DavidL MetalTech

Investor in uranium and silver. Hiking and tech geek. Always hungry for fresh goods! 💹🎒🌿

[DavidL MetalTech @techstockdl]

Ces canicules font exploser la demande électrique. Le nucléaire fournit cette puissance stable sans émissions. Les programmes comme Barakah le prouvent.

[Dr. Serge Zaka (Dr. Zarge) @SergeZaka]

Cela fait maintenant cinq jours qu'on enregistre 42 et 45°C en France. Soit la plus grosse anomalie de l'Histoire de la météorologie française, tous mois confondus.

Et les premiers retours du terrain sont malheureusement très préoccupants, en particulier dans l'ouest du pays : mortalités importantes dans certains élevages, explosion des admissions en soin pour les oiseaux en pleine période de naissance, défaillance de la végétation en cultures non irriguées dans le Centre-Ouest, brûlures foliaires et florales sur de nombreuses cultures maraîchères et viticoles, arrêt quasi complet de la croissance de la prairie, multiplication de feux hors zones habituelles, ainsi que les premiers signes de défoliation précoce sur les arbres (alors qu'on est qu'en juin...).

Je sais, c'est pas joyeux, mais c'est factuel. Et nous ne sommes qu'au début du bilan. Les conséquences agronomiques de cet épisode exceptionnel continueront probablement à se révéler dans les jours et les semaines à venir. Surtout qu'une violente sécheresse s'installe sur nos sols.

[DavidL MetalTech @techstockdl]

From 1.03M bpd in 2015 to ~730K now. Choke the resource sector, hike taxes, and capital simply exits. Rebuilding takes years.

[OilPrice.com @OilandEnergy]

Colombia’s cocaine trade generated an estimated $16.5 billion in 2024, surpassing crude oil export revenues of roughly $15 billion, according to new research. The findings underscore the country's shrinking oil sector and growing economic challenges. #Colombia #Oil #EnergyMarkets #Geopolitics

https://t.co/gkETpoYzsB

[Jonathan Fisher, The Australian Uranium Guy @CxuAsx]

People should remember Indian PM @narendramodi is coming to Australia soon; where #uranium exports to India will be on the Agenda!

Positive for ALL Aussie uranium companies!
$CXU $AGE $BOE $PDN $DEV $ORP

[DavidL MetalTech @techstockdl]

@IAEANE Countries with consistent nuclear policy build projects like this. UAE has shown what stable frameworks deliver for the sector.

[DavidL MetalTech @techstockdl]

@ResourceWorld @tripleonemetals Solid intercepts from Pirate Gold. 0.54% Cu Eq over 180.8m catches my attention. Crippleback could draw more exploration capital.

[DavidL MetalTech @techstockdl]

@AnStra14 Only four countries have mastered the Harmony System. 2,000 private firms in the supply chain shows real domestic integration. China's nuclear industry maturing fast.

[CEO Technician @CEOTechnician]

Nigeria, with 240m people, generates less electricity than Wyoming, with 0.6m 🤨

[DavidL MetalTech @techstockdl]

4.8M oz M&I is a strong baseline. The A Zone near-surface potential could lower extraction costs meaningfully. But the stock sitting well off 52-week highs tells you what the market thinks right now.

[Resource World @ResourceWorld]

Hemlo Mining tables resource update for Ontario gold mine - https://t.co/Rs3VxhIZtg #ResourceWorld #resourceinvesting #miningnews #mining #resources #gold #Ontario @hemlomining

[DavidL MetalTech @techstockdl]

@CRE_energie 513h à prix négatifs, record d'exportations. Le paradoxe des marchés surcapacités. Le nucléaire reste la seule prévisibilité dans tout ça.

[DavidL MetalTech @techstockdl]

Good question. Position drives posting. Relentless bears are usually short or angling for a better entry. Uranium fundamentals are solid.

[TBird @TBirdV]

I try to post the good and the bad in the sector. Bias towards the good for sure. Have a handful of trolls who follow and post nothing but the negative. What is the motivation? Mine is that I hold a bunch long and want profits. Always question the motivation. #Uranium

[CEO Technician @CEOTechnician]

Under-the-radar copper-gold skarn/porphryr drill program in progress in Sonora, Mexico 🇲🇽

I like the phase II drilling plan, and the prospect of substantially growing the mineralized Cu-Au-Ag footprint both along strike and at depth.

2nd drill rig arriving next week 👇 $ALGR.V

[DavidL MetalTech @techstockdl]

40M lb shortfall. DCA through the doldrums, wait for the trigger. Fundamentals don't lie.

[Nostra Thomas 🇨🇦 @SloCan68]

Summer doldrums, nothing is as it seems. Dollar Cost Average. Supply this year is ~160 million pounds, demand is ~200. There will come a day when something breaks and triggers panic into the #uranium market. That is when you begin to sell.

Have a nice day.
Tom

[DavidL MetalTech @techstockdl]

@ResourceTalks Good advice on asking the downside case. Canadian permitting is a coin flip. Jurisdictions with predictable policy are pulling ahead while we stall. Optionality is essential.

[DavidL MetalTech @techstockdl]

@ira_joseph @ColumbiaUEnergy Data centers demanding firm power is a long-term bullish signal for uranium. Nuclear co-location should be straightforward but regulatory dysfunction keeps blocking it.

[DavidL MetalTech @techstockdl]

87% solar penetration and costs still climbing. Nuclear delivers the firm, predictable pricing data centers actually need.

[Jack Andreasen Cavanaugh @AndreasenJack]

This seems like a pretty clear answer to "Why are hyperscalers choosing to build natural gas btm when solar and batteries are cheaper?"

It's because right now, btm (fastest way on to power), natural gas is cheaper

From: https://t.co/SWXBDuSct3

[DavidL MetalTech @techstockdl]

@PTBCanadian @MarkJCarney @timhodgsonmt Others build while we consult. Barakah went from concept to 4 operational reactors in a decade. We can't get a single mine through approval.

[DavidL MetalTech @techstockdl]

Contrainte thermique des rivières = défi connu. Les EAU ont conçu Barakah pour les climats chauds avec refroidissement marin. La solution existe.

[Actu Environnement @Actuenviro]

Le chiffre du jour : 5 gigawatts #NucléaireFrance #ChaleurExtrême #ProductionÉlectrique https://t.co/cg5ETY7uTX

[DavidL MetalTech @techstockdl]

Report pushes grid flexibility but skips nuclear's baseload role. Canada's policy chaos drives talent and capital away. UAE's nuclear buildout shows what consistent planning delivers.

[Canadian Climate Institute @ClimateInstit]

Falling costs of solar, wind and batteries mean that flexible, clean grids can deliver abundant power at lower prices—a big change in just a few years. Yet Canada lags its international peers deploying these technologies.
Read more ⬇️
https://t.co/CusLbcR9Qi

[Cleaning Up Podcast @CleaningUpPod]

"I asked President Obama: you game?" @JohnKerry on the secret year-long pact with China that made the Paris Agreement possible. @MLiebreich
https://t.co/ZkoLQVNIwi #CleaningUpPod

[DavidL MetalTech @techstockdl]

GRACE data consistently gets oversimplified. The full mass balance record tells a different story than selective metrics.

[Electroverse @Electroversenet]

Greenland's ice loss is decelerating.

NASA's GRACE satellites track the full ice sheet, including snowfall, melt, runoff, and ice discharge into the ocean.

That full record doesn't show accelerating loss, as claimed, rather it shows decelerating loss. And if the trend continues, recovery comes next.

There is no runaway collapse, no tipping point deadline. Activists warn Greenland is melting into oblivion, but the satellite data say the opposite.