After a disappointing summer, #NaturalGas names are attractive here . L48 prodxn is peaking out, LNG gas exports coming online by year-end. Even modest support from winter weather could lead to fireworks.
$AR
Unthinkable 20 years ago when I started to work on energy:
The world may finally be hitting peak coal, as wind, solar and hydro continue to grow and will overtake coal generation perhaps already in 2026.
Graphic by @OrenniaInc
If I can look ridiculous in a hard hat and oversized steel capped boots, then I hope you can listen to the reason why. Listen to my trip along the Lobito Corridor on the 'Fast Forward' podcast - wherever you get your podcasts, or here: fastmarkets.com/insights/fast-…
🇩🇿🌍 Alger organise et inaugure aujourd'hui l'IATF 2025 avec des délégations venant de 140 pays, et 35 000 visiteurs professionnels. En perspective : 44 milliards de dollars d'accords commerciaux et d'investissements devraient être signés. Il s'agit de l'édition la plus…
$DYL we will have scaled out fully based on relative valuation grounds at A$2.....plenty of #uranium pre-production opportunities trading at < 20% of the valuation moving into production within 4 years. $AEE $FSY $LAM $WUC $AEC $GXU or $CXU $TOE post ban removal.
$DYL we will have scaled out fully based on relative valuation grounds at A$2.....plenty of #uranium pre-production opportunities trading at < 20% of the valuation moving into production within 4 years. $AEE $FSY $LAM $WUC $AEC $GXU or $CXU $TOE post ban removal.
Meanwhile:
The gold miners’ ETF has just reached record levels in assets under management — a strong signal of renewed interest in the sector.
For those wondering where we are in the mining cycle:
Even though precious metals mining stocks have performed well over the past…
Kazakhstan’s uranium exports to Russia fell 2.2x in 2025, down to just 2,000 tons.
With Kazakhstan redirecting trade toward China & other partners, Moscow may face tighter supply.
Fragmented flows add more pressure to the #uranium market.
#nuclear#energy $URA $KAP $CCJ $URG…
Kazakhstan’s uranium exports to Russia fell 2.2x in 2025, down to just 2,000 tons.
With Kazakhstan redirecting trade toward China & other partners, Moscow may face tighter supply.
Fragmented flows add more pressure to the #uranium market.
#nuclear#energy $URA $KAP $CCJ $URG…
That's why I've been saying since the beginning that the AI race in US, in the extreme scenario, only would be possible with AI data center hubs powered by LOCAL #natgas-fired power plants
No more reliable available/quick construction power sources, and no enough grid
That's why I've been saying since the beginning that the AI race in US, in the extreme scenario, only would be possible with AI data center hubs powered by LOCAL #natgas-fired power plants
No more reliable available/quick construction power sources, and no enough grid
The U.S. labor market is flashing slowdown risk — but AI-driven electricity demand means nuclear is becoming less tied to cyclical GDP and more tied to structural necessity.
#uranium
The U.S. labor market is flashing slowdown risk — but AI-driven electricity demand means nuclear is becoming less tied to cyclical GDP and more tied to structural necessity.
#uranium
🇩🇿The Intra-African Trade Fair (IATF) 2025 will be held in Algiers from September 4 to 10. It is expected to attract 35,000 visitors and 2,000 exhibitors, boosting trade and investment in Africa. #IATF2025#Algeria
WTO warns: biggest disruption to global trade rules in 80 years. 🌍⚠️
Resource nationalism is back — and uranium is front & center.
Kazakhstan + China locking up supply, while U.S./EU scramble for fuel security.
In the new trade era, no uranium = no power.
#uranium#nuclear…
WTO warns: biggest disruption to global trade rules in 80 years. 🌍⚠️
Resource nationalism is back — and uranium is front & center.
Kazakhstan + China locking up supply, while U.S./EU scramble for fuel security.
In the new trade era, no uranium = no power.
#uranium#nuclear…
In 3 years, at this pace, China's battery capacity will be able to provide ~12 hours of storage for the entire US grid. Not enough to solve all intermittency (winter sucks) but enough to address the day/night cycle in many scenarios.
⚡️ AI BOOM DRIVES ELECTRICITY PRICES STRAIGHT UP ⚡️
Data centers are energy-hungry monsters. As AI demand explodes, power is becoming the #1 bottleneck to growth.
Cheap compute isn’t the limit — cheap, reliable electricity is. Nuclear + #uranium step into the spotlight.
#AI…
⚡️ AI BOOM DRIVES ELECTRICITY PRICES STRAIGHT UP ⚡️
Data centers are energy-hungry monsters. As AI demand explodes, power is becoming the #1 bottleneck to growth.
Cheap compute isn’t the limit — cheap, reliable electricity is. Nuclear + #uranium step into the spotlight.
#AI…
Uranium Energy Corp Launches United States Uranium Refining & Conversion Corp to Advance American Nuclear Fuel Security and Energy Dominance $UEC tinyurl.com/2c4hefzn
Dionymer (🇫🇷) a bien lancé son pilote préindustriel, après 4 ans de R&D. Le site a produit ses premiers kilos de biopolymère (PHA) à partir de déchets alimentaires grâce à des bactéries spéciales dans un fermenteur de 2000 litres. Etape suivante : l'usine.
objectifaquitaine.latribune.fr/innovation/202…
$TMG.Trigg Minerals: MAJOR historical tungsten discovery confirmed. 🔋 High-grade intercepts: 24.9m at 0.65% WO₃📍Nevada, USA - Tier-1 jurisdiction. ⚡ Current tungsten price is 10X HIGHER than when these holes were drilled. A potential domestic US source of a critical mineral.
4K Followers 3K FollowingAn emerging publicly trading #gold and #silver exploration company with properties in Nevada and Oregon, USA. 🇨🇦 #CSE: $PAU 🇺🇸 #OTCQB: $PVGDF
3K Followers 2K FollowingExclusively reserved for astute market minds. Delivering in-depth stock market analysis and sharp price insights. Tailored for just a few! MAIN PAGE: @TaviCosta
27 Followers 689 FollowingCEO Solitron Devices, hedge fund manager of Cedar Creek Partners, micro cap investor, Christian, The Master's Univ., Texas A&M MBA.
213 Followers 898 FollowingI've realized that the key to addressing climate change is to make clean energy just as cheap and reliable as what we get from fossil fuels
6K Followers 6K FollowingInvestor closely following approaching #uranium bull market. Anti-woke. Pro-freedom. I oppose the World Economic Forum and its evil agenda
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But I am just a mild-mannered Norwegian who likes hiding under bridges and scaring Folks ..... with reality checks
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2K Followers 5K Following📈 #UltraIncome #ArtificialIntelligence #NuclearEnergy Ⓜ️3 is a mindset that stands for #MoneyMindsetMonday 🙅♂️None of my content is financial advice DYOR.
743 Followers 1K FollowingIngé #NoFakeScience
S'invite dans vos threads sans frapper.
Autres profils @F4HTQ (Ham radio) @ThisIsATechDir (Pro)
moitié d'une #MetastaticBreastCancer
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32K Followers 730 FollowingProf, MD, PhD, Dir. of the Institute of Global Health at the University of Geneva, and Co-Director of the Swiss School of PH, Zürich - Tweets express my views
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69K Followers 1K FollowingJe comprends mieux les machines que les humains. Ingénieur en IA depuis 10 ans. Helping companies with GEO and AI Search - CEO @whiteshipAI @deeplayerai
130K Followers 438 FollowingNous vulgarisons économie, investissement et crypto pour accéder à la liberté financière.
https://t.co/JL8tvAZTWx
(pas de conseils financiers)
4K Followers 144 Following🆖⚡️🌬️🔥🌞 - The views in this posting or expressed in this account reflect my personal views only. aka @GasVegasBaby in a previous life.
53K Followers 8K FollowingClimate and clean energy investor. Author of 5 books. Energy & Environment co-chair @SingularityU. Trying to build a better world.
707 Followers 573 FollowingEnergy markets analyst @WhiteCase, runner, salty Cape Cod soul. Via @DukeU & @UMass. Views are my own & not firm-associated guidance.
2K Followers 1K Following“Others have seen what is and asked why. I have seen what could be and asked why not.” ~ Pablo Picasso
Walk gently in the lives of others.
21K Followers 44 FollowingInfrastructure Aficionado ; Founder & Mng Trustee of The Infravision Foundation ; Indep Director on few Boards & Advisory Councils . Infra Columnist at BusStd.
27K Followers 1K FollowingMetals, stocks & tech. Corporate advisor to buy/sell side @synergyrescap w/$80M+ in deals. Investor. AAusIMM. Sydneysider, originally from Chile/Argentina
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51K Followers 4K FollowingFormer New York Times Shanghai Bureau Chief; 2-time Pulitzer Prize winner; investigative reporter and co-founder of The Wire China and @WireScreenAI.
2K Followers 752 Followingingénieur,40ans d'expérience dans l'énergie #nucléaire
#transitionénergétique et #sobriété; courtoisie mais refus du politiquement correct
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6K Followers 2K FollowingMaître de conf. | Enseigne la transition écologique | Cherche à décarboner le transport maritime | Ouvert à toute discussion honnête | AFIS | Compte perso
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229 Followers 527 FollowingDepuis 2022 : Citoyen 3/4 français et 1/4 européen ——Aime la France car Dieu l’a rendue belle, aime la France car l’histoire l’a rendue grande
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