Canaccord vs China #Uranium 🧐: "By 2030 we expect Chinese nuclear capacity to overtake USA. China isn't slowing down reactor approvals (10-12pa), it's continuing to drive capital efficiency in reactor development (US$3-4mn/MW) and it wants security of supply." $CCO $BOE $PDN

📝#China's goal is to build 150 #Nuclear reactors by 2035, quadrupling its annual #Uranium requirements from 25M to 100M lbs/yr over next 10 years.⏫⚛️⛏️🛒🇨🇳 Trump's 4X plan would drive US U demand from 50M to 200M lbs/yr.🤯 U #mining investors are the winners in this race.🏆🤠🐂

FT: Westinghouse targets $75 billion nuclear expansion The company says that's ten units, so $7.5 billion per reactor is what they're saying they can do. Vogtle was $17 billion per reactor. The difference? Frozen design, series build, warmed-up supply chain, says Westinghouse.

$UX1! 1W; #uranium spot price with a very strong chart still Above 73 dollars and this 18months bullflag breaks to the upside $URA $URNM $URNJ $NUKZ

#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -1.83% discount to NAV No pounds purchased No trusts issued = no $ raised $29.9m in cash!

Japan's biggest nuclear power plant takes another step towards resuming operations 🇯🇵❤️☢️ ⚠️ Tepco is loading fuel at the No. 6 reactor at Kashiwazaki Kariwa today (No. 7 loaded last year) 👉 The reactors now just need local approval before they can resume. But timeline unclear

UK Announces $19.3 Billion Funding For New Nuclear Power Project zerohedge.com/markets/uk-ann…

Breaking!💥🔨 Talen #Energy enters into a 1,920MW #CarbonFree #Nuclear electricity purchase agreement to power @Amazon #AI & cloud datacenters in #Pennsylvania and explore building new Small Modular Reactors💰⚛️⚡️🔌💻🤖🇺🇸🤠🐂 #Uranium #EnergySecurity 🌊🏄 ir.talenenergy.com/news-releases/…

🚀With the launch of another new 1.2GW reactor build in #China, the World #Nuclear Association now reports 439 operable reactors (398GW), 69 under construction (76GW)😲 107 in advanced planning/ordered (102GW) and 305 more proposed (290GW)🌏⏫⚛️⚡️🏗️👷🤠🐂 #Uranium #NetZero🌊🏄

Yee-Haw!🤠🐂 World Bank lifts decades-long ban on financing #Nuclear #energy, in a policy reversal aimed at accelerating development of the low-emissions technology to meet surging #electricity demand in the developing world↪️💰⚛️⚡🏗️👷🌎 #Uranium #NetZero on.ft.com/45moU5q

NEW PODCAST - I’ve run a lot of smack about how if natty producers don’t figure out they’re selling electrons Big Tech is going to choose nukes. We’ve seen some evidence of that but Eric Keller said to hold on. We may not have enough uranium. So we nerded out on uranium.

🧮 A 17,500tU #Uranium supply deficit = -45.5 Million lbs #U3O8.⚛️⛏️⬇️ 100,000tU = a supply deficit of -260 Million lbs #U3O8.⚛️⛏️⏬ Goldman Sachs gets it.👇🤠🐂 #Nuclear 🌊🏄

$URA 1W; Looking at teh weekly volume profile alone This is very bullish on the weekly chart for the #uranium miners

India plans to buy 4x more #uranium for #nuclear energy newsbytesapp.com/news/business/…

🐳A giant US$200M wave of 'bought deal' cash flowing into @Sprott Physical #Uranium Trust💵🌊drove the price of Spot #U3O8 far higher today⏫ with #Nuclear fuel brokers Evolution Markets UP +$5.50 to $75/lb with both UK @Numerco & US Uranium Markets LLC UP +$4.75 to $74.50💲⚛️⛏️🚀🤠🐂🏄

"Ceiling is now is at $140". Just listened Per Jander talking in James Connor show. #uranium

Acknowledgement of receipt of the Combined Operating License Application from Fermi America is finally up on the NRC ADAMS database Four AP1000 reactors with a review timeline of 18 months!!! The reactors are coming 🤘

Broken!💥🔨 #Uranium shortfall threatens #Nuclear #energy renaissance, industry warned⚠️⚛️⛏️🆘🚑 World Nuclear Association Fuel Report sees doubling of Uranium demand over next 15 years⚛️⏫as mined supply falls by 50%⛏️⤵️ leaving a 'significant gap' to be filled.↕️🤠🐂ft.com/content/0d6cb3…

🔥Reference scenario from the WNA fuel report is out. Key highlights: 🚨Top producing #uranium mines will be depleted in 2030s 🚨Primary #uranium supply does not meet demand in short term

MASSIVE NEWS Cameco and Brookfield have entered into a binding term sheet with the US DoC to estabslish a strategic partnerships to arrange financing and facilitate the permitting and approvals for new Westinghouse reactor buildouts in the US with an AIV of at least $80 billion!