The Lights Cannot Go Out

Helping to keep the lights on with carbon-free clean baseload #nuclear energy. #Uranium is the key ingredient and there's a supply deficit - time to invest.

[Uranium Insider @uraniuminsider]

During WNFM last week, Jonathan Hinze, president of @UxC_Nuclear stated that based on the 'known' growth of nuclear capacity (~400GW today to ~500GW ~2032) he is concerned about the supply chain. When pressed on this, he stated that he is most concerned about "uranium." (1/x)

[📐triANGLE INVESTOR @capnek123]

Japan proposes replacement of up to 14 nuclear reactors
#uranium #nuclearenergy

https://t.co/gKeaxzCm3g

[Rideau Canal NHS, Parks Canada @RideauCanalNHS]

🌿 Happy World Environment Day! 🌎

Let’s celebrate the natural beauty and ecological wonders of the Rideau Canal National Historic Site – a remarkable 202 km continuous waterway from Kingston to Ottawa. 🚤🛶

[Uranium Insider @uraniuminsider]

@FreiburgCoffeeC Just back from WNFM. Current supply is a concern based on only "known" demand: operating reactors + expected restarts + under construction. 500GW (+25%) by 2032, NOT including secondary demand: financial, sovereign, inventory build, military, SMR 'snowballing,' hyperscalers? 😉

[Yellowbull @Yellowbull11]

This is the right take

[Uranium Insider @uraniuminsider]

Likely ~$3B investment for this expansion. Not something they would do without a robust order book and very high confidence in future nuclear capacity and enrichment demand. A good sign indeed.

[Darren @UDiamondBalls]

#Uranium This is the stage where I believe the ICL is in, $urnm clearly shows this. 4 month pullback from end of January till end of May, we undercut the A wave down, bottomed and now in the process of a new leg. This is exactly the pullback one would expect at this stage in the game. We did 200% from April 2025 to January 2026, then 4 month ICL where we gave back 1 of 2 bags which was almost exactly -33% on $urnm. Market makers always work around round numbers. 200% up, give half back, consolidate then new leg.

This isn't permabull talk if I was bearish here I would say upfront. This period we're in rn with very low volume and total lack of interest in the U equities is standard. It's the dead period between the bottom of a ICL and beginning of new leg.

Long term price just hit $94 pound, Spot is starting to increase again currently around $86. Don't get faked out here with self-doubt, you will regret it. I think one day very soon completely out of the blue the volume will pour in and we'll have one of those +12% days across the board.

Hang in there and don't quit. We're close.

[Uranium Insider @uraniuminsider]

Big download for Uranium Insider members coming in June's newsletter on Wednesday morning. I'm currently at the World Nuclear Fuel Market conference. It's a very exciting time for the industry...uranium's time is coming.

[Anders @Swedish_uranium]

Not often we see a $2.50 jump in the monthly #uranium LT price

[📐triANGLE INVESTOR @capnek123]

The cost of developing #uranium mines has risen sharply due to:

🚨Inflation
🚨Labor shortages
🚨Higher fuel costs
🚨Supply-chain disruptions
🚨Increased regulatory complexity
🚨Rising capital costs
🔔Furthermore, feasibility studies often underestimate ultimate project costs

[📐triANGLE INVESTOR @capnek123]

Spot #uranium price is up +$1.13 with ask at $86.50.🔔🚨
Reported by @UraniumMarkets

[Josh Young @JoshYoung]

Exxon is saying that oil prices will rise to $150 to $160 in coming weeks

[📐triANGLE INVESTOR @capnek123]

AI knows👇
#uranium #silver #copper

[Yellowbull @Yellowbull11]

If it isn't already abundantly clear, countries like China and India will secure as many pounds of uranium as they can

Case in point: "We would buy as much (uranium) as Cameco can produce” Patnaik, India’s high commissioner to Canada, told reporters"

U prices will keep rising

[📐triANGLE INVESTOR @capnek123]

"The shortfall is bigger than it's ever been in the history of the #uranium market.”
Grant Isaac, Cameco Corp.

[Nostra Thomas 🇨🇦 @SloCan68]

"There are times to be fearful,

There are times to be greedy,

There are times to be patient.

I am unbelievably bullish short, medium and long term #uranium #nuclear #smr.

There does not currently exist a better investment!"
-NT 💪

[Uranium Insider @uraniuminsider]

UxC now joins TradeTech in reporting $93/lb. LT U3O8. This is the highest LT price since April 2008. Another +$3/lb. takes it to an ATH.

Of course, inflation-adjusted ATH needs to breach $150/lb. That's coming this cycle.

[Uranium Insider @uraniuminsider]

Uranium demand is structurally inflexible – consumption is "lumpy" due to refueling schedules but is completely predictable due to the baseload characteristics of nuclear generation.

Modeling this predictable demand gives incredible edge.

$URA $URNM $URNJ $CCJ $U.UN

[Nostra Thomas 🇨🇦 @SloCan68]

💥#BoomAlert 💥

With 1.5M followers, @NoLimitGains posts this today #uranium #Nuclear #smr 👀 👇

[John Galt @FreiburgCoffeeC]

@NoLimitGains Lots of SMR picks. Why guess on the tech when you can just bet on the commodity? No matter which tech wins, they'll all need uranium. Go for the miners.