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John Quakes Profile picture
@quakes99
Oct 1, 2020 • 6 tweets • 8 min read • Read on X
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#Uranium Market Update in a nutshell🥜 #U3O8 continues to be a best performing commodity of 2020, up 25% YTD, up 69% from its bottom in November 2016.🐂📈 #Nuclear power growth remains robust ⚛️🏗️↗️ Demand at 182M lbs/yr & rising, Supply deficit ~60M lbs, -317M lbs by 2026⛏️⏬🗜️
#Uranium has strong #bullish outlook 🐂🔮 #Nuclear utility contracting has been below normal for past 8 yrs. Re-stocking cycle overdue with growing uncovered demand & delayed Long-term contracting since 2012.⌛️
With such strong #Uranium supply/demand fundamentals, why is #U3O8 market rebalance taking so long? 🤔 Trade Issues, Russian Suspension Agreement, #COVID19 have sidelined #nuclear utilities BUT trade issues nearing resolution, utilities getting back to work, #China going all-in🏗️
Secondary Supplies have been holding back #Uranium price response.🌧️ But inventory drawdown has accelerated, #Japan restarts coming, Kazatomprom has abandoned Spot #U3O8 market sales, Carry trades harder to execute.🐂 #Nuclear getting #CarbonFree #GreenEnergy & #SMR boost.🌞⚛️↗️
With #Uranium mines shutting down in #Niger & #Australia next year, while #Nuclear fuel demand rises ↕️ there is a growing "Market Appetite" for new #U3O8 mines to fill supply gap.⛏️ But, U price too low to stimulate new production... needs to double to bring new mines online💲⏫
Current #Uranium Market can be described as a Spring Coiling Ever Tighter🗜️ - Whether it 'Pops' not a question of 'If' but 'When?' ⌛️⤴️ #Nuclear demand robust & growing, falling production accelerating market rebalancing, re-stocking cycle delayed & looming, new mines needed.🐂🚀

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More from @quakes99

John Quakes Profile picture
Oct 20
📝Dear fellow #Uranium & #Nuclear #energy enthusiasts,🤠
Six weeks ago I explained to U that I will be taking a sabbatical from TwiXtter to focus on pressing family issues👨‍👩‍👧‍👧 and personal needs.👴 However, after a very strong show of your support,🥰 I agreed to a compromise of tweeting out on weekends and chiming in when there was major sector news to cover.⚡️🔔😲 I wasn't expecting that to set off a non-stop stream of huge news items with major implications for Uranium #mining #stocks investors!📰🎆🤠🐂 Who opened the floodgates?🌊 Was that U?🫵😆 I've been putting my sabbatical on hold while trying to keep up!🏃‍♂️ It's been an amazing journey these past 6 weeks!🧑‍🚀🚀

😔However, at the moment I'm dealing with a serious health situation for a family member who is in the midst of a protracted period of treatment & recovery that will likely continue into next year.🩻🩺🧑‍⚕️🏥 I've been juggling my time to try to cover the many competing demands for my attention.🤹‍♂️ It's been impossible to step away from the incredible tsunami of bullish Nuclear & Uranium action of late😩 but I do need to cut way back on my TwiXtter time🐦💻✂️ and I will be absent altogether from time to time.🧳

To prepare U for my reduced TwiXtter news coverage and unavoidable absences, I gifted U a list of folks U should follow 🎁👾 and websites that U might want to visit for your research.📚🧐 Here they are again.🗒️👇 Turn on Notifications if U want to be notified by TwiXtter when your favourite follows are posting.🔔☑️😀

📝 These are some of the X accounts that I have turned on Notifications for that U might want to follow too.🔔👇 (Please don't take offense if you're not currently on my notification list.🙏)

Breaking Uranium & Nuclear News:
@capnek123
@TheMongrel_Cat
@JekyllCapital
@leggett_john
@piterloskot82
@charles_norton1
@philip_neate
@hcrubin2009
@SStapczynski
@AriNatter
@AtomicAttorney

General Uranium & Nuclear News + Commentary:
@Yellowbull11
@uraniuminsider
@duediligenceguy
@W_Nuclear_News
@energybants
@HopfJames
@NucNetNews
@U3O8TradeTech
@UxC_Nuclear
@TheNuclearCo
@NuclearPowersMD
@urencoglobal
@INL
@ANS_org
@sightlineu3o8
@PippaStevens13
@Sonalcpatel
@yasir_fission
@PortCityHorgan
@sollidnuclear
@argonne
@ExnerPirot
@AngelicaOung
@pretentiouswhat
@Go_Rozen

Uranium Company coverage:
@CruxInvestor
@TheNextBigRush
@UraniumEquities
@RedCloudSec
@RedCloudFS
@HoldcoMarkets
@StefiMaher
@oceanwall2
@lawse
@MoshiGordon

Continued in Part 2 of this thread...👇🧵Image
Part 2 - #Uranium & #Nuclear #Energy Folks to Follow:

ETF's & money flows:
@hanetf
@Hector_McNeil
@timrotolo
@Range_NUKZX
@Range_Funds
@globalxca
@patmvcr
@GrantChalmers

Automated real-time @Numerco Spot price alerts:
@NorjackNC

SPUT Daily:
@skysurfer75

Analysis & Charts:
@hchris999
@U308RM
@tepuuma
@TBirdV
@Napalm_1_
@gjermundgroven

Oracles:
@SloCan68
@Convertbond

Uranium investor porn, memes & satire:
@UrTokenCorgi

Fact-checkers:
@YellowCaker
@jeffgeringer92

Videos & Podcasts:
@knarfmartini2
@antonioresource
@CruxInvestor
@jessebday
@SmithWeekly
@JamesConnor1999
@BloorStreetCap
@ErikSTownsend

Continued in Part 3 of this thread...👇🧵Image
Part 3 - #Uranium & #Nuclear #Energy Folks to Follow:

Companies:
@cameconews
@NAC_Kazatomprom
@Sprott
@centrus_energy
@CNSC_CCSN
@CN_Nuclear_Corp
@ilovekhnp_eng
@urencoglobal
@Orano_usa
@Oranogroup
@Framatome_
@FramatomeUS
@enCoreEnergy_EU
@GoransonPaul
@Billsheriff_
@nuclearfuels
@Ur_Energy
@AmirAdnani
@UraniumEnergy
@Energy_Fuels
@PEN_Energy
@Skyharbour_SYH
@IsoEnergyLtd
@ForumEnergyMC
@Anfield_Energy
@pegasusresinc
@MrChris_Timmins
@ATHAenergycorp
@DenisonMinesCo
@FissionUranium
@NexGenEnergy_
@F3Uranium
@StrathmorePlus
@StandardUranium
@AtomicCorp
@GoviExUranium
@CosaResources
@MyriadUranium
@tdlamb
@district_metals

Continued in Part 4 of this thread...👇🧵Image
Read 7 tweets
John Quakes Profile picture
Oct 6
1)If U are a newbie👶 unfamiliar with #Uranium, a commodity unlike any other with its own unique concepts & terminology such as #U3O8, Conversion, #UF6 & enrichment SWU😖then this Tutorial thread👨‍🏫 on the #Nuclear fuel cycle♻️⚛️⛏️ may help U to ride the bull wave!🌊🏄🤠🐂🧵👇../2 Image
2) #Uranium is very different from fuels like #coal & #gas that are burned "as is" in #electricity power plants.🏭⚡️ #Nuclear fuel needs to be specially processed and then packaged into fuel rods that are then loaded into reactors to generate #CarbonFree electricity.🌞⚛️⚡️👇../3 Image
3)Mined #Uranium⛏️ is processed into drums of Yellow Cake #U3O8🛢️ that in the West are shipped to plants in Canada, US & France for "Conversion" into a gas form called #UF6, which is then shipped in cylinders to plants in US & Europe for "Enrichment" into #Nuclear fuel⚛️🏭👇.../4 Image
Read 14 tweets
John Quakes Profile picture
Jun 10
1) U may feel gut-punched🥊 or prayers answered😇 by a #Uranium #mining #stocks pullback📉🎭 but every day now we see surging #Nuclear demand⏫⚛️🏗️ while a new US ban on Russian U🇷🇺🚢⛔️🇺🇸 adds even more need for Western #U3O8 in a deep supply deficit.🗜️⏬⛏️ Here's a thread 4U🧵👇 Image
2)#Uranium is a commodity like no other🧬 with unique terminology such as #U3O8, Conversion, #UF6 & enrichment SWU😖 in a #Nuclear fuel cycle♻️⚛️⛏️ where price signals are now indicating huge incoming bull market waves🌊 that perhaps I can help U prepare to ride !🏄💰🤠🐂🧵👇../3 Image
3) #Uranium is very different from fuels like #coal & #gas that are burned "as is" in #electricity power plants.🏭⚡️ #Nuclear fuel needs to be specially processed and packaged into fuel rods that are then loaded into reactors to generate #CarbonFree electricity.🌞⚛️⚡️🧵👇../4 Image
Read 15 tweets
John Quakes Profile picture
Feb 12
If U are a newbie👶 unfamiliar with #Uranium, a commodity unlike any other with its own unique concepts & terminology such as #U3O8, Conversion, #UF6 & enrichment SWU😖 then this Tutorial thread👨‍🏫 on the #Nuclear fuel cycle♻️⚛️⛏️ may help U to ride the bull wave!🌊🏄🤠🐂🧵👇../2 Image
2) #Uranium is a very different fuel unlike #coal & #gas that are burned "as is" in #electricity power plants.🏭⚡️ #Nuclear fuel needs to be specially processed and then packaged into fuel rods that are then loaded into reactors to generate #CarbonFree electricity.🌞⚛️⚡️👇../3 Image
3)Mined #Uranium⛏️is processed into drums of Yellow Cake #U3O8🛢️that in the West are shipped🚢🚛 to plants in Canada, US & France for "Conversion" into a gas form called #UF6 which is then shipped in cylinders🚛 to plants in US & Europe for "Enrichment" into #Nuclear fuel⚛️👇../4 Image
Read 14 tweets
John Quakes Profile picture
Jan 25
1) With #Uranium Explorers mobilizing for winter drilling in #Canada's #AthabascaBasin⛏️ it's time⏳ for a thread on how to interpret drill data🗒️ coming soon in news releases.📰 Misunderstanding data can lead to missed opportunities.💰😟 Maybe I can help U get ready!👨‍🏫🧵👇.../2 Image
2) #Uranium explorers drill rock core samples looking for signs of #U3O8 bearing ore.🧐 Rarely do they hit high-grade on first few attempts.😟 Geologists first look for visual signs in the core samples. Here's a description from pre-discovery 2013 drilling at $NXE's Arrow👇.../3

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3) Visual inspection of core samples is just 1 of many steps taken to see if #uranium is found. Presence of radioactivity is best indicator☢️ so all cores are scanned with an instrument called a Hand-held Scintillometer to produce "Scint" CPS tables for each core interval.🗒️.../4Image
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Read 11 tweets
John Quakes Profile picture
Jan 16
If you've heard about #Uranium soaring past $100 to 16-year highs💯🎇🦻🐦 amidst a global #Nuclear #energy resurgence⤴️⚛️bringing unprecedented U demand⛏️🛒 and wonder how U can invest💵🤔 in U #mining #stocks famous for spectacular gains🎆💰😃 here's a🧵on ways U can play.🤠🐂👇 Image
If you're just beginning to invest in #Uranium #mining #stocks👶 then a great starter🥣 is #investing in a 100% Pure-Play Uranium ETF: $URNM 🇺🇸🇬🇧🇦🇺 or Horizons Global Uranium Index ETF $HURA 🇨🇦 giving U broad #U3O8 sector exposure⛏️😃 while U do your research📚🧐👇#Nuclear⚛️🤠🐂
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The world's largest and most liquid #Uranium ETF with $2.8 Billion AUM💰 is offered by Global X but is weighted at only 70% U #stocks⚠️ with the other 30% for #Nuclear component makers⚛️🏭 & generic miners⛏️at ticker $URA 🇺🇸 also offered as $URNU 🇬🇧 and $ATOM 🇦🇺 🤠🐂 Image
Read 11 tweets

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