uraniumfilledbatteries

Cameco's #Nuclear Power Play:🏒"There's more demand yet to come to the #Uranium market than there's ever been in the history of this industry; uncovered requirements a bigger wedge than it's ever been; more risk to the supply stack than we've ever seen"🤠🐂 youtube.com/watch?v=PDOpa6…

4 More Countries Join Global Push to Triple Nuclear Energy by 2050

⚡️Shaw and Partners raised their #Uranium price forecast +$50 to $200/lb⏫💲🛢️☢️as "super-cycle is just getting started"🎢with market "undersupplied and getting worse"↕️🗜️as "fundamentals have never looked better"🌟while "#Nuclear utilities significantly under-contracted"🤠🐂 youtube.com/watch?v=7SKRTd…

🥡Five Key Takeaways from Goldman Sachs' Inaugural #Nuclear Power Seminar: Consensus on Rising #Uranium Prices, Supply Gap Continues to Widen on surging long-term demand and supply shortfall "pressure that cannot be ignored"🗜️🙈⚛️↕️🛢️☢️🤠🐂#EnergySecurity moomoo.com/news/post/6754…

Hidden in plain sight!🐘 There's now broad consensus by analysts & consultants covering the #Uranium sector that a widening gap between #Nuclear fuel demand & mined U production has created a deep structural supply deficit this decade & beyond!↕️⚛️⛽️🗜️🤠🐂 #RideTheNuclearWave🌊🏄

‼️Why #Uranium could be the biggest beneficiary:🗣️ "Uranium is the only fuel on earth dense enough that Taiwan or Korea or Japan could easily store 5 years of energy requirements in a warehouse. The Japanese #Nuclear power plant construction boom got underway in earnest after the Arab oil embargo in 1973 when the Japanese concluded that, in their search for energy independence, that they needed to focus on Nuclear... and I think that they've relearned that lesson... and my suspicion is that the circumstances that we're seeing in the #oil market, the most inescapable conclusion probably is that for nations that rely on Persian Gulf crude, given the inherent political instability in the region, that they're going to increase the pace of Nuclear plant approval and Nuclear plant construction."📈⚛️🏗️👷🌏🤠🐂

Breaking!💥📰 No surprise here!🤡 As soon as US stock markets closed after he sent them deep into the red🇺🇸🩸🗡️ #TACOTrump🌮🦧 announces a further 10-day pause on attacking #Iran's #energy infrastructure until April 6, so markets can rebound tomorrow on #FOMOFriday🔃🤪 #Uranium

The #uranium supply gap is growing. By 2040, demand is projected to far exceed current mine production and secondary supply. #Nuclearenergy expansion means new uranium sources will be critical. We are building an Argentinean & Colombian uranium portfolio! 🇺🇸NYSE: JAGU Visit our website;jaguaruranium.com

Ka-ching!🪙 @Sprott Physical #Uranium Trust put some cash to work today buying up another 50,000 lbs #U3O8 🛢️☢️🛒 matching Spot trade data posted by #Nuclear fuel brokers @Numerco 😉 as their NAV rose +$28M to $6.82B⤴️💰 with $103.7M cash on hand💵 at a -4.68% discount to NAV🤨🤠🐂

📺From #CERAWeek President/COO Grant Isaac of #Canada's Cameco discusses how surging interest in 24/7 #CarbonFree #Nuclear #energy is driving up #Uranium demand & prices, contracting, $80B 10-reactor US Westinghouse deal + impact of #Iran war & more📈⚛️🤠🐂youtube.com/watch?v=0AB1XW…

Oh yes. Brilliant deal. #uranium. $CXU

⚡️There was Green across the screen for #Uranium #stocks today🌲💻⛏️ as traders began to shift from fear😱 to opportunity🤑 and world's largest tech companies team up to use #AI to rapidly accelerate #U3O8 demand🏎️⤴️🛢️☢️🛒 thru mass production of #Nuclear reactors!🤖⚛️🏭🧑‍🏭🤠🐂🏄

⚡️Many #Uranium #mining #stocks are rallying today📈⛏️ as 2 of world's largest companies, NVIDIA & Microsoft, have teamed up to accelerate #Uranium demand growth⤴️🛢️☢️🛒 by using #AI to rapidly mass deploy new #Nuclear reactors on the path to our #energy future.🛸🌞⚛️🏗️🌎🤠🐂🌊🏄

Breaking News!💥📰 Microsoft has just announced a new collaboration with Nvidia for #AI focused on #Nuclear #energy to "provide end-to-end tools that streamline permitting, accelerate design, and optimize operations across the industry."🏎️🔥⚛️🏗️👷🤠🐂#Uranium breakingthenews.net/Article/Micros…

Happy Monday!😏 Spot #Uranium has leapt +$1.25 to $83.75/lb #U3O8 as buyers have jumped back in to drive up the bid💲⬆️🛢️☢️ while U #mining #stocks are bouncing higher off Friday's bottom↪️⤴️⛏️ at start of a recovery rally📈⛏️ as #Nuclear resurgence picks up more speed!🏇⚛️🌅🤠🐂

TACO Tuesday. I wonder which random Iranian Trump has been talking to, hopefully not a bot or a troll 😬

The uranium market has fundamentally shifted. Supply can't self-repair even with higher prices. Development timelines are 5-8+ years, and even then production runs 30% below nameplate capacity. This isn't a cycle anymore - it's a structural deficit. Read🧾 cruxinvestor.com/posts/why-high…

Kazatomprom’s 2026 Outlook: The "Saudi Arabia of Uranium" is officially nursing a sulfuric acid hangover. #uranium $KAP just dropped their full-year 2025 numbers alongside their 2026 guidance. If you’re playing the nuclear renaissance, pour yourself a strong cup of coffee. The structural supply deficit just got a massive, heavily audited reality check. Here’s why the global cost curve is violently shifting to the right: 🚰 1. The Tap is Jammed KAP slashed their 2026 production target by roughly 10%, guiding for 27,500 to 29,000 tU. The culprit? Our old nemesis, the sulfuric acid shortage. It turns out you can’t just spreadsheet in-situ recovery mining into existence. The world’s dominant producer is flat-out telling the market that ramping up operations is way harder than it looks on paper. 📈 2. The Floor is Rising This is the most critical takeaway for the entire sector. KAP’s All-In Sustaining Costs (AISC) are forecasted to spike 21% year-over-year in 2026, hitting $35.00–$36.50/lb. Between the new, differentiated Mineral Extraction Tax (MET) and sticky supply chain inflation, the era of cheap, sub-$20 uranium belongs in a museum. The real implication: If the absolute lowest-cost producer on earth is watching their expenses balloon, what is the true incentive price needed for Western developers to actually break ground? (Hint: The spot price needs to go much, much higher). ☢️ 3. Utilities Are Finally Waking Up Management explicitly called out that major consumers are now "prioritizing physical availability over short-term price concerns," locking in contracts deep into the next decade. Utility buyers are finally figuring out that securing actual, physical pounds to keep the grid running beats haggling over a few dollars on the spot market. 🦉The macro thes is a structural supply bottleneck, a rising global cost floor, and utility buyers shifting from total complacency to action remains rock solid. Western producers and near-term developers should be sending KAP's management an edible arrangement today. The premium on reliable, geopolitically secure pounds just got a lot higher. Stay focused, manage your risk, and respect the math. ⚛️👇

World's largest #Uranium producers Kazatomprom $KAP announced their 2025 Full Year Financial Results today and reiterated their 2026 flexed down production guidance "subject to sulphuric acid availability." Profits fell vs 2024 in spite of 11% increase in production.📊⚛️⛏️🤠🐂 kazatomprom.kz/en/media/view/…

@popperandplay @HS19661966 Joining with ON would fracture the Libs. Moderate Liberals would splinter into a new party or high profile independents/teals ON and Nats might make sense but that’d be messy too. The problem is ON has no credible candidates. The best they’ll have is the red rooter 😂

@HS19661966 They got 24% of the vote. LNP 22%, preferenced them last because the LNP are still in denial & think that they can go it alone. I predict that by next SA election & before the 2028 Federal election that a three party coalition will have formed. That IS terrifying the left & YOU👍

Pauline Hanson’s One Nation Delivers Epic Zero in SA: 22% Hype, Zero Lower House Seats, Total Irrelevance!