DYK?🤔 Contrary to uninformed popular belief🙃 if a peace deal is achieved in #Ukraine🕊️ that leads to lifting of western sanctions on Russian enriched #Uranium for #Nuclear fuel🇷🇺⚛️🆗 it would trigger a huge surge in contracting volume & price for mined #U3O8.📈⛏️🛒Here's why:👇

From SupercycleCapital 's free newsletter on #uranium today: "uranium remains one of the most asymmetric trades in the commodity space"

DYK?🤔 US #Nuclear reactors require fuel made from enriched #Uranium but a National & Energy Security issue is that US needs new US owned & controlled fuel enrichment plants.🆘 Secretary Chris Wright is pledging to fix that.🛠️ More enrichment = more demand for US-mined Uranium!🇺🇸⚛️🤠🐂

"US Will Not Have Enough Nuclear Fuel Without Cooperation With Rosatom" itek.ru/news/ssha-ne-h…

Test reactors are on the way! bit.ly/4lsJ8P5

Commodities to dow ratio.

Scott Bessent said this about the US Gold reserve 🇺🇸 and I couldn’t help but react… He’s saying the quiet part out loud!!

🚨 Is #uranium heading into a #supply crunch? Steve Mueller joins Fabi to break down the future of U.S. #nuclear expansion, the coming #gold re-rating, and how #Bitcoin fits into a shifting monetary system. 📝 From Section 232 policy impacts and uranium fuel shortages, to

🚨 “This DOE is in the business of security. The focus has shifted from sustainability to sovereignty, from emissions reduction to supply chain fortification.”🚨 forbes.com/sites/phildelu…

"Morgan Stanley has upgraded its base case forecast for new global nuclear capacity by 2050 to 586.8GW, a rise of 53% on the 2024 base case" Latest $U308 #uranium update FNArena $BOE $PDN Uranium Week: U308 Renaissance Powers Up fnarena.com/index.php/2025…

The Malaysian government is carrying out an assessment to examine the role of #nuclear energy as "one of the clean, stable and competitive electricity sources in the country's future energy mix" tinyurl.com/3px2mf75

Sources are saying that Korea (KHNP and Kepco) agreed to pay Westinghouse $825 million for every reactor it exports to other countries. Article link in reply. The agreement was made to resolve a Westinghouse lawsuit that challenged the Czech Republic's selection of Korea to

The uranium equities are down ~6% today and sentiment readings are taking a nosedive This sort of move in sentiment is what you'd see when the equities are making a new low, but we are ~10% off of recent highs and still up ~60% from April lows Volatility is the name of the game

💥While #Uranium equities were being pounded today🔨 the Spot #U3O8 commodity market didn't even flinch🪨 as share price dips for U #mining #stocks don't end a deep structural #Nuclear fuel supply deficit stretching well into the next decade.⚛️⬇️⛏️ Spot was unchanged today.🎠🤠🐂

We're strengthening our nuclear fuel supply chains to power the American nuclear energy renaissance.

QE is already here. New Operation Twist is in effect.

(The job market is really starting to cool off) US weekly jobless claims rise to highest since June finance.yahoo.com/news/us-weekly…

Gold stocks $GDX breaking out

Westinghouse and Korea's KHNP are considering cooperation to build large PWRs in the US!! The idea will likely be discussed at an Aug. 25 meeting between Trump and Korea's President Lee Jae Myung. Article link in reply. This arrangement may help the US nuclear industry meet

US MILITARY PLANS TO STOCKPILE COBALT FOR FIRST TIME IN DECADES