Chris
@_chris_ing_
public and private equities investor focused on disruptive industries. All views are my own/not investment advice.
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love when Grant calls out Leigh.
Grant Isaac spitting fire as he notes that the supply/demand modeling in the recent WNA fuel report understates the potential demand we will see down the road, while "grossly overstating supply" that won't come to the market at this $84 price point as we need (much) higher prices
sounds good.
*BESSENT: U.S. IS BEHIND CHINA ON NUCLEAR POWER BUT WILL CATCH UP *BESSENT: IT'S ALL HANDS ON DECK FOR NUCLEAR POWER
when will we see the _________ (insert hyperscaler name) + @holtecintl announcement of the Indian Point rebuild/restart?
NextEra, which just made a deal with Google to restart its Duane Arnold nuclear plant, is already ordering major components. The restart is definitely happening. Article link in reply.
#Cameco ($CCO.TO $CCJ) along with Brookfield has entered into a partnership with the US Govt., expected to accelerate global deployment of Westinghouse nuclear reactor technologies, reinvigorate supply chains, etc. Read full news release at ow.ly/H8Hq50XiP4K
old news (2wks ago). less analysis, more action. @SecretaryWright 🤝thanks in advance
The US could have 10 new nuclear power plants under construction within five years, per Bechtel
do strategic #uranium reserve next and then pls kick-off construction on a bunch of 1GW reactors @SecretaryWright 🤝 thanks in advance
what nuclear fuel? the US doesn't really produce much and I doubt our tiny strategic stockpile is for sale. Try Canada?
This article is so stupid. Megatons? Really FT/Reuters regurg/Bloomberg regurg? That doesn’t even make sense as a measurement, either as 1 megaton = 1 million tons, or as explosive yield. The former would imply 160 million TONS equivalent of EUP from the perspective of energy…
No — there is a projected structural uranium supply deficit of roughly 2 billion pounds over the next 15 years. Downblending weapons-grade uranium from dismantled warheads would be immaterial in that context — like finding pennies in the couch when you need to cover a thousand…
does $SRUUF raise $ when it's trading at a premium to NAV or only when $U.U (local line) is at a premium? #uranium
just added to $MSOS and will continue to do so on every silly/overdone sell-off.
imagine selling $SRUUF here? lol.
AI’S ENERGY HUNGER IS ABOUT TO GET INSANE Global power demand from AI data centers is projected to quadruple within ten years, reaching nearly 1,500 terawatt-hours. The U.S. and China dominate the surge, followed by Europe, Japan, and India. The rise of compute-heavy AI…
who does this affect? BWX Tech? GE Vernova? Holtec?
U.S. DEPARTMENT OF COMMERCE SUSPENDS LICENSES TO EXPORT NUCLEAR PLANT PARTS TO CHINA, SOURCES SAY
TRUMP: BIG ANNOUNCEMENT TODAY ON NUCLEAR ENERGY ORDER WILL MAKE US A REAL POWER IN THIS INDUSTRY NUCLEAR IS SAFE AND 'ENVIRONMENTAL' NUCLEAR A HOT INDUSTRY #uranium
*TRUMP TO INVOKE WARTIME ACT OVER US URANIUM DEPENDENCE
*TRUMP TO SIGN ORDERS TO BOOST NUCLEAR POWER AS SOON AS FRIDAY, SOURCES SAY
TAIWAN OPENS THE DOOR TO RESTART NUCLEAR POWER PLANTS IN BIG REVERSAL 🇹🇼☢️🚨 👍Lawmakers revised a bill to extend life of shuttered reactors ⚠️ This is a reversal for Taiwan, which adopted a nuclear phaseout plan a decade ago. Its last reactor is still set to shut this weekend
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