Discover and read the best of Twitter Threads about #centrus
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#Silex just announced testing is complete and they will ship the First Full-Scale Laser System Module to the US by years end. They are building more of these lasers and Cameco's independent engineering assessment gives it a thumbs up! #uranium $SLX.AX ...
clients3.weblink.com.au/pdf/SLX/025614…
clients3.weblink.com.au/pdf/SLX/025614…
These lasers were custom designed for the frequency and pulse rates required to pop fluorine atoms off of UF6 molecules of the U235 isotope. Process is 2-20X more efficient than gas centrifuges, so it's ideal for harvesting acres of depleted tails at ...
decommissioned enrichment plants that the US needs to recycle. This should motivate more utilities to get on board the GLE/PLEF consortium bandwagon and Cameco's shares will benefit too.
The acceleration continues! Congrats Silex!
The acceleration continues! Congrats Silex!
I'm bullish on #uranium for the long-term. But, there is a significant bearish case for the next 2-3 years that needs some attention. It's a bit complex, but here it is. The short version is that the import ban on Russia is not happening. How do I know this? ...
Prior to June, the DoE never spoke publicly about the risk of Russian nuclear fuel imports stopping, even though they supply at least 40% of US commercial EUP needs and this dependency has existed for 30 years. The DoE still claims it's 20%, but it's at least 39% according to ...
Cameco (who won't embarrass their customers), but it's really 50%-60% according to me (who will).
But in June, we learned that the only cargo ships that will transport the radioactive fuel to the US were stopped because new sanctions on Russia are ...
fnarena.com/index.php/2022…
But in June, we learned that the only cargo ships that will transport the radioactive fuel to the US were stopped because new sanctions on Russia are ...
fnarena.com/index.php/2022…
