#nuclear

Announcing Prosperity One: a proposed 6.6 gigawatt nuclear campus in Lewis County, Kentucky

🇷🇺🚀 | Russia’s Dead Hand system can launch a nuclear strike even if all its leaders are eliminated. If no response is detected, it assumes command is gone and fires 4,000 nuclear missiles at the US and NATO allies. #Russia #Nuclear #DeadHand

.@NRCgov has issued its Final Environmental Impact Statement for Global Laser Enrichment's Paducah Laser Enrichment Facility, recommending that a construction and operation licence is issued for the proposed plant #nuclear

⚛️ @NuCubeEnergy Takes On Investment From Alaska And Plans To Explore Reactor Development In Taiwan. #Nuclear #NuclearPower #NuclearEnergy US microreactor developer says cash injection will help fund development of NuSun technology 👉FULL STORY:

🤔The No. 1 question I get from frustrated investors is: "By every metric, the underlying #Nuclear fundamentals are extremely bullish, as plain as the nose on your face👃 yet #Uranium #stocks have been beaten down to severely oversold levels. Why?"🤪 Here's my take: The Uranium space is tiny compared to other sectors, with high levels of volatility and a very high risk investment profile.⚠️ As a result, it gets treated as a small "add on" by fund & institutional portfolio managers, hedge funds, family offices and high net worth investors. They don't build separate portfolios just to hold their small uranium stocks & ETFs exposure.🦐 Instead, they put their uranium holdings into other baskets of investments.🧺 Some see U as an AI picks & shovels play with Nuclear power, so they put their U sector holdings in their AI baskets.🧺🤖 Others see U as a mining & metals play, so they put their U holdings inside their gold, silver, copper and other mining & metals baskets.🧺⛏️🪙 As uranium is the fuel for Nuclear reactors, they also put U stocks & ETFs in their oil & natgas energy baskets.🧺🛢️☢️ U can see the problem with that.😧 If any one of those sectors gets dumped by those portfolio managers, it ends up driving down uranium stocks as "collateral damage" with baskets getting tossed for reasons completely unrelated to the extremely bullish U sector fundamentals!🧺🤖⛏️🪙⤵️🗑️ Since Trump launched his war on Iran, energy prices have soared, as have US Treasury yields to 24 year highs, while metals prices have tanked and investors have gone "risk off."😱 Portfolio managers have been dumping their high risk mining & metals baskets as the costs of production & financing have risen while commodity prices have fallen (except for Uranium prices which remain at a record high for term contracts).🧺⛏️🪙⤵️🗑️ At the same time we see investors taking profits and rotating out of the AI boom, concerned about debt levels & CAPEX requirements amidst uncertain profit outlooks.😟 AI added an extra tailwind to the Uranium bull case, but as portfolio managers dump their AI baskets they end up dumping their U sector holdings at the same time, regardless of the U sector's bullish outlook.🧺🤖⤵️🗑️ On top of that you have Trump's irrational trade war launched against Canada.🦧 The major western uranium producers & developers are in the ultra high-grade Athabasca Basin... Cameco, NexGen, Denison et al... based in Canada.🇨🇦 Small explorers & developers trade primarily on Canada's TSX Venture high-risk speculative resource exchange.🎢 When investors saw uncertainty around Canada's ability to win this trade war (while Alberta was toying with the idea of separation) many exited their high risk U stocks positions until they see more certainty returning.🧺⚛️⛏️⤵️🗑️ U see... the convergence of AI, risk-off, mining & metals sell-offs since January has led to U stocks & ETFs becoming "dramatically oversold" while the fundamentals for the U sector have continued to grow more bullish on a daily basis, now the strongest they've been since the 1980s as the world turns to Nuclear to mitigate climate change, find energy security amidst a global energy crisis and provide the essential 24/7 reliable carbon-free electricity needed to fully enable the AI revolution.💪⚛️⛏️ Eventually the tide will turn as the very compelling investment case for Uranium becomes too extreme to ignore.🤑 It's anyone's guess as to when that happens and what new catalyst will trigger what is setting up to be a rapid & powerful Uranium bull run for the history books.⚛️⛏️🚀🌜 All we know is that it is imminent, with more explosive violent upside potential than ever before when launched from such extremely oversold levels.💣💥💰💰 Just my own analysis & opinions.🕵️ Yours may be different.🙃 That's what makes a market.🎭 Good luck with your positioning & bottom feeding as we await the inevitable U sector turn!🦈🌊🏄🤠🐂

Breaking!💥📰 US Department of @Energy launches PROJECT UPRISE🌄⚛️⚡️🇺🇸 to unleash American #Nuclear Power and Accelerate America’s Nuclear Renaissance🏎️🔥⚛️🏗️👷🤠🐂 #Uranium 24/7 #CarbonFree #NetZero #EnergySecurity #RideTheNuclearWave 🌊🏄

The U.S. government is backing Constellation Energy with $5 billion in financing to accelerate nuclear power expansion and development across the country. (via #BreakingNews #Nuclear #Uranium

⚛️ Israel Ministry Calls For ‘Immediate Action’ To Launch #Nuclear Fusion Industry. #NuclearPower #NuclearEnergy Government lays out three alternative pathways as nation bids for major role in growing sector 👉FULL STORY:

It’s not every day that you see a research #nuclear reactor pulse!

.@1SuperCritical has an exclusive licence from the US Department of @Energy for a patented system to extract #uranium from the world's oceans. Founder and CEO Canon Bryan outlined the company's plans to the World #Nuclear News podcast

.@holtecintl's operation to retrieve the fuel assembly from the Palisades #nuclear power plant in Michigan was completed using a purpose-built machine that was conceived, engineered, manufactured and delivered in just two weeks

📺US @Energy Secretary assures U that "the #Nuclear Renaissance is REAL"🇺🇸⚛️⏫"We're restarting 3 power plants, upgrading power plants all across the country, and soon you'll be hearing announcements about new reactors being constructed."🤠🐂 #Uranium 🌊🏄

The @USNavy has selected Radiant to deploy our Kaleidos microreactor at Naval Weapons Station Crane, Indiana. With this selection, Radiant is now the only nuclear microreactor company with partnerships across the Army, Navy and Air Force. The Navy has more than 70 years of safe reactor operations. It wrote the playbook on reactor safety. Earning its confidence is powerful independent validation of Kaleidos. This milestone moves us closer to our goal: reliable, resilient nuclear power wherever the mission demands. Through our work with all three branches, we’re building a clear path from military deployment to nuclear energy at scale for government and commercial customers. Read more details here:

Ports should begin structured planning for advanced #nuclear technology now, treating it as a long-term infrastructure and operating-model question rather than a new marine fuel, according to a new joint paper from @britishports and @lloydsregister

Alerta total! Reportan que Irán prepararía armas químicas mientras Israel alista respuesta nuclear. Un "hola" no describe esta magnitud: estamos ante el fin del juego.😱😯 #Iran #Israel #Nuclear #WWIII #ÚltimaHora

⚡️Wood Mackenzie: Ambitious #Nuclear campus plans show a way forward for the US industry🇺🇸⚛️🏗️👷 Plans announced to build up to 6 Westinghouse AP1000 reactors in #Kentucky, 8 Canadian CANDU reactors and 12 x X-energy Xe-100 SMRs in #Indiana 🤠🐂#Uranium 🏄

Germany has decommissioned all of their clean energy nuclear power reactors. Yesterday the towers at Gundremmingen nuclear power came down. We all know how this story ends... #Germany #west #nuclear #clean #wind #solar #dumb #gas #oil #russia #FailedState #SouthAfrica #BrainDrain

🚨US @ENERGY Secretary Chris Wright just told @CNBC that we will soon be hearing announcements about new #Nuclear reactors being constructed.🗣️⚛️⚡️🏗️👷🇺🇸 We're going to need a lot more #Uranium folks!🛢️☢️⛽️🤠🐂 Be ready to ride the coming wave! 🌊🏄

"...soon you'll be hearing announcements about new reactors being constructed. So yes. The nuclear renaissance is real Brian. It's happening" - Wright on CNBC US Energy Secretary Hints at New Nuclear Reactors Coming Soon By Bryan Pietsch (Bloomberg) -- US Energy Secretary Chris Wright says “soon you’ll be hearing announcements about new reactors being constructed.”  Wright speaks on CNBC Wright doesn’t elaborate on the coming announcements NOTE: US Offers Constellation $5 Billion Financing to Spur Nuclear

Our CCO Mike Starrett took the stage with leaders from @USArmy and @DeptofWar at the Global Nuclear Energy Economic Summit’s Nuclear Spotlight Panel to discuss reliable, American-made nuclear power on the nation’s installations. Radiant has partnerships with The Army, Air Force and now The Navy! Through our work with all three branches, we’re building a clear path from military deployment to nuclear energy at scale for government and commercial customers.

What do @amazon, @xenergynuclear, and @AEPnews have in common? If you said #coal-to-#nuclear, then you're a smartypants 🤓👇