Institutional investment framework applied to nuclear power, infrastructure & the energy transition. General market commentary only. Not investment advice.
@SegraCapital has supported Alva since its founding because we saw something exceptionally rare: passionate founders leading a team that combines deep #nuclear engineering expertise with real world, large-scale project delivery experience.
Excited to announce our investment.
Exclusive: The startup Alva Energy says it knows how to kick-start the slumbering nuclear-power industry—and former Intel CEO Pat Gelsinger is backing its efforts https://t.co/CDumz6pUEg
Segra Capital is excited to announce General Fusion's decision to go public via SPAC. The markets are ready for Fusion! $SVAC #cleantech#Nuclear#NuclearPower#fusion
https://t.co/1JidSZtwng
We’re proud to announce that we have closed an oversubscribed Series D financing round of approximately $700 million.
This funding will enable us to accelerate the expansion of our supply chain and commercial pipeline, supporting our vision to deliver safe, reliable power with the Xe-100 alongside partners like Dow, Centrica, Amazon and Energy Northwest.
Thank you to our investors for your confidence in X-energy's role in shaping the future of energy.
Read the full release: https://t.co/jnfqAUUGN8
X-energy raises $700M in Series C-1 to advance small modular nuclear tech. Investors include Segra Capital Management, Jane Street, Ares Management funds, and Emerson Collective, among others. The funding will drive reactor design, fuel fabrication, and carbon-free energy projects to meet demand for clean power. https://t.co/3fJnJk9VCW
@EmCollective@JaneStreetGroup@ares_management
X-energy’s collaboration with @amazon reflects the bold vision of the Advanced Reactor Demonstration Program, accelerating progress to build the commercial market for advanced nuclear and helping to restore American nuclear energy leadership.
#Nuclear#CleanTech#Xenergy#DOE@ENERGY
Today we joined several of the world's largest financial institutions in pledging our support for #nuclear power - key to achieving #NetZero. This is the broadest coalition of financial supporters the industry has ever seen. Proud to be a part of this historic commitment.
$KAP Headlines starting to roll...
Revised 2025 production guidance of 25,000 to 26,500 tons (equating to 65-68.9mmlbs).
This is a SIGNIFICANT CUT from prior 2025 guidance which was 100% of subsoil use (31,600 tons / over ~82mmlbs). A 14-17mmlb cut vs. what they projected 1 year ago due to acid availability and asset development issues.
Additionally - we get another CFO departure... continued turnover likely won't help with production. We've seen them guide and revise lower in year 4 out of the last 5 years...
#uranium #nuclear
Bloomberg with a quote from AR...
"Investors Rush Into Uranium Miners on Kazakh Production Outlook"
- @SegraCapital sees ‘entire production curve’ guided down
-Uranium market is still undersupplied, BMO’s Pearce says
#nuclear#uranium
Singapore, US Sign Nuclear Power Pact
🇸🇬🤝🇺🇸
☢️ The nations inked a 123 Agreement, which is critical for investment by US nuclear firms
⚡ Singapore is studying options, including nuclear, to meet its 2050 net-zero target. It depends on gas right now
https://t.co/QvZCtLZeRS
@business: “Record Payouts on Biggest U.S. Grid Signal Costs of Reliable Power”
PJM Capacity Pricing jumps 9x YoY from $28.82 to $269.92…
“The market has spoken and it’s saying you are going to have to pay a lot more for reliable power”
It’s time for NEW #NUCLEAR - keep your eyes out for more headlines as the summer progresses…
#uranium $CEG $VST
https://t.co/dLut88DuCR
Anyone seriously going to tell me today's deal didn't get leaked by @cantorfitzgerld or a @Ur_Energy insider? Over 6mm shrs shorted over the last 2 weeks in an illiquid stock at the 52W lows... largest short selling increase in 5 years. This should be looked into by the @SECGov
#nuclear #uranium $URG
President Biden signed legislation banning the import of Russian enriched uranium, starting a 90-day countdown until limits on shipments of the reactor fuel take effect https://t.co/TOjE7dZyGW
@AlexMiningGuy - All the more impressive when you realize that @NAC_Kazatomprom#uranium sales for 2023 were heavily weighted toward Q1 (not typical) when realized prices were in the mid $40s -- on a forward basis the yield gets quite interesting for $KAP
@WSJ - Kazatomprom’s Profit Surges on High Uranium Prices
"Demand for uranium—which is used to power nuclear reactors—has grown amid a global shift away from carbon-emitting fuels" #uranium#nuclear $KAP $KAP.LI @NAC_Kazatomprom
https://t.co/JorpTuPgyy
February 24, 2022 is a day the world changed for the people of Ukraine. Two years later, Cameco is still proud to #StandWithUkraine and help it achieve energy independence.
@CG_Driven launches coverage on @NAC_Kazatomprom this morning.
“Center of the (U)niverse”
Good report - worth a read - IMO assumptions very conservative. Note Canaccord’s px deck continues to be stale vs other banks who recently upgraded commodity forecasts.
$KAP #uranium #nuclear
$NXE’s 2023 Site Infrastructure Program includes a 200-bed camp expansion to support increased activities at the Rook I Project in the coming years, while maintaining $NXE’s elite Health, Safety, Environment, and Quality standards.
#thisisnexgen@leighcuryer@travmcph