Nuclear Energy Supply Chain

Profiling companies within the global nuclear energy supply chain. Tweets are not investment advice.

[Nuclear Energy Supply Chain @FissionChain]

@randy_dins

[Nuclear Energy Supply Chain @FissionChain]

New info per Urenco's annual report: "We have a solid plan in place to manage tails in Europe and are conducting a feasibility study for deconversion in the US." https://t.co/5AztklLRWi $INIS

[Nuclear Energy Supply Chain @FissionChain]

International Isotopes (Radnostix) $INIS update: As foreseen, the (undervalued) de-conversion asset sale fell though! Now $INIS is free to sell this NRC-approved license to construct a DUF6 plant for a much higher value. https://t.co/zJpFihw1wq

[Nuclear Energy Supply Chain @FissionChain]

Recall that $INIS is ready for a reverse stock split on a new ticker and a poised to grow their business line in radiopharma and theranostics - all funded by the sale of the LICENSED DUF6 assets. This is an under-the-radar story in #nuclear medicine

[Nuclear Energy Supply Chain @FissionChain]

Imagine the efficiencies (cost/safety/security) of centeralizing the #uranium fuel cycle processes in one location (as opposed to trucking it all over the country). #Wyoming is one of few states that could pull this off. @WYOENERGY @GovernorGordon @SenLummis @SenJohnBarrasso

[Randy Dins @randy_dins]

Let me know if you'd like help with this @WYOENERGY

[Nuclear Energy Supply Chain @FissionChain]

...the name “International Isotopes Inc.” no longer completely describes the business activities that we now engage in. Therefore,... chang[ing] our corporate name to “Radnostix, Inc.,” referencing both ‘radioisotope’ and ‘theranostics’... $INIS https://t.co/P7JpHfEgSP

[Nuclear Energy Supply Chain @FissionChain]

What's helpful is that @KeithMcCullough will get us back into #uranium tomorrow if his signal changes. Or not.
Zero bias...nothing but signal. #uranium

[Keith McCullough @KeithMcCullough]

Who got you out of Crypto, Cannabis, and Uranium?

[DA Sails @da_sails]

🚨 Seeking a Speaker!

We’re looking for an expert in nuclear energy & supply chain management to speak at an upcoming Association for Supply Chain Management (ASCM) event early next year (Richmond, VA area).

ASCM is the global leader in advancing supply chain innovation and leadership… connecting professionals and organizations worldwide to build stronger, more resilient supply chains.

If you or someone you know can share insights on how supply chain excellence can benefit the nuclear energy sector, I’d love to connect you with our president to coordinate.

Let’s make an impact together.

#SupplyChain #NuclearEnergy

[Randy Dins @randy_dins]

Japan accepted its first delivery of UF₆ in 11 years earlier this month. The shipment of 50 cylinders containing “up to 625 tons of #uranium” was dispatched by Canada’s Cameco Corp. Rokkasho is set to expand to 450,000 SWUs per year by 2028. $CCJ https://t.co/wQN48Pxbmh

[Cameco Corporation @cameconews]

#Cameco ($CCO.TO $CCJ) along with Brookfield has entered into a partnership with the US Govt., expected to accelerate global deployment of Westinghouse nuclear reactor technologies, reinvigorate supply chains, etc. Read full news release at https://t.co/HivG7wlRXr

[Nuclear Energy Supply Chain @FissionChain]

The first ever press attention on this topic: American Fuel Resources requests license for N.M. uranium deconversion plant https://t.co/AxCpXYwWee
$INIS

[Nuclear Energy Supply Chain @FissionChain]

$INIS UPDATE – pending NRC Enforcement Case CLOSED. Mediation was successful; No further NRC financial action / penalty is planned. This clears the path to the proposed reverse stock split.
📄 Full doc: https://t.co/EgA0rFxxmX

[Nuclear Energy Supply Chain @FissionChain]

UPDATE: According to AFR's *new website, an application to transfer $INIS's license for a deconversion facility was submitted Oct 2nd. Given the 3/31/26 deadline to clear the NRC & the lack of a DUF6 supply agreement, the probability for transfer is low https://t.co/RPKS9Mtm4p

[Nuclear Energy Supply Chain @FissionChain]

$INIS UPDATE – pending NRC Enforcement Case CLOSED. Mediation was successful; No further NRC financial action / penalty is planned. This clears the path to the proposed reverse stock split.
📄 Full doc: https://t.co/EgA0rFxxmX

[Nuclear Energy Supply Chain @FissionChain]

Job Alert: @GeneralAtomics is hiring a @SailPoint Engineer for the installation, integration, and deployment of their SailPoint IdentityIQ product and access management (IAM) solution https://t.co/4WJ3e9Ylti

[Randy Dins @randy_dins]

"Cameco, Orano sign game-changing 15-year contract with Rise Air"

When reflecting on this #uranium bull market's case study years from now, this particular news item will be a chapter's title
https://t.co/c2GFIVrMmc