John Quakes Profile picture
Retired Earth Sciences Researcher, Professor, Analyst, Writer, Trekker and Explorer. 🥾🌎 Invested now in the new #Uranium Bull Market. ⚛️⛏️ 🤠🐂
Liberal Patriot Profile picture Οὖτις Al Klein Profile picture p rehmer Profile picture the novice Profile picture 28 subscribed
Feb 12 14 tweets 8 min read
If U are a newbie👶 unfamiliar with #Uranium, a commodity unlike any other with its own unique concepts & terminology such as #U3O8, Conversion, #UF6 & enrichment SWU😖 then this Tutorial thread👨‍🏫 on the #Nuclear fuel cycle♻️⚛️⛏️ may help U to ride the bull wave!🌊🏄🤠🐂🧵👇../2 Image 2) #Uranium is a very different fuel unlike #coal & #gas that are burned "as is" in #electricity power plants.🏭⚡️ #Nuclear fuel needs to be specially processed and then packaged into fuel rods that are then loaded into reactors to generate #CarbonFree electricity.🌞⚛️⚡️👇../3 Image
Jan 25 11 tweets 7 min read
1) With #Uranium Explorers mobilizing for winter drilling in #Canada's #AthabascaBasin⛏️ it's time⏳ for a thread on how to interpret drill data🗒️ coming soon in news releases.📰 Misunderstanding data can lead to missed opportunities.💰😟 Maybe I can help U get ready!👨‍🏫🧵👇.../2 Image 2) #Uranium explorers drill rock core samples looking for signs of #U3O8 bearing ore.🧐 Rarely do they hit high-grade on first few attempts.😟 Geologists first look for visual signs in the core samples. Here's a description from pre-discovery 2013 drilling at $NXE's Arrow👇.../3

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Jan 16 11 tweets 6 min read
If you've heard about #Uranium soaring past $100 to 16-year highs💯🎇🦻🐦 amidst a global #Nuclear #energy resurgence⤴️⚛️bringing unprecedented U demand⛏️🛒 and wonder how U can invest💵🤔 in U #mining #stocks famous for spectacular gains🎆💰😃 here's a🧵on ways U can play.🤠🐂👇 Image If you're just beginning to invest in #Uranium #mining #stocks👶 then a great starter🥣 is #investing in a 100% Pure-Play Uranium ETF: $URNM 🇺🇸🇬🇧🇦🇺 or Horizons Global Uranium Index ETF $HURA 🇨🇦 giving U broad #U3O8 sector exposure⛏️😃 while U do your research📚🧐👇#Nuclear⚛️🤠🐂
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Nov 19, 2023 12 tweets 7 min read
If you've heard about #Uranium breaking out to new 15-year highs🎇🦻🐦 amidst a global #Nuclear #energy resurgence⤴️⚛️ bringing unprecedented U demand⛏️🛒 and wonder how U can invest💵🤔 in U #mining #stocks famous for spectacular gains🎆💰😃 here's a🧵on the ways U can play.🤠👇 Image If you're just beginning to invest in #Uranium #mining #stocks👶 then a great starter🥣 is #investing in a 100% Pure-Play Uranium ETF: $URNM 🇺🇸🇬🇧🇦🇺 or Horizons Global Uranium Index ETF $HURA 🇨🇦 giving U broad #U3O8 sector exposure⛏️😃 while U do your research📚🧐👇#Nuclear⚛️🤠🐂
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Aug 27, 2023 12 tweets 7 min read
If you've heard about a global #Nuclear #energy resurgence⤴️⚛️👂🐦 driving demand for #Uranium that's in a deep supply deficit⤵️⛏️ and wonder how U can invest💵🤔 in this tiny #mining #stocks sector famous for spectacular gains🎆💰😃 here's a🧵 on the various ways U can play.🤠👇 Image To build your own #Uranium #mining #stocks portfolio📂 of #U3O8 equities traded in #Canada, #USA, #Australia & #UK🛒 U could choose from the holdings of 100% pure-play '@Sprott Uranium Miners ETF' $URNM 🇺🇸🇦🇺🇬🇧🛒⚛️⛏️🤠🐂 #Nuclear #investing #NetZero #ESG🏄‍♂️ sprottetfs.com/urnm-sprott-ur…

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Jul 16, 2023 12 tweets 6 min read
Quantifying #Uranium demand:🧵🛒⚛️⛏️🧮 I see investors using a wide range of figures when it comes to calculating estimates for U demand.↕️ What are the sources of Uranium demand today & in future, apart from what's consumed each year by #Nuclear reactors?🤔 Let's explore!🧑‍🏫../2 Image 2) First let's make sure we understand the terms used to express #Uranium quantities.🤬 #Nuclear fuel requirements are usually quoted as 'metric tonnes of U' => 'MT U' or 'tU' ⚖️ but miners fill drums of yellow cake🛢️ which is #U3O8 that's not pure U so we must convert.🧮../3 Image
May 7, 2023 11 tweets 21 min read
If you've heard about a global #Nuclear #energy resurgence⤴️⚛️👂🐦 driving demand for #Uranium that's in a deep supply deficit⤵️⛏️ and wonder how U can invest💵🤔 in this tiny #mining #stocks sector famous for spectacular gains🎆💰😃 here's a🧵 on the various ways U can play.🤠👇 Image To build your own #Uranium #mining #stocks portfolio📂 of #U3O8 equities traded in #Canada, #USA, #Australia & #UK🛒 U could choose from the holdings of 100% pure-play '@Sprott Uranium Miners ETF' $URNM 🇺🇸🇦🇺🇬🇧🛒⚛️⛏️🤠🐂 #Nuclear #investing #NetZero #ESG🏄‍♂️ sprottetfs.com/urnm-sprott-ur… ImageImage
May 7, 2023 7 tweets 11 min read
1) The #Uranium #investing opportunity⛏️💰 emerges from an unexpected & accelerating #Nuclear Renaissance🏎️🌅⚛️🏗️ creating unprecedented demand for #U3O8🛒 already in a deep multi-year structural supply deficit⏬ that can only be repaired by far higher #U3O8 prices💲⏫🐂🧵.../2👇 Image 2)The #Uranium #mining #stocks #investing thesis in a nutshell🥜 is that after Fukushima the #U3O8 price sank, new mine projects were cancelled, many mines closed, investment dropped💰⤵️ as investors mistakenly thought '#Nuclear #energy is dying'🪦 but they were wrong!✖️😯../3👇 ImageImageImageImage
Jan 29, 2023 12 tweets 24 min read
To build your own #Uranium #mining #stocks portfolio📂 of #U3O8 equities traded in #Canada, #USA, #Australia & #UK🛒 U could choose from the holdings of 100% pure-play '@Sprott Uranium Miners ETF' $URNM 🇺🇸🇦🇺🇬🇧🛒⚛️⛏️🤠🐂 #Nuclear #investing #NetZero #ESG🏄‍♂️ sprottetfs.com/urnm-sprott-ur… Lowest risk #Uranium #investing option🦺 is a Fund that stacks raw #Nuclear fuel #U3O8🏦⚛️ providing direct 1-to-1 exposure to U3O8 Spot price.📈👯 In North America that's @Sprott Physical Uranium Trust (TSX: $U.UN $U.U OTC: $SRUUF)🇺🇸🇨🇦 & in #UK Yellow Cake plc (AIM: $YCA)🇬🇧🛒⛏️
Jan 22, 2023 24 tweets 27 min read
1)#Russia's war on #Ukraine🪖 led to prices for #Uranium Conversion & Enrichment SWU more than doubling in 2022⏫ in a price wave🌊 cascading down #Nuclear fuel cycle towards mined #U3O8⛏️ as per Cantor Fitzgerald👇 as enrichers switch to "overfeeding".🍼🍼 A thread for U!👨‍🏫🧵👇2 2)#Uranium is a very different fuel than #coal & #gas that are burned "as is" in #electricity power plants.🏭⚡️ #Nuclear reactor fuel needs to be specially processed & then packaged into fuel rods that are then loaded into reactors to generate #CarbonFree electricity.🌞⚛️⚡️👇../3
Dec 18, 2022 6 tweets 10 min read
1) The #investing opportunity in #Uranium⛏️💰 emerges from an accelerating #Nuclear Renaissance🏎️⚛️🏗️ creating unprecedented demand for #U3O8🛒 that was already in a deep multi-year structural supply deficit⏬ that can only be repaired by far higher #U3O8 prices.✖️2⃣⏫🐂🧵.../2👇 2)The #Uranium #mining #stocks #investing thesis in a nutshell🥜 is that after Fukushima the #U3O8 price sank, new mine projects were cancelled, many mines closed, investment dropped💰⤵️ as investors mistakenly thought '#Nuclear #energy is dying'🪦 but they were wrong!✖️😯../3👇
Dec 12, 2022 8 tweets 9 min read
1) As promised, here's a thread showing how #Uranium requirements for just one typical 1000MW #Nuclear reactor in the West have increased by over 9% since #Russia invaded #Ukraine🪖 pushing up mined #U3O8 feed by nearly 20% in new enrichment contracts.🧾⛏️ Old 2021 model.👇🧵...2 2) For illustrative purposes I'll use Spot #Uranium & #Nuclear fuel cycle prices published by @Numerco a year ago on 16 December 2021 before #Russia's invasion🪖 when optimal tails assay was 0.146%:
#U3O8 $43.26/lb
Conversion $16.01/kgU
UF6 $129.04/kgU
SWU $56.13
👇🧵.../3
Nov 6, 2022 5 tweets 8 min read
1) The #Uranium #mining #stocks #investing thesis in a nutshell🥜 is that after Fukushima the #U3O8 price sank, new mine projects were cancelled, many mines closed, investment dropped💰⤵️ as investors mistakenly thought '#Nuclear #energy is dying'🪦 but they were wrong!✖️😯../2👇 2) #Nuclear #energy has recovered over the past decade⚛️🏗️⤴️ so that #Uranium demand today is back where it was before Fukushima & surging higher.🌞 A #Nuclear revival has been underway for years📈 now kicked into high gear🏎️ by an #EnergyCrisis & #NetZero targets.🎯⚡️⏫ .../3👇
Oct 9, 2022 4 tweets 3 min read
1) #Zaporizhzhya #Nuclear plant update: Grid power restored, all 6 reactors in cold shutdown= no fission, no possibility of runaway chain reactions, meltdowns or other severe events.🦺 Even without grid power & backup generators a radiation release is "extremely unlikely"../2🧵👇 2) #Zaporizhzhya NPP's reactors were upgraded after Fukushima⚛️🧰👷 to prevent any hydrogen explosion & radiation release💥 as happened in Japan due to the lack of a steel-reinforced concrete containment dome and passive hydrogen venting in their 1960's vintage reactors.☮️.../3👇
Oct 2, 2022 5 tweets 8 min read
1) The #Uranium #mining #stocks #investing thesis in a nutshell🥜🧵 is that after Fukushima the price of #U3O8 sank, new mine projects were cancelled, many mines closed, investment dropped 💰⤵️ as investors thought "#Nuclear #energy is dying"🪦 but they were wrong!✖️😯 .../2👇 2) #Nuclear #energy has grown steadily over past decade so that #Uranium demand today is back where it was before Fukushima.🌞⚛️🏗️↗️ A #Nuclear renaissance has been quietly underway for years📈 & has been kicked into high gear by the #ClimateCrisis & #EnergyCrisis.🏎️🏗️⏫ .../3👇
Sep 11, 2022 4 tweets 4 min read
Great news from #Ukraine😌 as all 6 reactors at #Zaporizhzhia #Nuclear plant are in cold shutdown -no fission reactions generating heat, no possibility of runaway chain reactions or other extreme events -making any "radiation release" extremely unlikely thanks to Fukushima ../2🧵 2)Fukushima Daiichi #nuclear reactors were 1960's vintage with no steel-reinforced concrete containment. A loss of backup power led to a hydrogen explosion & radiation release. After Fukushima, ZNPP reactors were upgraded to prevent that from ever happening at #Zaporizhzhia .../3
Sep 3, 2022 9 tweets 10 min read
1)On Friday Congress was asked for $1.5 Billion in "emergency" funding for "acquisition and distribution of low-enriched #uranium(LEU) and high-assay LEU(HALEU)"🛒 "to address potential future shortfalls in access to Russian uranium and [#nuclear] fuel services"⚛️⛏️🇷🇺 A 🧵../2👇 2)US #Nuclear utilities send #Russia hundreds of $Millions per year under a "Russian Suspension Agreement" US government extended in 2020 that allows utilities to purchase & import 20% of their enriched #Uranium reactor fuel from Russia (about 10M lbs/yr #U3O8 equivalent)😯../3👇
Aug 21, 2022 26 tweets 31 min read
1) While market meltdowns🫠 & #Ukraine war FUD😱 may be raining on #Uranium for now⛈️ a huge Shockwave💥 dubbed 'overfeeding'🍼 is already crashing thru the seemingly calm #Nuclear fuel market.🌀⚛️⛏️ I've created a Tutorial👨‍🏫🧵 to help prepare U to ride the coming wave.🌊🏄💰👇2 2) #Uranium is a very different fuel than #coal & #gas that are burned "as is" in #electricity power plants.🏭⚡️ #Nuclear reactor fuel needs to be specially processed & then packaged into fuel rods that are then loaded into reactors to generate #CarbonFree electricity.🌞⚛️⚡️👇3
Aug 20, 2022 4 tweets 5 min read
In 2017 #Kazakhstan cut its #Uranium production to -20% below max permitted levels for 3 years 2018-2020⚛️⛏️⤵️ extended 3 times since thru 2023.➡️ Yesterday they extended cuts thru 2024 at -10% below max levels↗️ as #U3O8 prices still don't signal a return to full production.🤠🐂 Tho #Kazakhstan says it's intending to begin to raise its #Uranium production 18 months from now in 2024🐌 they warned in their H1/2022 results yesterday that they may not be able to increase production in 2024⚠️ due to "significant challenges" created by global supply chains.🚛
Aug 14, 2022 5 tweets 7 min read
1) The #Uranium #mining #stocks #investing thesis in a nutshell🥜🧵 is that after Fukushima the price of #U3O8 sank, new mine projects were cancelled, many mines closed, investment dropped 💰⤵️ as investors thought "#Nuclear #energy is dying"🪦 but they were wrong!✖️😯 .../2👇 2) #Nuclear #energy has actually been growing steadily over past decade so that #Uranium demand today is back where it was before Fukushima.🌞⚛️🏗️↗️ A #Nuclear renaissance has been quietly underway for years but few have noticed🤷 and it's set to grow for years to come!⏫ .../3👇
Aug 12, 2022 5 tweets 3 min read
Fellow $UEX holders,
After careful review🧐 it appears to me that UNLESS $UEX shareholders vote AGAINST the proposed takeover by #Uranium Energy $UEC on Monday at 10AM, Denison's Superior Proposal will become null & void and the bidding war will grind to a halt.⚔️⛔️ .../2 2) According to the terms of $UEC's Agreement with $UEX, they have 5 business days from August 9th in which to match Denison's Superior Proposal which, correct me if I'm wrong, is by 5PM Vancouver time on Monday, August 15, 5 hours AFTER the 10AM UEX shareholders meeting. .../3