Yellow Cake

#Uranium News (mining #U3O8, conversion #UF6 and enrichment, #LEU #EUP #HALEU)

[Urenco USA (UUSA) @urencousa]

📢Announcing a major boost for the U.S. nuclear fuel supply: we’re expanding our New Mexico uranium enrichment facility with 2.1M SWU of new capacity (~50%) with a multi billion investment.
1st capacity online in 2032➡️full capacity in 2036. https://t.co/PuzVrlWwdl

[Bill Freebairn @BillFreebairn]

Nuclear industry executives have confirmed that a group of US utilities are seeking loan guarantees from DOE to order long-lead components for up to 10 @WECNuclear AP1000 reactors.
https://t.co/StYOz2Yfj4

[Yellow Cake @YellowCaker]

@FreiburgCoffeeC @Ur_Energy @enCoreEnergy_EU @PEN_Energy Think you should add $UEC to the list too

[Yellow Cake @YellowCaker]

@da_sails Looks like they need another 60-days to figure it out.

[IAEA - International Atomic Energy Agency ⚛️ @iaeaorg]

Sufficient uranium resources exist. However, investments are needed to sustain high nuclear energy growth, according to the latest @OECD_NEA and IAEA joint report.

Have you read our latest findings? https://t.co/K1zxmwDxRSufficient uranium resources exist. However, investments are needed to sustain high nuclear energy growth, according to the latest @OECD_NEA and IAEA joint report.

Have you read our latest findings? https://t.co/K1zxmwDxRd

[Yellow Cake @YellowCaker]

@da_sails All U.S. reactors have all nuclear fuel fabrication done in the U.S. at one of three facilities depending on reactor type.

[NexGen Energy Ltd. @NexGenEnergy_]

$NXE | We are extremely proud and pleased to announce that we have received final Federal approval for our generational Rook I Project! The NexGen Board of Directors, Executive team, and staff, extend our sincere gratitude to our Indigenous Nation partners, local communities, @PremierScottMoe and the @SKGov, Government partners, regulatory bodies, and all valued stakeholders who have contributed their expertise, trust, and dedication to the successful advancement of this generational Project over the past decade. This achievement belongs to all of us!

"Today’s approval represents one of the most rigorous and comprehensive regulatory processes undertaken for a resource project globally. This milestone is the result of the NexGen team’s steadfast and unrelenting focus over 12 years understanding and delivering our objectives honestly and incorporating a culture of excellence. We moved with purpose and confidence to deliver a new standard for resources development.”
NexGen Founder & CEO, @leighcuryer

#RookI #NexGenEnergy #CleanEnergy #ProjectApproval @travmcph

Read the full news release: https://t.co/xwnoqEw2CR

TSX: $NXE | NYSE: $NXE | ASX: $NXG

[Yellow Cake @YellowCaker]

Solstice (spinoff from
Honeywell) announces expansion of Metropolis Works UF6 Conversion to 10,000 tU
$SOLS

https://t.co/B7sNXYjnIL

[Yellow Cake @YellowCaker]

@uraniuminsider Think SPUT has bought forward contracts instead of spot? I think they have ~90 days to covert excess cash to uranium, but they are waiting on the prospectus - which I would think will be 2-4 weeks out.

[Yellow Cake @YellowCaker]

@quakes99 @alexg30961425 Unfortunately, that positive of a NAV means they aren’t issuing may new shares.

[Yellow Cake @YellowCaker]

@quakes99 Thx for the info @quakes99!

Do they only issue shares under on the U.UN ticker?

[U.S. Department of Energy @ENERGY]

https://t.co/azVc88b2HP

[Yellow Cake @YellowCaker]

On top of this all GLE was awarded $28.5M (https://t.co/zXLJPijsR0) to continue its technology development $CCJ $SLX

[Yellow Cake @YellowCaker]

DOE-NE (@GovNuclear ) has issued the Task Orders for the $2.7B in Enrichment, with 3 awards of $900M each

HALEU (https://t.co/RfscHA5n1C):
Centrus $LEU @centrus_energy
General Matter @generalmatter

LEU (https://t.co/IpeCzlk6sb):
Orano @Orano_usa

[Ari Natter @AriNatter]

SCOOP: The US is awarding $2.7 billion to domestic to nuclear fuel makers as part of an effort to restart domestic production.

[Yellow Cake @YellowCaker]

@casperj33081634 Just because it’s “nationalized” doesn’t mean the material won’t make it to the Western markets. KAP has contracts with everyone.

[Yellow Cake @YellowCaker]

@casperj33081634 That’s still a government company

[Yellow Cake @YellowCaker]

@patmvcr Where do you think we are on the graph right now?