Nuclear Energy Supply Chain

Or Urenco could just buy the whole company, gain the fully licensed, shovel ready New Mexico deconversion facility AND enter the nuclear medicine business out of Idaho Falls, all at the same time

New info per Urenco's annual report: "We have a solid plan in place to manage tails in Europe and are conducting a feasibility study for deconversion in the US." urenco.com/cdn/uploads/su… $INIS

Recall that $INIS is ready for a reverse stock split on a new ticker and a poised to grow their business line in radiopharma and theranostics - all funded by the sale of the LICENSED DUF6 assets. This is an under-the-radar story in #nuclear medicine

International Isotopes (Radnostix) $INIS update: As foreseen, the (undervalued) de-conversion asset sale fell though! Now $INIS is free to sell this NRC-approved license to construct a DUF6 plant for a much higher value. radnostix.com/mutual-termina…

Imagine the efficiencies (cost/safety/security) of centeralizing the #uranium fuel cycle processes in one location (as opposed to trucking it all over the country). #Wyoming is one of few states that could pull this off. @WYOENERGY @GovernorGordon @SenLummis @SenJohnBarrasso

...the name “International Isotopes Inc.” no longer completely describes the business activities that we now engage in. Therefore,... chang[ing] our corporate name to “Radnostix, Inc.,” referencing both ‘radioisotope’ and ‘theranostics’... $INIS archive.fast-edgar.com/20251126/AKZ39…

What's helpful is that @KeithMcCullough will get us back into #uranium tomorrow if his signal changes. Or not. Zero bias...nothing but signal. #uranium

🚨 Seeking a Speaker! We’re looking for an expert in nuclear energy & supply chain management to speak at an upcoming Association for Supply Chain Management (ASCM) event early next year (Richmond, VA area). ASCM is the global leader in advancing supply chain innovation and leadership… connecting professionals and organizations worldwide to build stronger, more resilient supply chains. If you or someone you know can share insights on how supply chain excellence can benefit the nuclear energy sector, I’d love to connect you with our president to coordinate. Let’s make an impact together. #SupplyChain #NuclearEnergy

Japan accepted its first delivery of UF₆ in 11 years earlier this month. The shipment of 50 cylinders containing “up to 625 tons of #uranium” was dispatched by Canada’s Cameco Corp. Rokkasho is set to expand to 450,000 SWUs per year by 2028. $CCJ ans.org/news/2025-10-2…

#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

The first ever press attention on this topic: American Fuel Resources requests license for N.M. uranium deconversion plant ans.org/news/2025-10-1… $INIS

UPDATE: According to AFR's *new website, an application to transfer $INIS's license for a deconversion facility was submitted Oct 2nd. Given the 3/31/26 deadline to clear the NRC & the lack of a DUF6 supply agreement, the probability for transfer is low americanfuel.us

$INIS UPDATE – pending NRC Enforcement Case CLOSED. Mediation was successful; No further NRC financial action / penalty is planned. This clears the path to the proposed reverse stock split. 📄 Full doc: nrc.gov/docs/ML2522/ML…

Job Alert: @GeneralAtomics is hiring a @SailPoint Engineer for the installation, integration, and deployment of their SailPoint IdentityIQ product and access management (IAM) solution ga-careers.com/job/san-diego/…

"Cameco, Orano sign game-changing 15-year contract with Rise Air" When reflecting on this #uranium bull market's case study years from now, this particular news item will be a chapter's title canadianminingjournal.com/news/cameco-or…