, 6 tweets, 2 min read
My Authors
Read all threads
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.
4/ Take it for what it's worth. Amir has his own agenda and it's no secret Marin Katusa is heavily invested in US uranium.

I also heard from a mining executive that the deadline for the NFWG was intended to be longer, but Trump was the one who insisted on the 90-day deadline.
5/ Personally, I think a government purchase plan was ready to be made public, but the departure of NFWG co-chair John Bolton delayed things. And then, just before the 90-day deadline, tensions with Iran started rising. It doesn't make strategic decisions for the nuclear fuel...
6/ ...cycle if there are chances that Rosatom could be sanctioned just weeks later. I doubt we will see a #NFWG decision before the situation around the JCPOA deal has settled down. Losing access to Russian U3O8/enrichment (however unlikely) would make any plans useless.
Missing some Tweet in this thread? You can try to force a refresh.

Enjoying this thread?

Keep Current with Stian Flage

Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

Twitter may remove this content at anytime, convert it as a PDF, save and print for later use!

Try unrolling a thread yourself!

how to unroll video

1) Follow Thread Reader App on Twitter so you can easily mention us!

2) Go to a Twitter thread (series of Tweets by the same owner) and mention us with a keyword "unroll" @threadreaderapp unroll

You can practice here first or read more on our help page!

Follow Us on Twitter!

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just three indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!