This week in the Hoot, we look at CGN Mining’s landmark 2026–28 offtake structure and why Ocean Wall is calling time on the spot price as the dominant pricing reference in uranium markets. We also discuss Meta’s nuclear mega-deal with Constellation, the $18.7 billion Czech-KHNP

Love these guys work. If you haven’t already checked them out it’s a must read Substack.

Centrus pushing for tariffs on centrifuge equipment, not on LEU, to reinforce U.S. energy independence and defense capabilities regulations.gov/comment/BIS-20…

Ocean Wall #Nuclear Conference Who would be interested in a FREE virtual conference going over investment opportunities in the entire nuclear value chain? We would end the day with a panel of institutional portfolio managers to get insight into how the buy side looks at

Skyharbour intersects high-grade uranium in step-out hole ML24-15 at the Moore Project, returning 4.74% U₃O₈ over 1.5m within 6.4m of 1.50% U₃O₈.⚒️ The 42m extension at Maverick East highlights the zone’s strong expansion potential ahead of summer drilling! $SYH $SYHBF

Introducing insight, Ocean Wall’s thematic research stream—a dedicated space where we share the dynamics, ideas, and narrative shifts we think deserve more attention. While our other Substack publication, The Hoot, focuses on uranium and nuclear markets, insight will host a wider

This week in the Hoot we look at the accelerating western pivot in nuclear energy. As Westinghouse scales its AP1000 program and Cameco’s vertical integration gains traction, the decline of Rosatom’s influence becomes increasingly clear. open.substack.com/pub/thehoot731…

The Next Stage of the Fuel Market Cycle: Fear, Specifically, Buyer Fear We are currently in the "government legislature" phase, but yesterday's SPUT news marked a shift, with a sharp move in spot prices, signaling the start of a new psychological stage: fear, and more precisely,

The #uranium market enters a new phase: Buyer fear. The Hoot this week explores the structural fragility now gripping the spot market, where even a whisper of demand is triggering sharp price reactions. open.substack.com/pub/thehoot731…

One of the key issues with deploying GW-scale nuclear is replicability. Welcome to the nuclear party Palantir businesswire.com/news/home/2025…

A full room here in Zurich for the Arnova Capital Nuclear Conference. Delighted to see so many clients and friends to talk all things #nuclear. Uranium Energy Corp aspisotopes Oklo Lightbridge Corp Idaho National Lab

This week in the Hoot, we spotlight Geiger Counter Investment Trust (GCL), which continues to offer a rare value entry into the #uranium bull market, trading at a discount despite holding some of the sector’s most strategic names open.substack.com/pub/thehoot731…

Uranium demand is on the rise⚛️ Skyharbour CEO Jordan Trimble joins 📐triANGLE INVESTOR to break down key drivers behind the structural bull market — from SMRs and AI-powered energy demand to growing focus on energy security. $SYH $SYHBF 🎥 Watch the full interview:

News Release | Skyharbour’s Partner Company Mustang Energy Receives Exploration Permit for 914W Uranium Project Located in the Athabasca Basin, Saskatchewan. $SYH $SYHBF Read: skyharbourltd.com/news-media/new…

This week in the Hoot: Holtec dominates the spotlight as it redefines what it means to be a nuclear energy leader. We also look at Orano’s challenges in Niger, and the shifting geopolitical and regulatory environment shaping the global nuclear renaissance.

Don’t blink. The nuclear renaissance is underway.

This week in the Hoot: The lights are flickering—and not just metaphorically. As AI pushes global power demand into overdrive, this issue dives into the “Baseload Bottleneck” and why firm, around-the-clock energy is no longer optional. From the DOE’s blackout warning to Spain’s

This week in Hoot: Kazakhstan is going nuclear—but on Moscow’s terms. In our lead story, we unpack Astana’s decision to award Rosatom the contract for its first post-Soviet nuclear plant. What looks like an energy fix is, in reality, a deeper alignment with Russian

As energy demand accelerates, the nuclear sector is grappling with a deepening uranium deficit. This week, we examine the fragile US restart pipeline, the slow return of supply, and why even small-scale additions are becoming pivotal. open.substack.com/pub/thehoot731…

This week in The Hoot, Cameco takes centre stage with a resolute message on supply discipline, strategic patience, and the expanding promise of Westinghouse—highlighting AP1000 demand and a transformative approach to reactor deployment in the U.S. and Europe.