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Hear directly from our President and CEO, Ross Bhappu, and watch tomorrow’s webcast at 11:00 AM ET: investors.energyfuels.com/20…
Highlights include:
✅Advancing Energy Fuels’ Mine-to-Magnet strategy through the completed acquisition of Australian Strategic Materials (ASM), including the Korean Metals Plant
✅Pending VAC acquisition expected closure Q1 2027
✅Approving construction of commercial-scale heavy rare earth oxide circuits at White Mesa Mill
$UUUU $EFR $EF2 #EnergyFuels #uranium #rareearths #criticalminerals #Mine2Magnet #investor #earnings
confluent reverter retweeted
Here’s my latest interview recorded 10/28/26 prior to the Fed meeting with Kai Hoffmann @JrMiningGuy of Soar Financial.We discussed the Fed,what I expect for rates,inflation & oil prices as well as the outlook for the equity & metal markets. youtu.be/-Nx4p-DzT8U
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The world really has gone completely insane. I think it’s best I stop posting on here for a little bit before I say something I shouldn’t. I’m not sure how much longer we can carry on living like this with a government that is destroying real British people as fast as they can.
confluent reverter retweeted
I’ve never owned a slave. You’ve never owned a slave. Nobody you know has ever owned a slave. Nobody you know has ever been a slave. That’s true of your parents, your grand parents, your great grandparents, your great great grandparents, your great great great grandparents. So how about when people ask hardworking white people for reparations, we tell them to fuck off and work for a living like we do.
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URANIUM MINERS - BOTTOMING?
After a +200% run last year, uranium miners have now retraced by 50% from their high, reaching 3 standard deviation below their long-term trend.
At this point, there are two approaches:
1) Uranium miners upside was just a hype.
2) Uranium miners were just overbought last year, and strongly retraced as a result, reaching particularly attractive valuations.
Given uranium's long-term potential, I tend to be of the second opinion.
Finally, on a more tactical side, this level coincides with its former bottom, which lets me think that uranium miner are currently a very asymetric trade.
$URNM used as a proxy.
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Time to take prompt oil profits.
I am taking profits on prompt oil and products into the midterms. The regime trade stays on.
It comes back to the two trades I described this morning. The war trade pays on the price of the barrel: prompt crude, products, the windfall on barrels already in the ground. It is eight months old. The regime trade pays on the cost of replacing the barrel: rigs, services, local production, bypass capacity, firm power and storage.
It is the structural supercycle call we made in 2020, driven by deglobalisation, debasement and electrification, compounded by underinvestment. The war brought that trade forward, but it did not create it.
A reminder of the scorecard: commodities are the best-performing asset class of the decade: the S&P GSCI has returned about 260% since we called for the supercycle in October 2020, against 121% for the Nasdaq and 120% for the S&P 500. Commodities were already ahead of both before Hormuz - it just widened the gap.
Why take profits now?
Escalation would be so catastrophic for food and fuel supply chains that neither side will pursue it, while a lasting deal is equally elusive.
The compromise is managed instability, with Schrödinger's Strait at the heart of it: a Strait that is neither open nor closed. That caps the prompt barrel. It does nothing to cheapen the next one.
It has been a fantastic run. USO is up 144% this year. Energy, where the refiners and integrated majors carry the product exposure, is up 60%, the fifth-fastest run to a 50% gain since 1990, and the Munificent 7 did it on a Sharpe ratio around 2. The war trade has paid.
My view on the regime is unchanged. Eight months into the closure, the world is rebuilding its physical system around the expectation that the Strait closes again: Gulf producers loading outside it, Italy restarting nuclear, the Dutch reopening North Sea gas, China sitting on 1.4 billion barrels. These are long-term investments in energy security. None of it dissipates when the ships come back.
The investment to support that regime has barely begun. Oil is near $100 and drilling has hardly moved. Upstream investment is still well below its 2015 peak and refining investment sits at a decade low. Calendar 2027 Brent trades above every forecast on the Street: a long-term supply problem that nobody has yet been paid to fix.
A supercycle is a capex cycle. The owners of the molecule get paid first. The builders get paid next.
Prompt oil prices a war. Long-dated oil prices a regime. Trade the first, own the second.
I have cut most of my prompt oil and product exposure and kept a small position in case hostilities resume after the midterms. If prompt prices fall from here I will not be in a hurry to rebuild them. The money has moved to the services and producers that build the regime. The first leg has paid. The second is still being built.
These are my personal views and positions, not investment advice.
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Famous investor and equity analyst @RealRickRule on @BNNBloomberg today shares his thoughts on #Uranium.
👀
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Marathon Petroleum. Here's our trade alert for a buy at $176. It's currently $444 (152% gain in 10 months). Rotating to oil plays at the start of 2026 was the call, despite all the gold & silver fomo. Charts allow bias removal if you know their language.
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Today's uranium buyers should take a few hours to see what lessons they can learn from Westinghouse's uranium experience in the 1971-1975 period.
In the late 60s and early 70s, after several years of slowly falling uranium prices, Westinghouse assumed that past trends in uranium prices adequately predicted future trends. They didn't consider the effects that their own behavior was having on the market as they continued selling and building massive new nuclear plants.
They even included a few fuel reloads with each reactor they sold, believing that the inclusion was a low cost, low risk sales incentive. Their big mistake was failing to contract for adequate volumes of uranium to fulfill their fuel promises. They planned on being able to buy whatever they needed from the spot market at the time that they needed it.
The fuel buyers had no idea that they were engaging in uncovered short sales or the risk that is associated with such a trading strategy.
By 1975, uranium prices had skyrocketed, approximately quadrupling in just a few years. Westinghouse was facing a liability totaling several billion dollars - in nominal, non inflation-adjusted 1970s dollars. It reneged on its contracts, making firm enemies of its large utility customers. They sued Westinghouse; Westinghouse sued uranium suppliers. Circle W executives spent half a decade in the resulting litigation. It wasn't resolved until the 1980s.
A Dec 1977 article in the New York Times described the lawsuit filed by utilities against Westinghouse as "one of the biggest private lawsuits ever filed."
There are entire books on the 1970s uranium saga collecting dust in publicly accessible libraries - and in at least one private library.
Consuming uranium while knowing that you need to keep consuming uranium without also contracting for replacement uranium comes very close to the same short selling strategy and carries similar risks.
When operating companies begin desperately needing new uranium to keep they multi-billion dollar assets in revenue service, they will end up paying whatever the suppliers ask them to pay.
THE BIG URANIUM ANALYSIS IS HERE!
I’ve published an extensive article featuring Mike Alkin of Sachem Cove Capital Management, breaking down the #uranium market’s structural supply challenges. We cover dwindling inventories, fading secondary supply, soaring mining costs, utility under-contracting, delayed projects, Kazakhstan’s potential strategic uranium reserve, US national security demand, Project UPRISE, and the outlook for utility contracting, uranium prices, and equities. Featuring key insights and charts from Mike’s October 2026 NEI presentation, this article examines why the market may be underestimating the scale of the coming supply gap. A must-read for uranium investors! 👇
triangle-investor.com/articl…
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🧑🏫IMHO, here's the reality with respect to fundamentals & pricing of the #U3O8 commodity🛢️☢️ and #Nuclear demand tailwinds🌀⚛️🏗️👷 at the end of January when share prices of #Uranium #stocks traded near 52-week highs⬆️💎 compared to today with U stocks now at unwarranted deeply oversold levels.⬇️💩
Month-end Uranium at 30 January ➡️ 30 October
Long-term U3O8 $89 ➡️ +$9 to $98 record high
Spot U3O8 $94.28 ➡️ $91.55
Long-term Conversion $55 ➡️ $55
Spot Conversion $62 ➡️ $64
Long-term enrichment SWU $173 ➡️ $183
Spot enrichment SWU $200 ➡️ $203
Nuclear reactors (WNA) at 30 January ➡️ 30 October
Operable 436 (398GW) ➡️ 443 (406GW)
Under Construction 74 (82GW) ➡️ 79 (87GW)
Planned/Approved 116 (110GW) ➡️ 122 (111GW)
Proposed 318 (288GW) ➡️ 336 (299GW)
Meanwhile, as per Mike Alkin's chart of missed production targets below, new supply has been seriously constrained by technical mining issues, setbacks, rising production & financing costs, etc., with new mine construction projects facing similar hurdles in bringing new supply online in the coming years. Mining is hard, and uranium mining is the hardest!⚛️⛏️😩
📶 Every signal indicates a Uranium sector that is far more bullish today than it was back in January, with the longer-term outlook pushing the bullish indicators to extreme⚛️⛏️🔥🌡️🐂🔮👀 as the number of nations pledging to triple global Nuclear power capacity has grown from 28 to 39, while the US has set its own target of quadrupling from ~100GW today to ~400GW by 2050 with strong bipartisan support.⏫⚛️🏗️👷🌏
😲But, US producers were only able to mine 1.4M lbs in 2025 while, since January, the US National Nuclear Security Administration (NNSA) has issued a Request for Information (RFI) seeking 4 million lbs U₃O₈ per year of US-origin uranium starting as early as 2030 and extending through the 2040s. That's on top of the ~50 Million lbs per year needed to fuel the 94 operating US reactors, which could quadruple to 200M lbs per year by 2050.🤯
Need I go on?🤷♂️ The bullish Nuclear news flow since January has increased from a rushing river♒️ to an unprecedented mind-blowing torrent📰⚛️🌊🤯 as a global Nuclear Renaissance has continued to accelerate🏎️🔥 picking up additional tailwinds from the world's largest tech giants committing to secure massive amounts of clean, 24/7 reliable, carbon-free Nuclear energy to power their data center expansion plans.⚛️⚡️🔌🤖💻
Since January, the growth in future Nuclear fuel demand has soared, with or without the AI thematic tailwinds.📈⛽️🛒 Global investment banks are projecting a structural supply deficit in each of the next 10 years growing to 45M lbs in 2035 with no way to balance supply with demand into the 2040s. ⚖️🚫
Yet, the tiny Uranium sector has been beaten down to deeply oversold levels⛏️📉 in complete opposition to the sectors increasingly bullish demand vs supply fundamentals.🔀↕️🤪
As we've discussed, investment funds, hedge funds and portfolio managers put their small Uranium stocks positions into the same baskets they use to hold their AI stocks, as the picks and shovels play on Nuclear AI infrastructure.🧺🤖💻⚛️⛏️ As well, they put U stocks in their Mining & Metals baskets alongside gold, silver, copper, etc.🧺🪙🏭🧑🏭⚛️⛏️
😱So, since Trump & Israel launched their war against Iran on 28 February, U stocks have plummeted as "collateral damage" as those major holders of Uranium stocks went "risk off" and began dumping everything in their AI and Metals & Mining baskets🧺🧺⤵️🗑️ driving down the share prices of uranium stocks for the past 8 months as funds, portfolio managers & traders fled to the safety of cash.🦺💵 Short sellers saw what was unfolding and added even more downward pressure by vastly increasing their short positions to profit from the downward spiral.🌪️ Share prices dove while fundamentals climbed!😲
Sentiment amongst retail investors decoupled from fundamentals and hitched itself to the sinking share prices, falling into a deep depression as they saw their U stocks portfolios get thrashed while watching the Nuclear fundamentals get more and more bullish with each passing day!😭
Where do things sit today?🎭 The gap between market pricing💩 and true intrinsic asset values💎 has now widened to a completely irrational extreme↕️🤪 as the long-term Uranium price has soared to new all-time highs amidst an accelerating Nuclear Renaissance💲⏫⚛️⛽️ while supply continues to falter and lag under technical and economic pressures.⛏️🐌🗜️
Given the high volume of short positions, and depleted levels of uranium equities held by big money portfolios now flush with huge amounts of cash, we appear to be close to a turning point that could see a massive short squeeze amid high volume buying by traders, funds, institutions and retail as they come to realize the incredible investing opportunity now being offered.🗜️💥💣 The potential for a rapid recovery rally back to 52-week highs has never been greater!⤴️🌟
↪️ When that turn fully kicks into gear is anyone's guess at this moment in time, with US midterm elections looming large.😟 The events unfolding in the coming days and weeks will likely play a major role but, as has happened in the past, Uranium stocks could decouple from the broader markets and strike out on their own given the extreme asymmetric upside on offer.🎁📈⚛️⛏️💰
🤠How and when U choose to participate in the coming U sector rebound is totally up to U!🤔 It's your money so invest it wisely🦉 according to your own unique financial goals, research, experience & skills, risk appetite, time horizon and conviction.🎭 Get ready to ride the coming wave!🌊🏄 Good luck with your trades!☘️🌈💰
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"Anything that looks crazily expensive or crazily cheap to you right now, with that sort of contrarian-style... uranium is cheap as well at the moment, so heaps of ideas"
$DEV.AX DevEx Resources #uranium
youtu.be/sUyPQXstZSI?si=knU5…
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The EU must be destroyed.
Ko smo se odločali za vstop v EU, si ni nihče predstavljal, da bo v kaki njeni članici in uniji nasploh mogoče brez posledic:
1. Razveljaviti predsedniške volitve (Romunija);
2. Ukiniti informativni program na nacionalni RTV (Madžarska);
3. Poslati policijo na Ustavno sodišče (Poljska);
4. Tri tedne pred volitvami poslati v zapor predsednika stranke, ki vodi v anketah (Slovenija);
5. Zasesti nacionalno RTV s policijo in zamenjati vodstvo (Poljska);
6. Prekiniti mandate vodstvu nacionalne RTV in izvesti čistko zaposlenih (Slovenija);
7. Poslati v zapor člane prejšnje vlade brez možnosti obrambe (Madžarska);
8. Podeliti skoraj milijon državljanstev ilegalnim migrantom po hitrem postopku (Španija);
9. Zapreti novo Nuklearno elektrarno in zgraditi plinovod do Rusije (Nemčija);
10. Obdavčiti ogljične energetske vire ob hkratnem zapiranju NE ter preseliti industrijo v države z nizkimi ekološkimi standardi pod pretvezo, da tako rešujemo planet.
Nastala je EU, ki se mora reševati sama pred sabo.
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Donald Trump, if you want to be remembered for eternity as a hero of Western civilization, there's one thing left to do: bring down the European Union.
Not Europe. The European Union.
Europe is Athens, Rome, the cathedrals, the Renaissance, the Enlightenment, the Industrial Revolution. The EU is a rule-making machine that suffocates its own nations, regulates what it can no longer build, and confuses governing with forbidding.
Giving Europeans back their sovereignty wouldn't be an attack on the West. It would save it.