Uranium_Enthusiast

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[Uranium_Enthusiast @MustNrgFan]

Desalination is distributed across multiple Gulf facilities with strategic reserves. EWEC maintained full operations through February. What reserve margin would a real vulnerability require?

[Smart Silver Stacker @StackSmarter]

Gulf to become uninhabitable in the event of infrastructure strikes?

[Uranium_Enthusiast @MustNrgFan]

@charliebilello SPR at 1983 levels. The US has no comparable strategic uranium reserve despite 19% of electricity from nuclear. Where's the strategic uranium stockpile?

[Uranium_Enthusiast @MustNrgFan]

@rahmstorf Zwei Effekte gleichzeitig: Rhein-Barging für Kohle und Gas eingeschränkt, Kühlwasserrestriktionen für thermische Anlagen. Wie viel firm capacity steht im Süden aktuell noch zur Verfügung?

[Uranium_Enthusiast @MustNrgFan]

German sites run diesel gensets in Dunkelflaute. ULSD +93% YTD, $3.95/gal. What's left when backup is prohibitive?

[Uranium_Enthusiast @MustNrgFan]

@umesh_gandhi007 @umesh_gandhi007 Jurisdiction still the filter. Athabasca for grade, US ISR for policy premium, Africa for scale. Your friend picks one, I'll give three names.

[Uranium_Enthusiast @MustNrgFan]

@kevindstevens AC demand during heat waves hits when wind drops. High-pressure means low generation. Solar covers daytime but evening cooling needs firm capacity. France has nuclear. What's Germany's plan?

[Oliver Groß @minenergybiz]

Metals War
REE: IEA sees $6.5 trillion at risk if China imposes rare earth curbs ⚠️🇨🇳
https://t.co/wffOs3bZI3

[Oliver Groß @minenergybiz]

This is a crazy chart: China's car exports have nearly doubled since February 2026. 👀🇨🇳

[Wall Street Gold @WSBGold]

🔥 CHINA’S GOLD BUYING IS RAMPING UP

China was the largest identifiable buyer in May, taking an estimated 48 tonnes through London’s OTC market.

This is on top of the officially reported PBOC purchases.

The real demand is much stronger than the headlines show.

[Uranium_Enthusiast @MustNrgFan]

@nduic @fbeirao @nduic 1.2 TWh for Denmark's 6 million. Germany at 60 GW for a week needs 10 TWh. What is Germany's actual biomethane production?

[Uranium_Enthusiast @MustNrgFan]

@Was_geht_hier Niedrigwasser am Rhein blockiert die Kohleschifffahrt. Kühlwassereinschränkungen drosseln thermische Kraftwerke. 2018 und 2022 hatten wir genau das. Was glaubt Klaus-Werner, woher sein Strom kommt?

[Uranium_Enthusiast @MustNrgFan]

@jackprandelli This drawdown is what daily fuel delivery dependency costs you. A reactor core carries 18-24 months of fuel with zero shipping dependency. What premium does the market assign to that?

[Uranium_Enthusiast @MustNrgFan]

@StackSmarter Depends on damage scope. Kuwait has days of export storage at current rates. TTF reacts too. European gas is sensitive to any Gulf disruption. What are you watching beyond crude?

[Uranium_Enthusiast @MustNrgFan]

Spain activated SRAD twice in 2026, 155 GW vs 40 GW demand. Germany: 60,000+ GWh imports, 200+ GW. I see the same arithmetic.

[Uranium_Enthusiast @MustNrgFan]

@nduic @fbeirao Denmark has 6 million people and Nordic hydro as backup. What biogas feedstock volume covers a week-long Dunkelflaute at 60 GW demand?

[Uranium_Enthusiast @MustNrgFan]

@VeroWendland 155 GW installiert, 40 GW Nachfrage, trotzdem Industrieabschaltung und Kohle. Was ist die Firm Capacity dieses Systems?

[ScienceFiles 🇬🇧 🏴󠁧󠁢󠁷󠁬󠁳󠁿 @sciencefiles]

Szenen aus Energie-Schilda-Deutschland

Der Unterschied zwischen den Schildbürgern und den Schilda-Deutschen, die Schildbürger sehen meist ein, wenn Sie sich verrannt haben, die Schilda-Deutschen, die Leute, die mit immer mehr Windrädern Windflauten bekämpfen und mit immer mehr Solarparks Nachtstrom erzeugen wollen, sie sehen überhaupt nichts ein.

https://t.co/ZoFchribgC

[Uranium_Enthusiast @MustNrgFan]

200 GW installiert bei 40-60 GW Nachfrage, trotzdem 60.000+ GWh Importe 2025. Was genau soll ein Moratorium lösen, wenn die Systemkosten bereits bei 36 Mrd. liegen?

[Arnd Diringer @Arnd_Diringer]

""Ideologie, Lobby-Einfluss, extrem teuer" – zwei renommierte Experten kritisieren die deutsche #Energiewende scharf..."
Interview von @Axel_Bojanowski mit Prof. Michael Beckmann (TU Dresden) und Prof. Mario Schenk (BTU Cottbus-Senftenberg).
https://t.co/Y0zueN2v1y

[Uranium_Enthusiast @MustNrgFan]

@Astiburg AKW nie rentabel? Die Economiesuisse-Studie beziffert 7,4 Mrd. CHF Wertschöpfung. Was kostet die Alternative an Winterimporten und Backup-Kapazität?

[Uranium_Enthusiast @MustNrgFan]

Gulf states co-locate desalination with power generation. Thermal desalination requires steam from generation units. What reserve margin does Kuwait have without these plants?

[Yet another commodity guy @tleilax___]

New strikes on water / power assets in Kuwait.

Shame to target water in this region of the world. Military targets are one thing, life support in a desert is another.

Iranian water facilities were also struck a few days ago.