Noble Plains Uranium retweeted
4.7 GW OF ADDITIONAL NUCLEAR CAPACITY.
The US is pushing to unlock more #nuclear power through Project UPRISE, already reaching 95% of its 5 GW target for 2029
Do you have #uranium?
energy.gov/articles/fact-she…
Noble Plains Uranium retweeted
Boom!💥📰 US utility AEP has teamed up with tech giant Amazon and X-energy on plans to build 12 x Xe-100 #Nuclear reactors to deliver 960MW of 24/7 reliable #CarbonFree electricity at a former #coal power plant in #Indiana 🇺🇸⚛️⚡️🏗️👷🤠🐂 #Uranium 🌊🏄 world-nuclear-news.org/artic…
Noble Plains Uranium retweeted
Floor #uranium prices are currently in the high US$70/lb range, while ceilings vary between US$140/lb and US$160/lb, depending on counterparties and contract terms.
fnarena.com/2026/10/20/urani…
Noble Plains Uranium retweeted
UBS, Morgan Stanley remain bullish on #uranium
fnarena.com/2026/10/13/urani…
Noble Plains Uranium retweeted
🚨 Citi sees #uranium pushing above $100/lb in the next 3 months.
If Citi’s call plays out, the next leg higher could be significant
finance.yahoo.com/markets/co…
Noble Plains Uranium retweeted
Several utilities are noted as conducting discussions with #uranium suppliers around sizeable #U308 purchases encompassing multiple delivery periods. The delivery periods are both in the near term as well as into the longer term, with deliveries into the mid-2030s and beyond currently being negotiated.
One US utility is seeking offers for delivery of 400klbs U308 p.a. for delivery in 2030-2034, with optional delivery years. Offers are due no later than August 21.
Source:TradeTech, FN Arena
Noble Plains Uranium retweeted
Live now with @NOBLuranium CEO @drew_zimmerman
Noble Plains Goes 7-for-7: A Roadmap to More U.S. Uranium nitter.gq/i/broadcasts/1PKqrNrkb…
Noble Plains Uranium retweeted
🔔🚨Bank of America expects #uranium prices to average $130/lb in 2027, citing tightening supply and strengthening demand from the global nuclear renaissance. The forecast implies roughly 52% upside from current spot prices.
ng.investing.com/news/stock-…
Noble Plains Uranium retweeted
DOUG CASEY'S EXPERT ROUNDTABLE INTERVIEWS NOBLE PLAINS URANIUM (NBLXF): Doug Casey Has Bought it 2X, Roundtable Agrees on Valuation Gap, U.S. Jurisdiction & the MineVantage Analysis! @NOBLuranium open.substack.com/pub/metals…
Noble Plains Uranium retweeted
One of the oldest promotional tactics in mining is closeology.
“This project is next to a mine… therefore it should work too.”
That’s not an investment thesis.
But dismissing regional context entirely is a mistake.
In this piece, I look beyond simple proximity and examine what really matters:
• Existing ISR infrastructure
• Capital allocation by major uranium companies
• District consolidation
• Processing capacity
• Permitting precedent
• Strategic behaviour from experienced operators
When companies like Ur-Energy, Cameco and Uranium Energy Corp. continue committing capital to the same district, it doesn’t prove a junior will succeed.
It does, however, provide valuable context for evaluating long-term probability.
The difference between promotion and analysis often comes down to asking better questions.
Read the full assessment below.
themarketmindset.substack.co…
#Uranium #UraniumStocks #NuclearEnergy #Mining #MiningStocks #ResourceInvesting #CriticalMinerals #EnergySecurity #ISR #Wyoming #NoblePlains
Noble Plains Uranium retweeted
US report confirms #uranium development is at its highest levels in more than ten years
miningweekly.com/article/us-…
Noble Plains Uranium retweeted
🙌 The US Department of @ENERGY, accelerating the #nuclear renaissance with low cost loans for 10 new large reactors! On top of the $2.7B in #uranium enrichment loans earlier this year.
⬆️Increasing reactor demand + ⬆️ increasing nuclear fuel capacity = ⬆️ uranium demand
Noble Plains Uranium retweeted
Massive news that barely got any attention🔥🚨
🇯🇵Japan is reportedly preparing a $65B investment in U.S. small modular #nuclear reactors.
Read that again. $65 BILLION.
#uranium
chosun.com/english/world-en/…
Noble Plains Uranium retweeted
$AMU #uranium
The global #nuclear pipeline continues to expand.
☢️ 80 reactors under construction (88 GW)
☢️ 123 reactors planned/approved for construction (110 GW)
☢️ 311 reactors proposed (286 GW)
That's a total pipeline of 514 reactors representing 484 GW of potential generating capacity.
Source: World Nuclear Association
Noble Plains Uranium retweeted
TradeTech noted confidence among utilities has improved markedly, with buyers increasingly looking beyond near-term requirements and seeking #uranium supplies across the mid-term, long-term and even post-2035 periods.
Source: fnarena.com/index.php/2026/0…
Noble Plains Uranium retweeted
The department of @ENERGY awarded $2.7B to @centrus_energy , @generalmatter & @Orano_usa + today's @urencousa expansion are solving the enrichment problem. But you can't enrich what you don't mine. The US is producing ~2M lbs/yr and consuming over 50M. The real bottleneck is in the ground. #uranium
.@urencoglobal has announced a multi-billion-dollar investment to provide a near-50% increase in #uranium enrichment capacity at Urenco USA's National Enrichment Facility #nuclear tinyurl.com/yc5r2ycd
Noble Plains Uranium retweeted
Breaking news 🚨
Big development for nuclear markets: CME is reportedly preparing physically settled #uranium futures. Better liquidity and transparent pricing could bring a new wave of capital into uranium!
reuters.com/business/energy/…
Noble Plains Uranium retweeted
🎞️@drew_zimmerman talks about the big milestone achieved in only 8 months👇
Noble Plains delivers maiden resource at Duck Creek
• ~6.36M lbs U₃O₈ (Ind + Inf)
• Outperformed targets on grade, thickness & pounds
Watch now⬇️
youtu.be/Ih29Sb4_9g0?si=X39p…
#uranium $NOBL
🤖 Made with AI
Noble Plains Uranium retweeted
Always enjoy a conversation with @capnek123 🎙️ We covered Duck Creek's maiden 6.36M lb #uranium resource, what's still untested on the trend, and how Shirley Central is shaping up next door to @Ur_Energy's brand-new producing facility. Lots to unpack! Full interview soon. $NOBL $NOBL.V $NBLXF
Just wrapped a conversation with @drew_zimmerman, CEO of @NOBLuranium ($NOBL), on a major milestone.
The Duck Creek #uranium project in Wyoming has delivered a maiden NI 43-101 resource of ~6.3M lbs U₃O₈- a big step in proving out the asset.
Full interview drops this week.
Noble Plains Uranium retweeted
Nuclear compared to coal, natural gas, solar, wind and hydro.👇
#uranium #nuclearenergy


















