Mick

[Financelot @FinanceLancelot]

I feel like I've waited my entire life to hear this man speak.

[DevEx Resources @DevExResources]

$DEV DevEx Resources we have defined a district scale uranium pipeline at Nabarlek with multiple drill ready targets including Big Radon and KP and are preparing for a 17000m 2026 drilling program

#ASX #Uranium #Exploration

[Bob @BobBurn97207272]

Farmers are HOLDING THE GATE, and the video is going viral for all the wrong reasons. A corporate rep from the $11.4 billion VNI West power line project rocked up to a family farm in regional Victoria. Not police. No warrant. Just a high-vis employee demanding access to destroy 6th and 7th-generation farmland.
When the farmer stood silently behind his own fence, the rep pulled out the script: Section 93 of the Electricity Industry Act. Then the chilling line, “Anything you do or say may be used as evidence.” Peaceful. Lawful. On private property. Yet threatened like a criminal. This is the reality for farmers across Western and Central Victoria. Farmers Fightback’s Hold the Gate campaign started at a kitchen table and now has 25,000+ signatures. It’s not just about one power line, it’s about whether anyone still has the right to say NO on their own land.
Watch. Share. Stand with them

[🇦🇺Craig Tindale @ctindale]

https://t.co/8jFZjCYVij

[Art Berman @aeberman12]

Must watch

We offshored the “make stuff” economy.

Now the key inputs for weapons, grids, and AI hardware run through China

@NJHagens & @ctindale discuss this important topic

LINK👇
https://t.co/33lgFV8uca
#China #SupplyChains #NationalSecurity #Defense #Reindustrialization #CriticalMinerals #RareEarths #Copper #Manufacturing #Semiconductors #Energy #AI #Geopolitics #IndustrialPolicy

[Goehring & Rozencwajg @Go_Rozen]

Oil sentiment feels settled. History suggests that’s when it’s worth looking closer.

Shale growth is slowing, rates of depletion are rising, and even the IEA is revising long-term assumptions—yet energy remains largely abandoned by investors.

This article digs into the data behind the narrative.

👉 Read here: https://t.co/7GevtmemQY

#Oil #EnergyMarkets #Commodities #Investing #NaturalResources

[🇦🇺Craig Tindale @ctindale]

https://t.co/DGZTRTrQc4

[The Kobeissi Letter @KobeissiLetter]

The US trade deficit continues to improve at a historic pace:

The US’ goods and services trade gap narrowed +$18.79 billion, or +39%, in October, to $29.4 billion, the smallest since 2009.

Since the March peak, the US trade deficit has narrowed by +$107.02 billion, or +78%.

This comes as imports fell -3.2% MoM, to $331.37 billion, the lowest since January 2024.

At the same time, exports rose +2.6% MoM, to $302 billion, the highest value on record.

The merchandise trade deficit, adjusted for inflation, narrowed to $63.0 billion in October, the smallest since February 2020.

The US trade deficit is rapidly shrinking.

[🇦🇺Craig Tindale @ctindale]

https://t.co/vWLN07swYq

[Ebba Busch @BuschEbba]

Sweden joins the global nuclear race!

Today marks the start for Sweden in the global nuclear power race.

Vattenfall's decision to take the next step to build new nuclear power is not just a choice of path for our country's future - it is the start of something bigger. Sweden now takes its place in the global nuclear power race that is currently underway.

Right now, over 60 reactors are being built around the world. 15 EU countries are interested in, or already building, new nuclear power. Sweden is a strong voice in the European Nuclear Alliance and is now also taking a position as a hub for new nuclear power in the Baltic Sea region.

This shows that the government's policy is working: we create long-term conditions for investors, put technology before ideology and safety before short-term solutions. Nuclear power strengthens Sweden in three crucial areas:

✅ Energy security - independence from authoritarian states
✅ Competitiveness - stable prices for households and businesses
✅ Defense - robust systems in an uncertain time

This is the beginning of something bigger, in many ways. The question is no longer whether we should build new nuclear power – but how quickly and how much.

[Aura Energy Limited @aee_auraenergy]

Big step for Aura Energy!
Our Tiris Uranium Project secures a US offtake agreement & spot sales arrangements — boosting our path to supply the growing nuclear market. Watch MD & CEO Andrew Grove on Stockhead, https://t.co/TQiAG1cnY5
#Tiris #Uranium

[Aura Energy Limited @aee_auraenergy]

Stockhead covers Aura’s milestone offtake and spot sales deals for the Tiris Uranium Project in its latest Break It Down.

🟢 Fortune 500 US utility
🟢 Leading uranium trader
🟢 Progress toward production
Watch: https://t.co/WJbdcCciGv
#AuraEnergy #Uranium #TirisProject

[Aura Energy Limited @aee_auraenergy]

Aura Energy secures two milestone deals for Tiris Uranium Project:
• Long-term offtake with Fortune 500 US utility (~10% output, 2028–2031)
• Spot sales agreement with global uranium trader
➡️ Major step toward production & clean energy goals.

https://t.co/2cvfuXv4kl
#uranium

[Mick @britto996b]

@ballsmeep Are they waiting for the big beautiful bill, so they can just get a govt loan 🤔
They just need enough cash to get through the next 6-8 months, don't they? I'm a hodlr too, should have left it all in DYL 😄

[Mick @britto996b]

@PraiseKek FAFO 😂

[Mick @britto996b]

@uraniuminsider See $PDN announcement this morning. They've withdrawn guidance for 2025. When does uranium moon 😆

[Aura Energy Limited @aee_auraenergy]

Exciting progress at our Tiris Uranium Project!
✅ Water supply secured
✅ New GM Operations, Mohamed Sid’Ahmed
✅ Funding discussions advancing
On track for production in early 2027!
#Uranium #Mining #CleanEnergy #Mauritania

[Crux Investor @CruxInvestor]

Demand for uranium is evolving ⚛️🚀
✅ Traditional buyers: Nuclear utilities
✅ New buyers: AI data centers, industrial users, & SMRs
China, Dow Chemical, and data giants are exploring nuclear for energy security. #Uranium #NuclearEnergy
https://t.co/PDfeOJKVEW

[Lotus Resources @Lotus_Resources]

We're pleased to announce that our 85% owned subsidiary, Lotus Africa Limited, has signed a binding agreement for U3O8 sales with a leading North American utility.

The contract pricing achieved was the result of competitive discussions. Lotus’ counterparty for this offtake is one of the largest energy companies in North America; an investment grade rated group and a member of the Fortune 500.

Our Managing Director Greg Bittar said: “Formalising this offtake arrangement with a key customer is an important milestone for Lotus $LOT as we continue to progress production restart plans at Kayelekera towards our Q3 2025 goal. Notwithstanding recent weakness in spot prices, our engagement with customers and potential customers, comprising mostly North American utilities, has demonstrated to us the continuing strength in the term contracting market, as #uranium customers continue to secure long-term contracts and actively seek to support new supply.”

Read more: https://t.co/436wkEKbQU

[Mick @britto996b]

@PraiseKek Agreed, I'd rather he stayed in bed. Short term PF pain, but worth it

[Mick @britto996b]

@PraiseKek So is JB the final catalyst when he signs $90lb floors? 🤔 Or does FID get delayed again?