Luke Spencer

Investor -interested in #stocks / #commodities - critical metals #batterymetals

[Luke Spencer @lukemetals]

@business France has innovated when it comes to recycling nuclear waste for a long time - Orano has recycled tons of waste. On the North American side, we're just beginning to understand that #uranium / nuclear energy is clean energy. $CCJ $AEC $UUUU

[John Quakes @quakes99]

Hiding in plain sight!🐘 There's now broad consensus from #Uranium sector consultants & analysts that a widening gap between soaring #Nuclear fuel demand & mined U3O8 production has created a deep structural supply deficit this decade & beyond!↕️⚛️⛽️🗜️🤠🐂 #RideTheNuclearWave🌊🏄

[Luke Spencer @lukemetals]

@Patriot_350 @SecretaryWright What's the timeframe? Fusion is promising but I wouldn't put all our hopes in it. I would bet on increased nuclear capacity by building traditional reactors for now.

[Luke Spencer @lukemetals]

Nuclear / #uranium is best energy source to power the future. Goldman Sachs forecasts 85-90 gigawatts of new nuclear capacity is needed to meet all of the data center power demand growth expected by 2030. $AEC $CCJ

[Secretary Chris Wright @SecretaryWright]

The Golden Era of Nuclear Energy is here.

[Catt Calls @CattCalls]

“China is buying it all.”

John Borshoff aka ‘Mr Uranium’ explains why China’s appetite for uranium could have major implications for future supply and pricing.

Full interview 👇

https://t.co/H2rUYuzIG5

#Uranium #Mining #China #CattCalls

[Theresa Perrin @theresa_perrin]

$SOFI looks ready to make the next leg up.

[zerohedge @zerohedge]

Data center electricity supply in China is dominated by coal with a near 70% share as of 2025, followed by renewables with nearly 20%, nuclear close to 10%, and nat gas for the rest: IEA

[Duane Hope @DuaneHope5]

China Leads Nuclear Race⚛️

China builds Generation III reactors at ~$2 to $3 / watt, vs. a cost of ~$15 / watt for US projects. China generally completes new facilities in~6yrs, vs. US projects: ~10yrs. due to regulatory bottlenecks & construction delays. #uranium $CCJ $AEC

[Thomas George @thomasg_grizzle]

A fantastic 101 on the critical minerals shaping the future of energy ➡️ AI, EVs, Military & Power

Great group of speakers 🔥 @chigrl | @CoreyDias $AEC |@EcoraRoyalties $ECOR.TO | @HotChiliLimited $HCH.V | @AftermathSilver $AAG.V

[Capital 10X @capital10x]

Cambria Gold Reports Grades as High as 19.82 g/t Au over 5 Meters From Premier Mine Infill Drilling ⛏️ $CAMB.v #GOLD

◾️19.82g/t Au over 5m and 483 g/t Au over 1m
◾️Supporting development planning for mill restart at Premier mine
◾️27k meters planned across the Premier project
◾️Mill restart planned for late 2027

Press Release: https://t.co/ayOb1JZ6tY

Disclosure: Distributed on behalf of Cambria Gold Mines

[Grizzle @grizzlemedia]

Grizzle Hard Money ⛏️ Jeroen Blokland, Blokland Smart Multi-Asset Fund @jsblokland #gold #bitcoin

◾️The Death of 60/40 🪦 In a debt-driven, fiscally dominant world, traditional portfolios holding cash and bonds are failing. Blokland’s fund mimics a 60/40 structure but swaps traditional fixed income for a 25% strategic allocation to Gold and 10% to Bitcoin.
◾️Bitcoin as "Matured Collateral" 🔗The argument that Bitcoin has no intrinsic value is dead. With the massive growth in Bitcoin-backed lending (where you can post BTC as collateral for USD), it has evolved into a mature asset class.
◾️The 1970s Gold Playbook 📈During the 1970s inflationary spikes, Gold surged >280% in real terms, while bonds and equities were crushed. With structural inflation risks rising again, Blokland argues that gold is a non-negotiable insurance policy for any portfolio.
◾️The "Great Rebalancing" ⚖️Aging societies are forcing policymakers to choose between debt sustainability and price stability. Their choice? Higher taxes, forced low rates, and persistent inflation. The only solution is to store wealth in assets that can't be debased: scarce assets.
◾️The "Emergency Brake" 🛡️To avoid irrational selling during major crashes, Blokland’s fund uses a sentiment-driven "emergency brake." It’s designed to neutralize equity exposure during structural bubbles (like the dot-com era) to protect investors from emotional decision-making during massive drawdowns.

[Capital 10X @capital10x]

Anfield Energy Begins Refurbishment Work at Shootaring Canyon Uranium Mill On Path to 2027 Restart ⛏️ $AEC #URANIUM

◾️Refurbishment work has begun at the Shootaring Canyon Mill
◾️License renewal expected by YE 2026
◾️Mill restart on track for 2027

Press Release: https://t.co/ZrJG04cvlN

Disclosure: Distributed on behalf of Anfield Energy

[Luke Spencer @lukemetals]

@zerohedge Antares Microreactor is the first privately developed non-light-water reactor to reach criticality in the US in more than 40 years. Fission ahead of schedule & a big milestone for the development of domestic nuclear. Happy to be long term bullish👏#uranium $CCJ $AEC

[zerohedge @zerohedge]

"The Rebirth Of America's Nuclear Industry": Antares Microreactor Goes Critical https://t.co/m4QbkUNWO4

[Thomas George @thomasg_grizzle]

This was a stellar edition of Grizzle Hard Money ⛏️ A ton of great insight on the state of Gold, Silver & Bitcoin

A great lineup of funds & companies🔥: @kinrossgold @jsblokland @Go_Rozen @GodelTerminal $KGC $CAMB.V $WPG.V $SUM.V $CERT.V $VIPR.V $HSTR.V $NCAU.V

[zerohedge @zerohedge]

Constellation's Three Mile Island Nuclear Restart Gets Boost With FERC Waiver https://t.co/ZlKVaQmmtT

[Luke Spencer @lukemetals]

@zerohedge "Constellation has a 20-year deal to sell all the energy, capacity/clean energy from the nuclear unit to Microsoft for data centers..to..PJM’s Mid-Atlantic and Midwest."

This is another example of companies creating their own US energy pipeline, #uranium is the key. $AEC $CCJ

[Luke Spencer @lukemetals]

@MarioNawfal Canada and America are moving forward with rare earths processing and have a long way to go. With China reducing exports these deposits rise a lot in value. Canada has a great edge with #uranium, as nuclear takes a bigger chunk of the energy mix.
$MILI.CN $PPTA $AEC $CCJ

[Capital 10X @capital10x]

Antimony prices have skyrocketed, but Western miners remain undervalued relative to their strategic value. Key players securing non-Chinese #antimony supply ⛏️:

◾️Military Metals $MILI.CN – Europe’s largest resource
◾️Perpetua Resources $PPTA – US defense play
◾️Larvotto $LRV – Australia restart

Full note: https://t.co/adFtYtzO96