John Galt ✓

[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] Just remember, guys, nothing's changed; the thesis is still alive. Go outside, touch the grass, hug a tree, and ignore the noise. 😂

[text] I think the #uranium market is about to “sell out”. 🇮🇳 India is signing long with @NAC_Kazatomprom and @cameconews. 🇨🇳 China already has its hands on Kazakhstan — and it’s basically embedded across Namibia. So when Western utilities finally wake up, they won’t be shopping.

[text] A lot of investors are about to learn the hard way that an energy shock is not a free gift to #uranium stocks. First it hurts the miners. Higher diesel. Higher transport costs. More inflation. Project delays. Margin squeeze. Only after that does the market start asking the

[image] A very insightful report from @uraniuminsider on what he took away from the World Nuclear Fuel Cycle conference. If you’re invested in the uranium market and the recent selloff shook your conviction, this is well worth your time.

[image] BHP reportedly staked ground in the southwest Athabasca, near the broader Arrow, Triple R and PLN uranium corridor. That is not just another junior land story. @bhp already understands uranium through Olympic Dam. So if they are taking ground in Saskatchewan, I don’t read it as

[text] Wow this @Energy_Fuels deal is expensive. Not “looks a bit expensive.” Expensive. VAC is a real company. Real customers. Real tech. Real magnet business. But based on 2025 numbers, Energy Fuels is not buying some beautiful cash machine. VAC did $28.6M in adjusted EBITDA and

[image] Uranium stocks are doing what they seem to do every summer: bleed, bore people to death, and make everyone question the thesis. But the physical market still isn’t balanced. Supply keeps missing, delaying, and disappointing. Future demand keeps building. I don’t know when the

[text] Energy Fuels just got invited into the rare-earth club. Washington is clearly backing the companies it thinks can help build a non-China supply chain. MP has its seat. Lynas has its seat. USA Rare Earth has its seat. Now $UUUU has a $725M conditional loan commitment tied to

[text] The small U.S. uranium producer basket is starting to split. And this is where it gets interesting. @Ur_Energy has pounds, inventory and cash. @enCoreEnergy_EU just added Dewey Burdock construction authorization to an already deeper ISR pipeline. @PEN_Energy got funding, but

[text] UraniumX is buying Dieter Lake from IsoEnergy with 18 million new shares. That gives @IsoEnergyLtd roughly 15.6% of @UraniumXCorp, a board seat, top-up rights and a 2% royalty on Dieter Lake. On paper, UraniumX gets 24.4 million historical pounds without spending cash. But it

[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

[image] Everyone was focused on the spot market while the long-term market just kept moving. TradeTech’s June long-term U3O8 price reportedly hit $97/lb, breaking above the old 2007/2008 ceiling of $95/lb. UxC is at $94/lb, which would put Cameco’s June long-term price around $95.50/lb