SuperCritical

Transformative change agents of security of supply of critical metals and nuclear fuel.

[SuperCritical @1SuperCritical]

New Era of Nuclear Power Hinges on Seawater Uranium Extraction

https://t.co/nI84w4SfMx

via @OilandEnergy

America has a solution. It's @1SuperCritical !

[SuperCritical @1SuperCritical]

.@JesseJenkins what do you think of @syntholene's announcement yesterday?

https://t.co/fZZEbt5A28

Thanks.

[Uranium Insider @uraniuminsider]

I have been following the uranium market for a decade. The biggest investing "error" I have seen during that time has been investors focusing on a stagnating (or falling) spot price and assuming that tells the whole story.

This has also been the a recurring opportunity. 🧵

[Syntholene @syntholene]

Syntholene Energy Corp. (TSX-V: $ESAF.V | OTCQB: SYNTF | FSE: 3DD0) Appoints Former Suncor, Shell Operations Executive Marc Mageau to Advisory Board

▶️ Full Release: https://t.co/vPS2VW6uUG

[Wakerife 🇿🇦 @wakerife123]

Re: Tungsten hexafluoride shortage
$ASPI controlled $SKBL merger to form Kaz Resources $KAZR. Expect 15% global tungsten production/year. Deal negotiated directly by Trump admin. Most important mining project in the world. $ASPI expected to support US onshoring WF6 production.

[FonsieTrader @FonsieTrader]

$IMSR Infrastructure has been one of my core narratives for the past few months. Advanced nuclear, particularly next-generation reactors like Terrestrial Energy’s IMSR, fits perfectly into that thesis.
The IMSR was designed to solve nuclear’s biggest issue: cost. High-temperature, low-pressure molten salt technology delivers inherent safety and a fundamentally better economic structure. As the Wall Street Journal notes, the winners in the clean energy race will be both clean and highly economical.

Technical View

IMSR is consolidating around $7.20–$7.50 after earlier strength. Holding key support with active volume on up days. Potential recovery toward $12–$15 if momentum returns, with much higher upside on successful commercialization.

Why It Matters

• Fleet deployment of small modular reactors is the real race.
• Surging power demand from AI/data centers needs reliable, carbon-free baseload.
• Strong policy tailwinds globally.
This is a high-conviction infrastructure bet at current levels. Watching closely.

What’s your view on advanced nuclear plays?

#IMSR #NuclearEnergy #Infrastructure #CleanEnergy

[Terrestrial Energy @TerrestrialMSR]

Earlier this month, Sarfraz Taj, Terrestrial Energy's Vice President of Business Development, participated in the “Financing the First Wave: Structuring Bankable Deals in the SMR Market,” panel at the @nuclearenergy1 SMR & Advanced Reactor Conference in Austin, TX. Sarfraz and other industry leaders mapped out foundational elements that make successful projects, including:

1. Identifying major project opportunities — construction, regulatory timeline, and organizational execution
2. Defining pathways from pilot projects to scalable deployment by quantifying engineering and construction learning curves, and cost reductions needed to achieve long-term competitiveness

“The conversation reinforced an important reality for advanced nuclear deployment: capital will move when demand is clearly defined. Terrestrial Energy's IMSR Plant has best-in-class capital efficiency enabled by its high-temperature and low-pressure operation with high inherent safety, and use of readily available standard assay low-enriched uranium (LEU),” Sarfraz said.

#SMRAR #IMSR #NuclearEnergy

[Terry Lynch @terrybali]

More millionaires will be made in mining and commodities over the next 5 years than in AI.

I know that sounds wild. Hear me out.

AI runs on copper, nickel, lithium, uranium. Every datacenter, every robot, every EV.

The catch: we haven't sanctioned a major copper mine in over a decade. Discovery curves are flat. Discovery to production takes 15+ years.

Exploding demand meeting structurally constrained supply. Textbook setup for a generational commodities bull run.

AI gets the headlines.
The shovels get the returns.

Full conversation: https://t.co/icf4kdliTS

[Uranium Insider @uraniuminsider]

Hard to argue with his points

[Han Akamatsu 赤松 @Han_Akamatsu]

$IMSR I’m long Terrestrial Energy. ✍🏻

Great setup on the 3D Timeframe here, escaping this year long descending triangle.

Volume came right when it should, after a massive draught from February to May here.

Stock pretty successfully holding that $8 level today made me even more bullish, as buyers stepped in at the right moment.

I’m deep in calls + shares here but NFA of course. Just sharing a great setup from a company that has an amazing future ahead.

NFA.

[Uranium Insider @uraniuminsider]

One hundred million lbs. of U3O8e will be required for initial core loads alone for the reactors currently under construction, globally.

If you think the Chinese are finished contracting for uranium or buying interest in development projects, you’re not paying attention.

[Uranium Insider @uraniuminsider]

Great operators as well

[SuperCritical @1SuperCritical]

📍 SuperCritical Materials Joins @TerraPraxis REPOWER Consortium to Scale the Nuclear Fuel Infrastructure Required for the AI-Energy Era

Read more: https://t.co/CnMlT5WcHF

[Nuclear Investing Podcast @NuclearInvest]

What’s the story behind the name @RavenFlintNuke ?

On the latest episode, Nick Smith shares with Brennan Moore the unexpected inspiration behind the company’s name and the connection to a Viking term for obsidian.

Check out the full episode ➡️ https://t.co/wkAYKmyGWf

[Nuclear Investing Podcast @NuclearInvest]

What happens when a nuclear founder trades legacy systems for speed? ⚛️

On the Nuclear Investing Podcast, Nick Smith of @RavenFlintNuke shares how modern tools are accelerating innovation in a highly technical space.

Watch: https://t.co/wkAYKmyGWf

[Uranium Insider @uraniuminsider]

Banger thread. Read it all.

TLDR: Tech rotation coming. Commodities to benefit. Own metals, molecules & grains. Bottom of inning 1. Buckle up.

[StockWhale @thestockwhale]

Bank of America JUST called nuclear, "the answer to all the world's power shortages."

If you want to become a multi-millionaire in 2 years with me, go ALL-IN on nuclear.

Here's the best nuclear stocks to buy right NOW:

1. Oklo $OKLO
2. NuScale Power $SMR
3. Nano Nuclear Energy $NNE
4. ASP Isotopes $ASPI
5. Lightbridge $LTBR
6. Centrus Energy $LEU
7. X-Energy $XE

Never miss another bull-run again. All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.

[Nuclear Investing Podcast @NuclearInvest]

“The only real evidence of progress is hardware.”

On the Nuclear Investing Podcast, Nick Smith explains why nuclear innovation depends on building, testing, and moving fast, not staying in theory.

Watch the full episode ➡️ https://t.co/wkAYKmyGWf

[Nuclear Investing Podcast @NuclearInvest]

Uncertainty has held nuclear back.

Brennan Moore, Andrew Meehan & Canon Bryan explain how clearer regulation could unlock new investment.

Watch the full episode ➡️ https://t.co/svQ6aTYlKm

[Nuclear Investing Podcast @NuclearInvest]

Why is nuclear so resilient?

Brennan Moore, Andrew Meehan & Canon Bryan explain why fuel costs barely impact nuclear—unlike gas.

Watch the most recent episode ➡️ https://t.co/svQ6aTYlKm

[Nuclear Investing Podcast @NuclearInvest]

Trader or investor?

Brennan Moore, Andrew Meehan & Canon Bryan on why long-term thinking wins in nuclear.

Watch the full episode ➡️ https://t.co/svQ6aTXNUO