Discover and read the best of Twitter Threads about #uranium

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#Uranium

Mark Lambert was found guilty on November 22, 2019 on Foreign Corrupt Practices Act #FCPA bribery, conspiracy & fraud charges. justice.gov/opa/pr/former-…

Lambert was to be sentenced on March 11, 2020 but instead, by agreeing to pay $2M penalty, charges will be dismissed.
A Maryland-based company has agreed to pay the $2M penalty to resolve claims that it bribed a Russian official to win nuclear material transportation contracts. #Uranium

Transport Logistics International Inc. (TLI) will pay the fine as part of a deferred prosecution agreement...
... reached with DOJ. The agreement resolves criminal allegations related to the company’s operations under Mark Lambert, who owns Dragon Distillery in Frederick, & other former TLI executives. dailymail.co.uk/news/article-5…

Lambert still faces charges against him as an individual.
Read 5 tweets
Thread on Kazakhs Production

Kazakh's can now sell their uranium at the spot price to their Swiss marketing subsidiary which can then market it higher aboard or pool inventory to sell at a higher price

No more direct selling into spot market as per Kazakhs transfer pricing laws
ISR Production

“It’s important to keep in mind that ISR production is similar to oil and gas production. It produces a lot when the well is first tapped and then production declines. As the production declines, new wells are drilled to offset the production decline rates."
First is mine exploration and mine development expenditures where Kazak’s have gone from spending $94m a year in 2011 to $18m in 2017. It's hard to imagine an 80% drop in mine exploration and development investment coinciding with increasing production (or even being maintained).
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En quelques mots, les qualités de l'#énergie #nucléaire
#Thread ⤵️⤵️⤵️⤵️
C'est - et de très loin - globalement la moins dangereuse,
1/7
L'#énergie #nucléaire est la plus concentrée donc de très loin la moins encombrante au sol (#pollution par artificialisation des surfaces minimale)
2/7
L'#énergie #nucléaire est de très loin l'énergie pilotable qui produit le moins de CO2 par MWh produit (hors hydro, TRES encombrante au sol) ...
3/7
Read 7 tweets
Today's Cameco $CCO Fireside Chat with CEO Tim Gitzel is now available for replay. Highly recommend #uranium investors spend 30 minutes listening to Tim's #U3O8 & #nuclear market analysis & company activities. In this thread I'll provide some highlights. cibcvirtual.com/banff2020/s/37…
Section 232 overhang gone but most #nuclear utilities remain paralyzed waiting for #Trump to act on #NFWG report he now has in hand. Frozen #Uranium sector still not thawed as majority of fuel buyers prefer to wait for clarity. 🥶
Cameco has taken 25M lbs out of #uranium supply since 2016 thru multiple mine closures & #Kazahstan has cut 20% thru 2021, creating a 50M lbs #U3O8 primary supply deficit today. Inventories are being drawn down significantly.
Read 15 tweets
1/ Some of my notes on the "Behind Closed Doors In the Whitehouse" panel at #VRIC20...

Stephen Moore: I do feel confident that Pres Trump will issue some kind of executive order to re-start American #uranium production... I think the deal with come through the Dep of Defence.
2/ Stephen Moore: The only question is when it will happen. Either it will happen soon, or it will happen after the election.

Marin Katusa: I think it will happen after the election.

Stephen Moore: It doesn't make sense for Trump to wait until after the election.
3/ Marin Katusa: I think the number will be between $55 and $65 for a LT supply contract with the Government.

Amir Adnani: The deal that has been purposed is a 1.4 Billion dollar purchase over 10 years.
Read 6 tweets
☢️ The Biggest Nuclear Scandal You’ve Never Heard Of ☢️

Since this was tweeted, the #Obama admin ended the #MegatonsToMegawatts program, disincentivizing #Russia from decommissioning its #nuclear stockpiles, limiting our primary source of imported #uranium.

The company that…
… tweeted this — @USEC_Inc, our only private sector domestic enricher — then went bankrupt after repeated adverse rulings by @BarackObama’s @ENERGY Dept. that prevented them from building new reprocessing/enrichment facilities.

But wait, there’s more…
… here’s the kicker: Dep. Sec. of #Energy Dan #Poneman parachuted from his cushy gov’t career to becoming President & CEO of the company after it emerged from bankruptcy as @Centrus_Energy. Then #Centrus signed a big agreement with #Russia’s state-owned energy giant, #Rosatom
Read 10 tweets
Man we have some juicy stuff coming down the pipe. The #Iran nuclear deal is going to expose an entire state secret & uranium trafficking network run on a secret server by #Hillary & friends. They were working for the #Luciferians to funnel nuclear secrets & bombs to #Iran & #NK
#Obama administration knew about #NorthKorea having miniaturized nukes. #Iran & #NK were black ops intelligence black sites. Using proxy sites to terrorize the world and influence world events. foxnews.com/opinion/obama-…
Here is #SusanRice admitting they are funneling hundreds of billions of dollars into the pockets of terrorists. Hidden in plain sight. Where do you think they got the money to put an $80 million bounty on POTUS? Our tax money. 😡
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AND THIS, MY FRIENDS, IS WHY ( @realDonaldTrump ) #PresidentTrump IS INTERESTED IN PURCHASING #GREENLAND. *** #URANIUM *** BRILLIANT!! BUSINESS MAN, BAR NONE. ==> Greenland closer to building world’s fifth-largest uranium mine bit.ly/2Huk9Lp #MINING.COM
@realDonaldTrump (2) THIS ARTICLE BREAKS DOWN and EXPLAINS the U.S.'s POTENTIAL INCOME by PURCHASING #GreenlandPurchase #Greenland. ==> govmin.gl/.../Geology_an…
@realDonaldTrump Uranium's atomic number is 92. It has 92 proton's, 92 electrons and 6 valence electrons.

#QAnon's what's that add up to? That's right, "17".

Coincidence? I think, not.
Read 18 tweets
This took 12 hrs to find

Charles Vernon Jones, and James Logan Jones Sr+Jr, are going to be critical links of gas pipelines, uranium enrichment, precious metals, and Marc Rich.

Robert Swan Mueller III sure did luck out getting to hold the clipboard of CV Jone's son in Vietnam.
[2] "Belgium International Harvester COrporation"

Red alert -

Belgian Congo was where the #Shinkolobwe mine was located

And even as of 1955, American/global corporations were eager to control the #uranium in Congo
[3] Revisiting: Guess which company, of all the companies in the world and of all the places to go, focused all of their marketing on a Public Relations / Advertising stunt in Congo in the 1939

"In 1939, #InternationalHarvester was chosen for Commander Gatti's "Jungle Yachts" "
Read 10 tweets
Has been sometime since we discussed #uranium, specifically $CCJ $CCO.

Some might have seen a @cameconews seasonality chart based on the last 20-years of trading. Like the one included here.

Looking at this chart, one thing stands out: buy $CCJ just ahead of the Q4 rally $URA
At face value, following the seasonality fits well with the narrative of #section232 and $CCJ buying from the spot market.

The thing about averages, however, is that they reveal less than what they cover.

$URA #uranium
Take for instance, the correlation of $CCJ YTD price performance to the 20-year average YTD price performance. The two time series are negatively correlated... And not just a little

#uranium
Read 7 tweets
1/ Some good insights from Scott Melbye at the $UEC presentation at the Sprott Natural Resource Symposium today. For those who don't know him, he has 35 yrs background in #uranium having worked for Uranium 1 and Cameco, as well as advising the Kazatomprom CEO. #SNRS19 #sprott2019
2/ He has just returned from a @NEI conference in Washington and meetings in White House with 9 of the 13 agencies involved in the US Nuclear Fuel Working Group. The following is his views, not mine...
3/ "Many of the [US] utilities said they intend to come back to market before year-end... Having said that, I'm amazed of the complacency of the US utilities".
Read 7 tweets
1) On 25 July, Tribeca's Commodity Trading Specialist Guy Keller gave an excellent presentation outlining their #bullish #Investment case for #Uranium, expecting to increase their exposure to #U3O8 sector over rest of 2019 as #nuclear demand grows... asx.com.au/asxpdf/2019072…
2) Summary: drivers for higher #uranium prices include growing #demand for #nuclear #energy, #China reactor builds, recent #U3O8 supply cuts & long lead times to recover, mines unprofitable without 50% U price rise, inventories down as contracts roll off, 232 uncertainty gone...
3) #Uranium will play an increasingly important role in global supply of clean, stable, #nuclear base-load power generation given today's focus on environmental improvement amid rising global demand for #CarbonFree low emissions #electricity...
Read 17 tweets
Cameco $CCO $CCJ Conference Call is now over. Here are a few tidbits:
Purchases have increased to 21-23M lbs #uranium for 2019 calendar year. 12.7M lbs committed purchases so far. Will also begin purchasing for 2020 needs later this year. 70% of buying will be in Spot market...
Increase of 2M lbs in contracts was due to clients wishing to add some lbs to existing deliveries. Off-market discussions increasing with utilities on term contracting. Definite rise in #nuclear utility interest since 232 removed border trade issue...
Cameco says still lot of undisciplined producers/sellers in both Spot and Term markets keeping prices from recovering, but volumes of material dropping. Also took a shot at developers who are promising to bring on supply even tho unrealistic at current prices, not helping...
Read 11 tweets
12. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists
Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon🤨👇🏼
1. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world? 🤨👇🏼
threadreaderapp.com/thread/1116293…
Read 128 tweets
Oooon what is in the mail for us today, #TeamW ?
Ooooooohh ..... won’t find the PDF for this online! 2005 version of “ #Uranium Road - Questioning South Africa’s Nuclear Direction” by David Fig
#Aparthied and forced labor camps in Nazi Germany are both tied to the nuclear industry. This is some dark stuff.
Read 3 tweets
@o_enzocrypto Great question Oenzo. I guess it's about time I laid out my overall #uranium #investment strategy. This thread will walk you thru my own personal strategy based on my own higher risk tolerance/experience. Note that I trade almost exclusively on Canada's TSX/TSX-V. Here goes...
@o_enzocrypto 1/ Always build a portfolio with core positions of strength. For me that's highest grade, highest quality undeveloped #U3O8 deposits in #Canada's #AthabascaBasin. Fission #Uranium $FCU, Denison Mines $DML, NexGen $NXE are top pick deposits with highest takeout potential.💰🛒
@o_enzocrypto 2/ For Top Pick US Exposure to any #Section232 #Uranium trade action I own Energy Fuels $EFR and UR-Energy $URE as my largest US holdings. For additional leverage to US #Section232 I own near-term developers Anfield $AEC, Azarga $AZZ and Western $WUC with huge upside potential.
Read 7 tweets
#Thread sur l’#uranium français, objet de nombreux fantasmes « franco-africains ».
Le combustible nucléaire est élaboré à partir de l’uranium naturel. Avec 8500 tonnes par an, la France est le 2ème consommateur mondial. Et Orano (ex-Areva) est l’un des 1ers producteurs.
Contrairement à une idée reçue, l’uranium est une ressource abondante et bien répartie sur les 5 continents. Ce qui limite les risques géopolitiques liés à l'approvisionnement pour les gros utilisateurs comme la France.
Les réserves actuelles prouvées suffiraient à fournir toutes les centrales nucléaires en activité et en construction, pendant plus de 200 ans. Et la moitié de ces réserves est facilement exploitable, avec un faible coût de revient.
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[1] Classic @GeorgWebb #TeamW - #MarcRich and #uranium

Day 77 - January 5th, 1977, Braverman As Kissinger's Man at CF

Jan 8, 2017
[2] Classic @GeorgWebb #TeamW - #MarcRich and #uranium

HRC Ratlines : January 18th, 2017 Uranium One's Heart of Darkness, Congo Beginnings

Jan 21, 2017
[3] Classic @GeorgWebb #TeamW - #MarcRich and #uranium

January 7th, 2016 Dyncorp's Last Challenge in Congress

Jan 10, 2017
Read 6 tweets
[4/30/19] Some 20 million barrels of Iranian oil sitting on China’s shores in the northeast port of Dalian for the past six months now appears stranded as the United States hardens its stance on importing crude from Tehran. reuters.com/article/us-chi…
European powers vowed Saturday to uphold the Iran nuclear accord in response to Washington cancelling waivers that had allowed a small group of countries to continue buying Iranian oil despite the reimposition of U.S. sanctions. politico.eu/article/europe…
Europe Vows To Continue Buying Iranian Oil As US Revokes Export Waivers.

Statement on the JCPoA by the High Representative of the European Union and the Foreign Ministers of France, Germany and the United Kingdom

eeas.europa.eu/headquarters/h…
Read 32 tweets
Why would a Pres of the US assign #RENEGADE as his USSS codename?
Define Renegade
1. a person who deserts & betrays an org, country, or set of principles.
synonyms: traitor, defector, deserter, turncoat, betrayer;
adj: renegade
1. having treacherously changed allegiance.
Q
Oath of Office
"..shall be bound by Oath or Affirmation, to support this Constitution; but no religious Test shall ever be required as a Qualification to any Office or public Trust under the US” — US Constitution, Article VI, clause 3

history.house.gov/Institution/Or…
What if the steel used for military-grade projects was made-inferior by our enemies as a method to weaken?
What if Obama knew & authorized?
#Renegade

While a flood of cheap Chinese steel has been blamed for putting producers out of business..

reuters.com/article/us-chi…
Read 15 tweets
2. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists
1. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?
🤨👇🏼
threadreaderapp.com/thread/1116293…
By @RandPaul
April 11
You do not have the permission of Congress to go to war in Iran. If you want a war in Iran, you have to come to us. It's the way the Constitution was written, and it needs to be very clear. reason.com/blog/2019/04/1…
Read 78 tweets
#Mallinckrodt - Chemicals for uranium enrichment, and opioids (Oxycodone) all in one tax-protected company headquartered in Ireland

Wealthy family all over Baltimore (not sure if connected to Gibson Island)

Responsible for Cold Water Creek Maryland -> Thousands of cancer deaths
Before they made generic opioids, they were approached by #AlbertEinstein to use their XRay knowledge to enrich #uranium in St Louis starting in the 1930s
#TeamW
[2] I was WRONG!

"In 1867, the Mallinckrodt brothers, Gustav, Otto and Edward, founded G. Mallinckrodt & Co. in St. Louis, Missouri. The Mallinckrodt family had immigrated from Germany, and Otto and Edward both returned to Germany (leader in Chem at the time) for adv. training."
Read 7 tweets
Top Reasons I Own Global Atomic $GLO $SYIFF $G12
You won't believe #13!

1. CEO Stephen Roman has #uranium experience: director for Denison and previously sold a gold mining company for $1.5B
2. Highest grade deposit outside of Athabasca: > 100M (@1200ppm)/170M (@200ppm) lbs I&I
3. Project is in #uranium friendly Niger which means mine has chance to move to production within next few years (targeting 2021)
4. Deposit has potential for open pit mine
5. Deposit open at depth and along strike so upside to extend and upgrade mineral resources
6. Low initial capital requirement of US$35M to start mining; no mill required because planning to use nearby Orano mill (w/ signed MOU)
7. #uranium bull market is in the early stages
Read 7 tweets

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