4 more reactors for CGN and a total of 10 new ones approved by China for a total of US27B$. This is completely out of reach of the West. The West talks and talks and talks while the East works steadily and quietly #uranium

JAPAN APPROVES FIRST RESTART OF A NUCLEAR REACTOR IN FOUR YEARS 🇯🇵☢️ 👍 The nation's nuclear watchdog gave preliminary approval to Hokkaido Electric to restart Tomari No 3. The unit has been shut since 2012 📅 The reactor is slated to restart in 2027 after completing upgrades

Read the article Golden Rock Research has linked in his bio. It discusses conversion in the #uranium market. It is not a short read, but over a weekend one usually can find the time.

BREAKING: Plans in the west for the buildout of new nuclear power plants gets another boost. This time from Sweden 🇸🇪 "The government plans four large-scale reactors with installed capacity of around 5,000 MW or the equivalent in SMRs. Half of those should be on-stream by 2035"

BREAKING: META WILL BUY NUCLEAR POWER FROM CONSTELLATION IN HUGE DEAL 🇺🇸☢️ ⚡ Meta signed a 20-year contract to buy the output from the Clinton plant in Illinois starting in mid-2027 ⚠️ The deal could spur construction of a new reactor at the site bloomberg.com/news/articles/…

Silver Price Liberation Day: $36+/oz #SilverSqueeze #SilverLiberationDay

If you watch the video from Golden Rock Research you will see that Timothy Chilleri, one of the OG #uranium experts, is behind the account. He knows more than most about the sector. He has put out several articles already so there is a lot to dig into.

Thar she blows!🐳 @Sprott Physical #Uranium Trust closed at a +0.20% PREMIUM to NAV today🎆😯 for the first time since 17 May 2024🦕 and holds $29.7 Million cash.💰🛒🤠🐂 #Nuclear! 🌊🏄

Wurrrrr..ka-ching!⚡️🏧💵 @Sprott Physical #Uranium Trust tickers $U.U & $U.UN have breached the ATM trigger thresholds again (US$17.05 & CA$23.20) allowing #SPUT's ATM brokers to raise stacking cash by issuing new SPUT shares.💰We watch Spot U now to see if #SPUT ups the bid.🛒👀

📝#SPUT closed at a tiny -0.34% discount to NAV on Friday.🤏 If @Sprott's $100M Bought Deal Financing lights a fire under #SPUT's share price on Monday then its ATM could raise tens of $Millions or more of additional cash in a #Uranium sector rally.📈🔥🏧💵 Exciting!😀 #Nuclear🐂

One could dream that $YCA could get similar interest in a bought deal offering.

Boom!💥 UK #Nuclear fuel brokers @Numerco now report that their Spot #Uranium Price has spiked UP over 10% +$7.25 to $77/lb #U3O8💲⏫🏧⛏️ as sellers have jacked up their Asks by +$10 today to $80/lb!🚀💲🧀🐭 Mind-blowing!🤯 #RideTheUraniumRush 🌊🏄

It looks like the $200M $SPUT raise is expected to close by Friday after regulatory approval. Looks like they did not activate their ATM yesterday, maybe because of some approval process terms. Very strong day! Spot price up on no pounds purchased. x.com/PauloMacro/sta…

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,

Boom!💥Today's closing of @Sprott Physical #Uranium Trust's US$200 Million Bought Deal has brought an immediate response in the Spot #U3O8 market with #Nuclear fuel brokers @Numerco reporting a +$1.70 spike in the Spot price.🐳💲⤴️⚛️⛏️🤠🐂

#Uranium Breaking!💥🔨 #Michigan's Palisades #Nuclear plant is approved to receive DOE loan to support the first restart of a shutdown Nuclear power plant in US history.💰⚛️⚡🇺🇸 🤠🐂

🚨 #SPUT's closing of its $200M financing lit a fire under the Spot #Uranium price today🔥🚒 with #Nuclear fuel brokers Evolution Markets soaring +$2.50 to a new 6-month high of $77.50/lb #U3O8⏫💲⚛️⛏️ & US Uranium Markets LLC UP +$2.25 to $77.25⏫ & UK @Numerco UP + $2.25 to $76.75⏫🤠🐂

Boom!💥 US #Nuclear fuel brokers Uranium Markets LLC report that Spot #Uranium sellers have jacked up their Ask by a buck to $80/lb #U3O8 as their minimum offer⏫🧀🐭 while buyers have raised their bid by 75c to $78.75😼 to push Spot UP +88c to a new 6-month high of $79.38⏫💲⚛️🤠🐂

Harry Chris Yellowbull The fact that Cameco (and Orano) haven’t made a decision to expand McArthur River/Key Lake to full licensed capacity yet and it’s the summer of 2025 is mind blowing to me. Simply means they do not have the contracts in hand to justify yet.