Ben

@Morecryptoonl $CCJ / $NXE

which chart should I analyse next?

The bull case is evolving. We’re moving from “uranium demand is coming” to “the U.S. needs to rebuild the entire fuel chain.” That’s a much bigger statement. DOE’s new DPA initiative is not about spot uranium tomorrow morning. It’s about Washington realizing the real problem is the machinery behind nuclear growth: milling, conversion, enrichment, fabrication. In other words: the market is still staring at pounds in the ground, while policy is starting to stare at choke points. That’s where things get interesting for names like $UUUU and $UEC. #uranium

NexGen keeps drilling, and the high-grade zone keeps growing. That’s how a deposit starts looking less like a nice discovery and more like a serious long-term asset. #uranium $NXE

@Morecryptoonl $CCJ

Which chart should I analyse next?

The market keeps looking for the next uranium spot trigger. But the bigger signal may be this: the U.S. is trying to restart the large-reactor machine. #uranium #nuclear

The NRC reorg is not about uranium spot tomorrow. It’s about something deeper: the U.S. is starting to rebuild the regulatory machine for a bigger nuclear future. That’s the kind of shift most people ignore at first. Bull markets don’t just need higher prices. They need institutions to reorganize around the thesis. And that’s exactly what this looks like. #uranium #nuclear #NRC

Kazakhstan tightening control over uranium is another reminder that “global supply” is not the same as secure supply. That’s where $UEC fits the story: U.S. pounds, U.S. jurisdiction, and rising strategic value as supply gets more political. #uranium #nuclear

Uranium Energy Corp trades at a premium, reflecting strong positioning and market awareness. Its large shareholder base and financing strategy give it a unique edge. Is UEC overvalued or well prepared? It is priced for success but built for opportunity. Execution will prove the story. Follow for more uranium insights. 👉 Full Episode: youtu.be/3a5PrX7fRaU  👉 Copper Bootcamp: lumaconference.com/bootcamp-partn…  👉 Rule Classroom (Free) ruleclassroom.com/share/-ztDnefs… #UEC #Uranium #MiningStocks #EnergyTransition #NuclearEnergy #Investing #Commodities #EnergySecurity #StockMarket #Resources

Maybe the biggest signal here isn’t the reactors themselves. It’s that U.S. policy is slowly shifting from admiration of nuclear… to execution. #NuclearEnergy #SMR #Uranium

When the largest producer starts leaning harder into exploration and new extraction methods, I don’t read “oversupply.” I read pressure. #Uranium

TD SYNNEX expands its partnership with $NBIS by reserving over 1,000 NVIDIA HGX™ B300 clusters on Nebius AI Cloud. 🔥 This is the first time a global IT distributor has reserved infrastructure from an AI-native cloud provider. "There’s literally no capacity available right now." — Senior VP of Cloud, Security and AI at TD Synnex

The critical minerals angle matters for $UUUU because Energy Fuels isn’t just a uranium story. It owns processing infrastructure in the U.S. through White Mesa and is already pushing into rare earths. If capital starts chasing strategic supply chains, $UUUU fits the theme better than a plain miner.

🚨Huge news!🐳📰 After months of private closed-door meetings, the US Dept of #Energy's Defense Production Act #Nuclear Fuel Consortium will hold a public meeting next week on April 23rd to disclose its 'plans of action' to rebuild US domestic #Uranium production, which could include actions such as taking direct shareholder stakes in US U mining companies, entering into long-term supply contracts and/or offtake agreements, setting a US domestic #U3O8 floor price and expanding the US Strategic Uranium Reserve.🇺🇸💰⚛️⛏️🏭🧑‍🏭 FYI.. The US Uranium industry is about to enter a new era of transformation🦋 boosted by the collaborative efforts of this consortium formed last fall that includes U miners, processors, end-users (utilities) and the US Dept of Energy that together are jointly developing 'plans of action' to rebuild US Nuclear fuel production capacity, utilizing the emergency measures & legal protections provided by the US Defense Production Act of 1950.📜 The Consortium is seeking to unshackle US uranium miners so that domestic uranium production can return to its former glory years and ultimately end the US Nuclear industry's reliance on foreign imports from adversary nations🌞 as per Trump's Executive Order 14302 of May 23, 2025: Reinvigorating the Nuclear Industrial Base. federalregister.gov/documents/2025… 😒The problem: The US reactor fleet consumes circa 50 Million lbs of mined U3O8 every year, which is projected to increase to 200 Million lbs per year by 2050 under the current administration's plan to quadruple US Nuclear capacity over the next 25 years. BUT, today the US imports 96% of the uranium used to manufacture reactor fuel, with US mines only supplying about 2 Million lbs last year. This situation has become a severe national security risk that now must be addressed.⚠️🪖 😃The corrective action: The Defense Production Act Consortium has identified companies in the US that have been invited to voluntarily join together to develop and implement actions needed to boost the domestic production of uranium fuel towards ending US dependence on foreign imports and to build a secure supply of reactor fuel protected from fluctuating geopolitical and market forces that could disrupt future supply.🇺🇸⚛️⛏️🛡️ Consortium members are able to collaborate in ways that would not normally be legally permitted under US free market anti-trust laws, developing actions under a new Uranium Fuel Infrastructure Resilience Mechanism (UFIRM) to establish floor prices, enter into long-term contracts and offtake agreements, and build up a strategic uranium reserve, ensuring profitability for member companies while reducing exposure to global uranium price and supply fluctuations that could negatively affect US domestic production. For example: The DPA Consortium could draft a Plan of Action to bring Anfield Energy's Shootaring Canyon uranium mill and nearby U mines back into active production by utility and/or DOE direct investments, loan guarantees and other funding mechanisms to rapidly upgrade and install mill equipment, recruit & train a new workforce, and fast-track through permitting and approvals. Fixed price base-escalated or market referenced long-term supply contracts could be entered into with both the DOE and US utilities, at prices far higher than today's Spot & Long-term prices, with a portion of production going into the Strategic Uranium Reserve to ensure future supply security and the remainder going to the consortium's utility members. As intended by the DPA to address emergency situations, the permitting, environmental and other hurdles to be cleared would be given top priority for fast-tracking. Ultimately, any company that currently owns or controls US uranium resources, mines under development, a mill and/or ISR processing facility, or other strategic assets could be leveraged to boost US uranium supply in an unfolding new US uranium production boom. DOE DPA Nuclear Fuel Cycle Consortium Voluntary Agreement Under Section 708 of the Defense Production Act: federalregister.gov/documents/2025… 19 December: "Notice is hereby given pursuant to section 708 of the Defense Production Act of 1950 (“DPA”), that the Assistant Attorney General finds, with respect to the Implementing Voluntary Agreements Under the Defense Production Act (“Voluntary Agreement”) proposed by the Department of Energy (“DOE”), that the purposes of section 708(c)(1) of the DPA may not reasonably be achieved through a voluntary agreement having less anticompetitive effects or without any voluntary agreement. Given this finding, the proposed Voluntary Agreement may become effective following the publication of this notice." federalregister.gov/documents/2025… 'Executive Order 14,302 “Reinvigorating the Nuclear Fuel Base”,90 FR 22595 (“E.O. 14,302”) required the Secretary of Energy, in coordination with the Attorney General and the Chairman of the Federal Trade Commission, to utilize authority provided to the President in section 708(c)(1) of the Defense Production Act to seek voluntary agreements with domestic nuclear energy companies to provide for the national defense. The purpose of the proposed Voluntary Agreement is to establish a consortium and plans of action to ensure that the domestic nuclear fuel supply chain capacity is available to enable the continued reliable operation of the Nation's existing and future nuclear reactors. The phases of the domestic nuclear fuel supply chain that will be addressed in the consortium and plans of action include milling, conversion, enrichment, deconversion, fabrication, recycling and reprocessing, end users, and Uranium Fuel Infrastructure Resilience Mechanism (“UFIRM”).' The outlook for companies in the US Uranium mining industry is looking brighter than ever!🌞🔮👀 Hope U are positioned to ride the coming wave! 🌊🏄🤠🐂

In this week's report: -Is this recovery rally the real deal? -How to position for what is happening in credit markets -Insights from Grant Isaac and Kazatomprom -Gold has been consolidating, but what's next? All that and much more in this 60 page report: patreon.com/posts/contrari…

$UUUU still looks constructive here. Daily structure is bullish, price reclaimed the buy zone, and momentum is starting to lean back up. Now the real test is whether it can push through the nearby supply and turn this bounce into continuation.

The supply gap is obvious. The higher price needed to bring on new mines is obvious. And yet the move still feels slow. That is the point. Utilities can delay. Inventories can mask stress. The fuel cycle adds inertia. So the question isn’t whether uranium is tight. It’s how long “not immediate” can last before it becomes “not avoidable.” That’s when this market gets interesting. #Uranium

This isn’t just a uranium story. It’s a grid build-out story first. Utilities are pouring huge capex into power infrastructure as load growth returns, data centers scale, and reliability matters again. Nuclear benefits because it’s becoming institutional, fundable, and strategically necessary. #Uranium

IN CASE YOU MISSED IT, DENI IS HIM.

@quakes99 Hey John, a quick question, What in those house-position screenshots specifically proves ATM issuance rather than just heavy secondary market broker flow?

🪙The ATMS for Sprott Physical #Uranium Trust $U.U & $U.UN tickers ran virtually non-stop for first 3 & 1/2 hours today⚙️🏧💵 before shutting down at 1PM EDT📴 raising likely another $10+ million in cash to send many more drums of Spot market #U3O8 to U heaven!😇🛢️☢️🛒💰🤠🐂🌊🏄

What stands out is that this goes beyond a headline about space reactors. DOE is being pushed to assess whether the U.S. can actually deliver the industrial base behind them: long-lead components, fuel, and real deployment capacity. That is a much bigger signal than it looks at first glance.

THE WHITE HOUSE JUST ISSUED A SPACE NUCLEAR DIRECTIVE. NSTM-3, signed by OSTP Director Michael Kratsios, launches the National Initiative for American Space Nuclear Power under EO 14369 (Dec 18, 2025). It sets explicit deployment targets: · ORBIT (2028): nuclear reactors deployed in space as early as 2028 · MOON (2030): lunar surface reactor ready for launch by 2030 · DEEP SPACE (2031): mid-power in-space reactor deployment goal NASA is directed within 30 days to: · Start a mid-power Fission Surface Power program (lunar variant for 2030 launch) · Work with multiple vendors through preliminary design review and ground testing · Downselect to no more than 2 designs within 1 year Key specs: · Mid-power: ≥20 kWe, 3 years in orbit, 5 years on lunar surface · Low-power option: ≥1 kWe for cost/schedule flexibility · One design must scale to 100 kWe DOE within 60 days must assess U.S. ability to produce up to 4 space reactors in 5 years, including fuel supply constraints. If needed, DOE may draw from the fuel bank under EO 14299. Contracting is firm fixed-price, milestone-based. OSTP delivers full implementation roadmap within 90 days. $LEU $CCJ $BWXT $OKLO