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Great analysis!

Barchart Uranium short term futures are one of the weakest signals of supply/demand. Why? 1) Uranium costs are such a small %age of cost of nuclear power generation unlike other energy sources, 2) negotiations are artisanal, happening infrequently at industry conferences, 3) there exists

Best, simplest and shortest thesis I have ever seen. $BORR & rest of the offshore drillers

The West Faces Uranium Shortage Amid Competition From China And Russia zerohedge.com/markets/west-f…

$OIH $RIG $NE $VAL $SDRL The big takeaway I took from the $RIG & $NE calls vs. previous is that managements are definitely more cautious about the outlook. It should (in theory) be temporary - more a 2025 lull - but the managements didn't really anticipate this softer period in

Sprott’s Paul Wong and Jake White join host Ed Coyne to discuss key themes for 2025. Topics include #uranium, #silver, #copper and how central bank buying has become a dominant theme in the #gold universe. sprott.com/podcast/ep64/

#Cameco reports 2024 fourth quarter results. bit.ly/4hHF7p1 Join our webcast and conference call this morning from 8:00 a.m. - 9:00 a.m. bit.ly/4k4oB3Y $CCO.TO $CCJ

$BORR On now.... edge.media-server.com/mmc/p/opm27qfq/

1/A great podcast featuring Maria Korsnick, President and Chief Executive Officer at Nuclear Energy Institute Very positive on the #nuclear outlook. #uranium bloomberg.com/news/audio/202…

Stonks & Chill I feel way better about $borr than I do $rig right now especially with all that debt and current status of floater dayrates

The EU approves state-aid package to keep Belgian rectors online 🇧🇪 ♥️ ☢️ 👍 The commission “concluded that the aid is necessary and appropriate to achieve the objective pursued” ⚡️ Belgium and Engie had previously agreed to prolong the life of two nuclear reactors for 10 years

1/n Frac Crews ➡️ 210 (+7 w-o-w) ➡️ Year over year: -60‼️ ⬇️ ➡️ Near winter peak Source: Primary Vision US CRUDE oil🛢production has been basically flat for almost 2 years ➡️ Note: Oil Prod has only increased through Natural Gas Liquids (NGLs) - Propane, Butane,...

Excellent oil thread here by Jorge It’s been a year now of my saying this: Permian has plateaued and 2024+ US production would be lucky to be flat. When consensus realizes this and Saudi/Russia don’t play ball, we will have a re-racking higher of the price deck.

Despite recent retirements of several stacked rigs, offshore #drillers can't catch a breath IMO 2 charts below summarize why $RIG publishes floater demand outlook regularly. Chart that outlook over a timeline & you see demand outlook has collapsed $NE $VAL $SDRL $BORR

History repeats itself? 📈 In the last uranium bull run, utilities didn’t start heavy contracting until prices hit $80/lb—and we’re just now at that level again. What next? share.transistor.fm/s/8456f8fe

Michael Shellenberger Shutting down nuclear power is crazy

$VAL Let me highlight some Crazy Napkin Math ✅ 13 Drillships, if run at full capacity (currently 9 active) yields 11% FCF valued at 6x Ev/Ebit, using today's $VAL EV. ✅ 33 Jackups, if using the last 5 resale records, would be valued at $7.6Bn, 2x $VAL entire EV. ✅You