chris. g.

2.9K posts

chris. g.

chris. g.

@Grethe_90

🇩🇪 #34 years Invested and interested in the uranium sector 🤓

Bayreuth, Bayern Katılım Haziran 2009
190 Takip Edilen154 Takipçiler
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John Quakes
John Quakes@quakes99·
Absolutely incredible!😲 Never in my wildest dreams did I envision #Canada going full-on #Nuclear in my lifetime!🎆⚛️🇨🇦 The #Uranium sector tailwinds keep growing stronger day after day!🌀 The coming U bull market will be one for the history books!⛏️🧑‍🚀🚀🌟
Nostra Thomas 🇨🇦 🇸🇮 🇪🇺🇻🇦@SloCan68

'Canada 🇨🇦 has what the World wants, Safe, Clean, Reliable, Baseload #Nuclear Energy powered by #uranium!' -Energy Minister 🇨🇦 @timhodgsonmt delivers Nuclear Strategy All in‼️ #smr $nxe $dnn $dml #bwxt $ccj @opg @Bruce_Power 📺 👀 👇

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Uranium Insider
Uranium Insider@uraniuminsider·
For context, Engie has been reluctant to continue operations in Belgium and has been the primary driver of Belgian reactor closures. Tihange 1, Doel 1, and Doel 2 could return to the grid relatively quickly, technically speaking.
Uranium Insider@uraniuminsider

BREAKING: Belgium is moving to nationalize its nuclear fleet. The gov signed a Letter of Intent with French operator, Engie, for a full takeover of all reactors and liabilities. Dismantling of shuttered reactors has been HALTED.

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Uranium Insider
Uranium Insider@uraniuminsider·
BREAKING: Belgium is moving to nationalize its nuclear fleet. The gov signed a Letter of Intent with French operator, Engie, for a full takeover of all reactors and liabilities. Dismantling of shuttered reactors has been HALTED.
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Derek Quick
Derek Quick@derekquick1·
Uranium & Nuclear Squeeze via the Global AI Power Paradox is coming! The market is still massively underestimating what AI is about to do to baseload power demand which could start a chain reaction of Uranium & Nuclear energy company Mergers & acquisitions like big oil did in the 1970s with uranium & this is why $NVDA GPU scaling is driving 300% increases in power needs every few years as GPU's upgrade - Global data centers could require hundreds of GW potentially pushing toward 500+ GW long term - Today global data centers already consume 850 to 1,000 TWh annually - By 2030 projections range from 950 TWh to 1,600 TWh globally - Certain regions could see 300% growth with AI specific demand rising 10x in some scenarios AI workloads are exploding Accelerated servers powered by NVIDIA GPUs are now the fastest growing source of power demand -AI compute demand is growing 30% per year - $600 B+ is being invested into GPUs and data centers - NVIDIA is building 100 MW to 1 GW AI factories - Each site is effectively city scale electricity demand AI is no longer just software It is like adding multiple new cities the size of Houston to the grid on a regular basis! The problem - Grids cannot keep up - Permitting has taken years even with SMRs improving timelines - Transmission is bottlenecked - Renewables are intermittent The reality Only a few energy sources can meet this demand reliably and fast - Nuclear like SMR's or restarts of older reactors - Natural gas Why uranium & nuclear could squeeze - Tiny market - Supply constrained - Demand becoming visible and urgent - Long term contracting cycle returning - 85 million lb structural deficit Uranium mining is slow and difficult a fully permitted and operational producer can take more than 2 years from Uranium in the ground to reactor ready fuel This is not a normal cycle where any company can enter. - In the past, big oil moved into uranium and mined hundreds of millions of pounds while the U.S. built 55 nuclear plants in about a fast 10 year period - I think we could see a similar shift, where Mag 7 companies like $NVDA Nvidia move into nuclear energy or partner directly with the sector as they have started to do because these centers will have to be delayed and this could destroy the AI markets future growth if there is not baseload power meeting the parabolic demand - Those large companies have the capital to invest in or acquire stakes in uranium and nuclear companies, which would be a relatively small cost for them but critical for securing long-term power. This is increasingly aligned with U.S. policy support for nuclear energy, including funding for SMRs, fuel supply chains, and faster permitting because Uranium is a critical mineral and Russian sources are banned now going forward - The goal would be to fast track Nuclear energy supply for AI infrastructure, where reliable power matters more than anything - If that happens, it could accelerate consolidation across uranium and nuclear and tighten an already constrained market, U.S. uranium producers combined are smaller than the Dogecoin meme coin - AI and the nuclear energy pipeline are becoming critical pillars of U.S. national security - AI requires massive, reliable power to operate at scale - Nuclear provides the only scalable, secure baseload solution that is not dependent on foreign energy - Securing the full nuclear fuel cycle, from uranium mining to enrichment to reactors, is now directly tied to energy independence and a key factor in U.S. GDP growth This is a global power supercycle driven by AI fueling a U.S. nuclear and uranium renaissance! If you want more of these posts follow and share please and comment so we know you were here when the movies are made about the squeeze ;)
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Alice Weidel
Alice Weidel@Alice_Weidel·
Neben der Erhöhung von Tabak- & Alkoholsteuer will die Bundesregierung jetzt auch noch eine "Zuckerabgabe" einführen. Das dient nicht der Gesundheit, sondern der Finanzierung von Klima-, Migrations- und Ukrainepolitik. Wir schaffen nicht nur die Zuckersteuer sofort wieder ab.
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Eliant Capital
Eliant Capital@eliant_capital·
Continuing to be a real believer
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Sprott Asset Management
What happens when you model future uranium demand from the global nuclear fleet—factoring in restarts, life extensions and new reactors—and compare it with the fuel supply currently in development? According to Justin Huhn of The Uranium Insider, the resulting supply‑demand imbalance is the core investment case for uranium. Justin joins Sprott Radio host Ed Coyne for an in‑depth conversation on the global uranium market and what’s shaping the outlook for nuclear energy. sprott.com/podcast/ep92/
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CNBC
CNBC@CNBC·
The energy crisis will boost nuclear power, the IEA told CNBC. Here's how investors can benefit cnbc.com/2026/04/27/oil…
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Derek Quick
Derek Quick@derekquick1·
A Uranium Squeeze is coming, Sprott Physical Uranium Trust now holds over 81 million lbs of Uranium, this is almost 2 years worth of Uranium for the entire 94 U.S. reactors. Yet U.S. #Uranium producers only produced <3% of that last year. -Global Uranium demand will be over 250m lbs with an 85Mlbs deficit projected from AI demand confined by Goldman Sachs -Since the 1960s the U.S. produced only around 76 million lbs over the years from Texas where we saw the most concentrations of uranium exists & big oil mined it. -There are billions of pounds of uranium in the U.S. west of the Rockies that can be mined once long-term prices sustain above $100+ companies like $UEC have all the old claim maps & info locked away ready once prices reach those levels -U.S. uranium producers also $UUUU and fuel side $LEU are highly leveraged to price, meaning relatively small moves in uranium UF6, SWU and EUP can create massive profit expansion for these companies -Example of operating leverage UEC-style costs - $36/lb total cost -If uranium goes from $87 to $200/lb +130% -Profit goes from -$51/lb to $164/lb = +220% increase in margin -But the real leverage shows vs the lower cycle -From $40 to $200 +400% -Margins go from -$4/lb to $164/lb = +4,000% increase, Algos will love this on the long term charts. I also think Uranium will stay above $100+ for decades until overproduction starts, even then its not likely. -This is why uranium equities can massively outperform the commodity itself even if not in production yet. -At current levels $87 many producers are now profitable, but the market has not fully priced in sustained higher pricing -At $120–$200 sustained, large amounts of U.S. supply become economic so I expect major capital inflows -Expect production restarts + new projects from the 1970s to restart only a few U.S. companies have access to. -I Expect uranium equities to move disproportionately vs spot or even the entire market at that point. Hit the like and share if you want more, this is the tip of the research ;) check the link in my bio to see more and support the research or follow what Uranium and Nuclear stocks i am currently buying live.
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Derek Quick
Derek Quick@derekquick1·
A Uranium & Nuclear Energy stock squeeze like the 1970s is coming, $200+ uranium why? history rhymes. -Record oil gold prices but Uranium outperformed 600% -Big oil started mining uranium in the 70s & they profited from it long term -Dogecoin market cap is larger than the U.S. uranium producers combined -Nvidia is getting into Nuclear power because of their bottleneck $5 T MC -AI data centers driving massive power demand 50 GW or 50 new Houston cities -Datac enters 50% of planned capacity are likely delayed because of energy -Uranium designated a U.S. critical mineral -85 million lb deficit from AI reactor demand for the future -U.S. Defense Production Act being used for nuclear fuel supply chain -China currently building 50 nuclear reactors, 7 coming online this year U.S. built 55 in the 1970s in < 10 years -Global nuclear build out accelerating 70+ reactors under construction 400 operational 300+ permitting -U.S. Nuclear / Uranium Renaissance -Stagflation-type environment risk -S&P crashed -48% over 2 years Uranium ran up 500% from 1973 lows. -AI race becoming a national security priority -Global energy insecurity & Energy crisis -Russia Uranium ban effect 2027- supply risk via conversion, enrichment -SMRs + HALEU demand & technology surge dozens of SMRS pending permits -$4.3B U.S. push for domestic enrichment -AI arms & Space race = national security priority -Years of underinvestment in uranium mining long mine lead times 5 -10+ years -Long mine lead times, supply can’t respond quickly -Utilities re-entering long-term contracting cycle - Largest producers cutting output/Supply Constraints -U.S. pushing to fast-track nuclear & uranium permitting -U.S. Government working directly with industry to secure domestic uranium, conversion, enrichment -Push for streamlined NRC licensing for reactors & fuel facilities -Existing permitted projects being pressured to move into production faster -Recognition that permitting alone isn’t enough, pricing must rise to incentivize supply - Largest Uranium producer Kazatomprom reducing or constraining output -Limited conversion & enrichment capacity globally -U.S. starting from a very low domestic production base -Bottlenecks across the entire fuel cycle -Forward curve pricing higher uranium prices -Fuel cycle prices rising conversion, enrichment, SWU -Physical uranium market remains illiquid & opaque -No fast supply response to demand spikes -Energy security are becoming a global priority from Geopolitical risk & supply fragmentation I will be making some more deep dive videos as I have in the past, you can still watch the hundreds I made on the thesis since 2020 on Uranium & Nuclear.
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Derek Quick
Derek Quick@derekquick1·
My Nuclear Energy & Uranium Squeeze documentary Part 1,This is what is about to happen. $LEU did become a 464 bagger after it recently was up 46,400% < 10 years. New Doc coming, A few I own. #uranium $UUUU $OKLO $UEC $XE $SMR $DNNG $NNE $URNM $URNJ $BWXT
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John Quakes
John Quakes@quakes99·
🚨 “The initiative will begin a series of 60-day sprints designed to make rapid progress on the Consortium’s goals.” 🏎️🔥😊 Watch for a string of bullish #Uranium & #Nuclear build-out 'surprise' announcements from US Dept of Energy over the next 2 months to achieve 'rapid progress on near term goals.'🇺🇸💰🏗️⚛️🏭🧑‍🏭📰👀 This is the most significant US move in the past 75 years to boost domestic Uranium mining & processing!🎆🤠🐂 Be positioned and ready to ride the coming waves!🌊🏄
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John Quakes@quakes99

Breaking!💥 US Dept of @Energy’s Defense Production Act Consortium Unveils New Initiative to Grow Nation’s #Nuclear Fuel Cycle🇺🇸📜⏫⚛️⛽️🏭🧑‍🏭 More than 90 companies partner to catalyze a secure & cost-competitive domestic #Uranium fuel supply chain🤠🐂🌊🏄 energy.gov/ne/articles/de…

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Stokdog
Stokdog@stokdog·
The EU genius at work. Make electricity expensive so you reduce demand. The truth is their deranged net-zero scam can’t keep the lights on.
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📐triANGLE INVESTOR
📐triANGLE INVESTOR@capnek123·
U.S. DOE is advancing a Defense Production Act initiative to create a fast-tracked national-security permitting lane for domestic #uranium projects and procure material for a Strategic Uranium Reserve. This is another major policy push to revive U.S. production. energyintel.com/0000019d-bfbd-…
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Derek Quick
Derek Quick@derekquick1·
Uranium & nuclear energy stocks will go more parabolic than $GME Gamestop & the Silver squeeze combined, dogecoin still has a larger marketcap than pretty much all the U.S. uranium producers combined. $Leu $uec $uuuu No AI growth without baseload power.
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chris. g.
chris. g.@Grethe_90·
@bundeskanzler Uk-raaaiiine.. Ich kann dieses Drecks Wort nicht mehr hören, ich kann diesen korrupten Schauspieler nicht mehr sehen und ich kann ihnen nicht mehr zuhören, wie sie deutsches Steuergeld zum Fenster rauswerfen. 80% Ablehnung, gibt das kein bisschen zu denken?
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Bundeskanzler Friedrich Merz
Die Blockade ist gelöst: Das Darlehen für die Ukraine in Höhe von 90 Milliarden Euro wird freigegeben. Die Botschaft an Russland ist klar: Wir weichen nicht zurück, wir werden den Druck weiter erhöhen.
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