energy specs

commodity futures and options

[energy specs @leverageoil140]

@MarioNawfal Going to need it in Chicago too!!

[energy specs @leverageoil140]

@DustinPoirier one screw up, who cares !! You are the man, clean it up and move on. Keep your head up

[energy specs @leverageoil140]

@standardnuclear @johnarnold @USAEnergyNatGas standard nuke going IPO next month!! The future of energy!!

[energy specs @leverageoil140]

@johnarnold @DiveBomb321 Check out Standard Nuclear, going IPO next month… thoughts on nuclear and smr?

[energy specs @leverageoil140]

@MarioNawfal Solid take, let’s see what happens! Ver fair assessment. Only way to deal with Iran is pressure and the threat of consequences!!

[energy specs @leverageoil140]

@business 20 billion ipo at least

[Bloomberg @business]

Standard Nuclear, a maker of fuel for nuclear reactors, filed for an IPO as the power needs to fund the artificial intelligence boom continue to grow https://t.co/nrGwvIkHJq

[Odelia Energy @odeliaenergy]

STANDARD NUCLEAR IS THE FUEL INFRASTRUCTURE BEHIND THE U.S. JULY 4 CRITICALITY PUSH 🇺🇸🇺🇸🇺🇸

The Position

• Only independent, reactor-agnostic TRISO manufacturer in the U.S., with no reactor development of its own

• First conditional selection under DOE Fuel Line Pilot Program (Aug 2025)

• DOE OTA executed Dec 2025, Oak Ridge and Idaho both operate under DOE safety authority, not NRC

• First HALEU feedstock shipment received from Savannah River Site (Jan 2026)

Production Infrastructure

• Oak Ridge: producing now at approximately 500 kg/year, expanding to 2+ tonnes by mid-2026

• Idaho third facility: ground broken March-Apr 2026, targeting Q2 2026 operational

• Hub-and-spoke model: HALEU feedstock to finished TRISO particles in Tennessee, core loading and reactor integration in Idaho

Why the Customer List Matters

• Radiant Industries: PDSA approved Feb 2026, took possession of INL DOME Apr 1, Standard Nuclear OTA covers this fuel supply

• Antares Nuclear: PDSA approved Jan 2026, ANPI paired with Joint Base San Antonio

• Westinghouse eVinci: ANPI paired with Malmstrom AFB, also requires TRISO fuel

• Every TRISO-dependent reactor in the DOE Reactor Pilot Program is a potential offtake customer

Breaking: Feedstock Diversification

• DOE selected Standard Nuclear for advanced negotiations under Surplus Plutonium Utilization Program (May 26, 2026)

• Up to 20 metric tons of Cold War-era surplus plutonium available for conversion into advanced fuel

• SHINE Technologies, a July 2025 strategic fuel recycling partner of Standard Nuclear, also selected for DOE advanced negotiations

• Negotiations ongoing, no contract awarded

Capital and Team

• $182M raised, Series A led by Decisive Point with Chevron Technology Ventures and a16z

• Kevin Harrill appointed CFO March 2026, former SVP/CFO of Centrus Energy

• Framatome JV (Sep 2025) targeting commercial-scale TRISO output

Standard Nuclear does not need to pick a reactor winner, and now it does not need to pick a feedstock either.

$LEU $CCJ $URNM

[energy specs @leverageoil140]

@MrNateJackson great job playing the victim on @Flagrant2Army !! What a bitch

[energy specs @leverageoil140]

@MrNateJackson so insulted over Saint George Floyd … not a comic

[energy specs @leverageoil140]

@MrNateJackson what a woke puss of a comic!! You are the racist

[energy specs @leverageoil140]

@Damaan4u33 A

[energy specs @leverageoil140]

@NoDMsPerfavore Mount Fraudmore

[energy specs @leverageoil140]

@Sofia50020Sofia Mount Cubtmore

[energy specs @leverageoil140]

@0xDaud @elonmusk gay

[energy specs @leverageoil140]

@TodayUpdates0 Libtard TDS hypocrite that disgraced his talent

[energy specs @leverageoil140]

@TrumpDailyPosts Democrats

[energy specs @leverageoil140]

@EmilySm43 Kamala cause she’s too dumb to actually get power again, and she made DJT 2024 victory easy!!

[energy specs @leverageoil140]

@EmilySm43 Biden, he’s going soon enough anyways!! And he doesn’t even know what he did anymore

[energy specs @leverageoil140]

@JessicaArt74033 0