#Fuelcycle - Twitter Hashtag

Each 20-year license extension turns what was expected supply destruction into new, uncontracted uranium demand. Utilities planned for shutdowns. Miners didn’t build for extensions. That mismatch is the quiet squeeze. ⚛️ #Uranium #NuclearEnergy #FuelCycle #EnergySecurity #Commodities #UraniumMarket

John Quakes

@quakes99

6 months ago

In 2017 the outlook for US #Nuclear was the mass retirement of reactors as their licenses expired.🇺🇸⚛️📉🔮👀Today those retirements are being cancelled, licenses renewed, and US utilities now need to sign new supply contracts for ~120 Million lbs more #Uranium📈⚛️⛏️🏭🧑‍🏭🛒🤠🐂🌊🏄

quakes99's tweet photo. In 2017 the outlook for US #Nuclear was the mass retirement of reactors as their licenses expired.🇺🇸⚛️📉🔮👀Today those retirements are being cancelled, licenses renewed, and US utilities now need to sign new supply contracts for ~120 Million lbs more #Uranium📈⚛️⛏️🏭🧑‍🏭🛒🤠🐂🌊🏄 https://t.co/ilpsoN4b4Y

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@AlLouigi

6 months ago

This matters more than people realize. This isn’t reactor demand. It’s financial, sovereign, and inventory buying absorbing supply before utilities even show up. Spot volatility hides it. Term scarcity exposes it. #Uranium #FuelCycle #EnergySecurity #Commodities #Nuclear

Uranium Insider

@uraniuminsider

6 months ago

We had 10Mlbs. of secondary demand for 2025 as a "plug" in our S/D model – financial demand, inventory restocking, sovereign buying. We just had to double it. And that's probably being conservative.

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John Galt

@FreiburgCoffeeC

9 months ago

18/23 ⏱️ Utilities move early to secure supply. Expect term deals, not daily spot fireworks. 🖊️📆 #termcontracts #fuelcycle #utilities

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@AlLouigi

9 months ago

⏳ Warning 2026 lbs already spoken for at below spot. Tick-tock for utilities still waiting on the sidelines. ⏳☢️ #uranium #fuelcycle #nuclearpower

John Quakes

@quakes99

9 months ago

Breaking!💥 As anticipated, #UK Physical #Uranium fund Yellow Cake plc $YCA in London🇬🇧 has initiated a raise of ~US$125M to purchase 1.33M lbs #U3O8 🇰🇿⚛️⛏️🛒exercising its 2025 purchase option with Kazatomprom $KAP at $75.08/lb, a 7.1% discount to Spot at $80.80🤠🐂 https://t.co/exAkEEDdpj

quakes99's tweet photo. Breaking!💥 As anticipated, #UK Physical #Uranium fund Yellow Cake plc $YCA in London🇬🇧 has initiated a raise of ~US$125M to purchase 1.33M lbs #U3O8 🇰🇿⚛️⛏️🛒exercising its 2025 purchase option with Kazatomprom $KAP at $75.08/lb, a 7.1% discount to Spot at $80.80🤠🐂 https://t.co/exAkEEDdpj

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John Galt

@FreiburgCoffeeC

10 months ago

13/ ⚙ MILLING EDGE Cameco controls major processing facilities: Key Lake, McClean Lake (JV), and Port Hope conversion. In a tight uranium market, mill capacity can be the ultimate bottleneck. $CCJ #FuelCycle #NuclearEnergy #MiningInfrastructure #EnergySecurity #U3O8

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Pranos Fusion @PranosFusion

11 months ago

#Fusion #fuelcycle #fusiontech #PranosFusion

Fusion For Energy @fusionforenergy

11 months ago

The first report of the F4E Technology Development Programme series is out! 📘 F4E and @FusionInCloseUp outline the status of key fuel cycle technologies in Europe and the gaps ahead, thanks to the input from 150 experts. 🔍See the report: https://t.co/Xllv0JGZy7

fusionforenergy's tweet photo. The first report of the F4E Technology Development Programme series is out! 📘

F4E and @FusionInCloseUp outline the status of key fuel cycle technologies in Europe and the gaps ahead, thanks to the input from 150 experts.

🔍See the report: https://t.co/Xllv0JGZy7 https://t.co/pDfomaUlfa

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John Galt

@FreiburgCoffeeC

11 months ago

3/ ⚡ CONVERSION POWER Port Hope is one of the few Western UF₆ plants. Conversion spreads can spike in tight markets — margins here can rival mining profits when bottlenecks hit. #Uranium #FuelCycle

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Fusion Energy Insights @Fusion_Insights

about 1 year ago

𝐌𝐚𝐲 𝐅𝐮𝐬𝐢𝐨𝐧 𝐄𝐧𝐞𝐫𝐠𝐲 𝐐&𝐀 #𝟏𝟎: 𝐇𝐨𝐰 𝐞𝐚𝐬𝐢𝐥𝐲 𝐜𝐚𝐧 𝐭𝐫𝐢𝐭𝐢𝐮𝐦 𝐛𝐞 𝐞𝐱𝐭𝐫𝐚𝐜𝐭𝐞𝐝 𝐟𝐫𝐨𝐦 𝐛𝐫𝐞𝐞𝐝𝐢𝐧𝐠 𝐛𝐥𝐚𝐧𝐤𝐞𝐭𝐬? 🔗 Full Q&A: https://t.co/kDABGxpy1Y #FusionMay #FusionEnergy #Tritium #FuelCycle #ITER #Engineering #CleanEnerg

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Steve Barton

@SteveBarton101

over 1 year ago

💡 Did you know? The uranium used in nuclear reactors starts as a simple yellow powder called U₃O₈ (yellowcake)! 👉 Watch the Full Episode: https://t.co/NTk3XwIUYK #NuclearEnergy #Uranium #Yellowcake #FuelCycle #Energy101 #CleanPower #Mining #NuclearFuel

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Idaho National Lab @INL

over 1 year ago

BREAKING ⚛️ Major #fusion funding announced by @ENERGY In one of six awarded projects, a multi-institutional team will address the fusion #FuelCycle using @INL modeling/simulation resources. ⬇️ https://t.co/Ww2uAkYNlC @doescience

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Urenco Global @urencoglobal

over 1 year ago

The UK and Finland are strengthening their collaboration to advance #nuclearenergy. This partnership will focus on the #fuelcycle and #advancednuclear innovations, essential for achieving #netzero. Discover more about this collaboration below: https://t.co/XWNTFu73cp

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Rocky Hill Trader @rockyhilltrader

over 1 year ago

The leaders in #uranium and especially the growth component #nuclear & #fuelcycle stocks have been phenominal and have done quite nicely on the last quarter of 2024. $ASPI $OKLO $SMR $LTBR $LEU $NNE $CCJ $NXE $DNN $UEC $UUUU $LAM.to $MGA.to $CVV.v $AEC.v $M.cn

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京都フュージョニアリング @Kyotofusioneer

about 2 years ago

We are thrilled to announce the launch of Fusion Fuel Cycles Inc. (FFC), a joint venture between @Kyotofusioneer and @CNL_LNC to deliver safe and efficient tritium fuel cycle systems for global fusion programs. #fusionenergy #fuelcycle #innovation https://t.co/SVHyywHUuB

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VCDNP

@VCDNP

over 2 years ago

Kicking off our #Spring2024ShortCourse on Nuclear Disarmament and Non-proliferation for diplomats in its 2️⃣7️⃣th edition! 🙌🏼 Today we started with a bird’s-eye view on topics related to nuclear including nuclear energy and the #FuelCycle, an overview of the proliferation of #NuclearWeapons and the basics of the #NPT. ⚛️ Looking forward to an intensive, fruitful and exciting week ahead! 💪🏼

VCDNP's tweet photo. Kicking off our #Spring2024ShortCourse on Nuclear Disarmament and Non-proliferation for diplomats in its 2️⃣7️⃣th edition! 🙌🏼
Today we started with a bird’s-eye view on topics related to nuclear including nuclear energy and the #FuelCycle, an overview of the proliferation of #NuclearWeapons and the basics of the #NPT. ⚛️ Looking forward to an intensive, fruitful and exciting week ahead! 💪🏼

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京都フュージョニアリング @Kyotofusioneer

over 2 years ago

Explore our Fusion Era blog on the Fuel Cycle: crucial for unlocking fusion energy's full potential! Learn about our Kyoto Research Centre and fuel cycle development. Exciting progress toward a sustainable energy future #FusionEnergy #FuelCycle #CleanPower https://t.co/0E4uU1WXbm

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NucNet Nuclear News

@NucNetNews

over 2 years ago

#Uranium: As bull market continues, industry faces decisions on resuming production at dormant mines #Nuclear renaissance has seen demand outstrip supply, says #Sprott #NuclearEnergy #Mining #uranium #fuelcycle https://t.co/vZJ9UOPomO

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Nuclear NY @nuclearny

over 2 years ago

The Finnish final repository for spent #nuclear fuel, is expected to receive its first spent fuel in the middle of the 2020s and will thus be the first of its kind in the world. #SustainableEnergy #FuelCycle https://t.co/wSRhH37Rzl

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