5GWe of nuclear in March [----]. Among the many reasons for this look at the different costs per MWh #uranium"
X Link 2023-12-19T10:00Z [----] followers, 11.2K engagements
"and my opinion is that it will fail again. I believe that the market is not aware of the extreme seriousness of the situation. And all of this is assuming that there is no overnight disruption in Russian #uranium supplies to the West. If so chaos"
X Link 2023-12-28T13:45Z [----] followers, [----] engagements
"Thus in [----] it took [--] tons of sulfuric acid to produce [--] ton of #uranium and in [----] this ratio rose to [--] tons of acid/tonU. The trend of this ratio is clearly upward"
X Link 2024-01-31T13:22Z [----] followers, [----] engagements
"Russia will need a lot of #uranium to feed all those reactors both in Russia and abroad"
X Link 2024-02-06T14:33Z [----] followers, [----] engagements
"Engie has just contracted a total of 1.2Mlb #uranium to be delivered over [--] years starting in [----]. It still has a lot of contracting to do to ensure that its reactors stay on line Children's party is over it's time for the adults'. Big bites are coming to the physical #uranium market all along the curve. Now comes the moment where it will be seen who swims naked Children's party is over it's time for the adults'. Big bites are coming to the physical #uranium market all along the curve. Now comes the moment where it will be seen who swims naked"
X Link 2024-03-01T12:49Z [----] followers, 12.1K engagements
"#uranium The problem of sulfuric acid shortage has been known for a long time Fletcher Newton (Cameco) already warned about it in [----]. Nick @oceanwall2 you should raise Ben's salary his work is fantastic although you know this much better than I do😉"
X Link 2024-03-01T17:58Z [----] followers, [----] engagements
"@U308_bull Producers who are the ones who provide what the uts need going to the spot market to buy do not suggest what in this case Vistra states bluntly. Let time pass its veredict"
X Link 2024-03-05T18:10Z [----] followers, [---] engagements
"Tokayev has always been very clear the relationship with China is a priority in his agenda. This is evidenced by the trade turnover between Kazakhstan and China in [----] with US31.4B$ an increase of 30% compared to [----] #uranium"
X Link 2024-03-11T14:20Z [----] followers, [----] engagements
"The Ballestra sulfuric acid plant in Kazakhstan will most likely be delayed to [----]. The supply of sulfuric acid will be essential to increase production not the amount of Capex. China wont provide it. If there is not acid paper (money) is worthless #uranium"
X Link 2024-03-15T13:03Z [----] followers, 25.4K engagements
"South Korea's #uranium purchase commitments relative to its consumption continue to decline; at the end of [----] it was 3.9x. The RFP completed in 1Q2024 is peanuts considering it owns 26.05GWe. SK will return to the market sooner rather than later South Korea increases its U3O8 purchase commitments by 8.56Mlb in 2Q2023 but still remains at historically low levels. Today its position is less than [--] years coverage few years ago it was above 8y #uranium South Korea increases its U3O8 purchase commitments by 8.56Mlb in 2Q2023 but still remains at historically low levels. Today its position is"
X Link 2024-03-22T13:19Z [----] followers, [----] engagements
"@Ricardo13230367 My mistake Ricardo I was referring to South Korea. Thanks"
X Link 2024-03-22T20:08Z [----] followers, [--] engagements
"The physical #uranium delivery troubles have only just begun will get worse. CNNC assumes this in its [----] results. Somina will not produce in the short term. CNNC mainly interested in-production projects and of high quality (these requirements lead them directly to Kazakhstan)"
X Link 2024-03-27T15:55Z [----] followers, [----] engagements
"Kazakhstan will definitely not import sulfuric acid from China #uranium CHINA COPPER SMELTERS MOVE CLOSER TO POSSIBLE 10% PRODUCTION CUT https://x.com/piterloskot82/status/1768623968238419990s=20 CHINA COPPER SMELTERS MOVE CLOSER TO POSSIBLE 10% PRODUCTION CUT https://x.com/piterloskot82/status/1768623968238419990s=20"
X Link 2024-03-28T08:06Z [----] followers, [----] engagements
"Flood of 2014:in 2Q2014 Kazakhstan produced 14.7Mlb in line with planned target.Production for 1H2014 was [-----] Mlb. Overall flooding had not affected its production target. But unlike in [----] today there are many links in the chain broken there is not turning back #uranium"
X Link 2024-04-01T07:22Z [----] followers, 11.1K engagements
"Orano's JV in Uzbekistan will drill [------] meters over the next three years. The feasibility of ISR will be tested. Do not expect significant #uranium production before [----] let alone doubling as planned until recently"
X Link 2024-04-12T13:57Z [----] followers, [----] engagements
"On August [--] [----] Kiriyenko (Rosatom) was very clear in Ulan Bator at a meeting with reporters "Russia will be the first" in reference to #uranium mining in Mongolia. It is only needed to place Mongolia on the map to know about the almost French impossibility With its primary supply of #Uranium from #Niger on hold⚛⛏⛔ French #Nuclear fuel supplier Orano is hoping to build new U mines in #Mongolia to satisfy its future needs but failure to secure an official investment agreement has put its plan at risk.😟 https://t.co/j4peh5jN9e https://t.co/Hz3rSFecvz With its primary supply of #Uranium from"
X Link 2024-04-16T12:05Z [----] followers, 10.8K engagements
"The average spot price of #uranium in [----] was US61$. China is telling the price will go much higher"
X Link 2024-04-22T12:42Z [----] followers, [----] engagements
"Halt of Rosatom project in Namibia My ministry will soon be issuing a government notice prohibiting the exploration and mining activities that will negatively impact the water resource" #uranium https://www.namibian.com.na/uranium-miner-ignored-govts-licence-conditions/ https://www.namibian.com.na/uranium-miner-ignored-govts-licence-conditions/"
X Link 2024-04-24T05:15Z [----] followers, 19.2K engagements
"@U308RM Back in January [----] UAE signed a contract for the initial cores and first reloads with a consortium led by Korea Electric Power Corporation (KEPCO). When was the grid connection of the first reactor [----] [--] years after securing the fuel"
X Link 2024-04-26T12:35Z [----] followers, [----] engagements
"@JekyllCapital @cameconews @CEGCleanEnergy True if I remenber correctly Constellation signed on July [--] [----] with Tenex for EUP and deliveries 2015-2025. It seems the contract is still in force"
X Link 2024-04-30T13:46Z [----] followers, [----] engagements
"@onlyuranium Hi Onlyuranium I answered you several times: about share prices I do not know at all what they will do nobody knows it. I only know the U3O8 shortage is very real and it is already here"
X Link 2024-05-03T13:43Z [----] followers, [---] engagements
"What matters is LT contracting. Now that the uncertainty has been cleared up this one can begin. Last year was NOT the first year of #uranium replacement contracting there was a very large one-off contract for political and not commercial reasons. Uncommitted mid-term production Biden Signs Ban on Imports of Russian Nuclear Reactor Fuel https://t.co/sFO6NtX6j9 Biden Signs Ban on Imports of Russian Nuclear Reactor Fuel https://t.co/sFO6NtX6j9"
X Link 2024-05-14T05:16Z [----] followers, [----] engagements
"CEZ Group (Czech Republic) amortize nuclear fuel purchased at lower prices than current ones for a higher value than the purchases. You cannot live forever on inventories and even less so when you plan to increase your nuclear fleet #uranium"
X Link 2024-05-15T07:58Z [----] followers, [----] engagements
"Russia to create nuclear power plant in Uzbekistan. This agreement will bring others attached #uranium"
X Link 2024-05-27T12:15Z [----] followers, [----] engagements
"@SloCan68 Hi Nostra honestly I have no idea. I hear and read all the plans for new reactors but I don't see the same emphasis on incentivizing production & services to feed those reactors. It takes many billions and a lot of time"
X Link 2024-05-30T12:51Z [----] followers, [---] engagements
"More supply going to the East: Russia is seeking to take over #uranium assets in Niger held by a state-controlled French company https://www.bloomberg.com/news/articles/2024-06-03/russia-said-to-seek-takeover-of-france-s-uranium-assets-in-niger https://www.bloomberg.com/news/articles/2024-06-03/russia-said-to-seek-takeover-of-france-s-uranium-assets-in-niger"
X Link 2024-06-03T07:54Z [----] followers, 16.5K engagements
"Cargo volume between Kazakhstan and China increases by 22% in [----] to a record [--] million tons. On the other hand Kazakhstan signs with Lukoil investments of US6B$ for production in Kalamkas and Khazar. Ties strengthen further and further #uranium"
X Link 2024-06-07T12:09Z [----] followers, [----] engagements
"How and who will supply that gap of several million SWU that exists in the open market and as we read everyone in the West is signing with open market suppliers Where is this capacity coming from that is not even planned/financed And if we go to conversion it is even worse"
X Link 2024-06-07T13:11Z [----] followers, [----] engagements
"Less Kazakh #uranium going to the US and EU https://www.mining.com/web/south-korea-kazakhstan-sign-minerals-deals-as-seoul-moves-to-diversify-supply-chain/ https://www.mining.com/web/south-korea-kazakhstan-sign-minerals-deals-as-seoul-moves-to-diversify-supply-chain/"
X Link 2024-06-12T15:14Z [----] followers, 12.8K engagements
"After signing a MoU with Kazakhstan the South Korean President flies to Uzbekistan and anchors partnership in the field of critical mineral resources. All this while the Western uts are reluctant to sign LT contracts cause they consider those as high priced #uranium Less Kazakh #uranium going to the US and EU https://t.co/SCgr0VekBW Less Kazakh #uranium going to the US and EU https://t.co/SCgr0VekBW"
X Link 2024-06-14T13:31Z [----] followers, [----] engagements
"Indias Nuclear Power generation capacity to increase by around [--] percent in the next [--] years says Union Minister Dr. Jitendra Singh Installed capacity of [----] GWe to become [-----] GWe by [----] #uranium https://pib.gov.in/PressReleaseIframePage.aspxPRID=2028578 https://pib.gov.in/PressReleaseIframePage.aspxPRID=2028578"
X Link 2024-06-25T15:20Z [----] followers, 11.5K engagements
"For the first time Kozloduy NPP (Bulgaria) reports in its annual report for [----] that it has made prepayments on its purchases totaling 84% of its annual consumption. Prepayments the old trust no longer exists #uranium"
X Link 2024-06-27T08:03Z [----] followers, [----] engagements
"Uzatom and Rosatom formalize the agreement reached by the presidents of Russia and Uzbekistan one month ago and the contract for the construction of [--] low-power NPP comes into force. Russia continues to gain leverage in #uranium producing countries"
X Link 2024-06-27T11:51Z [----] followers, [----] engagements
"The President of Kyrgyzstan signs the law authorizing the exploration and development of #uranium deposits. Any doubts who will control that supply"
X Link 2024-06-27T12:47Z [----] followers, [----] engagements
"China need to absorb all available #uranium . If they could they would import all that Kazakhstan is able to produce https://news.az/news/china-sets-record-with-uranium-purchases-from-russia https://news.az/news/china-sets-record-with-uranium-purchases-from-russia"
X Link 2024-06-27T15:08Z [----] followers, [----] engagements
"My opinion on KAP taxes. It incentivizes JV's where non-Russian/Chinese operate to seek the lower level of #uranium production avoiding an additional 3%. Russia and China play a different game their priority above all is security of supply. Many times nothing is what it seems"
X Link 2024-07-11T08:39Z [----] followers, [----] engagements
"The Ministry of Energy of Kazakhstan has released today a number of agreements that took place at the SCO meeting on July 3-4. Among them is the "cooperation in #uranium products""
X Link 2024-07-11T14:40Z [----] followers, [----] engagements
"@capnek123 They don't need that PP to further develop their Shirley Project. At the same time they need extra feed to optimize the Lost Creek plant"
X Link 2024-07-26T08:38Z [----] followers, [----] engagements
"From Orano's own figures one can deduce very dark times ahead in Niger #uranium (Imourarens impairment 69M euros 128M for Somair)"
X Link 2024-07-26T11:58Z [----] followers, [----] engagements
"KAP announces a slight #uranium production increase for [----]. But what really matters in today's bifurcated market is how much production each deposit and each JV achieves. August [--] will be known"
X Link 2024-08-01T06:23Z [----] followers, [----] engagements
"Kazakhstan's main numbers increase from 21112tU in [----] to 23000tU expected in [----]. An increase of approx. 1900tU. Let's go to the individual #uranium deposits"
X Link 2024-08-02T09:11Z [----] followers, 44.1K engagements
"Inkai 2like Inkai [--] will not feed the market until the 30s. KAP and the Ministry of Energy of the Republic of Kazakhstan signed an amendment to the contract for #uranium exploration at Inkai [--] deposit which extends the exploration period for [--] years http://kazatomprom.kz/en/media/view/ Future #uranium supply will not come overnight it will take years. It must be incentivized with LT contracts and this is being delayed. Suppliers of product as well as services are being very cautious with investments and capacity expansions https://t.co/qofVoukCYy http://kazatomprom.kz/en/media/view/ Future"
X Link 2024-08-06T06:06Z [----] followers, 12.5K engagements
"Regarding the EUP coming from China that has been talked about in the last hours: NSP miraculously and in only [--] months has been able to cover itself until [----] with non-Russian material going from a 29% dependence to 0% #uranium The unknowns and risks are still there and their dependence on Russia is increasing slightly #uranium https://t.co/Z11wc2vZ0G The unknowns and risks are still there and their dependence on Russia is increasing slightly #uranium https://t.co/Z11wc2vZ0G"
X Link 2024-08-10T08:31Z [----] followers, 16K engagements
"@SilverCrisis405 @AFranzos @quakes99 Malcolm Critchley (Converdyn) was very clear few months ago: Metropolis will not expand its capacity if US uts continues to buy Chinese EUP"
X Link 2024-08-10T11:38Z [----] followers, [---] engagements
"Today a new era begins. Decades ago there were different #uranium quotas and prices for the CIS market (Kaz Uzb Tai Rus) and the restricted market. Today the quota for Russia is zero. There may be temporary bypassings (China) but the end result is inevitable"
X Link 2024-08-12T06:36Z [----] followers, [----] engagements
"All prices are going up cause the world shortage is large. In today's "restricted market" the shortage is huge staggering. Got US U3O8"
X Link 2024-08-12T06:36Z [----] followers, [----] engagements
"The Russian deliveries to EU utilities in [----] has been huge. The dependance is total. All the uts in the West claim that they are covered with non-Russian #uranium but the data and especially the mathematics do not add up. CORNERED"
X Link 2024-08-13T15:02Z [----] followers, 16.5K engagements
"Kazakhstan and Tajikistan sign a MoU providing for a strategic partnership for #uranium production. All this future supply from de East has its home in the East itself https://www.kazatomprom.kz/en/media/view/kazatomprom_and_tajredmet https://www.kazatomprom.kz/en/media/view/kazatomprom_and_tajredmet"
X Link 2024-08-26T05:35Z [----] followers, [----] engagements
"Days ago during the KAP CC Dastan was asked about the current shortage. He encouraged all producers & developers to produce #uranium to fill the gap. He explicitly said there is room for everyone.KAP knows how much additional capacity can be produced globally. Finally he smiled"
X Link 2024-08-29T17:18Z [----] followers, [----] engagements
"In [----] there were no sales from Uzbekistan to China. Everything seems to indicate that this will change in the coming years #uranium https://kun.uz/en/news/2024/09/07/chinas-cnuc-to-aid-uzbekistan-in-uranium-exploration-and-develop-scientific-center-for-mining https://kun.uz/en/news/2024/09/07/chinas-cnuc-to-aid-uzbekistan-in-uranium-exploration-and-develop-scientific-center-for-mining"
X Link 2024-09-09T12:10Z [----] followers, [----] engagements
"Long life for the French nuclear fleet #uranium"
X Link 2024-09-11T05:16Z [----] followers, [----] engagements
"@hchris999 Transportation will be a big problem. If Putin restricts the export of uranium he will also restrict the export of Kazakh U that enters Russia to go abroad. And through China what goes in stays in. Thank you Harry for your kind words"
X Link 2024-09-12T12:16Z [----] followers, [---] engagements
"By [----] Turkey will have a capacity of 4.45GWe at Akkuyu. It is also well advanced with another project in Sinop with Rosatom. It is securing its own #uranium supply with Imourarem. Meanwhile the West sleeps #uranium didnt have this on my bingo card #uranium didnt have this on my bingo card"
X Link 2024-09-18T13:03Z [----] followers, 10.5K engagements
"@shanejmc0 The numbers are very clear: inventory as of June [----] = 182000lb. Expected production in 2H2024 300000lb. Deliveries in 2H2024 495000lb. It is a very delicate moment for several mining companies with contracts in force and that are restarting their productive activity"
X Link 2024-09-19T05:24Z [----] followers, [---] engagements
"Kazakhstan will expand its agricultural markets. Farmers will receive cheaper loans&subsidy procedure eased. So KAZ will incentivize sulfuric acid demand.KAP can't be blamed for anythingthey have been very clear. Its quite another matter who didnt want to undrstand it #uranium"
X Link 2024-09-24T11:22Z [----] followers, [----] engagements
"No one realistically knows where another Kazatomprom may come from. Dastan Current forecasts indicate that by the middle of the next decade the #uranium market will need another Kazatomprom-sized supplier to bridge the gap between supply and demand https://www.kazatomprom.kz/en/media/view/speaks_at_the_financing_the_tripling_of_nuclear_energy_forum https://www.kazatomprom.kz/en/media/view/speaks_at_the_financing_the_tripling_of_nuclear_energy_forum"
X Link 2024-09-26T11:31Z [----] followers, 12.1K engagements
"Short thread #uranium In June [----] at the WNMF in Budapest ConverDyn's Malcolm Critchley stated that his company as well as the conversion market may not adequately respond to future supply disruptions due to the decline in the capacity. The spot conversion price was 5.25$ Up she goes🪁 US #Nuclear fuel brokers @UraniumMarkets are reporting a +$2.00 rise in the price of Conversion to a new all-time record high of $73.50/KgU🌋😲 with sellers now asking $77🧀🐭 for the leading price indicator for Spot #Uranium that's primed to go higher.📈🤠🐂🌊🏄 https://t.co/LoKcjmONeQ Up she goes🪁 US"
X Link 2024-09-26T12:57Z [----] followers, [----] engagements
"Today the price is 73.5$. The price says clearly that the fuel buyers did not listen to Malcolm. At the same event Dauren Alybayev of Kazatomprom stated that a supply shortage could occur early in the next decade (today). The U3O8 spot price was 19.25$ and today it is at 80$"
X Link 2024-09-26T12:57Z [----] followers, [----] engagements
"The French La Gazzete du Caucase reports on the vital importance for France of the supply of Kazah #uranium through Azerbaijan. The same route that Kazatomprom itself called too costly. The pieces do not add up https://www.lagazetteaz.fr/news/europe/18161.html https://www.lagazetteaz.fr/news/europe/18161.html"
X Link 2024-10-02T11:21Z [----] followers, [----] engagements
"France's chances of mining #uranium in Mongolia are remote but those of transporting it are practically nil. It will almost certainly be another country (and there are only two possibilities) that will develop and exploit all these resources A long-delayed multi-billion dollar uranium project in Mongolia under development by French state-controlled miner Orano could start producing the nuclear fuel by [----] https://t.co/aHcM0NLnvu A long-delayed multi-billion dollar uranium project in Mongolia under development by French state-controlled miner Orano could start producing the nuclear fuel by"
X Link 2024-10-07T05:13Z [----] followers, [----] engagements
"Some details speak for themselves.A week ago a conference was held in a hotel in Astana highlighting the energy security that a NPP would bring to the development of Kazakhstan.Many people Ministry of Energy was among them.There was also [--] company Rosatom with Ishanova #uranium Survey says Rosatom by a landslide. So according to us the Russian state-owned #nuclear contractor is a slam dunk for Kazakhstan's new Nuclear Power Plant. Big if true #uranium Survey says Rosatom by a landslide. So according to us the Russian state-owned #nuclear contractor is a slam dunk for Kazakhstan's new Nuclear"
X Link 2024-10-08T07:29Z [----] followers, [----] engagements
"Gates noted that the project was delayed from [----] to [----] because of the fuel supply.But suppliers in the UK and South Africaalong with an eventual supply from #uranium mines in the US&Canada will allow the project to go forward South Africa +Haleu http://cbsnews.com/news/bill-gate Were reviewing TerraPowers exemption request for the Kemmerer Unit [--] project in Wyoming. Were looking at whether the company can safely start building the plants energy island before our final construction permit decision on the plants reactor. https://t.co/ZtA77GlWRb http://cbsnews.com/news/bill-gate Were"
X Link 2024-10-09T17:09Z [----] followers, [----] engagements
"In a short time this waiver will show to be worthless. The Russian ban will make what western uts should have done years ago incentivize the building of a nuclear fuel supply chain in the West #uranium Constellation Energy received an Energy Department waiver to import enriched #uranium from Russia through [----]. https://t.co/CAOn6bP3jL Constellation Energy received an Energy Department waiver to import enriched #uranium from Russia through [----]. https://t.co/CAOn6bP3jL"
X Link 2024-10-11T13:17Z [----] followers, [----] engagements
"@onlyuranium Keep pushing Onlyuranium keep pushing. Its THE INVESTMENT of our lives"
X Link 2024-10-14T14:31Z [----] followers, [--] engagements
"The world's largest supplier of isotopes (Rosatom) has described the licensing for production of Lutetium-177 as a landmark. As the sole supplier of Lithium-7 it fulfilled its contract with Brazil. Aspi is now on a level playing field with Rosatom. Bad time to be short #uranium"
X Link 2024-10-17T13:48Z [----] followers, 12.2K engagements
"@BeodoIV_IF Hi Beodo it goes without saying that I am not a financial advisor. Personally I am heavily invested in Asp Isotopes I think there are many more certainties than uncertainties regarding its technology. It is worth to study the company and decide to invest or not in it"
X Link 2024-10-18T13:24Z [----] followers, [--] engagements
"Confirmed today in Kazan: Russia to build units 2&3 of Bushehr NPP (Iran). #uranium demand is growing steadily"
X Link 2024-10-23T18:52Z [----] followers, 14.1K engagements
"Several weeks ago Peythieu (Orano) literally stated mining projects as well as GB2 expansion "will be financed by our balance sheet" #uranium"
X Link 2024-10-25T05:24Z [----] followers, 12.7K engagements
"Looking at the shortmedium and LT Orano is in serious trouble. In the short term it can fix it with 300M$ but further down the road its very complicated #uranium Several weeks ago Peythieu (Orano) literally stated mining projects as well as GB2 expansion "will be financed by our balance sheet" #uranium Several weeks ago Peythieu (Orano) literally stated mining projects as well as GB2 expansion "will be financed by our balance sheet" #uranium"
X Link 2024-10-25T11:56Z [----] followers, 11.3K engagements
"Breaking news: Kazakhstan receives BRICS partner status #uranium https://tass.com/world/1862925 https://tass.com/world/1862925"
X Link 2024-10-27T18:53Z [----] followers, 13.6K engagements
"Kazakhstan and Mongolia signed a Memorandum of Cooperation in the nuclear energy sector yesterday. At the same time Kazakh entrepreneurs are ready to explore the potential of Mongolia's mining sector. All the pieces are coming together one by one #uranium"
X Link 2024-10-29T08:21Z [----] followers, [----] engagements
"NextEra Energy to sell equity units #uranium"
X Link 2024-10-29T10:04Z [----] followers, [----] engagements
"Kazatomprom and Mon-Atom agreed on cooperation in #uranium industry. "Kazakhstan aims to further strengthen its positions and the partnership with Mon-Atom is an important milestone in this direction." Any doubts as to which countries this new production will go to Kazakhstan and Mongolia signed a Memorandum of Cooperation in the nuclear energy sector yesterday. At the same time Kazakh entrepreneurs are ready to explore the potential of Mongolia's mining sector. All the pieces are coming together one by one #uranium Kazakhstan and Mongolia signed a Memorandum of Cooperation in the nuclear"
X Link 2024-10-30T11:04Z [----] followers, [----] engagements
"So Asp Isotopes will provide that fuel #uranium Almost [--] years ago TerraPower delayed its Natrium reactor project due to a lack of Haleu. It recently applied to the NRC for early building of the plant's energy island.The supply orders are being issued. I assume that Gates has the fuel secured. Where will it come from #uranium Almost [--] years ago TerraPower delayed its Natrium reactor project due to a lack of Haleu. It recently applied to the NRC for early building of the plant's energy island.The supply orders are being issued. I assume that Gates has the fuel secured. Where will it come from"
X Link 2024-10-30T11:06Z [----] followers, 10.1K engagements
"Sorry for the cryptic message. The most accurate indicator of the health of an industry and the availability of its products/services is the price. Today the spot conversion ask is US90$. This is out of the ordinary it is extraordinary #uranium There is someone literally panicking #uranium There is someone literally panicking #uranium"
X Link 2024-10-31T18:42Z [----] followers, 17.2K engagements
"Honeywell is going to spin off and make it a publicly traded company its Metroplis facility in the best moment #uranium 💥TradeTech's October month-end Spot #Uranium & #Nuclear fuel prices continued to signal incoming #U3O8 demand🌊 that will push prices higher📶💲🏄 #U3O8 slid $2.25 to $80.00/lb UF6 rose +$6 to $294/KgU Conversion spiked UP +$14🎆😲 to a new all-time record high of https://t.co/k0hFNjmFwN 💥TradeTech's October month-end Spot #Uranium & #Nuclear fuel prices continued to signal incoming #U3O8 demand🌊 that will push prices higher📶💲🏄 #U3O8 slid $2.25 to $80.00/lb UF6 rose"
X Link 2024-11-02T19:10Z [----] followers, [----] engagements
"Do not want to add fuel to Paladin's fire but it is not even mining as of today. The problems may continue for a while longer. Supply will not respond on time #uranium (Quarterly Activities Report for the period ending [--] September 2024)"
X Link 2024-11-12T06:08Z [----] followers, 13.2K engagements
"Russia continues on its path to secure future supplies. China is doing the same. Hard to predict where all the #uranium needed by the West will come from https://www.themoscowtimes.com/2024/11/13/niger-invites-russian-firms-to-mine-uranium-other-resources-a86999 https://www.themoscowtimes.com/2024/11/13/niger-invites-russian-firms-to-mine-uranium-other-resources-a86999"
X Link 2024-11-13T09:41Z [----] followers, [----] engagements
"@Xatraxion Just yesterday Paul defined the possible permit for the construction of the first Haleu plant as a "game changer""
X Link 2024-11-14T15:10Z [----] followers, [---] engagements
"Institutional entry into $Aspi : AWM Investment announces that it has surpassed 5% of Aspi's shareholding with the purchase of [---] million shares #uranium"
X Link 2024-11-14T20:31Z [----] followers, [----] engagements
"@capnek123 @timrotolo @SachemCove @colinhealey @NishaHasanIR @PremierAUranium New balance [--------] shares"
X Link 2024-11-18T14:04Z [----] followers, [---] engagements
"Notice the difference in language: in [----] Annual Report $ASPI says can produce commercial quantities of Haleu by [----]. In the 1Q24 & 2Q24 10Qs they say nothing. In 3Q2024 no longer says commercial quantities but "should be capable of supplying METRIC TON QUANTITIES #uranium"
X Link 2024-11-20T09:22Z [----] followers, 12.1K engagements
"Nothing related to any waiver concerning enriched #uranium was reported at today's meeting of the Russian government by Energy Minister Sergey Tsivilev"
X Link 2024-11-21T18:12Z [----] followers, [----] engagements
"United Arab Emirates unveils new brand identity signaling a new era of clean energy leadership #uranium"
X Link 2024-11-25T13:16Z [----] followers, [----] engagements
"Days ago we learned about the serious heating issues of Nvidia's chips. Asp Isotopes can help them to a greater extent (50kg/year) than previously expected (10kg/year). This is only the second plant built by $Aspi several more will come in the near future https://ir.aspisotopes.com/news-events/press-releases/detail/48/asp-isotopes-inc-completes-construction-and-starts-the https://ir.aspisotopes.com/news-events/press-releases/detail/48/asp-isotopes-inc-completes-construction-and-starts-the"
X Link 2024-11-26T13:25Z [----] followers, 10.2K engagements
"- Part [--] talks about the addresses of their subsidiaries and how they couldn't find anyone at those addresses. But let's see does this short believe that the addresses of Aspi's plants are on Google Maps What does he think Aspi does Selling popcorn"
X Link 2024-11-27T09:29Z [----] followers, [----] engagements
"- Part [--] talks about paid promoters. How many companies do you know that allocate capital to investor relations Namy. Short talks about 12500$ per month to RedChip (I know smaller companies that pay more than that) Youtube Ocean Wall.amazing his lack of arguments"
X Link 2024-11-27T09:29Z [----] followers, [----] engagements
"- Part [--] talks about Terrapower. As announced by Terrapower a strategic agreement was signed for the commercialization and purchase of Haleu as well as a term sheet for the construction of a Haleu plant in South Africa. Terrapower says this is yet another agreement signed"
X Link 2024-11-27T09:29Z [----] followers, [----] engagements
"for the receipt of Haleu signed both in the US and in allied countries.The short says that Terrapower executives (without names which completely undermines its credibility) have labeled Aspi as very low quality.The facts say otherwise in addition to the signed strategic"
X Link 2024-11-27T09:30Z [----] followers, [----] engagements
"surname) told there will not be enough Haleu production in the US before 2030that is why they signed this strategic agreement with Aspi.They expect to get their reactor construction license from the NRC in 2H2026 and want to load Haleu in early [----] this is where Aspi comes in"
X Link 2024-11-27T09:30Z [----] followers, [----] engagements
"- Part [--] talks again without names short talk that Centrus executives believe that Aspi is not worth 2M$. I can also say that someone from Volvo has told me that BMW is not worth even 100M$ and stay so calm. Unbelievable the lack of rigorousness of this short"
X Link 2024-11-27T09:30Z [----] followers, [----] engagements
"It seems that Action II begins its voyage to the US. As of today the Russian Government has not issued any order/directive on a possible waiver. Nothing has been issued through official channels #uranium"
X Link 2024-11-27T19:30Z [----] followers, [----] engagements
"@variance_swap Hi Monolith Im saying the Russian Government didnt issue any waiver through official channels"
X Link 2024-11-27T19:43Z [----] followers, [---] engagements
"Kazatomprom's sales to the West in the first nine months of the year accounted for 26.89% of total sales the lowest level since the IPO #uranium"
X Link 2024-11-28T09:00Z [----] followers, 21.6K engagements
"@quakes99 @EvoMarkets There has been no official statement from the Russian Government about any license/waiver. So it seems that the Action II sailed from St Petersburg without EUP. The conversion price could be confirming that"
X Link 2024-12-01T06:40Z [----] followers, [----] engagements
"China bans germanium exports to the US. $Aspi will produce depleted Germanium-73 along with [--] kilograms of highly enriched Silicon-28 at its multi-isotope plant in South Africa https://www.reuters.com/markets/commodities/china-bans-exports-gallium-germanium-antimony-us-2024-12-03/ https://www.reuters.com/markets/commodities/china-bans-exports-gallium-germanium-antimony-us-2024-12-03/"
X Link 2024-12-03T08:35Z [----] followers, 10.4K engagements
"Axpo (Switzerland) extends Beznau NPP life by three years #uranium"
X Link 2024-12-05T08:28Z [----] followers, 15.8K engagements
"@onlyuranium As I have been telling you for several years I don't know when equities will rise no idea. No one does. I am sorry but I cannot answer your question"
X Link 2024-12-05T09:20Z [----] followers, [--] engagements
"$Aspi In [----] Necsa planned to develop a centrifuge facility for #uranium enrichment. This option is not only incredibly expensive but also very time consuming. What alternative has been chosen by this nuclear energy company with origins as far back as [----] Cameco Nano Nuclear and Terrapower all recognize that centrifugation has little future. #Haleu and medical/specialty isotopes comes down to who has best method and who has the best lasers Not the US not France not Japan. South Africa Structured Light Cameco Nano Nuclear and Terrapower all recognize that centrifugation has little future."
X Link 2024-12-06T15:23Z [----] followers, [----] engagements
"The construction of a Haleu plant together with $Aspi. If anyone can be classified as an expert they are in South Africa"
X Link 2024-12-06T15:23Z [----] followers, [----] engagements
"Memorandum of Cooperation signed between Uzatom (Uzbekistan) and CNNC (China). It has long been obvious where the puck is going. In the meantime as Dastan (Kazatomprom) pointed out US buyers are "closed minded" thinking that there is still cheap #uranium available"
X Link 2024-12-09T08:48Z [----] followers, [----] engagements
"In a press release dated December [--] and published today Necsa mentions the word turnaround up to [--] times. The language says it all $Aspi"
X Link 2024-12-09T18:00Z [----] followers, [----] engagements
"Action II left St Petersburg without EUP only two weeks ago and the consequences are already being felt. It has been a very tiny nerve and yet it shows that it is a broken market. Let's wait for the real nerves which will come. Chaos is very close #uranium"
X Link 2024-12-10T09:34Z [----] followers, 11.9K engagements
"@hchris999 No thats another RFP than can cause another issue for buyers. Last week there was a very tiny spot transaction that caused a large change in a bid price showing scarcity"
X Link 2024-12-10T13:48Z [----] followers, [----] engagements
"LIS and GLE applied to supply LEU but did not apply for Haleu $Aspi Breaking💥🔨 Today the US Dept of @ENERGY has selected [--] companies to supply $3.4 Billion in American-made Low Enriched #Uranium (LEU) to boost domestic production of US #Nuclear reactor fuel from US & allied mined uranium for up to [--] years.⚛🏭🧑🏭🤠🐂 https://t.co/OnI2Gc0wA8 https://t.co/QypHv3xEWN Breaking💥🔨 Today the US Dept of @ENERGY has selected [--] companies to supply $3.4 Billion in American-made Low Enriched #Uranium (LEU) to boost domestic production of US #Nuclear reactor fuel from US & allied mined uranium for up"
X Link 2024-12-10T19:06Z [----] followers, [----] engagements
"EDF once again revises its nuclear power production upwards #uranium Reactor related requirements for #uranium over the short term are fundamentally determined by the number of GWh of electricity generated in operating NPPs. Great news for the French fleet to increase its generation forecast https://t.co/lLtqQanBxx Reactor related requirements for #uranium over the short term are fundamentally determined by the number of GWh of electricity generated in operating NPPs. Great news for the French fleet to increase its generation forecast https://t.co/lLtqQanBxx"
X Link 2024-12-11T08:38Z [----] followers, 13.1K engagements
"Twelve years ago Strydom and Ronander applied scalability between laboratory and industrial use. $Aspi will produce Silicon-28 at 99.995% and if demand responds Aspi will do the same with supply $ASPI With the market quickly turning to all things quantum from $IONQ to $GOOG and even $RGTI there is $ASPI that has its own quantum angle. https://t.co/WNaYDzOQ2Z *not financial advice https://t.co/Kf5uPbPUDA $ASPI With the market quickly turning to all things quantum from $IONQ to $GOOG and even $RGTI there is $ASPI that has its own quantum angle. https://t.co/WNaYDzOQ2Z *not financial advice"
X Link 2024-12-11T15:37Z [----] followers, [----] engagements
"and dishonesty are incurable. Everyone will know how has acted. I am not here to judge anyone cause Im nobody for it for that there are judges down here and God up there for moral issues. PS. I believe this is my first controversial tweet on X apologies in advance to everyone"
X Link 2024-12-13T13:48Z [----] followers, [----] engagements
"Last pointI know many only look at equity prices and think it has been a wrong investment.I admit lately Im like living in Matrixthe disconnect between this broken nuclear fuel cycle and the price of equities is staggering. But it will all come #uranium PS. Im long US miners To this must be added that the replacement of the corresponding SWU supply will be made with much higher tails than those that Russia was going to supply so Mexico will have to provide a much larger amount of UF6 #uranium To this must be added that the replacement of the corresponding SWU supply will be made with much"
X Link 2024-12-14T07:50Z [----] followers, [----] engagements
"At today's meeting of the Russian Government Mishustin did not issue any license for the loading of EUP on the Project II. She is due to sail to the US this week time is running out #uranium Fuel buyers have their eyes on a possible Russian license to load EUP to the US hoping that what happened three weeks ago was just a warning from Russia. At today's meeting Mishustin did not grant it either #uranium Fuel buyers have their eyes on a possible Russian license to load EUP to the US hoping that what happened three weeks ago was just a warning from Russia. At today's meeting Mishustin did not"
X Link 2024-12-18T19:07Z [----] followers, 13.4K engagements
"Atlantic Project II is on its way to Baltimore. It has sailed without the Russian Government having issued the license/order through official channels to load EUP on the cargo #uranium At today's meeting of the Russian Government Mishustin did not issue any license for the loading of EUP on the Project II. She is due to sail to the US this week time is running out #uranium At today's meeting of the Russian Government Mishustin did not issue any license for the loading of EUP on the Project II. She is due to sail to the US this week time is running out #uranium"
X Link 2024-12-19T13:46Z [----] followers, 21.7K engagements
"The Russian Government after not giving the license officially independent sources also confirm that there is no EUP on the Project II. This #uranium delivery was carrying EUP with very low tails compared to its future replacement. Atlantic Project II is on its way to Baltimore. It has sailed without the Russian Government having issued the license/order through official channels to load EUP on the cargo #uranium Atlantic Project II is on its way to Baltimore. It has sailed without the Russian Government having issued the license/order through official channels to load EUP on the cargo"
X Link 2024-12-21T07:07Z [----] followers, [----] engagements
"Buyers must look for a very short term alternative. They will have to deliver a much larger quantity of UF6. That's two failed deliveries already two for two. Western fuel buyers should realize that Russia is very serious"
X Link 2024-12-21T07:07Z [----] followers, [----] engagements
"113GWe A western drama in the making. China needs more than 50Mlb to feed those NPPs. Those GWe will grow and a lot. World supply is below 160Mlbs. China has in direct ownership just over 26Mlb + LT contracts. China will secure more #uranium supply no doubt #1st ⚛⚛ #China's in-operation and under-construction nuclear #energy scale has risen to the first place in the world. The latest statistics from the National Energy Administration show that currently there are [---] in-operation and approved under-construction nuclear power https://t.co/8fiHNCOwS6 #1st ⚛⚛ #China's in-operation and"
X Link 2024-12-21T08:14Z [----] followers, 12.9K engagements
"@mountaingoat672 @GLoffelhardt Since the IPO peak production levels have been in [----] at 4.37Mlb and [----] at 4.33Mlb. Unlikely to hit that 5.7Mlb"
X Link 2024-12-21T09:08Z [----] followers, [---] engagements
"@todouranio Do not lose faith Enzo everything will come"
X Link 2024-12-21T09:10Z [----] followers, [---] engagements
"Having confirmed that Russia banned two EUP shipments of two we can assume that they are firm in their decision. Russia's next step could be a ban on exporting Kazakh and Uzbek U3O8 #uranium from St. Petersburg to the US. In [--] days these will become BRICS partners. The current If Russia effectively bans the export of EUP to unfriendly countries they will also have to say goodbye to Kazakh and Uzbek #uranium exported through St Petersburg it will be a total ban from russian territory If Russia effectively bans the export of EUP to unfriendly countries they will also have to say goodbye to"
X Link 2024-12-24T07:53Z [----] followers, 14.2K engagements
"If I have learned anything these past few years it is that someone can be very smart but without common sense they are lost. It's as easy as locating Mongolia on a map to realize that no western company is going to transport (mine) uranium. Curzon signed in January [----] with the Czech Uranium Industry (with assets in Mongolia) to buy 4.75Mlb for [--] years. Ok good luck with that contract"
X Link 2024-12-29T08:20Z [----] followers, [---] engagements
"The key to investing in commodities is always supply. But let's look for a moment at the demand side in this case US data centers #uranium . In 2014-2016 these consumed 60TWh per year a figure that increased to 173TWh in [----] 4.4% of US electricity demand. By [----] the DoE expects energy use of 325TWh for the low estimate (6.7% of total electricity to be consumed across the US) and 580TWh at the high estimate (12%). That's a lot of new GWe to be built. by 2028"
X Link 2024-12-30T13:38Z [----] followers, 18.2K engagements
"Uranium is a geopolitical raw material it has nothing to do with the others. Just take a look back at Khan Resources the last company to put real effort into mining uranium in Mongolia. You can start from January [--] [----] when Khan contracted Aker E&C / Scott Wilson Roscoe to do a PFS on the Dornod project and follow it all the way to April [--] [----]. Uranium is geopolitics"
X Link 2024-12-31T07:48Z [----] followers, [---] engagements
"@Cyclops_Trader Is this a serious question Problems always start out temporary. Which JVs do you think will take on the loss of Inkai It's clear where the puck is going"
X Link 2025-01-02T08:29Z [----] followers, [----] engagements
"@CycleInvestor The Navigator II will sail from St. Petersburg next Saturday and as of today the Kremlin has not issued any waiver to load EUP"
X Link 2025-01-07T18:34Z [----] followers, [---] engagements
"More geopolitical fuel. Rosatom will finally take Siemens to court for breach of contract for not delivering prepaid equipment. Likhachev accuses Siemens of refusing to deliver what has already been paid for #uranium @U308Andy Few weeks ago Novak accused Siemens of breaching a contractual obligation in the delivery of equipment for the NPP Russia is building in Turkey. Coming soon to nuclear fuel. @U308Andy Few weeks ago Novak accused Siemens of breaching a contractual obligation in the delivery of equipment for the NPP Russia is building in Turkey. Coming soon to nuclear fuel"
X Link 2025-01-08T09:30Z [----] followers, [----] engagements
"In the various statements made today by Mikhail Mishustin there has been none for the waiver to load EUP on the Atlantic Navigator II. It is scheduled to sail tomorrow from St Petersburg. The commercial relationship between Russia and the US as far as nuclear fuel is concerned appears to be exhausted and without return #uranium"
X Link 2025-01-10T19:48Z [----] followers, 13.5K engagements
"Incredibly good news from $Aspi #uranium"
X Link 2025-01-13T15:37Z [----] followers, 27.6K engagements
"ARRC has updated today the departure of the Navigator II from St Petersburg it was scheduled a week ago and finally it will be today. Tenex got a waiver and has loaded EUP on the Navigator II #uranium In the various statements made today by Mikhail Mishustin there has been none for the waiver to load EUP on the Atlantic Navigator II. It is scheduled to sail tomorrow from St Petersburg. The commercial relationship between Russia and the US as far as nuclear fuel is concerned In the various statements made today by Mikhail Mishustin there has been none for the waiver to load EUP on the Atlantic"
X Link 2025-01-18T05:58Z [----] followers, [----] engagements
"You can agree or disagree with Kek's numbers and thoughts but it is certainly an honest analysis. It is worth reading thank you Kek for your effort #uranium $GLO My 16-page analysis covering Nigers geopolitical risks management decisions the implications of potential DFC and JV financing strategies and the effects on DASAs valuation. The link to the PDF is in the post below. You can view it online; no download required. 1/2 $GLO My 16-page analysis covering Nigers geopolitical risks management decisions the implications of potential DFC and JV financing strategies and the effects on DASAs"
X Link 2025-01-20T13:57Z [----] followers, [----] engagements
"In the last [--] years (1994-2023) US reactors have consumed an annual average of 48.72Mlbeq. Current US U3O8 production is practically non-existent. Recent events are showing that Western consumers (NPPs) are being left with less available supply as China and Russia continue to grab more of the present and future supply. The renaissance of US #uranium production is imperative and this is the understanding of the Executive Order issued yesterday In the Unleashing American Energy Executive Order issued today under the Section entitled Restoring Americas Mineral Dominance #uranium gets some well"
X Link 2025-01-21T09:24Z [----] followers, 20.2K engagements
"@todouranio Sorry Enzo just saw your reply 1) I have no idea when stock prices will react to these excellent fundamental facts no idea. 2) I too am amazed with the poor stock performance over the last [--] years it seems unbelievable but that is the reality"
X Link 2025-01-21T13:43Z [----] followers, [---] engagements
"Terrapower has signed a MoU with Sabey for the deployment of Natrium plants to meet Sabey's growing energy needs. The Haleu that these plants will use will be supplied by $Aspi after Terrapower thoroughly analyzed Aspi's capabilities sending its own scientists and those from Lawrence Livermore National Laboratory. The expansion of Terrapower plants around the world will be a fact with ASP Isotopes as its fuel supplier #uranium"
X Link 2025-01-21T15:16Z [----] followers, 15K engagements
"@todouranio Hi Enzo I think PUR will do very well growing both inorganically and organically. Its strong shareholding makes its liquidity very low hence with few shares it goes down and up very sharply"
X Link 2025-01-30T17:42Z [----] followers, [--] engagements
"EDF revises upwards its expected nuclear generation for [----] and [----] thus revising upwards also the EUP to be consumed #uranium"
X Link 2025-01-31T06:05Z [----] followers, [----] engagements
"In [----] US imported 13.16Mlbeq from Canada at an average price of US43.73$. This price was well above that paid for Russian material but lower than that paid for Australian. To give some context the price paid for US material (just 2.38Mlbeq) was lower US40.63$. In Kazakhstan there will be new taxes and less and less flow of material to the West and now this tariff is added to Canadian material. Due to lack of availability US uts will have to face these tariffs and continue importing there is no uncommitted supply anywhere. What this tariff should do is to incentivize U3O8 production in the"
X Link 2025-02-02T07:33Z [----] followers, [----] engagements
"January is off to a strong start in terms of LT contracting. Although few in number there are still uts with very short term needs. There are hardly any players interested in spot price increases in the short term but water always always finds a way out. No one knows if the replacement rate will happen in [----] but at some point it will happen and no player will be able to fight against the water outflow. The tariffs to Canada are delayed by one month but not to China. In [----] US imported 85tU as EUP from China so the corresponding SWU provided by China is more expensive. The Action II is in"
X Link 2025-02-04T09:04Z [----] followers, [----] engagements
"@Brandon25357439 Hi Brandon its the total they own (5.5% of Aspi)"
X Link 2025-02-04T19:19Z [----] followers, [---] engagements
"Centrus has confirmed that Tenex has secured three EUP export licenses to the US. This material is for a single customer. It should also be noted that Centrus has requested additional waivers for EUP imports in [----] and [----]. Time to go to Haleu: Centrus has achieved a production of only [---] kilograms of Haleu to date (332 kilograms as of September 2024). At this rate if any SMR company is relying entirely on Centrus say that its reactor will have no fuel. Supply will have to come from elsewhere #uranium $Aspi"
X Link 2025-02-07T05:41Z [----] followers, 11.9K engagements
"The deficit is already several Mlb/year. I guess you are very focused on the share prices solely on that issue. I understand your frustration the performance has been very poor what can I tell you I have no idea when capital will flow into uranium equities no idea. I am sure the time will come when No idea Enzo no one knows. You must get comfortable with your portfolio otherwise you will only get more and more frustration. Cheer up"
X Link 2025-02-07T12:15Z [----] followers, [---] engagements
"@tonyp03877 @todouranio Denison's word of when it would start production I wouldn't take it too seriously. This is what they stated in late 2018"
X Link 2025-02-07T14:40Z [----] followers, [---] engagements
"I have not misunderstood anything I do not care at all about the AISC given by any company I repeat I only care about the FCF/pound produced. Before I gave the example of Cameco in this one you have to dig deeper since you have to separate its former energy business as well as gold. A much simpler example is Kazatomprom with financial reports since [----]. Very easy to check the difference between AISC given and FCF/pound produced. I am not a miner I consider myself much more of a financially focused investor hence AISC matters zero to me. FCF is the king of metrics"
X Link 2025-02-09T09:11Z [----] followers, [---] engagements
"@WTXCap Paul Mann we have had no end of incoming calls from SMR companies who need HALEU as soon as possible"
X Link 2025-02-28T19:18Z [----] followers, [--] engagements
"Orano should start looking for a credible replacement for the loss of Mlb of U3O8 it will have in Kazakhstan with the depletion of Southern Moinkum in less than [--] years and Tortkuduk in [----] in addition to the already official loss of Niger. Nicolas Maes full of pride affirmed a few weeks ago that there will be no deficit in any term. Perhaps he believes that France will be able to transport uranium from Mongolia"
X Link 2025-03-10T13:08Z [----] followers, [----] engagements
"@capnek123 My bet Nicolas Maes will be there begging U3O8"
X Link 2025-03-11T06:31Z [----] followers, [----] engagements
"If there is a big current player who is screwed in the long term it is undoubtedly Orano. Niger is lost Southern Moinkum depleted in less than [--] years Tortkuduk in [----] and Cigar Lake in [----]. These dates seem far off but not at all. Just naming Trepkkoje financially a disaster decission shows how desperate Orano's situation is. Just as it intends to go to Mongolia desperation"
X Link 2025-03-11T08:23Z [----] followers, [----] engagements
"Electricity will be the core power of countries in this century #uranium 🚨 TRUMP: WILL SHORTLY BE DECLARING A NATIONAL EMERGENCY ON ELECTRICITY 🚨 TRUMP: WILL SHORTLY BE DECLARING A NATIONAL EMERGENCY ON ELECTRICITY"
X Link 2025-03-11T14:10Z [----] followers, 10.5K engagements
"Inkai [--] has been transferred to SaUran (100% owned by KAP) so only Inkai [--] can be available for a JV. Who will be able to get hold of it"
X Link 2025-03-11T14:41Z [----] followers, [----] engagements
"$ASPI A few days ago Jeff Miller stated that TerraPower is convinced and have a credible plan to go from First of a kind to Nth of a kind. He also pointed out they are already in discussions with utilities hyperscalers and industrials about these future SMRs plants. Now after that agreement with Hyundai they talk "large-scale production and global deployment of Natrium plants". Thats huge. Regarding the Haleu needed by those reactors he was very clear "they ASP Isotopes are absolutely the first mover in HALEU and I think its a great thing for the industry that a new company is coming in to"
X Link 2025-03-11T17:45Z [----] followers, [----] engagements
"Last week RWE and EnBW questioned the restart of (part of) the German nuclear fleet on two main issues: regulatory gaps and fuel availability. The second reason given is really sad because it highlights the West's complacency with regard to nuclear fuel. More to come. Sad #uranium"
X Link 2025-03-12T15:14Z [----] followers, [----] engagements
"@capnek123 He got a project of just 700tU/y to be owned by Navoiyuran Orano and Itochu"
X Link 2025-03-12T19:31Z [----] followers, [---] engagements
"Kazakhstan #uranium : 83% of the increase in production between [----] and [----] was accounted for by Russian JVs. The following years will follow the same trend with the expected production increase at Budenovskoye 6&7"
X Link 2025-03-19T08:41Z [----] followers, [----] engagements
"I can agree with you but how can KAP or Cameco know how much material is going to enter the spot market At what price do they start buying How much do they buy Where do they place that material They are not traders but producers. Now we only see one side of the scale what about when spot hit 107$ The pendulum swings back and forth. It is not easy to choose the right type of contracts to sign there will always be unfavorable moments"
X Link 2025-03-20T18:42Z [----] followers, [---] engagements
"CGN shows some very striking facts in its accounts. Profit after tax has fallen after rising taxes. As we can see on the second page these have risen in Kazakhstan by 400% wow. The #uranium trading segment has made a loss in [----] showing the difficulty of the business. It also shows how in China there is a capacity of 113GWe in operation approved and under construction at the end of [----] this means an annual consumption of approximately 55Mlb. This amount of GWe will increase at least by 10GWe per year. It then gives a clear warning that uncovered requirements are increasing. And finally"
X Link 2025-03-21T10:50Z [----] followers, 16.5K engagements
"Cash flows coming: ASP Isotopes commences commercial production of enriched Silicon-28 $ASPI"
X Link 2025-03-27T12:04Z [----] followers, [----] engagements
"@SHJVerborg @ThirdWayTweet @ASPIsotopes @TerraPower A few days ago it became known that Westinghouse and Urenco have reached an agreement for the supply of Haleu. The irony of the agreement Westinghouse wants to deploy its first eVinci in [----] while Urenco in the best case scenario will be able to produce Haleu in 2031"
X Link 2025-03-27T14:21Z [----] followers, [---] engagements
"$ASPI ASP Isotopes Inc. Completes Commissioning of First Quantum Enrichment Laser System and Starts Production of Commercial Samples of Ytterbium-176"
X Link 2025-04-01T12:22Z [----] followers, [----] engagements
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