Leslie Henry 🇨🇦🇮🇪

IT'S OFFICIAL: The US is considering a $20 billion cash-for-uranium deal with Iran. If this goes through, uranium supply dynamics shift overnight - and the nuclear energy stocks sitting on the sidelines are about to... show more

💥#BoomAlert #uranium #nuclear #smr 💥 ⚡ BREAKING: US considers $20B cash-for-uranium deal with Iran — Axios 🇮🇷 🇺🇸 "We may have our Cigar Lake Moment!" - @FrankCurzio

Teako Announces Closing of Oversubscribed Private Placement; Welcomes Strategic Shareholders $TMIN.CN tinyurl.com/2a8zyf4r

Canada's right-wing media and influencers have been awfully quiet about the revelation that the Conservative Political Action Conference (CPAC), a major North American right-wing ideological hub, has been effectively an Orbanista front operation. How odd. lbc.co.uk/article/new-hu…

🚨Trump-Epstein files major scoop coming Sunday on Italian state broadcaster RAI. Zampolli’s ex wife Amanda Ungaro is going to talk on a well-known Italian show that does investigative reporting. The show is called Report. The host announced an exclusive interview with Ungaro that is going to be “very embarrassing” for Trump. 🍿 facebook.com/share/r/1GgEg8…

@quakes99 Another bullseye post! Thank you!

🚨A key point that Cameco President & COO Grant Isaac makes in this excellent new interview focused on increasingly durable #uranium demand, is that securing the mined yellow cake #U3O8 for making #Nuclear reactor fuel is, generally speaking, the last thing on a fuel buyer's mind.🤔 👉There's still a historically large quantity of mined uranium that has yet to be purchased/contracted by utilities, which is why those who have been carefully following the uranium story know that prices will go far higher from here as that full-on buying demand finally comes the market.⚛️⛏️🛒🦖 Grant:🗣️"It all starts with where the demand is at. And what we're looking at is nuclear has found its way back into the policy toolbox in country after country. Those with reactors want to run them longer. Those who don't have them want to build them. The focus is really valuing the attributes that nuclear power brings. It's 24 hours. It's baseload. It's carbon free. It's energy security. It's climate security, and its national security. And even the timing of this conversation while the oil markets are being roiled by the war in Iran, it's just a reminder that energy can be volatile, but secure energy is a really important part of a modern economy and nuclear has found its way back in that policy toolbox and it just feels like the tailwinds are durable." "The nuclear fuel demand is just a robust continuation of reactors being saved, reactors going through life extensions and then of course the reactor new builds. And when we think about that fuel cycle, there's always a few things we have to remember. Number one is, you know, uranium is the product for which there is no substitute, but it tends to be the last thing that fuel buyers come and buy. So if you really want to know what's happening in on the demand side for uranium, just look downstream. And what do we see downstream? A very very constructive market. We see fabrication prices around the world have gone up. We've seen enrichment prices have gone up nearly to historic levels. Of course, conversion prices setting new records for conversion. All of that demand working its way back to uranium. It's a very healthy fuel cycle as that demand is required to come to the market in order to run those reactors. If if that demand doesn't come to the market, Corey, factories shut down and lights go out." 🛒 The thing is, Nuclear utilities normally sign a series of 4 different contracts to order reactor fuel🧾✍️⚛️🏭 starting with the fabrication of fuel assemblies filled with enriched uranium to be loaded into reactors 1⃣ then working backwards thru SWU for enrichment of UF6 2⃣ and Conversion of drummed U3O8 into UF6 3⃣ then finally, last of all, they sign contracts with producers to supply the required drums of mined #U3O8 yellow cake 4⃣ the last link in the contracts chain.🛢️🔗 In the past 3 years: 🚀Spot enrichment SWU has risen from around $60 to $230, UP +280%⏫ 🚀Long-term contract enrichment SWU has risen from around $60 to $177, UP +195%⏫ 🚀Spot Conversion has risen from around $18 to $64, UP +270%⏫ 🚀Long-term contract conversion has risen from around $18 to $55, UP +205%⏫ ⚠️ But, when we look at the changes to prices for drummed U3O8, the last link in the contracts chain, we see that the price wave created by Nuclear utility procurement at the enrichment SWU & conversion stages hasn't yet arrived.🌊🐌 In the past 3 years: Spot U3O8 has risen from around $50 to near $86, UP just +72%🤏😯 Long-term contract U3O8 has risen from $51 to $91.50, UP just +79%🤏😯 🧮If we take the price increases that have already materialized for enrichment SWU & conversion and apply those percentages to U3O8, both Spot and Long-term prices could rise +200% to over $250/lb⏫😊 U see, Nuclear utilities have been focused on getting all their enrichment & conversion contracts in place, driving up those downstream fuel stage prices, but they've been putting off buying the needed upstream drums of U3O8.🦥 When that long-awaited price wave finally arrives at the mined U3O8 stage then we should expect to see the Spot and Long-term U3O8 prices at least double and possibly triple from where they are today.💲🛢️⏫😊 Grant's been telling us for quite some time now that utilities have been holding off on their purchasing, hoping for lower prices.😴 When exactly that price wave is going to hit U3O8 we can't say with any certainty, but we know that utilities need to achieve "replacement rate" contracting levels to keep their reactors fueled, something they haven't been doing for the past 12 years, so that price wave is likely to come sooner rather than later.💲🌊 🚨The steadily rising Long-term price is a flashing neon warning sign to Nuclear fuel buyers📈💥 ⚠️ that producers are now expecting higher prices in their supply contracts. Waiting for lower U3O8 contract prices in the midst of a new global energy crisis, which is leading to soaring fuel demand, is not a viable strategy! Especially with China & India vacuuming up supply for their massive reactor build programs.⛽️🛒🇮🇳🇨🇳 🔥This new Iran war energy crisis should light a fire under fuel buyers to accelerate their procurement of mined U3O8 at much higher volumes than in the past 12 years, driving prices far higher in the months ahead.🔊🛒 Be positioned and ready.🌊🏄 Good luck with your research and investments!☘️🌈💰🤠🐂 Video: youtube.com/watch?v=Xjr3D-…

@Dred_Tory Jeeze, first the hammerhead worm, now this.

Like I needed another reason to stay away from the US. theweathernetwork.com/en/news/nature…

Another coincidence “Glitch shuts Australia's biggest maker of vital fertiliser input for two months” boilingcold.com.au/glitch-shuts-a…

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Boom!💥 NVIDIA & Idaho National Laboratory Launch #AI Project to Cut #Nuclear Reactors Build Time in Half, Cut Costs🏎️🔥🤖⚛️🏗️👷🇺🇸 Project Prometheus aims to deploy US reactors in years instead of decades to meet surging electricity demand🤠🐂#Uranium🌊🏄 carboncredits.com/nvidia-and-ida…

@volcaholic1 🥺😭

Oklahoma 2013: Barbara Garcia survived an EF5 tornado that destroyed her home. While grieving her missing dog during an interview this happened live on camera 🥹

The United States is so toxic on the world stage right now that it can’t fill hotels or sell World Cup tickets. Let that land. FIFA projected $30.5 billion in economic impact from millions of international visitors. That demand never showed up. Hotels in Atlanta, Dallas, Miami, Philadelphia and San Francisco have slashed match-day rates by a third from their peak. FIFA has cancelled tens of thousands of reserved rooms across all 16 host cities. Some hotels report cancellation rates above 95%. The reasons aren’t hard to find. Anti-American sentiment. Fear of border crossings. The Iran war driving up oil prices and airfares. And tickets priced into the stratosphere, with finals seats hitting $10,990 a pop. Industry executives are now openly blaming the Trump administration for the shortfall. Tourism economists say the Iran war made an already bad sentiment problem worse. Empty stadiums are now a real possibility. It happened at the Club World Cup last summer. It could happen again, on American soil, at the biggest sporting event on the planet. The White House says this will be “the greatest World Cup ever.” The market disagrees. Gandalv / @Microinteracti1

JUST IN: Former Treasury Secretary Henry Paulson calls on U.S. authorities to prepare for a "vicious" bond crash.

You all forgot about the rescued American pilot, didn't you.

Good. Expose these Con-donating f*ckers. Capitalism works when we have a healthy competitive environment with many competitors. Canada is now being strangled by a grocery oligarchy that allows disinfo to spread that it’s the govt’s fault prices are high. Pure corporate evil.

To all of the conservatives who suddenly want Carney to call an election: Scheer hid behind the curtain to ensure that didn’t happen during the budget vote. He knew then conservatives would lose seats. Just like Pierre didn’t ask Carney to call one yesterday. They know.

Ontario Teachers writing a billion-dollar check into a pure-play uranium royalty platform is a long-duration-capital signal that spot price does not capture. Royalties are pension-friendly because they are inflation-linked, zero-opex, and indexed to volumes rather than operating margins. When an allocator with a thirty-year liability profile consolidates into uranium royalties, they are underwriting a decades-long reactor build cycle, not a trade. That is a re-rating catalyst for the entire royalty sub-sector.

Boom!💥 #Japan Resumes Commercial Operations At Kashiwazaki-Kariwa #Nuclear Plant, Largest In The World, After 14-Year Shutdown❤️‍🔥⚛️⚡️🔌🏘️👪🏭🏢💻🤖🤠🐂 #Uranium 24/7 #CarbonFree #NetZero #EnergySecurity #NuclearRenaissance 🏄 swarajyamag.com/world/japan-re…

Cobrasco is emerging as a major Cu–Mo porphyry system. 🇨🇴 All six holes drilled to date have returned shallow, broad and high-grade Cu–Mo intercepts: CDH001: 808m @ 0.42% Cu, 79ppm Mo from 184m incl. 82m @ 0.90% Cu, 199ppm Mo CDH002: 754m @ 0.46% Cu, 76ppm Mo from 152m incl. 172m @ 0.74% Cu, 78ppm Mo CDH003: 352m @ 0.68% Cu, 112ppm Mo from 144m incl. 118m @ 1.17% Cu, 193ppm Mo from 246m CDH004: 620m @ 0.46% Cu, 79ppm Mo from 62m incl. 146m @ 0.76% Cu, 107ppm Mo from 536m CDH005: 454m @ 0.43% Cu, 66ppm Mo from 214m incl. 198m @ 0.51% Cu, 77ppm Mo from 338m CDH006: 486m @ 0.42% Cu, 51ppm Mo from 38m incl. 232m @ 0.68% Cu, 75ppm Mo from 38m ⛏️ Drilling continues with further results imminent. $ANDC, $ANDC.V

So Didn't @Poilievre say the abortion debate would not be brought up and he had no intention of taking away a woman's right to choose? Who would be shocked to find out that a Conservative Premier has a petition in the HOC today reverse the abortion law. #WomenAgainstPoilievre