Jeffrey M. Fine

[Visegrád 24 @visegrad24]

The Houthis release a new video threatening Saudi Arabia.

The Houthis are basically saying that they have the missiles and drones needed to destroy Saudi Arabia’s oil infrastructure

[Paulo Macro @PauloMacro]

New post up in the blog.

The Second Mouse Gets the Cheese:
Oil Positioning Suggests Investors Running Scared of Trump

See link in bio or click below… not financial advice, hope you enjoy!

https://t.co/FiVG4a19yq

[Anuj @anujcodes_21]

A man spends 50 years teaching at MIT.

He knows his time is running out.

So he records one last lecture — everything he knows, distilled into a single hour.

He died 5 months later.

This is that lecture.

The most important hour you'll watch this week.

Bookmark it for later!

[Otavio (Tavi) Costa @TaviCosta]

Gold miners are now cheaper relative to the S&P 500 than at any point in history.

This is the uncomfortable accumulation phase.

Fundamentals remain intact, but prices continue to test investors' conviction.

https://t.co/nXbkmVaOWR

[stevie stevenson @turtle__mayne]

Dude I cannot stop watching this kid. This is the most impressive thing I’ve seen in a very long time. The crow is unreal

[John Quakes @quakes99]

⚡️New @IEA Global Critical Minerals Outlook 2026📗 identifies #Uranium as a key mineral with #Nuclear growth "at its highest level in 30 years."⏫⚛️🏗️👷🌏 "This widespread expansion points to sustained growth in nuclear fuel requirements and the need for significant capacity additions across uranium supply chains."⏫⛽️🏗️🏭🧑‍🏭 "Alongside the expanding global nuclear fleet, uranium requirements are set to increase strongly, with new fuel types needed for emerging next-generation fleets"⚛️⛽️🛒 "New projects are needed to meet growing demand for nuclear fuels"💰⛏️🤠🐂
https://t.co/LbekqUM93N

[Wendy Peffercorn @SandLot84]

I’ll chew on this for years.

[John Quakes @quakes99]

📈Bloomberg forecasts high #Nuclear #energy growth of 163 Gigawatts over next 10 years⏫⚛️⚡️ which adds a mind-boggling 80 Million lbs PER YEAR of new #Uranium fuel demand by 2036.⏫⛽️🛒 Existing mines can't even meet today's demand!↕️🐌 Best investment opportunity for U!💰🤠🐂🏄

[Jeffrey M. Fine @Jeff_Fine]

https://t.co/jwBAPlioC9

[Lobo Tiggre @duediligenceguy]

Remember: the outlook for the oil patch isn't just about the Strait of Hormuz...

[John Quakes @quakes99]

Boom!💥📰 #Argentina's government today announced plans to build a new 300MW ACR-300 Generation III+ small modular reactor at the Atucha #Nuclear complex, the country's largest Nuclear power facility⚛️🏗️👷🤠🐂 #Uranium 24/7 #CarbonFree #EnergySecurity 🌊 https://t.co/XnVFzJ4I0i

[Alvin Foo @alvinfoo]

This hit different.

An old Japanese supermarket closes after 75 years. No complaints, no rush, just the owners and workers lining up to bow deeply as the shutter comes down for the last time. Pure respect until the very end.

Lesson : Real dignity isn’t loud. It’s showing up with excellence every single day, then closing the door the same way you opened it with gratitude and class.

They treated ordinary work like something sacred. We need more of that spirit.

Finish strong. Honor what you build. Carry yourself with quiet pride.

[Jeffrey M. Fine @Jeff_Fine]

@reds what's going on with the field discoloration tonight?

[Yasir Arafat @yasir_fission]

Last night, we started loading our fuel bundle into our first reactor. Atoms are splitting, and the core is multiplying neutrons, but we're not critical yet.

One of the biggest misconceptions about reactor criticality is that atoms only start splitting when a reactor goes critical. They don’t.

The very first fission events occur the moment the first fissile fuel is exposed to neutrons. A neutron is absorbed by a uranium-235 nucleus, the atom splits, energy is released, and additional neutrons are produced.

The difference is what happens next.

🔷 Subcritical (k < 1): Fission is occurring, but each generation produces fewer fissions than the last. The chain reaction cannot sustain itself.

🔷 Critical (k = 1): Every generation of neutrons, on average, produces exactly one succeeding generation. The chain reaction becomes self-sustaining.

🔷 Supercritical (k > 1): Each generation produces more fissions than the previous one, causing the neutron population to grow.

Criticality is not the birth of fission. It’s the moment when the reactor no longer depends on an external neutron source to sustain the chain reaction.

Think of the neutron source like the starter motor in your car. The starter’s job is simply to crank the engine until it fires. Once the engine is running, the starter disengages because the engine is now powering itself.

A reactor behaves the same way. The neutron source provides the initial neutrons to start fission in a subcritical core. Once the reactor reaches criticality, the neutrons produced by fission are sufficient to sustain the next generation. The external neutron source is no longer needed, just as the starter motor is no longer needed once the engine is running.

That’s why reactor startups are so fascinating. Long before the reactor reaches criticality, atoms are already splitting, energy is already being released, and operators are carefully measuring neutron multiplication as the reactor approaches the point where physics takes over.

The first atom splits quietly. This morning, we started fuel loading and started splitting atoms in our first reactor.

Criticality is the moment the reactor starts running under its own power. That's next.

For a full-scale reactor, criticality is a slow and deliberate process. And we are super close to the July 4th deadline.

[Jeffrey M. Fine @Jeff_Fine]

Just think of the implications...
and still in the infancy as we're just coming out of 15-20 yrs of nuclear innovation stagnation. Big things coming!

[Valar Atomics @valaratomics]

Today, Valar Atomics became the first nuclear startup to make electricity, and we did it by powering an NVIDIA Spark.

This is the first meeting of advanced nuclear and AI; two technologies which will transform the next century.

But that’s only the start of our collaboration.

[Hy Bender @hybender]

Coolest use of a drone

[Cincinnati Bearcats @GoBEARCATS]

AD John Cunningham invited Connor Barwin onto a Zoom call to pick his brain about the business of football.

A few minutes in, the real reason for the conversation was revealed...

Connor had been selected to the James P. Kelly Athletics Hall of Fame's 50th class!

[John Quakes @quakes99]

Ka-Boom!💣🎆😲 #Nuclear fuel consultants TradeTech report that their June Long-term #U3O8 price has smashed thru the 2007/2008 ceiling of $95💥🥊to a historic brand new all-time #Uranium market high of $97/lb! 🌋😊 Yee-Haw!🤠🐂🍾🥂🥳

Cameco will now report its June Long-term price at the never before seen industry high of $95.50/lb⤴️💲 the average of UxC's $94 & TradeTech's $97🌟👀

All signs are now pointing to higher prices coming🪧📶 which will drive a record Uranium bull market for the history books over the coming months and years.📈🚀🌜 Hope U have been loading up on the dip in U mining stocks.♈🛒😊

Wishing all of U the best of luck with your research and investments.🍀🌈💰🤠🐂

[Jeffrey M. Fine @Jeff_Fine]

@OilHeadlineNews Why all caps?