Discover and read the best of Twitter Threads about #UF6

Most recents (8)

1)#Russia's war on #Ukraine๐Ÿช– led to prices for #Uranium Conversion & Enrichment SWU more than doubling in 2022โซ in a price wave๐ŸŒŠ cascading down #Nuclear fuel cycle towards mined #U3O8โ›๏ธ as per Cantor Fitzgerald๐Ÿ‘‡ as enrichers switch to "overfeeding".๐Ÿผ๐Ÿผ A thread for U!๐Ÿ‘จโ€๐Ÿซ๐Ÿงต๐Ÿ‘‡2
2)#Uranium is a very different fuel than #coal & #gas that are burned "as is" in #electricity power plants.๐Ÿญโšก๏ธ #Nuclear reactor fuel needs to be specially processed & then packaged into fuel rods that are then loaded into reactors to generate #CarbonFree electricity.๐ŸŒžโš›๏ธโšก๏ธ๐Ÿ‘‡../3
3)Mined #Uraniumโ›๏ธ is processed into drums of Yellow Cake #U3O8๐Ÿ›ข๏ธ that in the west are shipped๐Ÿšข๐Ÿš› to plants in Canada, US & France for "Conversion" into a gas form called #UF6 which is then shipped in cylinders๐Ÿš› to plants in US & Europe for "Enrichment" into #Nuclear fuel.โš›๏ธ๐Ÿ‘‡4
Read 24 tweets
1) While market meltdowns๐Ÿซ  & #Ukraine war FUD๐Ÿ˜ฑ may be raining on #Uranium for nowโ›ˆ๏ธ a huge Shockwave๐Ÿ’ฅ dubbed 'overfeeding'๐Ÿผ is already crashing thru the seemingly calm #Nuclear fuel market.๐ŸŒ€โš›๏ธโ›๏ธ I've created a Tutorial๐Ÿ‘จโ€๐Ÿซ๐Ÿงต to help prepare U to ride the coming wave.๐ŸŒŠ๐Ÿ„๐Ÿ’ฐ๐Ÿ‘‡2
2) #Uranium is a very different fuel than #coal & #gas that are burned "as is" in #electricity power plants.๐Ÿญโšก๏ธ #Nuclear reactor fuel needs to be specially processed & then packaged into fuel rods that are then loaded into reactors to generate #CarbonFree electricity.๐ŸŒžโš›๏ธโšก๏ธ๐Ÿ‘‡3
3) Mined #Uraniumโ›๏ธ is processed into drums of Yellow Cake #U3O8๐Ÿ›ข๏ธ that in the west are shipped๐Ÿšข๐Ÿš› to plants in Canada, US & France for "Conversion" into a gas form called #UF6 which is then shipped in cylinders๐Ÿš› to plants in US & Europe for "Enrichment" into reactor fuel.โš›๏ธ๐Ÿ‘‡4
Read 26 tweets
1/19) #Uranium - a Tutorial๐Ÿ‘จโ€๐Ÿซ walking U thru the #Nuclear fuel cycle, what it is, the stages & issues involved, so U can understand the term that has every Uranium investor smacking their lips today: Overfeeding!๐Ÿ˜‹ Here's a thread that I hope gives U some key insights.๐ŸŒžโš›๏ธโ›๏ธ๐Ÿงต๐Ÿ‘‡2
2) #Uranium is a very different fuel than #coal & #gas that are burned "as is" in #electricity power plants.๐Ÿญโšก๏ธ #Nuclear reactor fuel needs to be specially processed & then loaded into fuel rods that are then loaded into reactors to generate #CarbonFree electricity.๐ŸŒžโš›๏ธโšก๏ธ๐Ÿ‘‡3 Image
3) Mined #Uraniumโ›๏ธ is processed into drums of Yellow Cake #U3O8๐Ÿ›ข๏ธ that in the west are shipped๐Ÿšข๐Ÿš› to plants in Canada, US & France for "Conversion" into a new form called #UF6 which is then shipped in cylinders๐Ÿš› to plants in US & Europe for "Enrichment" into reactor fuel.โš›๏ธ๐Ÿ‘‡4 Image
Read 19 tweets
Why has a Western pivot away from #Russia's #Uranium๐Ÿ‡ท๐Ÿ‡บโš›๏ธโ›๏ธโ›”๏ธ triggered a chain reaction๐Ÿ’ฅ of higher prices down the #Nuclear fuel cycle from enrichment SWU to conversion?๐Ÿš€ Let me try to explain in a thread that lays out why #U3O8 & U #stocks are dominoes next in line.โธ๏ธโ†—๏ธโžก๏ธ๐Ÿ‘‡2
2) Both #USA & #EU rely on importing #Russia's #Uranium to provide about 20% of annual #Nuclear fuel requirements for their fleets of reactors, the 2 largest fleets in the world.โš›๏ธ Reactor operators are now trying to lock in alternate fuel supply ASAP to fill that 20% gap.๐Ÿ›’ ๐Ÿ‘‡3
3) Majority of US/EU imports of #Russia's #uranium is in Enriched Uranium(EUP) with Russia having 43% of global enrichment capacity.๐Ÿ‡ท๐Ÿ‡บ Utilities' first line of attack is to line up alternate enrichment, launching a steep rise in demand & price for enrichment SWU & UF6 feed.โฌ†๏ธ๐Ÿ‘‡4
Read 9 tweets
1) I see @BambroughKevin is saying we could see #Uranium prices skyrocket "2x-3x in just a couple of weeks as #USA is poised to ban Russian uranium".๐Ÿคฏ While impossible to accurately predict "how high"๐ŸŒœ๐Ÿช here's a thread on why U prices would spike on a US/EU or Russian ban.๐Ÿ‘‡2
2) Both #USA & #EU rely on importing #Russia's #Uranium to provide about 20% of annual #Nuclear fuel requirements for their fleets of reactors, the 2 largest fleets in the world.โš›๏ธ A ban would force operators to find alternate sources ASAP to fill the resulting supply gap.๐Ÿ›’ ๐Ÿ‘‡3
3) Majority of US/EU imports of #Russia's #uranium is in Enriched Uranium(EUP) with Russia having 43% of global enrichment capacity.๐Ÿ‡ท๐Ÿ‡บ If US/EU (or Russia) were to ban imports then first impact, I think, would be steep price rise for EUP, enrichment SWU & UF6 enricher feed.โฌ†๏ธ๐Ÿ‘‡4
Read 9 tweets
#USA/#EU rely on #Russia's oil to meet 8%/27% of demand.๐Ÿ˜ฏ A ban on Russian oil means finding alternate sources to fill gap & moderate price rise.๐ŸŽข #USA & #EU also rely on #Russia for 20% of #Nuclear fuel supply.๐Ÿ˜ฑ A thread for U on banning that๐Ÿ‘‡ .../2 wsj.com/articles/bidenโ€ฆ
2) Majority of US/EU imports of #Russia's #uranium is in Enriched Uranium(EUP) with Russia having 43% of global enrichment capacity.๐Ÿ‡ท๐Ÿ‡บ If US/EU (or Russia) were to ban imports then first impact, I think, would be steep price rise for EUP, enrichment SWU & UF6 enricher feedโฌ†๏ธ ../3
3) A US/EU ban on #Russia's #uranium would require alternate enrichment plants in #USA & #EU to increase output ASAP.๐Ÿญ They've been in low demand, running with excess SWU capacity that's led to underfeeding & large secondary U supplyโ›๏ธ to lessen the #Nuclear fuel deficit.โš›๏ธ.../4
Read 7 tweets
Attracted by infamous #ViolentUpside of past #Uranium Bull Markets? ๐Ÿš€๐ŸŒœ #Investment choices are limited in this tiny niche sector with only ~60 companies left standing of over 500 #U3O8 related #stocks a decade ago. In this thread I will try to lay out some #investor options..๐Ÿ—‚๏ธ
For lowest risk #investment in #uranium best option is a traded Fund that holds Physical #U3O8. โš›๏ธ In North America that's Uranium Participation (#TSX: $U OTC: $URPTF) & in #UK that's Yellow Cake PLC (#AIM: $YCA). A 3rd choice, Uranium Trading Corp $UTC, is set to IPO in US. โœ๐Ÿผ
If you prefer to #invest in baskets of #uranium #stocks through ETF's for 1-trade in & out #U3O8 sector exposure, only 2 real choices. In North America, Global X Uranium ETF $URA on #NYSE, Indexed by Market Cap๐Ÿ“Š In UK, Geiger Counter Ltd Fund on LSE: $GCL cherry-picked by PM's๐Ÿ’
Read 19 tweets
"Underfeeding"? ๐Ÿผ What the heck is that?
And as a #uranium #investor, why should I care? ๐Ÿค”

Follow this thread to find out what underfeeding is on #uranium supply side vs #nuclear energy demand, using "coffee beans" in place of #U3O8 Yellowcake. I hope I get this right. ๐Ÿคž๐Ÿผ๐Ÿ˜‰
2/ Let's use "freeze-dried instant coffee" in place of "enriched #nuclear fuel" (EUP), where utilities are "coffee buyers", #uranium miners are growers, converters are roasters & grinders, & enrichers are factories where ground coffee is turned into packaged instant coffee.โ˜•๏ธ
3/ Coffee grower (#U3O8 miner) harvests, dries and bags coffee beans (Yellowcake) to be stored in warehouse until a coffee buyer either buys a few bags "on the Spot" or negotiates a long term contract for so many bags per year. Coffee buyer sends bags to be roasted & ground.๐Ÿ›๏ธ
Read 16 tweets

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