One hundred million lbs. of U3O8e will be required for initial core loads alone for the reactors currently under construction, globally.
If you think the Chinese are finished contracting for uranium or buying interest in development projects, you’re not paying attention.
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
Thar she blows!🐳 #Nuclear industry executives confirm that a group of US utilities want Dept of @ENERGY loan guarantees so they can begin ordering long-lead components for building first 10 of up to 20 new Westinghouse AP1000 reactors!🎆🇺🇸⚛️🏗️👷🤠🐂 #Uranium#RideTheWave 🌊🏄
@uraniuminsider@Beta_Beaker@chamath “Generation” ≠ “reliability.” Nuclear runs >90% capacity factor and delivers dispatchable 24/7 baseload power. Utility solar averages ~20–25% and wind ~30–35%, and both require storage/backup for nights, calm periods, and winter peaks. TWh charts alone miss grid reality.
@chamath You're not paying attention. Our conservative models show a +50% growth in the next decade.
You also might want to research EROI. It'll make you a nuclear bull immediately.
@uraniuminsider@Beta_Beaker@chamath “Generation” ≠ “reliability.” Nuclear runs >90% capacity factor and delivers dispatchable 24/7 baseload power. Utility solar averages ~20–25% and wind ~30–35%, and both require storage/backup for nights, calm periods, and winter peaks. TWh charts alone miss grid reality.
😲#SPUT has now raised a whopping $81.5M cash in 7 straight sessions🔥🏧💵 used to stack 700,000 lbs of physical #U3O8#Nuclear fuel🛢️☢️🛒 with a one-way ticket to #Uranium Heaven!🎫😇🏝️🍹 That's an incredibly bullish signal to U sector investors that smart money is with U!🤘🤠🐂
Info👉! A US utility entered the long-term market, seeking between 2.7mlbs and 7.2mlbs U308 for delivery between 2027 and 2035, including a request that submissions be made no later than May 11.
#uranium
🫠Here we go again... another unforeseen #Uranium production shortfall⤵️⛏️ at a time when #Nuclear fuel demand is soaring every single day to levels not seen in 5 decades!⤴️⚛️⛽🌍 This uranium bull market will be one for the commodity #investing history books!💰🛸🌜📚🔍👀🤠🐂🌊🏄
Boss Energy Limited (ASX: BOE; OTCQX: BQSSF) (Boss) advises that FY26 production guidance at its
Honeymoon Operation, in South Australia, has been reduced to between 1.40M lbs and 1.45M lbs U3O8
drummed, from previous guidance of 1.6M lbs U3O8 drummed. https://t.co/f4aGpccERw
Cities getting an NCAA Basketball National Championship Parade today:
East Lansing ❌
Columbus, OH ❌
West Lafayette ❌
Champaign-Urbana ❌
Ann Arbor ✅
Simply known as National Champions. #GoBlue