Uranium2035

This week could get interesting 👇👇open.substack.com/pub/uranium203… Uranium equities took a hit, but short-term turbulence is colliding with a much bigger setup: rising inflation, bond yields breaking out, and energy back at the center of the macro picture. Uranium equities are reacting, but the underlying thesis hasn’t changed. If anything, the backdrop is starting to look similar to the 1970s. And that's interesting. Nuclear didn’t emerge from a calm environment last time ⚛️

🚀 Hyperscalers keep revising their AI capex estimates upward. Each year's consensus gets obliterated by the next. Every dollar needs 24/7 firm carbon-neutral power. ⚛️ There's only one answer at scale $CCJ $NXE $DNN $EU #nuclear #uranium

🇦🇪 No injuries were reported, radiological safety levels were unaffected and the Federal Authority for Nuclear Regulation confirmed the plant's essential systems are operating normally Source: @CNBC cnbc.com/2026/05/17/abu…

🇺🇸 Americans have fewer objections to a nuclear plant in their backyard than to an AI data center. ⚛️ Nuclear: 45% favor, 53% oppose. ⚡️ AI data center: 27% favor, 71% oppose. Source: Gallup

🇷🇺 Russia has one final message for you. Subscribe 👇 uranium2035.substack.com/welcome

This dominance is precisely why 🇺🇸 the US banned Russian #uranium imports in 2024, and why Western utilities are scrambling to diversify away from Russian enrichment. Breaking that dependency takes years. That's the supply squeeze. Source: fedpress.ru/news/77/energe…

🇷🇺 Russian state media have all pushed today the same message: 👉 Putin has found “a $200 billion gold mine” 👉 Countries are “lining up outside Russia to get it” ⚛️ It’s... nuclear fuel. They’re not wrong. 👇🧵 #uranium

📊 WEEKLY SUMMARY · 2026 · WEEK 20 $URNM · #uranium

Uranium Gap Worsens: Nuclear News Roundup zerohedge.com/markets/uraniu…

⚡ MARKET CLOSE · May 15, 2026 $URNM · #uranium

@Conflurev @SloCan68 You too @Conflurev 🍻🍻

@Uranium2035 @SloCan68 It’s been bouncing that range for a while …. All still good You have a v good weekend too

$URNM resting on its 200-day moving average. Long-term trend intact. Have a good weekend 🥰 #uranium $URA $URNJ

This chart is honestly insane. Uranium is heading into a black hole. We’re talking about #uranium demand swallowing supply by 2.3 billion pounds by 2045 according to Goldman Sachs!

⚛️ Nuclear capacity (MW) per million inhabitants, 2024 1. 🇫🇷 France: 934.2 2. 🇸🇪 Sweden: 679.7 3. 🇫🇮 Finland: 516.4 4. 🇸🇰 Slovakia: 455.7 5. 🇦🇪 United Arab Emirates: 386.9 6. 🇨🇿 Czech Republic: 381.8 7. 🇺🇦 Ukraine: 365.4 8. 🇨🇦 Canada: 354.3 9. 🇧🇪 Belgium: 347.0 10. 🇨🇭 Switzerland: 345.3 11. 🇸🇮 Slovenia: 342.3 12. 🇧🇬 Bulgaria: 322.9 13. 🇺🇸 United States: 292.8 14. 🇧🇾 Belarus: 263.1 15. 🇯🇵 Japan: 223.2 16. 🇭🇺 Hungary: 211.5 17. 🇷🇺 Russia: 198.4 18. 🇪🇸 Spain: 151.7 19. 🇦🇲 Armenia: 148.0 20. 🇬🇧 United Kingdom: 94.2 21. 🇷🇴 Romania: 74.5 22. 🇨🇳 China: 40.4 23. 🇦🇷 Argentina: 38.2 24. 🇿🇦 South Africa: 30.3 25. 🇳🇱 Netherlands: 28.1 26. 🇵🇰 Pakistan: 14.3 27. 🇲🇽 Mexico: 12.3 28. 🇮🇷 Iran: 10.9 29. 🇧🇷 Brazil: 9.4 30. 🇮🇳 India: 5.6

@StefanVesti Look at what Cameco said in its Q3 2025 MD&A: “Fuel buyers focused on securing downstream conversion and enrichment first (delaying a return to uranium procurement) a return Cameco believes is unavoidable” Patience :-) Source: SEC filing sec.gov/Archives/edgar…

@Uranium2035 Exactly. It's only about enrichment or spent fuel. Nothing about mining uranium. It's like noone cares that all of this needs mined uranium. It's frustrating investing in uranium miners and seeing that everything else than that seem like good investments.

⚛️ Every year, @NEI's president takes the stage to deliver the State of the Nuclear Industry address. Here are some of the key lines from Maria Korsnick's 2026 speech. 1) "95% of our current fleet intends to operate for 80 years or more"

This excerpt is from the ASN Annual Report 2024 (regulation-oversight.asnr.fr/information/pu…). It cites Article L.593-18 of the Environment Code. Unless I'm reading it wrong, it requires a 10-year periodic safety review, after which ASNR decides on continued operation. For operation beyond 50 years, ASN has deliberately moved toward a fleet-wide "industrialised" strategy (generic phase first, then unit-specific), rather than purely bespoke authorizations. 🤔 But it seems the framework beyond half a century is still being defined. Does this answer your doubt?

@Uranium2035 @NEI Curious whether ASN has a framework comparable to NRC second license renewal for 60+ year operation, or whether each unit requires a bespoke authorization process. The regulatory pathway matters as much as the technical one.

Seven years of watching tech run while sitting in uranium will test anyone's patience. Haven't done the math, but I'd bet that since the bull market started (I'd say since August 2020) uranium has comfortably outperformed FAANG. I ran this comparison against the S&P500 recently. The catch is it comes with less collective hype and way more volatility, which tests even the most patient investors. But I think the returns make it worth it 🤓

@Uranium2035 I have been long Uranium for about 7 years and made some decent money but being in Tech would have been way more relaxing and more rewarding. Still believe in the trade but personally dont think the gains will be as big as first thought.

⚡ MARKET CLOSE · May 14, 2026 $URNM · #uranium

🇨🇿 Czech Republic generates 40% of its electricity from nuclear, one of the highest shares in Europe. Now it's running two nuclear bets simultaneously: a new large reactor under contract, and an SMR project just signed with Rolls-Royce. The image'squote is taken from yesterday's @cez_group earnings call. It's the largest utility and biggest public company in Central and Eastern Europe, and one of the pillars of the European Nuclear Renaissance. Why matters: 🇨🇿 For Czech Republic: doubling down on nuclear while most of Western Europe is still debating. 🇪🇺 For Europe: this would be one of Rolls-Royce SMR's first deployments on the continent. If it works, it becomes the template. ⚛️ For the industry: an Early Works Contract means engineering and licensing work has actually started. The Nuclear Renaissance is happening. #uranium #nuclear