Uranium Twitter

[text] It's pretty wild how many weak spots there are in the #uranium supply chain right now. I don't think it's a matter of if something's gonna mess up the market — it's just a matter of when. - Fuel shortages - Sulfuric acid supply getting cut off - Inflation about to hit harder -

[image] ☢️ @quakes99 is showing where the real contract market seems to be moving: $70–80 floors $150–160 ceilings ~$100 fixed-price term deals Meanwhile Yellow Cake’s implied uranium price is around $70.6/lb, below spot and well below reported term pricing. That gap is the whole

[text] This is meaningful de-risking for @DenisonMinesCo $DNN / $DML. Peter Ballantyne Cree Nation has withdrawn its judicial review against the Wheeler River approval and now supports the project. That does not add new pounds. It does not prove Phoenix ISR will work at commercial