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Oct 28 25 tweets 4 min read
1/23 ⚡🚨 Did the U.S. just go “all-in” on nuclear? A binding deal puts Washington side-by-side with $CCJ @Cameco and $BN @Brookfield to fast-track @WECNuclear reactors across America. Grid stress, AI demand, and geopolitics collide. Buckle up. 💥🌍 Image 2/23 What happened: $CCJ @Cameco + $BN @Brookfield (owners of @WECNuclear) signed a binding term sheet with @CommerceGov to accelerate deployment of Westinghouse units in the U.S.—with help on financing, permitting, and long-lead items. 🔧⏳
Oct 13 25 tweets 4 min read
1/23 🚨💥 A Canadian uranium player just made a bold move Down Under.

IsoEnergy (@IsoEnergyLtd) is acquiring Australia’s Toro Energy (@ToroEnergyASX) — a deal that could redraw the uranium map 🌍🧭

Here’s why the timing couldn’t be juicier ⏳🔥 Image 2/23 Uranium is heating up 🔥⚛️

Prices rising 📈, utilities restocking 🏭, supply chains tight ⛓️

In this market, scale + multi-country reach win contracts 🌐✅
Sep 22 25 tweets 5 min read
1/23
⚡🚨 What if America’s most hyped uranium company has never delivered steady production — yet still calls itself the future of U.S. supply?

Meet Uranium Energy Corp ( $UEC) @UraniumEnergy — a story of ambition, politics, and risk.

#uranium #nuclear 💥🌍 Image 2/23
🌍 Why this matters now: uranium prices are at decade highs 🔥.

Governments from Washington to Tokyo are scrambling to secure supply. Energy security is back on the agenda.

And $UEC @UraniumEnergy sits right in the middle.

#uranium #energysecurity ⚡
Sep 5 26 tweets 4 min read
1/23 🚨🔥 Bannerman Energy $BMN @BannermanEnergy just inked its FIRST uranium offtake deals with Tier-1 utilities — but here’s the twist: they don’t deliver until 2029… and include a shocking ±10% FLEX clause 😱⚡ What does it mean in a seller’s market? #uranium #nuclear Image 2/23 📊 Reality check: Etango (Namibia) isn’t at FID yet. Despite that, two Fortune 500 North American utilities signed binding contracts. That’s rare—and revealing. $BMN @BannermanEnergy #uranium #energy
Sep 1 25 tweets 4 min read
🌍 A dusty mill in Utah, a collapsed merger, and a Nasdaq gamble. Anfield Energy’s story has it all—promise, peril, and politics. Here’s the full thread 🧵 @Anfield_Energy $aec Image 1/ ⚙️ Uranium is back in the spotlight. Prices rise, Washington frets over imports, and juniors like $AEC.V suddenly stand center stage. #Uranium #NuclearEnergy #U3O8
Aug 29 13 tweets 3 min read
1/12 ⚡🚨 BREAKING: Did Washington just put U.S. uranium on a federal FAST LANE? Dewey-Burdock won FAST-41—agencies get public deadlines and are on the clock. Is this when America finally gets serious about fuel security? 💥 #uranium #nuclear #energy Image 2/12 What’s FAST-41 in plain English? A single federal timetable where agencies coordinate and publish dates. Clarity, not shortcuts. ⏳✅ #permitting #policy
Aug 18 10 tweets 2 min read
0/ ⚛️ BIG MOVE: enCore $EU expands Alta Mesa with Tacubaya land grab 🚀
5,900 new acres right next to its uranium plant. Aggressive drilling starts soon. Here’s why this could be a game-changer 🧵 #Uranium #Nuclear #U3O8 Image 1/ enCore $EU grabs 5,900 acres (Tacubaya) beside Alta Mesa CPP (18.08.25). Immediate adjacency = plug-and-play expansion into existing ISR facility. #Uranium #EnergySecurity #Nuclear
Aug 10 11 tweets 2 min read
1/ 🚨 Energy Fuels Deep Dive — The U.S. Uranium Wild Card
A thread on their production reality, mill capacity, and what could make or break their role in the uranium bull market. 🧵
$UUUU $EFR
#Uranium #NuclearEnergy #Commodities Image 2/ 🏭 The Big Asset:
Energy Fuels ($UUUU $EFR) owns the White Mesa Mill — the ONLY conventional uranium mill operating in the U.S.
⚡ Licensed for 8+ million lbs/year U₃O₈ capacity.
💡 But here’s the catch… capacity ≠ production.