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"They would also set a goal of quadrupling the size of the nation’s fleet of nuclear power plants, from nearly 100 gigawatts of electric capacity today to 400 gigawatts by 2050." This comment in the nyt article should help with power hour NostraThomas 🇨🇦 . #nuclear #uranium

DRAFT EXECUTIVE ORDER: QUADRUPLE USA NUCLEAR BY 2050 From the New York Times: a draft executive order from the Trump administration proposes targeting 400GW of American nuclear by 2050 The Biden administration only targeted triple nuclear by 2050.

Trump administration officials are crafting executive orders to expedite the approval and construction of nuclear power plants across the US, a bid to meet surging electricity demand bloomberg.com/news/articles/…

The Trump admin is planning to release four executive orders (EOs) that would allow the DoD and DoE build demo nuclear plants at military or national lab sites without NRC oversight (w/o an NRC license). Article link in reply. These four EOs are narrower that the article's

What happens when you cut the current account deficit yet keep the budget deficit steady or increase it? Lyn Alden cue the meme

I think most people are totally missing what's going on. This is my attempt to explain it.

This is excellent and worth a read.

I guess it’s safe to say China and the US have very different perspectives on what happened this weekend.

While all eyes are on tariff negotiations, House '26 budget plans solidified last week suggest a Republican commitment to blow out the deficit in coming years. The Ways and Means bill would not only extend the TCJA, but add 1.5-2tln in deficits over the next decade. Thread.

We expect the new KAP sulphuric acid facility to be delayed further to 2028-2029 (initial projection 2026). Why does this matter? Because without acid, Budenovskoye can not ramp up to full production...without Budenovskoye, Kazakh production does not meaningfully increase...and

Rate cuts continue to disappear. * June 18 (red) now 8% (92% no move) * July 30 (green) now 35% (65% no move) No cut is priced until September 17. And even that cut (blue) is disappearing. It was more than 100% ~10 days ago and is now 66% (34% no move) and continuing to fall.

How will the U.S. protect its national interests and project influence home and abroad without stable sources of reliable energy, Secretary Chris Wright ? #nuclear

Taiwan’s reversal on nuclear comes as they are in the process of decommissioning a #nuclear reactor.

Want to know where the #uranium market is?

Absolutely humiliating: IL Governor Pritzker sucks up to a dying, hated Sierra Club by vetoing our state's embrace of new nuclear energy, as Massachusetts Governor Healey leads her state back toward nuclear after their idiotic nuclear exit in 2019 At least we got a pope 🥲

Nuclear is the little engine that could. Because of nuclear plant's small size and how few of them there are, its strengths get overlooked. Just two reactors in 🇺🇸&🇫🇷 added as much capacity as all offshore wind started in Europe and North America in 2024.

Good lord. More than $1 trillion in *additional* deficit over baseline just in 2026 and 2027. Debt-to-GDP will break prior record of post-WWII 106% in 2027

Our Alta Mesa Processing Plant is delivering great results, with wells performing better than anticipated, we're seeing strong uranium recovery in just 3–5 months—far ahead of the one-year timeline originally projected. enCore Energy is now fast-tracking replacement wells to keep

Yields on US 30-year bonds are bumping up against the highest levels this year, at 4.96%. This is notable because it comes after a softer-than-expected CPI print yesterday, and raises the question: which data could spur buying at a time of profound and long-term questions?

#Uranium markets are undergoing a notable shift, with utilities—not traders—now driving the latest price rally, marking a significant departure from the speculative cycles of recent years. Spot prices have steadily risen from ~$64.50/lb in late March to ~$70/lb by mid-May, as