dav fred

@uraniuminsider Isn't that like 12x primary production? Holy shit

Goldman Sachs now forecasts a 2.3 BILLION lb. cumulative uranium deficit thru 2045, including SMR demand into their forecast for the first time.

Multiples from here, generally. Every reactor operator has different metrics. They won’t be happy paying 2-3x current prices, but to speak generally, it won’t result in reactor closures…especially if uranium rises to that extent but conversion/enrichment/fuel fab don’t also 2-3x, which they probably won’t.

Nuclear Buildout Accelerates With Goldman Now Including SMRs Into Forecast zerohedge.com/energy/nuclear…

@BrightInsight6 @nicknanez This is the FuckTard that decides what mankind get to uncover about our history. Backwoods mother fuckers like this didn't build the pyramids so why is he the gate keeper

@nicknanez I got you! youtu.be/c3EBcvP88ys?si…

Jimmy Corsetti vs Zahi Hawass on Piers Morgan Uncensored, part 2 - drops Friday 🔥

@BrightInsight6 @PiersUncensored I'm really looking forward to watching this backwards retard He's an excellent source of cringe TV Thanks Zahi

UPDATE: After the debate vs Zahi Hawass on @PiersUncensored yesterday (which goes Live tomorrow), I did some fact checking on a specific question I asked Zahi Turns out he blatantly lied, or otherwise stated a complete falsehood I contacted Piers’ team about it. Stay tuned 🔥

Lbs of U3O8 CCJ has borrowed. That number is going to go up with the bridge down at McA and CL already being leaned on. Estimates of 1.5-3 mln lbs of lost production.

@BrightInsight6 @PiersUncensored Zahi needs a new advisor

🚨TYRANNY ALERT!🚨 Tucker Carlson and Nick Fuentes have both been named as possible domestic terrorists, according to the Trump administration’s top counterterrorism official Sebastian Gorka. The second Trump administration is now 90% captured by the NEOCON cult!

Spot #Uranium: 8525/8600 USc/Lb #U308 numerco.com/products-servi…

Squad for Magic Round 📝 Details 🔗 bit.ly/48SUPeB

US To Develop Small Modular Nuclear Reactors For Commercial Shipping zerohedge.com/energy/us-deve…

Peninsula energy with their small shed full of U3o8 drums 😃 $pen #uranium

@Yellowbull11 And that's if it all goes well I didn't account for delays from inclement weather and protests from Greenpeace because that river contains a Unicorn rocking horse shit flying pig fish

@Yellowbull11 1. Sign off flood water/weather complete 2. Assess a repair or a replacement 3. Cultural heritage inspection for artifacts because a new disturbance area 4. Geotechnical new foundation 5. Budget 6. Design 7. Bid process 8. Award contract 9. Mobilise 10. Execute 11. Sign off

Never thought I would be spending part of my weekend going over bridge related data in Saskatchewan, yet here we are. The location of this here bridge (or what is left of it) is pretty important, as you may image as otherwise they wouldn't be issuing a seperate alert on it. The collapsed bridge sits north of Beauval and just south of Pinehouse, and the village of Pinehouse itself has lost its road access to the south. The alternative routes traffic over Highway 914 with carrying limits that are not suitable for a 24/7 industrial supply operation. Saskatchewan replaced two other bridges on Highway 165 over the Beaver River near Beauval last year at a cost of about $11.1 million (which on a relative basis is not a lot, especially for a company like Cameco, but this is more about time rather than price as you can imagine and there is a striking irony there when considering the overlay with uranium supply), and those were planned, scheduled jobs in dry conditions. I looked for information on this so you don't have to and it took them several months to construct these bridges. The Beauval project was a full construction season job rather than a quick fix, that much is clear. The Saskatchewan Ministry of Highways posted its NWA notice for the bridge replacement on the 1st of May, active construction ran through the summer, and the September 2025 Orange Zone update said work was expected to finish by the end of October. So roughly like five to six months of active construction season work, on a planned project with engineering, permitting, and contractor mobilization already done in advance. Again, all done in dry conditions and planned ahead of time. No two bridges are the same, but this is good for perspective. This one is going to have to be an emergency rebuild during active spring melt with ice still moving through the channel, and from what I can tell, the proverbial best case looks like a temporary or ice-road style bypass within weeks, with a proper bridge replacement taking many months, and that assumes flood levels actually peak rather than throwing up another washout downstream. There is an alternative roadway, which sounds reassuring until you read between the lines and notice that restrictions are in place on the use of that secondary route, which is essentially the same as saying that heavy trucks loaded with diesel, ammonium nitrate, sulfuric acid, lime, and the rest of the consumables a high-grade uranium operation chews through cannot get to site in anything like the volumes they need without a proper alternative to the bridge. No it won't be a ‘we go to the moon scenario’, otherwise this analysis would be worded a lot differently, but as I noted above it's worth spending a bit of time on. I will be watching developments closely to see how the company is going to be dealing with this, but we will cross that bridge when we get to it (bad pun, sorry). Hope this context helps.

Wouldn't U know!😲 As soon as I go on vacation Cameco shuts down world's largest #Uranium mill due to supply bridge severely damaged by flooding⛏️🏭⤵️ while #China launches construction of another 1.2GW #Nuclear reactor!⚛️🏗️⤴️ What's the bullish level above EXTREME?🌡️🤔 Cheers!🍻